Strategic Intelligence Report
Generated July 30, 2026
Cybersecurity
Zscaler
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Jose, California, USA
Website
Employees
7,923 (FY2025 10-K)
Founded
2007
Listing
ZS · NASDAQ
Market Cap
$24.52B
Revenue (TTM)
$3.17B
Price
USD151.63 (+1.96%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A cloud-native zero trust security company whose platform secures enterprise access and data, expanding rapidly into AI security products as enterprise AI usage surges, with annual recurring revenue growing to over $3.5 billion. Zscaler was founded as a cloud-native zero trust security company, later expanding into AI security products. Zscaler reported fiscal Q3 2026 revenue of $850.5 million, up 25% year-over-year, with annual recurring revenue climbing to $3.52 billion.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Amazon Web Services: Zscaler's cloud security platform runs on data center and public cloud infrastructure including AWS.
Development
- AI-Native Cybersecurity: Zscaler was named a Champion in Omdia's 2026 Cybersecurity Platform Ecosystems Leadership Matrix on the strength of expanding its Zero Trust Exchange platform to secure AI applications, agent-to-agent communication, and agentic workflows.
Competition / Other
- Palo Alto Networks: Zscaler competes with Palo Alto Networks in cloud-native zero trust and AI-driven security.
- CrowdStrike: Zscaler competes with CrowdStrike in AI-driven cloud security and threat detection.
- F5: Zscaler competes with F5 in securing application delivery and traffic as both expand into AI-driven security.
Strategic Risks
- Intensely competitive cloud security market with well-funded rivals expanding into zero trust
Future Outlook
- Continued AI Security platform expansion and non-seat-based product monetization
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Sep 2025) — Zscaler, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- Seeking Alpha / Zscaler Q3 FY2026 earnings coverage (May 2026) — Zscaler ARR climbs 25% to $3.52B as AI Security demand accelerates
- Use Luminix / Zscaler company overview (Jun 2026) — Zscaler's non-seat metered usage exceeds 25% of new ACV with 100%+ YoY ARR growth
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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