Zscaler, Inc. (NASDAQ: ZS ) at Morgan Stanley Technology, Media and Telecom Conference
On March 6, 2026, at 1:00 PM ET, Zscaler, Inc. (ZS), a leading cloud security company, participated in the Morgan Stanley Technology, Media and Telecom Conference. The conference call was moderated by Keith Weiss from Morgan Stanley, with Jay Chaudhry, CEO & Founder, and Remo Canessa, CFO, representing Zscaler. Here are the key takeaways from the discussion:
Company Overview
Jay Chaudhry began by providing an overview of Zscaler, emphasizing its position as a leading security provider in the cloud. He highlighted the company’s unique architecture, which allows it to secure applications, browsing, and email without requiring a traditional security appliance. He also discussed Zscaler’s growth, noting that the company has seen a significant increase in the number of customers and usage.
Financial Performance
Remo Canessa then discussed Zscaler’s financial performance. He reported strong revenue growth, with the company seeing a 35% year-over-year increase in billings. He also mentioned that the company has been profitable for several quarters, demonstrating its financial strength.
Product and Technology
During the call, Jay Chaudhry discussed Zscaler’s product offerings, including its Secure Web Gateway, Zero Trust Exchange, and Cloud Access Security Broker (CASB). He also highlighted the company’s focus on artificial intelligence (AI) and machine learning (ML) to enhance its security capabilities. Chaudhry stated that Zscaler’s AI and ML algorithms help the company identify and mitigate threats in real-time, providing better protection for customers.
Impact on Individuals
For individuals, the implications of Zscaler’s growth and technology advancements are significant. With more and more people working remotely, the need for secure and reliable cloud-based security solutions is greater than ever. Zscaler’s unique architecture and AI capabilities make it an attractive option for individuals seeking to protect their data and devices from cyber threats. Additionally, as the company continues to innovate and expand its offerings, individuals can expect to see new features and enhancements that will make their online experiences safer and more secure.
Impact on the World
On a larger scale, Zscaler’s growth and advancements in cloud security will have a profound impact on the world. As more businesses and organizations adopt cloud-based solutions, the demand for robust and reliable security will only increase. Zscaler’s technology, with its focus on AI and ML, will help to address this need, providing better protection against cyber threats and enhancing overall security and privacy.
Conclusion
In conclusion, Zscaler’s participation in the Morgan Stanley Technology, Media and Telecom Conference provided valuable insights into the company’s growth, financial performance, and product offerings. For individuals, the implications of Zscaler’s advancements in cloud security are significant, offering better protection against cyber threats and enhancing their online experiences. On a larger scale, Zscaler’s technology will help to address the growing need for robust and reliable security solutions in an increasingly digital world.
- Zscaler participated in the Morgan Stanley Technology, Media and Telecom Conference on March 6, 2026.
- Jay Chaudhry, CEO & Founder, and Remo Canessa, CFO, represented the company.
- Zscaler reported strong financial performance, with a 35% year-over-year increase in billings.
- The company’s unique architecture and AI capabilities make it an attractive option for individuals seeking to protect their data and devices.
- Zscaler’s technology will help to address the growing need for robust and reliable security solutions in an increasingly digital world.
