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Zscaler delivered good results in the last quarter surpassing Wall Street expectations in terms of revenues as well as earnings. The consumers continue embracing its Zero Trust Exchange for securing digital transformation. The company also announced a new zero configuration data protection innovation that builds upon a rich heritage to secure data over every cloud app for data at rest, data in motion, and BYOD assets having unprecedented scale and accuracy. Consumers are buying Zscaler for users
Companies: Zscaler Inc (ZS:NYSE)Zscaler, Inc. (ZS:NAS)
Baptista Research
Zscaler continued with its robust growth story and delivered yet another all-around beat in the recent result with 15% free cash flow margins, 63% year-over-year revenue growth, and a 54% year-over-year billing increase in the third quarter. The company saw a considerable increase in Q3 in the number of new deals for $1 million or more across the most important customer sectors. As businesses race to change their operations, multiyear, multiproduct pillar deals are picking up speed. For major st
Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong. The company grew revenue by 63% year over year, billings by 54%, and free cash flow margins by 15%, all while investing for high growth. With a common back end and fully correlated actionable dashboard, Zscaler has developed a fully integrated CSPM, CIEM, and infrastructure as core scanning. The management expects a revenue growth of 54% to 55% year-over-year increase and 79% gross margin i
As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform. It increased revenue by a staggering 63% and billings by 59% year-over-year in the last quarter while increasing operating profits and free cash flow by more than 50%. The company’s second flagship offering, ZPA, has grown to support millions of users during the quarter and most of their Global 2000 customers. With proven maturity and scalability, Zscaler is building a
Zscaler was among the many pricey, high-growth stocks that got hammered during the recent selloff. But is the company’s huge valuation premium justified? Zscaler had a solid start to the fiscal year 2022. They increased revenue by 62% and billings by 71% while achieving record operating profits and free cash flow. It recently achieved a significant milestone of surpassing $1 billion in annual revenue while maintaining rapid growth. It is worth mentioning that the company saw continued strength i
This is our first report on Zscaler, a company known to provide a wide variety of digital transformation & cybersecurity solutions. Its stock has been a high-flyer over the past quarters given the phenomenal growth rate and the strong set of results making it one of the most expensive tech companies today based on its valuation multiples. The company has a disruptive cloud-native platform which is particularly relevant for the prevailing work-from-home environment in many global organizations as
Research Tree provides access to ongoing research coverage, media content and regulatory news on Zscaler, Inc.. We currently have 6 research reports from 3 professional analysts.
Journeo has confirmed record results for FY23A, in-line with recent upgraded expectations across the board. FY23A revenue increased significantly by 118% to £46.1m (including 20% organic growth) and Adj PBT increased 270% to £4m, representing a near doubling of the Adj PBT margin. Journeo has positioned itself for a period of sustained growth following the transformational Infotec acquisition, the bolt-on MultiQ acquisition and ongoing R&D in the existing business. Journeo looks compelling on an
Companies: Journeo plc
Cavendish
Craneware is the market leader in value cycle SaaS provision in the US with a 40% market penetration and the ambition to become ubiquitous in US hospitals. The shackles of Covid disruption, digestion of the Sentry acquisition, and the transitioning of its customers to the fully cloud based Trisus platform, have fallen away and opened up new sales opportunities for the group. While the shares have out-performed strongly, multiples look reasonable compared with peers. We calculate a DCF based fair
Companies: Craneware plc
Capital Access Group
In 2023, the company delivered strong 13% organic constant currency revenue growth and Adjusted EBITDA in line with expectations, even after including one-off inventory provisions.
Companies: Big Technologies PLC
Zeus Capital
Companies: FOG PEB KBT EMR TIME GETB JNEO
Companies: CML Microsystems Plc
Shore Capital
GetBusy’s FY23 results show organic revenue growth of +10% to £21.1m, FY23 adjusted EBITDA +£0.1m ahead of our +£0.3m upgrade at the January trading update, and a promising outlook that leads us to reiterate our FY24E forecasts. At constant currency, ARR grew +10% yoy to £20.5m, recurring revenue grew +12% to £20.3m, and net revenue retention of 100.0% per month reflects upselling and price increases, with gross monthly churn of 0.8% per month vs 0.9% in FY22. Within SmartVault, the July 2023 la
Companies: GetBusy Plc
Nanoco, the world-leading provider of cadmium-free Quantum Dot technology, has reported positive 1H24 results, and stated that FY24 performance is expected to be in-line with market expectations. We reiterate our FY24E forecasts. Operationally, the company has achieved strong progress over the past six months, and the interims statement includes further progress on the company’s next-generation revenue programmes being implemented post period end. We maintain our 60.2p price target.
Companies: Nanoco Group PLC
Companies: FOG TND BVXP ACC HDD
Broadcast playout automation solutions provider Pebble Beach has reported confident FY23 results to Dec 2023 in line with updated January trading update expectations, and has announced the much-anticipated Project Oceans will launch as PRIMA (Platform for Real-time Integrated Media Applications) in April 2024. This underpins a mid-term 80% recurring revenue ambition and expansion in addressable market. FY23 delivered +11% revenue growth to £12.4m, which benefitted from the unwind of defensive in
Companies: Pebble Beach Systems Group PLC
The trading update confirms revenues in line with our expectations. Excess inventory flow through and market softness in China have impacted CML’s core business, but Microwave Technologies Inc (MwT) is performing ahead of expectations. The net effect, along with MwT acquisition related costs, is that Reported PBT and EBITDA are to be lower than expectations, but not substantially so. The long-term investment case is founded upon the opportunity in next-generation wireless and, with £18m cash and
Progressive Equity Research
Companies: LPA SOLI NANO QTX
Companies: PMG DUKE CMCL BOOM
Companies: Windward Ltd.
Canaccord Genuity
Companies: BILN IGP RBN SBTX
IQGeo’s FY23 results show remarkable organic revenue growth of +64% to £44.5m, FY23 adj EBITDA +2% ahead of our +5% upgrade at the January trading update, and a confident outlook that leads us to conservatively reiterate our FY24E and FY25E forecasts. Excellent execution of the land and expand strategy has scaled organic exit ARR +50% yoy to £21.3m, with record order intake +40% yoy to £57.2m, and net recurring revenue retention increasing to 133% from 108% in FY22. After upgrading by +6% in Jan
Companies: IQGeo Group PLC
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