Zscaler: Sharp Slowdown In Billings Raises Concerns About Growth Outlook [Seeking Alpha]
Zscaler, Inc. (ZS)
Last zscaler, inc. earnings: 2/20 04:05 pm
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Source: Seeking Alpha
Follow Summary Zscaler experienced an 18% selloff due to weaker-than-expected earnings guidance, indicating a YoY decline in non-GAAP EPS for FY2025. Despite exceeding revenue forecasts, ZS's revenue growth outlook signals a significant slowdown in billings and bookings in 1H FY2025, raising concerns about future growth trajectory. Deteriorating customer engagement, evidenced by a declining dollar-based net retention rate and slowing current remaining performance obligation growth, highlights intensified competition impacting ZS's growth outlook. The stock is trading at 55x non-GAAP P/E for FY2025, which is higher than its TTM basis, indicating that its valuation is not cheap. While new product launches may initially lower gross margins, the current margin outlook could still support achieving the "40 Rule" in FY2025, justifying a hold rating. Michael Vi What Happened in 4Q FY2024 Earnings Zscaler ( NASDAQ: ZS ) experienced an 18% selloff after issuing weaker-than-e
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ZS
Earnings
- 9/3/24 - Beat
ZS
Sec Filings
- 9/13/24 - Form 40-APP/A
- 9/12/24 - Form S-8
- 9/12/24 - Form 10-K
- ZS's page on the SEC website