Zscaler Tshuag poob 10% ntawm kev coj noj coj ua, raws li nws siv sijhawm ntev dua los kaw kev sib tham

Zscaler tau hais tias nws cia siab tias yuav tau kho cov nyiaj tau los ntawm 29 xees rau 30 xees ib feem ntawm cov nyiaj tau los ntawm $ 364 lab rau $ 366 lab rau lub quarter thib ob. Cov kws tshuaj ntsuam xyuas los ntawm FactSet kwv yees 26 xees ib feem ntawm cov nyiaj tau los ntawm $ 325.1 lab thiab cov nqi ntawm $ 355.3 lab rau lub quarter.

Lub tuam txhab tseem kwv yees kho cov nyiaj tau los ntawm $ 1.23 txog $ 1.25 ib feem ntawm cov nyiaj tau los ntawm kwv yees li $ 1.53 nphom rau xyoo thiab cov nqi ntawm $ 1.93 billion txog $ 1.94 billion, thaum cov kws tshuaj ntsuam tau kwv yees cov nyiaj tau los ntawm $ 1.18 ib feem ntawm cov nyiaj tau los ntawm $ 1.5 billion thiab cov nqi ntawm $ 1.93 billion rau. xyoo.

Tab sis lub quarter kawg ntawm cov nyiaj tau los yog ib qho nyuaj ua raws li, thaum Zscaler tshaj Wall Street qhov kev cia siab thoob plaws lub rooj tsavxwm, thiab cov Tshuag tau teev nws qhov kev ua tau zoo tshaj plaws ib hnub txij li lub tuam txhab mus pej xeem hauv 2018.

Kev lees paub, nws yog qhov nyuaj rau cov neeg muag khoom huab-software kom snag deals nyob rau hauv ib puag ncig tus nqi-conscience nrog ib tug looming kev lag luam. Ntau xyoo dhau los, cov tuam txhab huab huab - thiab cov tuam txhab qub txeeg qub teg uas tsiv mus rau huab - tau tsim lawv cov qauv ntawm "platform," lossis qhov tseem ceeb yog qhov ecosystem. Los ntawm kev ntxiv cov kev pabcuam tshiab, lossis cov qauv, rau lub platform, cov neeg siv khoom yog tom qab muag, txhawb kom ntxiv cov qauv ntxiv, lossis kev ua haujlwm, rau lawv lub platform customized.

Remo Canessa, Zscaler tus thawj coj nyiaj txiag, hais rau cov kws tshuaj ntsuam ntawm lub rooj sib tham hu rau hnub Thursday tias lub tuam txhab cov nqi them nqi yog siab tshaj qhov nruab nrab, 14 lub hlis piv rau nruab nrab ntawm 10 lub hlis. Qhov ntawd yuav ua rau kev loj hlob ntawm kev lag luam los ntawm 5 feem pua ​​​​cov ntsiab lus.

"Txawm hais tias zoo rau peb txoj kev lag luam, kev lag luam loj dua yuav siv sijhawm ntev dua los kaw thaum cov neeg siv khoom nthuav qhia ntau cov tshev thiab tshuaj xyuas," Canessa tau hais. "Nyob rau hauv ib puag ncig no, peb xav tias nws yuav tsum tau ua tib zoo xav txog qib siab ntawm kev tshuaj xyuas thiab tshuaj xyuas los ntawm peb cov neeg siv khoom txuas ntxiv mus."

Tsis tas li ntawd, kev tsim kho tshiab ntawm lub tuam txhab kev muag khoom kom zoo dua rau cov neeg siv khoom tau txais tos los ntawm cov kws tshuaj ntsuam ntawm kev hu xov tooj raws li tus nqi khiav lag luam uas tsim nyog nug, tab sis Jay Chaudhry, Zscaler tus thawj tswj hwm thiab tus thawj coj, tau txo qis kev muag khoom rov tsim dua thiab ua rau cov duab loj dua, ntawm snagging loj deals los ntawm cov neeg muas zaub loj.

Chaudhry tau hais tias "Lawv tsis yog qhov hloov pauv loj, tab sis lawv muaj ntau dua li qhov peb ib txwm ua," Chaudhry tau hais. “Tab sis tsis muaj ib qho ntawm cov kev sib cog lus no yuav ploj mus. Peb nyob zoo. Peb yeej ib txhia twb lawm. Peb tab tom ua haujlwm ntxiv. "

Lub tuam txhab tau tshaj tawm txog cov nyiaj tau los hauv thawj lub hlis thib plaub uas tau poob $ 68.2 lab, lossis 48 xees ntawm ib feem, piv nrog qhov poob ntawm $ 90.8 lab, lossis 65 xees ib feem, hauv lub xyoo dhau los. Cov nyiaj tau los tom qab hloov kho, uas tsis suav nrog cov nyiaj them ua lag luam thiab lwm yam, yog 29 xees ib feem, piv nrog 14 xees ib feem ntawm lub xyoo dhau los.

Cov nyiaj tau los tau nce mus rau $ 355.5 lab los ntawm $ 230.5 lab hauv lub quarter dhau los, lub tuam txhab tau hais. Kev suav cov nqi, lossis cov nyiaj tau los ntxiv rau cov nyiaj tau los uas tau txais los ntawm lub quarter, tau nce mus rau 37% rau $ 340.1 lab los ntawm lub xyoo dhau los.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees cov nyiaj tau los ntawm 26 xees ib feem ntawm cov nyiaj tau los ntawm $ 340.7 lab thiab cov nqi ntawm $ 333.1 lab.

Raws li hnub Thursday kaw, cov khoom lag luam poob qis 55% xyoo rau hnub tim, piv nrog 15% poob los ntawm S&P 500 index. 
SPX,
-0.09%,
27% poob los ntawm tech-heavy Nasdaq Composite Index
COMP,
+ 7.36%,
thiab 23% poob los ntawm ETFMG Prime Cyber ​​​​Security ETF 
HACK,
+ 3.37%.

Zscaler daim ntawv tshaj tawm nyiaj tau los zoo ib yam li CrowdStrike Holdings Inc.'s
CRWD,
+ 5.46%
Hnub Tuesday, thaum lub tuam txhab cybersecurity tau hais subscription kev loj hlob tau qeeb vim kev yuav khoom ntev dua los ntawm cov neeg siv khoom. Shares ntawm CrowdStrike poob 15% hnub tom qab, rau lawv hnub thib ob uas phem tshaj plaws.

Salesforce Inc.
crms,
-8.27%
shares raug kev txom nyem tom qab cov neeg siv khoom-kev sib raug zoo tswj software loj heev muab ib tug tsawg forecast uas poob luv ntawm kev cia siab Hnub Wednesday thiab tau tshaj tawm tias tus Thawj Coj Thawj Coj Bret Taylor tau tawm hauv lub tuam txhab. Lub caij no, Snowflake Inc.'s
DAUS,
+ 7.80%
tau txais tos nrog kev tshuaj xyuas sib xyaw ntawm Wall Street.

txawm Palo Alto tes hauj lwm Inc.
PAWG,
+ 5.00%,
uas tau ncaws tawm cybersecurity nyiaj tau los lub caij nrog lub suab nrov, hais tias nws yuav tsum tau ua kom muaj zog ntxiv nrog cov neeg siv khoom kom kaw cov kev sib cog lus sai dua.

Ntawm qhov tod tes, Okta Inc.
OKTA,
+ 26.46%
surprised investor los ntawm forecasting ib surprise profit rau lub quarter thib plaub, thiab tswj profitability dhau xyoo tom ntej, thiab Workday Inc.
HNUB NO,
+ 0.94%
shares surged 17% Wednesday tom qab huab-based human-resources software tuam txhab hiked nws outlook thiab launched ib tug share buyback program.