Source Post
Zscaler's growth is zero-ing in on new highs
Sep 7, 2025
The creator discusses Zscaler's (ZS) Q4 2025 results, highlighting strong revenue growth (21% YoY) and billings (32% YoY), with remaining performance obligations up 31%. While net income was negative, operating and free cash flow margins were robust at 35% and 24% respectively. The creator notes that emerging products contributed 27% of new business. The outlook for Q1 and full-year 2026 suggests continued growth around 23%. The creator expresses some skepticism about deferred revenue as a metric but acknowledges the company's "rule of 50" performance.
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