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CLAIM #68066 · Zscaler Inc (ZS) · 2025Q4 earnings call · Nov 25, 2025 · due Jul 31, 2026

We expect ZPA to give us good growth as well.

Jay Chaudhry · CEO

PENDING
graded after results covering Jul 31, 2026 are reported

In context

Jay Chaudhry (Chairman and CEO): Very good question. We have been very pleased with the contribution of emerging products. We delivered good results and are very pleased with it. But as we move forward, I think we are shifting our focus on three significant growth factors to better package rather than leave them as one bucket of emerging products. AI security is one, Zero Trust Everywhere being two, and data security being three. These three areas for us are actually billion-dollar ARR opportunities. We'll be tracking each of these three segments for us to grow. We already talked about data security growing at a very good pace at scale. AI security is somewhat smaller, but we expect it to grow at a faster pace as well. Your ZPA is the heart of all the zero trust communication, and the overall strength of ZPA will be good. We added some of the zero trust segmentation, micro-segmentation offerings for workloads for ZPA. We expect ZPA to give us good growth as well. So overall, I think our portfolio is growing very rapidly. The main thing I'm personally focused on is to make sure the sales execution we did very well in fiscal 2025 continues to get better and better in fiscal 2026.

Verify independently

SEC filings for ZS · Claim quote is verbatim from the 2025Q4 earnings call.