reports
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
STTK INC.
NUVB SHATTUCK LABS
STX NUVATION BIO INC (A)
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
SYRE MOONLAKE IMMUNOTHERAPEUTICS
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Adding PANW to the Wedbush Best Ideas List; One of Our Top Cyber Secur...
Adding Identity Security Completing the Platformization Approach. While PANW has pursued over 30 acquisitions over the past 5+ years, this acquisition was focused solely on adding a new leg to the company’s platformization strategy that was announced in 2024 as PANW looks to double down on this str
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
ZS ZSCALER INC.
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Another Robust Quarter and Outlook; Mojo Front and Center for ZS Machi...
A Closer Look at FY4Q25 (July) ResultsRevenueTotal revenue of $719.2 million (up 21% y/y) was above both the Street’s estimate of $706.9 million and the company’s guidance range for revenue to be between $705.0 million and $707.0 million driven by growing demand for its platform across all geograph
Zscaler Reports Fourth Quarter and Fiscal 2025 Financial Results
Zscaler Reports Fourth Quarter and Fiscal 2025 Financial Results Fourth Quarter Highlights Revenue grows 21% year-over-year to $719.2 millionAnnual Recurring Revenue ("ARR") grows 22% year-over-year to $3,015 millionCalculated billings grows 32% year-over-year to $1,202.3 millionDeferred revenue grows 30% year-over-year to $2,468.0 millionGAAP net loss of $17.6 million compared to GAAP net loss of $14.9 million on a year-over-year basis Non-GAAP net income of $146.7 million compared to non-GAAP net income of $115.8 million on a year-over-year basis SAN JOSE, Calif., Sept. 02, 2025 (GLO...
Zscaler to Present at Upcoming Investor Conferences
Zscaler to Present at Upcoming Investor Conferences SAN JOSE, Calif., Aug. 22, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that its management team is scheduled to present at upcoming investor conferences. Details for each event are as follows: Citi 2025 Global TMT Conference in New YorkThursday, September 4, 2025 4:30 a.m. PT (7:30 a.m. ET) 2025 Truist Securities Technology Symposium in New YorkThursday, September 4, 2025 7:30 a.m. PT (10:30 a.m. ET) Goldman Sachs Communacopia + Technology Conference 2025 in San FranciscoWednesday...
Zscaler and CrowdStrike Expand Partnership to Strengthen AI-Driven Sec...
Zscaler and CrowdStrike Expand Partnership to Strengthen AI-Driven Security Operations CrowdStrike Falcon Platform Selected as a Preferred Partner to Modernize Legacy Endpoint Detection & Response for Customers SAN JOSE, Calif., Aug. 20, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: ZS), the leader in cloud security, today announced an expanded partnership between Red Canary, a Zscaler company, and strategic partner to deliver enhanced protection across endpoints, users, and workloads. Together, Zscaler and Red Canary are delivering a seamless path forward for customers migrating from legacy end...
Zscaler to Host Fourth Quarter Fiscal Year 2025 Earnings Conference Ca...
Zscaler to Host Fourth Quarter Fiscal Year 2025 Earnings Conference Call Earnings Results to be Released on Tuesday, September 2, After the Close of the Market SAN JOSE, Calif., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, will release fourth quarter fiscal year 2025 earnings after the market closes on Tuesday, September 2, 2025. The company will host an investor conference call that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Date:Tuesday, September 2, 2025Time:1:30 p.m. PTWebcast:Dial-in:To join by phone...
Zscaler Completes Acquisition of Red Canary to Accelerate Innovations ...
Zscaler Completes Acquisition of Red Canary to Accelerate Innovations in Agentic AI-driven Security Operations Combining Red Canary’s threat intelligence and automation with Zscaler’s rich data and unified SecOps platform will enable the industry’s most advanced SOC capabilities SAN JOSE, Calif., Aug. 01, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: ZS), the leader in cloud security, today announced it has completed its acquisition of Red Canary. Together, the companies will deliver unified Security Operations, combining sophisticated exposure management with agentic AI-driven threat management. ...
Ransomware Surges as Attempts Spike 146% Amid Aggressive Extortion Tac...
Ransomware Surges as Attempts Spike 146% Amid Aggressive Extortion Tactics Zscaler’s Annual ThreatLabz Report Reveals Key Ransomware Groups Stole 238 TB of Data in One Year Key Findings: Ransomware attacks blocked by the Zscaler cloud rose 146%, the sharpest spike observed in the past three years.Public extortion cases jumped by 70% based on data leak site analysis.Data exfiltration volumes increased 92%.Manufacturing, Technology, and Healthcare were the top targeted industries, and the Oil & Gas sector experienced a 935% increase in attacks. SAN JOSE, Calif., July 29, 2025 (GLOBE NEW...
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MCS MARCUS CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
S SENTINELONE INC
RBRK RUBRIK INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for June Quarter
CRWD: Strongest Performance One Year Out from IT OutageCRWD came in 5-9% above plan in the quarter, the first time in a calendar quarter since the IT outage occurred, as the company saw an uptick in win rates against SentinelOne and Trellix even downstream against MSFT while setting a record for ne
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Zscaler Extends Zero Trust Platform to Enable Cellular Communications ...
Zscaler Extends Zero Trust Platform to Enable Cellular Communications for IoT/OT with simply a SIM card - No VPN or software Pioneers of Zero Trust Architecture Deliver Industry’s First Zero Trust Cellular Solution for Seamless and Resilient IoT/OT Connectivity with Zero Attack Surface SAN JOSE, Calif., July 08, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:ZS), the leader in cloud security, today extends the AI-powered Zscaler Zero Trust Exchange™ platform with the launch of Zscaler Cellular. This easy to install innovation enables Zero Trust communication for IoT and OT devices using only a cellu...
Zscaler Announces Pricing of $1.5 Billion Offering of 0.00% Convertibl...
Zscaler Announces Pricing of $1.5 Billion Offering of 0.00% Convertible Senior Notes Due 2028 SAN JOSE, Calif., June 30, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS) today announced the pricing of $1.5 billion aggregate principal amount of 0.00% convertible senior notes due 2028 (the “notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Zscaler also granted the initial purchasers of the notes a 13-day option to purchase up to an additional $225 mil...
Zscaler Announces Proposed Offering of $1.5 Billion of Convertible Sen...
Zscaler Announces Proposed Offering of $1.5 Billion of Convertible Senior Notes Due 2028 SAN JOSE, Calif., June 30, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS) today announced that it intends to offer $1.5 billion aggregate principal amount of its convertible senior notes due 2028 (the “notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Zscaler also intends to grant the initial purchasers of the notes a 13-day option to purchase up to an additio...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Zero Trust Security Reduces Cyber Insurance Claims, Preventing up to $...
Zero Trust Security Reduces Cyber Insurance Claims, Preventing up to $465 Billion Annually in Global Economic Loss from Cyber Attacks Research From Marsh Mclennan’s Cyber Risk Intelligence Center Suggests That Implementation of a Zero Trust Platform Can Reduce Associated Insurance Claims and Losses Across Industries Nearly a third of the cyber events encompassed by the study potentially could have been prevented if zero trust was deployed, assuming proper cyber security hygiene was also appliedCompanies can limit the risk of a damaging cyber incident by deploying zero trust, potentially r...
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
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