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$ZS built Zero Trust around securing human access but AI is expanding that problem to data workloads and autonomous agents making far more connections across the enterprise. The upside is that Data Security Branch and AI become large enough to offset ZIA/ZPA maturation.

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Shay Boloor

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35,486 görüntüleme • 1 gün önce •via X (Twitter)

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$ZS is being valued like Zero Trust is maturing just as AI may be expanding the market from users and devices into data, workloads and autonomous machines. If that expansion starts showing up in earnings this week then I do think the growth debate changes really quickly.
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$ZS is being valued like Zero Trust is maturing just as AI may be expanding the market from users and devices into data, workloads and autonomous machines. If that expansion starts showing up in earnings this week then I do think the growth debate changes really quickly.

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