Zscaler, Inc. (NASDAQ: ZS ) Q2 2025 Earnings Call:
On March 5, 2025, Zscaler, Inc., a leading cloud security company, held its Q2 2025 earnings conference call. The call was led by Ashwin Kesireddy, VP of IR and Strategic Finance, Jay Chaudhry, Chairman and CEO, and Remo Canessa, CFO. The following are some of the highlights from the call:
Financial Performance:
Jay Chaudhry began the call by discussing Zscaler’s financial performance. He announced that the company had achieved record-breaking revenue growth of 45% YoY, reaching $250 million in Q2 2025. This growth was driven by an increase in demand for Zscaler’s cloud security solutions, particularly in the wake of the ongoing shift to remote work and the rise of cyber threats. Chaudhry also mentioned that the company had added over 1,500 new customers in the quarter, bringing the total to over 6,000.
Product Innovation:
Remo Canessa then discussed the company’s product innovation. He highlighted the recent launch of Zscaler’s Zero Trust Exchange, which provides real-time protection against threats by securing all connections between users and applications, regardless of location or device. Canessa also mentioned that the company had expanded its security offerings to include email security and web security for Microsoft Teams and Slack.
Customer Success:
Ashwin Kesireddy then shared some customer success stories. He mentioned that a large retailer had reduced its security incidents by 60% by implementing Zscaler’s Zero Trust security solution. Kesireddy also shared that a healthcare organization had been able to secure its telemedicine platform and protect patient data using Zscaler’s solutions. These success stories underscored the importance of security in the current business landscape and Zscaler’s ability to address these needs.
Q&A Session:
The call then opened up for a Q&A session with analysts. Saket Kalia from Barclays asked about the company’s pricing strategy and how it plans to maintain its growth momentum. Chaudhry responded by emphasizing the value of Zscaler’s solutions and the company’s ability to offer customized pricing based on customer needs. Brad Zelnick from Deutsche Bank asked about the company’s competition and how it differentiates itself. Canessa highlighted Zscaler’s Zero Trust architecture and its ability to secure all connections, unlike traditional security solutions that focus on specific endpoints.
Impact on Individuals:
The strong financial performance and product innovation at Zscaler are a positive sign for the company’s future growth. For individuals, this means that there will likely be more investment in research and development of advanced security solutions, leading to better protection against cyber threats. Additionally, as more companies adopt cloud-based security solutions, individuals may find it easier and more convenient to secure their personal devices and data.
Impact on the World:
On a larger scale, Zscaler’s growth and innovation in the cloud security space could have a significant impact on the world. With more and more businesses and organizations moving to remote work and cloud-based infrastructure, the need for robust and effective security solutions is greater than ever. Zscaler’s solutions can help address these needs, providing real-time protection against cyber threats and ensuring the security of sensitive data. Additionally, as the company continues to expand its offerings, it could lead to a more secure and connected world, where individuals and organizations can conduct business with confidence.
In conclusion, Zscaler’s Q2 2025 earnings call was a testament to the company’s strong financial performance and innovative product offerings. The company’s focus on cloud security and Zero Trust architecture is particularly relevant in today’s business landscape, where remote work and cyber threats are becoming more common. For individuals and the world at large, this means that there is a growing need for advanced security solutions, and Zscaler is well-positioned to meet that need. As the company continues to innovate and expand, it will be an exciting time to watch the evolution of the cloud security space.
- Record-breaking revenue growth of 45% YoY
- Addition of over 1,500 new customers
- Launch of Zero Trust Exchange
- Expansion of security offerings to include email and web security for Microsoft Teams and Slack
- Customer success stories highlighting the importance of security
