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ZSBULLISHCore thesis · 5/5

Agentic AI drives Zscaler's $5B ARR target

Zscaler CFO Kevin Rubin argued that expanding Zero Trust architecture to AI agents, cloud workloads, and branches positions the company to reach $5 billion-plus in annual recurring revenue.

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ZS: Agentic AI drives Zscaler's $5B ARR target · Zortix