ZS - Zscaler Inc. (ZS) Morgan Stanley Technology Media & Telecom Conference (Transcript)
2024-03-06 14:51:05 ET
Zscaler, Inc. (ZS)
Morgan Stanley Technology, Media & Telecom Conference
March 06, 2024 10:15 AM ET
Company Participants
Jay Chaudhry - CEO, Chairman and Founder
Conference Call Participants
Hamza Fodderwala - Morgan Stanley
Presentation
Hamza Fodderwala
Okay. Good morning, everybody. Welcome to day three of our Morgan Stanley TMT Conference. This morning, I'm very delighted to have Jay Chaudhry, CEO, Chairman and Founder of Zscaler. Jay, thank you so much for joining us.
Jay Chaudhry
Thank you, Hamza.
Question-and-Answer Session
Q - Hamza Fodderwala
And before I begin the conversation, a brief programming note for important disclosures, please see the Morgan Stanley Research Disclosures website at www.morganstanley.com/researchdisclosures. With that, we'll kick it off. So Jay, you just reported earnings a week ago now. Obviously, a lot of demand for Zero Trust, SASE, modernizing security architectures for this new world that we live in. At the same time, we've heard some data points around there's still budget scrutiny out there, some talk to spending fatigue. I'm curious what are you seeing today, what's the state of the union and where do you think CISOs are?...
Zscaler, Inc. (ZS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)