Can Zscaler Take Down Cybersecurity Giants? Find Out If It's Worth Buying!

In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the high-level demand and growth in the cybersecurity industry, we focus on Zscaler's business performance despite recent stock price volatility.

Zscaler has emerged as one of the “big four” cybersecurity pure-play businesses, so Nick and Kasey compare it with its biggest peers Palo Alto Networks (PANW), Fortinet (FTNT), and CrowdStrike (CRWD). Zscaler has a specific niche in cloud security as it undertakes its own security “platform” strategy. Is Zscaler stock a top cybersecurity play in 2024?

Vids to watch:

Chapters:
00:00 Deep Dive into Zscaler: Is It the Top Cybersecurity Stock for 2024?
01:17 Understanding the Cybersecurity Landscape: Demand, Growth, and Competitors
02:38 Exploring Zscaler's Niche in Cloud Security and Its Competitors
03:27 Zscaler vs. Palo Alto Networks
04:47 The Evolution of Cybersecurity: From Traditional to Cloud-Based Solutions
07:23 Zscaler's Market Position and Financial Performance Review

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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[chipstockinvestor]

Want to Become the Ultimate Chip Stock Investor Insider?
Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today!

[geordiehawkins]

Great insight on ZS. Have a small position

[kujilove]

Great insight! Love the product fit and competitor breakdown

[eversunnyguy]

Love the rich slides...that condense all the information.

[waelaltaqi]

Missing a giant circle around mobile workers! Zscaler for Users is their main product!

[PhoenixSmith]

Would love to hear your thoughts on xfab, small cap European fab with a focus on sic

[alexng]

@11:29, maybe CRWD didnt include ZS in the charts because they are partners..., since their products compliment each other..lol

[eversunnyguy]

I own CRWD stock...It is doing well in terms of returns...After seeing this video, I checked the PE of CRWD. Holycow it is 866. That is astronomically high....something to worry about ?

[anxheloripa]

With most companies bringing people back to the office, whats the advantage of zscaler over firewall systems? It seem there are too many options to make this company's stability guarenteed

[andreinedelcu]

Nice video. What is your interpretation that the operating income is both negative and growing in the negative year to year, despite revenue growth, customer growth? I find it very demotivating to see that after many years, a supposedly leading cybersec. software company still cannot sell the product at prices larger than what it costs to deliver it.

[heanne]

Thanks a lot for your analysies.
I love Zscaler
All good tech companies have Indian CEO have you already noticed this

[b.sharp.]

I think Cloudflare would be a better comparison.