Sep 29, 2020 / 05:00PM GMT
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
Zscaler Inc at Morningstar Management Behind the Moat Conference (Virtual) Transcript
Sep 29, 2020
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers