Zscaler, Inc.

ZSleader

Zscaler operates the world's largest inline cloud security platform, providing zero-trust access to applications and internet resources without traditional network perimeters.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.3B)

Static data (loading live financials…)

Subscription Revenue (95%)

Professional Services (5%)

Segment Breakdown & Key Customers

Product Details

Zscaler Internet Access (ZIA)40%

Secure web gateway and cloud firewall for internet-bound traffic

Zscaler Private Access (ZPA)35%

Zero-trust network access replacing traditional VPNs

Zscaler Digital Experience (ZDX)15%

Digital experience monitoring for remote workforce

Data Protection10%

Inline CASB, DLP, and browser isolation

Supply Chain Relationships

Competitors

Palo Alto Networks, Inc.

Prisma Access SASE

Impact: Primary competitor in SASE

Cisco Systems, Inc.

Umbrella and SASE solutions

Impact: Major competitor

Partners

CrowdStrike Holdings, Inc.

CrowdStrike endpoint + Zscaler zero trust

Impact: Medium — security ecosystem partner

Macro & Market Context

IT / 소프트웨어Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Upcoming Catalysts

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Latest News

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AI Analysis

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Company Info

Headquarters

San Jose, California, USA

Founded

2007

Employees

8,000+

Website

zscaler.com

Sector Overview — IT / 소프트웨어

Sector News