Zscaler ($ZS) podcast mentions
Per Ticker.id: 3 Zscaler ($ZS) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-07.
The Investor Day was packed to the gills. So we had Zscaler. It's one of the lesser known but leading and more preeminent cybersecurity companies. You know, they don't necessarily get talked about in the same breath as the, the Goliaths, CrowdStrike and Palo Alto Networks. But yeah, it was packed to the gills. There's a lot of interest.
Fatima Bulani · Bloomberg Surveillance · Equities, Bonds, and AI · 2026-10-07Zscaler coming off the Investor Day. I'm just taking a look at the stock market cap, $34.5 billion. Not too shabby. Year to date, though, the stock is down nearly 6%. What was your big takeaway from Investor Day?
Alexis Glick · Bloomberg Surveillance · Equities, Bonds, and AI · 2026-10-07Reuters reported last week that McDonald's pricing engine uses machine learning algorithms to continually analyze data from millions of daily transactions across its nearly 14,000 restaurants. The lawsuit cited the article, which said other fast food companies are also turning to AI to help with pricing and other operations. McDonald's, in a statement on Monday, called the allegations speculative and uninformed. The company said AI does not set the price of a Big Mac or any other menu item. It said franchisees make their own pricing decisions and that the use of pricing recommendation tools and analytics is widespread across industries. We have a busy Catalyst Watch for the day. Notable investor events include Zscaler's Investor Day and Nomad Foods' Investor Day. The tech sector will have its eyes on another Investor Day from Marvell Technology.
Julie Morgan · Wall Street Breakfast · SCOTUS weighs oil liability · 2026-10-06So when you see these institutional players rotate into gold, retail investors probably need to understand the forces driving that shift and what it means for their own allocations. Also touch on the property tax revolt that we're seeing across the country, how that really affects your costs across the board. Another story on bank consolidation and what that might mean for where you store and keep your money. Should we have time at the end of the show, we'll talk a little bit about how 2026 just broke the all-time IPO record. We also have some voice bank calls ready to play, including one on the US economy and another on Zscaler Inc., as well as some questions that came in from the comments section of the Invest Talk YouTube channel. We're going into a quick break. Please remember, you can call anytime and leave your questions on the Invest Talk voice bank. If you're listening via our livestream or on AM 1220 in the Bay Area, I encourage you to call now at 888-99-CHART.
Luke Guerrero · InvestTalk · Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again · 2026-09-15This is Randy from Tampa, Florida. Um, hope you're doing well and thank you for all you do. Been a long time listener and I'll watch on YouTube a lot. And, um, I have a stock I want to see your opinion on. It is Zscaler, ticker symbol ZF. Um, I really like the opportunity in that space and I'm looking to, to add a position into that. Uh, but want to get your thoughts on this. Look forward to hearing my question on your show.
Speaker C · InvestTalk · Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again · 2026-09-15Thank you. All righty, let's take a look at Zscaler, ticker ZS. It is a roughly $100— or sorry, $31 billion market cap, uh, cloud security company. So what they do is they connect users, workloads, branches, and now AI agents directly to various applications without moving them towards external networks. So in a way, it is benefiting from what has been a big trend of movement towards cybersecurity, cloud infrastructure security as well. From a revenue perspective, I mean, it's grown significantly since July of 2020. It's grown from $431 million in revenue to $3.3 billion. That's roughly 38% on an annualized basis.
Luke Guerrero · InvestTalk · Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again · 2026-09-15Plus, the CEO of cybersecurity firm Zscaler on results. We'll also get his reaction to new reports of another hack from OpenAI agents.
Mike Santoli · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04Welcome back. Zscaler topping earnings expectations and giving upbeat guidance. The stock is down this morning. John Forte joins us now along with the CEO in a first on CNBC interview.
Mike Santoli · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04John. Thanks, Mike and Jay. It's good to see you. Jay Chowdhury, CEO of Zscaler. The stock is down after you guided to current quarter growth at 19%. You had beats across the board on the quarter that you've reported. How much of your full year guide, which is a little lighter than the the current quarter guide is conservative, especially given that you said your sales force's productivity just hit a high.
Jon Forte · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04So today Zscaler sits in line to make sure the right agent can talk to the right agent so they can access the right resources. That is probably the best solution for avoiding attacks we are hearing about Hugging Face or many other attacks like that. Now, when you, when you sit in line, you're picking up a lot of telemetry, and we take that telemetry, we take it to our SecOps solution, which is powered by Agentic technology. So I can analyze the data, find for any reconnaissance and any of the underlying activity that could lead to bad things, and feed it back to my inline So I can act to those issues in minutes. Today, in a traditional security operation systems, it takes days or weeks. So I'm very excited about extending our platform from inline policy enforcement to security operations.
Jay Chaudhry · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04So these incidents are making CEOs, CIOs, and boards very nervous. I have been talking to lots and lots of them. They have two concerns. One, even if I don't adopt AI, these frontier models have the capacity, have the ability to find vulnerabilities and break something down. That's number one. Number two, if they embrace AI, they build applications and models. Can somebody breach? Zscaler has the We have a perfect solution for both of those because as a zero trust exchange, we make sure we hide your applications behind our exchange. If you're not reachable, you're not breachable. That's number one. Number two, today a user is the weakest link from cyber point of view. Tomorrow agents will be the weakest link, or if I may say, is the most dangerous link. By being an exchange to make sure only right agent can talk to right application, We can handle that and reduce the number of breaches like Hugging Face and the like. That's the opportunity for Zscaler. I feel like we are built for this moment.
Jay Chaudhry · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04So underlying all of that and different with Zscaler than some of your competitors or partners out there in the security market, you are building out infrastructure that supports this real-time zero-trust approach. But that means you need stuff like memory that's really hard to come by in this market. And when you can come by it, it's really expensive. What's the impact of this memory crunch, say, on your margins? And how short term is that? How should investors think about the way that that investment prices out over time?
Jon Forte · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04Qualcomm very interested in that. As well, the potential of running on device. Jay, thanks for the insights. Jay Chaudhry, the CEO of Zscaler.
Jon Forte · Squawk on the Street · 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26 · 2026-09-04That's a good list. I would also caution that not everything Rachel just said applies to every stock. That's really important to know as well. And what I mean by that is I'll just name the last two stocks I've bought in my own portfolio. One was cybersecurity company Zscaler. The other was a real estate investment trust called Realty Income that I added to my position. With a growth story like Zscaler, the qualitative definitely comes more into play. I want to know what the growth tailwinds in AI cybersecurity are. I want to know what their moat is. I want to know what their management strategy is. With an established slow and steady compounder like Realty Income, I'm more about the metrics. So it's really about what stock you're investing in, what kind of industry you're looking at, what kind of growth trends you want to capture. It's a great list, but the short answer is it depends on the stock.
Matt Frankel · Motley Fool Hidden Gems Investing · A $13 Billion Bet on Robots? · 2026-08-31Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. Hello, today is Sunday, August 30th, and I'm your host, Kim Kahn. This week brings the August jobs report, which could be crucial for the Federal Reserve's next move. Following what traders saw as a hawkish Jackson Hole speech from new Fed Chairman Kevin Warsh, odds of a quarter-point September rate hike have jumped to 57% from 40%. with an 18% chance of another hike in October. Economists expect a modest rise in August nonfarm payrolls of 55,000, with the unemployment rate holding steady at 4.1%. Wells Fargo economists say alternative indicators suggest job growth has stabilized rather than continuing to deteriorate. Hiring measures from regional Fed surveys have improved in recent months. Small business hiring plans have perked back up, and job openings have leveled off. Meanwhile, initial jobless claims remain near multi-decade lows, underscoring that layoffs are still contained. Seeking Alpha analyst Damar Tokic expects a strong August jobs report to cement a quarter-point rate hike. Warsh clearly stated in his Jackson Hole speech that the labor market is strong as the unemployment rate at 4.1% is very low by historical standards. He said, "The main implication for monetary policy is that the labor market is fine, thus the focus shifts entirely to inflation." On the earnings front, Broadcom will give further insight into AI spending when it reports Wednesday. Analysts expect EPS of $3.24 on revenue of $29.4 billion. SA analyst Dustin Kwasny says the stock faces elevated near-term downside risk ahead of earnings due to high expectations set by NVIDIA's recent results. For those long the stock, he recommends covered calls that prioritize downside protection. Here's how the rest of the earnings calendar shapes up. On Tuesday, Palo Alto Networks, Dell, and Medtronic report. Snowflake weighs in on Wednesday. Sienna and Zscaler are up Thursday. Also this week, on Tuesday, John Ternus will step into the role of Apple CEO, taking over from Tim Cook, aka Tim Apple, who has led the tech giant since 2011. Cook will move into the role of executive chairman. Tsikiyafa analyst Envision Research says they are confident the new leadership will preserve the company's well-established earnings power and shareholder return mechanisms.
Kim Kahn · Wall Street Breakfast · Jobs report puts Fed hike in focus · 2026-08-30