Zscaler Inc
ZS
Market Cap$47.17B
Close$
Earnings Call Q3 2025
May 29, 2025 - AI Summary
Strong Q3 Performance: Zscaler reported Q3 revenue of $678 million, reflecting a 23% year-over-year increase and a sequential growth of 5%. Annual recurring revenue (ARR) reached approximately $2.9 billion, also up 23% year-over-year, with expectations to exceed $3 billion by the end of Q4.
Significant Customer Growth: The company saw a 40% year-over-year growth in new logo annual contract value (ACV) and reached a total of 642 customers with over $1 million in ARR. This demonstrates Zscaler's increasing importance to its customers' digital transformation efforts.
Future Guidance and Expectations: For Q4, Zscaler forecasts revenue between $705 million and $707 million (approximately 19% growth year-over-year), with total calculated billings expected to be in the range of $3.184 billion to $3.189 billion for the full year, illustrating sustained growth and a robust economic outlook.
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$245.07
21.5% downside
Current Fair Value
21.5% downsideOvervalued by 21.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $47.17 Billion |
|---|---|
| Enterprise Value | $49.26 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-0.39 |
| Beta | 1.09 |
| Outstanding Shares | 154,909,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -1210.17 |
|---|---|
| PEG | 995.46 |
| Price to Sales | 19.51 |
| Price to Book Ratio | 28.37 |
| Enterprise Value to Revenue | 19.34 |
| Enterprise Value to EBIT | -743.4 |
| Enterprise Value to Net Income | -1271 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 2.27 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Zscaler Inc
1,480 employees
CEO: Jagtar Chaudhry Zscaler accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange protects thousands of customers from cyberattacks and data loss by securely connecting users, de...