ZS beats on earnings and revenue but guidance disappoints, Mark Roussin notes

ZS beats on earnings and revenue but guidance disappoints, Mark Roussin notes
ZS reports earnings beat but guidance low

Mark Roussin, founder / senior portfolio manager at Roussin Capital Management, analyzes the recent earnings from cybersecurity company ZS. ZS reported earnings per share of $1.08 and revenue of $850 million, both exceeding expectations. However, he highlights that the company’s current quarter revenue guidance of $875 million to $878 million was lower than anticipated, raising investor concerns.

Roussin previously observed that CrowdStrike reached a record high shortly after concerns about AI competition. He also reported on PLTR shares falling 23% this year despite significant revenue growth and a raised outlook. The latest ZS results continue his focus on key earnings drivers in the tech sector.

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