Zscaler, Inc. (ZS) Q1 2025 Earnings Call Transcript Summary
Zscaler, Inc. (ZS) Q1 2025 Earnings Call Transcript Summary
Operating profit increased by 50% year-over-year with operating margin reaching 21% and free cash flow margin setting a new record at 46%.The following is a summary of the Zscaler, Inc. (ZS) Q1 2025 Earnings Call Transcript:
以下是zscaler, Inc. (ZS) 2025財年第一季度業績會記錄的摘要：
Financial Performance:
財務表現：
Zscaler reported Q1 FY 2025 revenue of $628 million, a 26% increase year-over-year, driven by growing customer commitments and interest in AI solutions.
Billings grew 13% year-over-year to $517 million, exceeding the growth rate of legacy network security vendors by over 10 percentage points.
Operating profit increased by 50% year-over-year with operating margin reaching 21% and free cash flow margin setting a new record at 46%.
zscaler報告的2025財年第一季度營業收入爲62800萬，同比增長26%，得益於客戶承諾的增加以及對人工智能解決方案的興趣。
賬單同比增長13%，達到51700萬，超過遺留網絡安全供應商超過10個百分點的增長率。
營業利潤同比增長50%，營業利潤率達到21%，自由現金流利潤率創下新紀錄，達到46%。
Business Progress:
業務進展：
Zscaler is extending its product line with AI innovations across three areas: securing AI applications, automating digital experiences for operational efficiency, and enhancing cybersecurity and data protection.
The company highlighted large deal wins and successful deployments of their AI-powered solutions, demonstrating robust business growth.
Zscaler's emerging products, including ZDX, Zero Trust for Branch, and Cloud and AI analytics, are increasingly contributing to the company's success, growing at twice the rate of core products.
zscaler正在通過三個領域的人工智能創新擴展其產品線：保障人工智能應用的安全、自動化數字體驗以提高運營效率，以及增強網絡安全概念和數據保護。
公司強調了大型交易的成功與其基於人工智能的解決方案的成功部署，展示了強勁的業務增長。
zscaler的新興產品，包括ZDX、分支機構的零信任方案以及雲和人工智能分析，正越來越多地爲公司的成功做出貢獻，增長速度是核心產品的兩倍。
Opportunities:
機會：
Customer adoption of Zscaler's AI solutions and Zero Trust architecture is rising, particularly in federal sectors, indicating growing market opportunities.
The company's AI and data protection capabilities are seen as significant drivers of customer interest and deal size, reflecting an opportunity for rapid growth in these areas.
客戶對zscaler的人工智能解決方案和零信任架構的採用正在上升，特別是在聯邦部門，表明市場機會在增長。
公司的人工智能和數據保護能力被視爲客戶興趣和交易規模的重要驅動因素，這反映了在這些領域快速增長的機會。
Risks:
風險：
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Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
