ZS

September 13, 2019 Summary ZS reported its fiscal Q4 results earlier this week. The guidance provided was considered disappointing and the shares-already down because of concerns about valuation and competition-declined an additional 20%. ZS, now down about 43% from its high, has reached a valuation level (EV/S) just slightly above average for its growth cohort.…

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March 11, 2019 Summary Zscaler reported another quarter of outstanding operational performance last week. Growth actually accelerated in terms of revenues and bookings, with bookings growth exceeding 70%. The company reported strong operating leverage – non-GAAP margins were about 15% and the operating cash flow margin was above 20%,. The company continues to achieve extraordinary…

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June 29, 2018 is. Overall, the company’s GAAP loss from operations was 18%, down from 23% the prior year. The company does use some noticeable level of stock based comp, although that figure was constrained last quarter. That’s probably more a function of the relatively small sequential increase in research and development spend because of…

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