Zscaler Inc at Needham Growth Conference Transcript
Welcome everybody to the Zscaler fireside chat that we're going to do here at the Needham Conference. It's great to have Jay and Remo here to provide the great content. Let me start off by saying we have made Zscaler our single best idea in the security space for 2023. We strongly believe that they have the right mix of relatively seamless and easy to deploy upfront technology that in an tough environment, they can deliver that customer growth still, which is the Occam's razor, I think, in terms of where the pressure is on a lot of the security companies.
We also strongly believe that this is a time when investors are going to be looking for that quality company that can both deliver growth and strong profitability and cash flow, and that certainly fits the description and the valuation compression, we think, is finally started to bottom out even with the downgrade over at Brand X this morning.
Leaving that point aside, Welcome, guys.
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