Zscaler Inc (MEX:ZS)

MXN 4287 0 (0%) Market Cap: 650.11 Bil Enterprise Value: 625.88 Bil PE Ratio: 0 PB Ratio: 25.17 GF Score: 80/100

Zscaler Inc at Morningstar Management Behind the Moat Conference (Virtual) Transcript

Sep 29, 2020 / 05:00PM GMT

Release Date Price: MXN3110.5

Transcript

Mark Cash

Morningstar Inc., Research Division - Equity Analyst

Hello, everyone. Thank you for joining us today with the chat with Zscaler. I'm Mark Cash, equity analyst covering cybersecurity and networking at Morningstar.

As a reminder to the audience, Zscaler is a narrow-moat company with a positive moat trend based on customer switching costs that we believe are strengthening. This high-quality company has really disrupted the security market, and we think it has a long way to go. And we're taking questions in the chat box, so please don't hesitate to send questions in, and we'll try to get to some of those.

So turning to introductions. I'm very excited to have see Zscaler's CEO, Chairman and Founder; Jay Chaudhry; CFO, Remo Canessa; and SVP of Investor Relations, Bill Choi, all join us today. So thank you very much.

And Jay, could you start with a brief overview and discuss how Zscaler isn't just a network security company, and how you view the opportunity ahead? And you always have some great analogies like how Netflix puts DVD players in the cloud. So if you can sneak a

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