Zscaler盘后大跌

[牛大春]

Reported after the market close, Zscaler earnings rose 37% to 88 cents a share from a year earlier on an adjusted basis. Revenue climbed 30% to $592.9 million, the San Jose, Calif.-based firm said.

Zscaler stock analysts expected earnings of 70 cents per share on sales of $567.5 million.

Also, fiscal Q4 billings rose 27% to $910.8 million, compared with estimates for $892.5 million.

Zscaler Stock: Guidance Underwhelms
For the current quarter, Zscaler said it expects revenue of $605 million at the midpoint of guidance, versus estimates of $603 million.

For fiscal 2025, which starts with the current October-ending quarter, Zscaler forecast EPS of $2.84, well below estimates of $3.33. Zscaler predicted revenue of $2.61 billion, slightly below estimates of $2.62 billion.

On the stock market today, Zscaler stock fell more than 8% to 177.50 in extended trading.

[洪荒之前]

这个 Zscaler，还有前段时间蓝屏事件的主角 CrowdStrike，都是企业端点安全服务商。Zscaler 还提供物理层安全设备。

[牛大春]

这个 Zscaler，还有前段时间蓝屏事件的主角 CrowdStrike，都是企业端点安全服务商。Zscaler 还提供物理层安全设备。

今年三大Cybersecurity股表现都很差。

[洪荒之前]

这个 Zscaler，还有前段时间蓝屏事件的主角 CrowdStrike，都是企业端点安全服务商。Zscaler 还提供物理层安全设备。

今年三大Cybersecurity股表现都很差。

哪三大？

[牛大春]

今年三大Cybersecurity股表现都很差。

哪三大？

CRWD, PANW, ZS

[洪荒之前]

哪三大？

CRWD, PANW, ZS

Palo Alto Networks 的硬件防火墙卖得不错啊，云服务能赚到钱吗？

[牛大春]

CRWD, PANW, ZS

Palo Alto Networks 的硬件防火墙卖得不错啊，云服务能赚到钱吗？

Palo Alto Networks' cloud computing products' next-generation annual recurring revenue (ARR) increased 43% year over year to $4.22 billion in the fiscal year ending July 31, 2024. This is more than the $4.1 billion estimate, and it represents over 52% of the company's total revenue.

Here are some other financial results for Palo Alto Networks for the fiscal year ending July 31, 2024:
Revenue: $8.0 billion, a 16% increase year over year
Remaining performance obligation: $12.7 billion, a 20% increase year over year
Fiscal fourth quarter revenue: $2.2 billion, a 12% increase year over year

Palo Alto Networks' fiscal year 2025 revenue is expected to be between $9.10 billion and $9.15 billion, a 13–14% increase year over year.

[洪荒之前]

Palo Alto Networks 的硬件防火墙卖得不错啊，云服务能赚到钱吗？

Palo Alto Networks' cloud computing products' next-generation annual recurring revenue (ARR) increased 43% year over year to $4.22 billion in the fiscal year ending July 31, 2024. This is more than the $4.1 billion estimate, and it represents over 52% of the company's total revenue.

Here are some other financial results for Palo Alto Networks for the fiscal year ending July 31, 2024:
Revenue: $8.0 billion, a 16% increase year over year
Remaining performance obligation: $12.7 billion, a 20% increase year over year
Fiscal fourth quarter revenue: $2.2 billion, a 12% increase year over year

Palo Alto Networks' fiscal year 2025 revenue is expected to be between $9.10 billion and $9.15 billion, a 13–14% increase year over year.

厉害啊，云服务营收过半。