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Zscaler, Inc. (ZS) Investor Innovations Briefing (Transcript)

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Zscaler, Inc. (NASDAQ:ZS) Investor Innovations Briefing Call June 3, 2025 2:30 PM ET

Company Participants

a – Corporate Participant
Adam Geller – Chief Product Officer
Ashwin Kesireddy – Vice President of Investor Relations & Strategic Finance
Brian Beyer – Co-Founder, CEO & Director
Dhawal Sharma – Corporate Participant
Jagtar Singh Chaudhry – Co-Founder, CEO & Chairman of the Board
Mike Rich – Chief Revenue Officer & President of Global Sales

Conference Call Participants

Adam Tyler Tindle – Raymond James & Associates, Inc., Research Division
Andrew James Nowinski – Wells Fargo Securities, LLC, Research Division
Andrew Lodovico DeGasperi – BNP Paribas Exane, Research Division
Gray Wilson Powell – BTIG, LLC, Research Division
Imtiaz Ahmed Koujalgi – ROTH Capital Partners, LLC, Research Division
Ittai Kidron – Oppenheimer & Co. Inc., Research Division
Junaid Hamid Siddiqui – Truist Securities, Inc., Research Division
Keith Frances Bachman – BMO Capital Markets Equity Research
Roger Foley Boyd – UBS Investment Bank, Research Division
Saket Kalia – Barclays Bank PLC, Research Division
William Joseph Vandrick – Scotiabank Global Banking and Markets, Research Division
Yun Suk Kim – Loop Capital Markets LLC, Research Division
Yoni Kaplansky – Unidentified Company

Ashwin Kesireddy

Welcome, everyone. Apologies for the slight delay here. But I would like to welcome you to Investor’s Innovation Briefing at Zenith Live. Before we get started, please take a moment to look at our safe harbor statements. Just quickly go over the agenda after this. So we’ll start off with some comments from Jay, talking about Zscaler’s platform expansion. Following Jay, we’ll have Adam, who will double click into our takeoff strategy. After that, we have a special guest, Brian Beyer, who is the Co-Founder and CEO of Red Canary. He will talk about Red Canary’s Agentic AI technology. We will break for lunch and reconvene with the demo on the AI Solutions from Phil Tee, who is our EVP, Head of AI innovations.

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