Zscaler Inc (WBO:ZSCA)

€ 163.76 5.64 (3.57%) Market Cap: 24.66 Bil Enterprise Value: 23.74 Bil PE Ratio: 0 PB Ratio: 24.78 GF Score: 58/100

Zscaler Inc at Robert W Baird Global Consumer, Technology & Services Conference (Virtual) Transcript

Jun 10, 2021 / 04:50PM GMT

Transcript

Jonathan Ruykhaver

Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Okay. Welcome. I am Jonathan Ruykhaver, I'm responsible for security and infrastructure software coverage here aired. Very pleased to introduce Zscaler. From the company, we've got the whole team. Jay Chaudhry, CEO; Remo Canessa, CFO. Bill Choi is also with us.

So it's a fireside-chat format. If you have a question, you can use the Q&A chat feature to ask that question. I'll get to as many as I can. I also want to mention that directly following this discussion, we have a breakout session for 15 minutes where you will have additional time for Q&A.

So start off the discussion, Jay, it's interesting. As I talk to clients as we observe more and more vendors talk about moving it to this space, it just becomes more difficult for the investment community to really separate what differentiates certain companies' offerings. So from your own perspective, in your own words, can you just talk about why you think ZS has somethings different than ZIA and ZPA relative to the peers? How is

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