2024-06-05 17:20:29 ET
Zscaler, Inc. (ZS)
Bank of America Global Technology Conference
June 05, 2024 12:20 PM ET
Company Participants
Steven House - SVP, Product Management
Remo Caness - CFO
Conference Call Participants
Tal Liani - Bank of America
Presentation
Tal Liani
Steve House, welcome. First of all, I think it's the first time I’m hosting you for one of these sessions. And Remo, I've hoped you many times. We have a lot of cybersecurity companies today. And maybe before we start, Steve, just before -- because it's the first time you're here at our conference, maybe you can present yourself in your position, and then I'll start with the questions.
Steven House
All right. Excellent. Good morning, everyone. Steve House, I'm the Senior Vice President of Product Management at Zscaler, I've been at Zscaler almost nine years. Prior to Zscaler, I was the VP of Product Management at Blue Coat Systems was there seven years running all their core appliance product lines. I got there when they acquired a company called Packeteer around product management team for Packeteer. I was there six years.
Question-and-Answer Session
Q - Tal Liani
Excellent. Thanks. So I want to start from the last quarter and then go back basically and maybe Remo. You outperformed billings significantly last quarter. You grew 30%. We expected 21% and you -- the performance was so much better than expectations. Then the question is, what is happening in the underlying market? Meaning what is -- on one hand, we are worried about newcomers, Cisco and Fortinet, etc. On the other hand, your performance was phenomenal. So how do you describe the competitive landscape, your ability to sell? What kind of questions are you getting from customers about competition, etc.?...
Read the full article on Seeking Alpha
For further details see:
Zscaler, Inc. (ZS) Bank of America Global Technology Conference (Transcript)