Bessemer Venture Partners Top Ten Revenue Growth: #4 ZS

Investing Strategies Abandoned Arctic Outpost #13
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#4 Zscaler (ZS)

Revenue Growth: 35.5%

No need for further detail on ZS here. Anyone who stumbles across this woebegone outpost is most probably chock full of knowledge about the company.

Current Data:

Current Price: $175.14 (Intraday)
52 Wk Range: 114.50 - 259.61
Market Cap: $26.2B
YTD Momentum: Negative 21.8%
EV/Forward Revenue: 15.9
Gross Margin: 77.8%

Latest QTRLY Report:

CC Transcript:

https://seekingalpha.com/article/4675108-zscaler-inc-zs-q2-2024-earnings-call-transcript?source=content_type%3Areact|section%3Aearnings_summary|section_asset%3Aearnings_history|first_level_url%3Asymbol|button%3Atranscript

No need to go further on ZS. The story is simple: the company produced a Beat and Raise report and then sold off. As an investor you either think that ZS is something of a Lock here - or you don’t. I do and have invested accordingly. We’ll see.

All the Best,
BDH Investing

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