Zscaler, Inc. (ZS) Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Company Overview - Zscaler, Inc. is experiencing a strong demand for cybersecurity solutions, with a shift towards software-focused network security [2]. Industry Insights - Cybersecurity is becoming a priority for various executives beyond just the Chief Information Security Officer (CISO), including CIOs, CFOs, CEOs, and Board members, driven by increasing ransomware attacks [2]. - There is a growing recognition that traditional approaches, such as adding more firewalls and VPNs after a breach, are ineffective; instead, a shift towards a more efficient architecture is necessary [2]. - Customers are seeking solutions that provide zero trust architecture while also reducing costs, indicating a dual focus on security and financial efficiency [2][3].