Zscaler CEO Discusses Growth in AI Security and Zero-Trust Adoption
At Citi's TMT Conference, Zscaler CEO Jay Chaudhry highlighted the company’s expansion into AI security with a product portfolio that has grown from one to six offerings. He noted strong demand for these solutions, with bookings exceeding $100 million over a 12-month period. However, many customers are starting small before committing to larger deployments. Chaudhry also emphasized improved sales momentum and customer adoption of Zscaler’s Zero Trust Everywhere platform, which saw its user base grow from 300 to 950 in the past year. The company reported a significant increase in net-new annual recurring revenue (ARR) growth, rising from 7% in fiscal 2025 to 17% in Q4 of fiscal 2026. Looking ahead, Zscaler is focusing on agentic security and flexible purchasing models like its new Z Flex offering. The company expects AI security, Zero Trust Everywhere, and Agentic Exchange to be key drivers for future growth.
Tickers: $ZS
Topics: AI security product portfolio expansion sales growth zero-trust architecture