Zscaler, Inc. (ZS) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.13K Followers Follow Zscaler, Inc. ( ZS ) Citi's 2026 Global TMT Conference September 9, 2026 12:35 PM EDT Company Participants Jagtar Chaudhry - Co-Founder, CEO & Chairman of the Board Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Citigroup Inc., Research Division I'm Fatima Boolani, I jointly head up our software research team here. Thank you for joining us in the afternoon session of day 2 of Citi's TMT Conference. I'm very excited to host a fireside chat with the CEO and Founder of Zscaler, Jay Chaudhry. Thank you so much for being here. Jagtar Chaudhry Co-Founder, CEO & Chairman of the Board Thanks, Fatima. Question-and-Answer Session Fatima Boolani Citigroup Inc., Research Division Jay, I want to start the session and the discussion off by you just setting the stage. You just closed out fiscal '26, which was a pretty transformational and transformative year for you. But before that, I have to say Zscaler is 19 years old this month. It might have been your first baby, but congratulations on that. But a pretty transformational year for you in terms of a lot of activity, a pretty large acquisition. So just to have you set the stage for us and the table for us on the year-end review, the key milestones coming off closing out this year. Jagtar Chaudhry Co-Founder, CEO & Chairman of the Board So first of all, our platform expanded significantly. Zero Trust everywhere is a big differentiator because you don't want just for users, branches, devices, workloads and our agents. Our portfolio for data security is as comprehensive as anything gets. And then security for AI, actually, a year ago, we had one product that was GenAI security. Now we've got 6 very good products fully integrated. That has exceeded my expectation, the pace at which happened. And we expected it.