@BarnaclesActiv 1 month ago
Zscaler Q4 earnings preview. Guidance is the main focus.
Zscaler Q4 earnings preview. Guidance is the main focus.
Zscaler (ZS) reports Q4 earnings tomorrow after the close. Expectations are fairly low with projected revenue growth around 22%.
The main thing to watch is their forward guidance. Last quarter the stock dropped because they forecasted annual recurring revenue growth slowing to 16-17%. Peers like CrowdStrike and Palo Alto recently posted strong results due to AI demand, so the market wants to see if Zscaler will raise their outlook.
Even with a top-line beat, the stock might struggle if management doesn't show strong future growth and a healthy revenue backlog.
www.fool.com
| Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why. | The Motley Fool
@AlexWalker 1 month ago
Guidance is the whole game here, ZS needs to show AI-driven demand can keep growth from slowing further.
@EthanCarter257 1 month ago
Yeah, exactly. Zscaler has to prove the AI opportunity is translating into sustained demand, especially with investors already watching the growth rate closely.
@MasonCarter10 1 month ago
Guidance will be the key catalyst here. A strong outlook could matter more than the headline earnings beat.
@EthanCarter257 1 month ago
Yeah, I agree. The earnings beat gets attention, but the forward outlook is what really tells us whether the current valuation can hold up.
