Zscaler positioned as enterprise AI tollbooth. The cybersecurity company's Zero Trust Exchange platform is trusted by over 45 percent of Fortune 500 companies, positioning it to capitalize on accelerating enterprise AI adoption. Q2 FY26 results show strong momentum with revenue growth of 26 percent year-over-year reaching 816 million dollars and annual recurring revenue at 3.4 billion dollars. The company's transition to hybrid seat and consumption-based pricing models enables scaling with AI-driven workflows. With robust free cash flow and a net cash position, Zscaler has financial flexibility to support growth. Competitive pressures from consolidation and larger vendors like Palo Alto Networks exist, but the company's data advantages, platform integrations, and SASE capabilities provide defensibility at current valuations.
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