Last ER conf call
Zscaler, Inc. (ZS) CEO Jay Chaudhry on Q3 2018 Results - Earnings Call Transcript https://seekingalpha.com/article/4179895?source=ansh $ZS
Old way things were done
“In the traditional architect, organizations built hub and spoke network to backhaul branch office traffic over dedicated wide area networks to the data center in order to apply security checks and access and ports. Then, they built a mode of security appliances that established a perimeter around the corporate network to secure the network. That’s why we call it network security.”
ZS (modern) wsy of doing things
"Our cloud platform eliminates the need for traditional on-prem security appliances that are difficult to maintain and require compromises between security, cost and user experience. Zscaler security cloud is a purpose-built, multi-tenant platform deployed across 100 plus data centers globally that secures access for users and devices to applications and services, regardless of their locations.
Zscaler delivers advanced security and policy enforcements, no matter where the users are, connecting users to the nearest Zscaler data center, hence taking the shortest path to the application. Compute, storage and applications are moving to the cloud, which requires a fundamental change to the network architecture and security. In a cloud and mobile first world where applications are in the cloud and users are everywhere, security needs to be done in the cloud."
One look at TAM
"Based on our analysis, using IDC data, $17.7 billion annually is spent on various security appliances to perform the functions we offer in our platform. Additionally, deploying Zscaler results in reduced spend on bandwidth and network equipment costs.
We believe we are the solution to secure the cloud first mobile first world. "
The 2 main solutions they offer:
“First, Zscaler Internet Access or ZIA for secure and fast access to SaaS applications and the internet. ZIA is designed to ensure malware doesn’t reach the user and valuable corporate data does not leak out.”
“Second, we have Zscaler Private Access or ZPA for secure access to internal applications in enterprise data centers or the public cloud. ZPA connects a specific user to a specific application based on business policy, without bringing the user on the network, resulting in better security while delivering the best user experience. This is how enterprises want to access applications on the public cloud without having to go through their data center.”
Abbreviated, but first Q&A topic asked and answered with a mention of SD-WAN as a key driver of growth acceleration:
Melissa Franchi
“…I’m just wonder if you can maybe put a finer point on what were like the one – or let’s say two to three different factors in the quarter that drove that level of acceleration relative to what we’ve seen in the past few quarters?”
Remo Canessa
“We’ve got a strong business, we’re seeing good momentum across all our geos. All our geos on a year-over-year basis have increased 45% to 50%. The market we feel is coming to us. We’ve got tailwinds as we talked about before, the Office 365 and SD-WAN. So, it’s a good place to be.”
Dreamer
these issues through or fear ZS as the single point of anything.