Zscaler Inc (STU:0ZC)
€ 138.5 -0.60 (-0.43%) Market Cap: 23.29 Bil Enterprise Value: 21.90 Bil PE Ratio: 0 PB Ratio: 10.42 GF Score: 72/100

Zscaler, Inc. at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 09, 2026 / 03:50PM GMT
Release Date Price: €138.5 (-0.43%)
Unidentified Participant

Hey, good morning. Thanks so much for joining us at the Zscaler session. Delighted to have Adam Geller, head of product, and Kevin Rubin, CFO, on stage with us. Really grateful to you guys for taking the time.

Adam Geller
Zscaler, Inc. - Chief Product Officer

Thank you.

Questions & Answers

Unidentified Participant;Adam

So Adam, I remember the original days of the Zscaler IPO. And one of the most foundational things that Jay and the team drove home was this idea of a true proxy architecture and how taking shortcuts to accomplish what looks like a proxy architecture from the outside in is not the same thing as delivering a true proxy architecture.

So my question for you is we're now in a world where there is a decent intellectual argument to be made that agents should communicate on a proxy architecture. As a leadership team and as Chief Product Officer, how do you take a vision that was built for SASE and Zero Trust and extend it to an agentic proxy architecture.

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