Zscaler's Jay Chaudhry on Zero‑Trust for the AI Era скачать в хорошем качестве

Zscaler's Jay Chaudhry on Zero‑Trust for the AI Era

Zscaler CEO Jay Chaudhry explains why the company is a zero‑trust platform built for a cloud‑and‑AI world. He outlines AI threat responses, agent identity plans, and the commercial case investors should watch. Origin story: built to replace legacy firewalls and VPNs with a zero‑trust exchange Technical moat: proprietary TCP/IP stack and sub‑millisecond inspection (company claim) AI security roadmap: agentic exchange, identity brokerage (works with Microsoft Entra ID), prompt/response inspection, and red‑teaming (Splex) Commercials: user‑based pricing today, traffic‑based pricing for agents/workloads, Z‑Flex procurement, and cited 30–40% consolidation savings Company metrics cited: ~55M users protected, "over half a trillion" transactions/day, ~26% YoY growth, ~52% cash‑flow margin, NPS ~75–85 Investor takeaways: platform exposure to cloud + AI tailwinds, with diligence needed on execution, latency at scale, pricing evolution, and competition ------------------------------------------------------------------------ This video is brought to you by The Motley Fool. Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 970% as of 1/15/2026 and measured against the S&P 500 returns of 197% as of 1/15/2026. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. ------------------------------------------------------------------------