Zscaler publishes investor presentation on cybersecurity platform for AI era

Zscaler, Inc.

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Zscaler outlined a strategy to position its platform as cybersecurity infrastructure for the AI era, centered on a Zero Trust architecture.
Management pegged serviceable addressable market at more than $120 billion, citing AI security, agentic operations, data security, SASE, and cloud protection.
Company reported $3.5 billion in ARR, citing a 23% non-GAAP operating margin.
Product focus highlighted AI Protect, including AI asset management, secure AI access guardrails, prompt controls, and AI application risk governance.
Zscaler introduced a “Zero Trust Exchange for Agents” concept, aiming to authenticate agent identity, assess task intent, and allow or deny actions.

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