Schwab Network 对 $ZS 的判断变化

《Importance of Next Week's CPI, TSLA Cybercab Launch & ZS Earnings Slow》

现在，让我们转向一个利润引擎，Zscaler，它今天在你的关注范围内。这是进入其财报周的网络安全公司之一。它没有取得与同行类似的业绩。

Now, let's move on to a profit engine, Zscaler, which is on your radar today. This was one of the cybersecurity names that made it into its week of reporting. It did not achieve a similar performance to its peers.

是的，这是一份不错的报告。我的意思是，看超出每股收益预期，以及超出营收。他们超出了营收增长数据，达到8.982亿美元。这是同比增长25%。他们的自由现金流录得约6.8%的季度利润率。

自由现金流达到7.79亿美元，利润率为23%。年度经常性收入，我认为，是这里的亮点。它同比增长25%，达到约37.7亿美元。这是积极的事情。现在有785个客户产生超过100万美元的经常性收入。

这同比增长18%。有4,182个客户产生超过10万美元的经常性收入。这增长了20%。所以，这些都是积极的数字。

Yes, it was a good report. I mean, look at exceeding earnings per share expectations, and exceeding revenue. They have exceeded their revenue growth figures, reaching $898.2 million .

This was a 25% year-on-year increase. Their free cash flow recorded a quarterly margin of approximately 6.8%. Free cash flow amounted to $779 million, with a profit margin of 23%.

Annual recurring revenue, I think, was a bright spot here. It rose by 25% year-on-year to reach approximately $3.77 billion. This is a positive thing. There are 785 clients who now generate more than $1 million in recurring revenue.

This represents an 18% year-on-year increase. There are 4,182 customers who generate more than $100,000 in recurring revenue. This is an increase of 20%. So, these are positive numbers.

看原视频04:39