2025 05 Corporate IR Presentation

Zscaler
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

48
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
Includes a mix of company facts, market sizing, and two bar charts showing revenue and customer growth.summarize
Open slide detailBeat · Setup
04
The slide uses a combination of big numbers and a horizontal bar-like list to demonstrate market dominance.summarize
Open slide detailBeat · Setup
05
The slide uses a simple transition-based framework to illustrate market evolution.establish_context
Open slide detailBeat · Market Landscape
06
The slide uses a hub-and-spoke diagram to illustrate the Zscaler Zero Trust Exchange connectivity model.summarize
Open slide detailBeat · Market Landscape
07
The slide uses a process diagram to illustrate the vulnerability of hub-and-spoke network architectures.frame_problem
Open slide detailBeat · Problem StatementLoop · Cost Of Inaction
08
Uses a visual contrast to frame the problem (legacy complexity) and the solution (Zero Trust simplicity).compare_options
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
09
Uses a metaphor-based comparison (bridge vs. switchboard) to explain technical architectural differences.compare_options
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
10
The slide highlights scale (160+ data centers, 500B+ transactions) and reliability/compliance.establish_context
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
11
The slide uses a growth curve visualization to map product launches against ARR and patent milestones.summarize
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
12
The diagram uses a central cloud icon representing the 'Zscaler Platform' with arrows pointing to four surrounding service modules.present_framework
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
13
The slide uses a circular flywheel diagram to represent the self-reinforcing nature of the platform's network effects.present_framework
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
14
The slide uses a process flow diagram to illustrate the value chain of AI integration within a Zero Trust architecture.present_solution
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
15
The slide uses a three-pillar architecture to categorize Zscaler's offerings, followed by a value proposition summary.present_solution
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
16
The chart is labeled as illustrative and not to scale.quantify_impact
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
17
The slide uses a two-column layout: the left side shows the AI tech stack layers (Security, Software, Infrastructure, Hardware), and the right side details Zscapresent_solution
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
18
The slide uses a horizontal timeline/process flow to map specific market drivers to security use cases.present_framework
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
19
The slide uses a hub-and-spoke diagram to show consolidation of disparate IT functions into a single platform.quantify_impact
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
20
The slide uses a hub-and-spoke architecture to illustrate Zscaler's position in the enterprise IT ecosystem.present_framework
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
21
The slide uses a circular process diagram to map sales stages (Lead Gen, Identify pain points, etc.) to specific roles and activities.present_framework
22
Uses a pyramid framework to illustrate market segmentation and GTM coverage models.present_framework
23
present_solution
24
The chart uses a gradient bar for the first and last data points to indicate ranges or estimates.quantify_impact
25
transition
Open slide detailBeat · Financial Analysis
26
Fiscal year ends July 31.quantify_impact
Open slide detailBeat · Financial Analysis
27
The slide displays both annual billings (FY21-FY24) and quarterly billings (Q4'23-Q3'25) with corresponding YoY growth percentages.quantify_impact
Open slide detailBeat · Financial Analysis
28
The slide uses two bar charts to show growth trends and two big numbers to show market penetration.quantify_impact
Open slide detailBeat · Financial Analysis
29
The slide uses a stacked bar visualization to illustrate product bundling and incremental pricing.quantify_impact
Open slide detailBeat · Financial Analysis
30
The slide uses a nested box diagram to represent market tiers.size_opportunity
Open slide detailBeat · Financial Analysis
31
The slide uses a concentric circle diagram to illustrate the hierarchy of market opportunity (SAM vs Incremental vs Potential).size_opportunity
Open slide detailBeat · Financial Analysis
32
The chart uses a waterfall structure to show how the base ARR (1x) grows to >6x through various upsell levers.size_opportunity
Open slide detailBeat · Financial Analysis
33
summarize
Open slide detailBeat · Financial Analysis
34
The slide uses a bar chart to demonstrate margin stability alongside a list of three primary cost-efficiency drivers.quantify_impact
Open slide detailBeat · Financial Analysis
35
The chart displays a breakdown of operating margin (green) and various expense categories (blue shades) over four fiscal years.analyze_data
Open slide detailBeat · Financial Analysis
36
Includes footnotes regarding Non-GAAP definitions and FY25 guidance mid-point.summarize
Open slide detailBeat · Financial Analysis
38
Includes specific mention of fiscal year 2025 tax rate adjustments and a list of non-GAAP measures used in the presentation.summarize
39
The table shows adjustments for stock-based compensation, amortization of acquired intangibles, and other specific charges.appendix
41
Includes both absolute dollar values and percentages of revenue.appendix
43
Uses a hub-and-spoke diagram to illustrate network topology.establish_context
44
Uses the 'castle and moat' metaphor to describe perimeter-based security.frame_problem
45
The slide uses a process-flow framework to explain security architecture.present_framework
46
quantify_impact
47
Uses a physical building metaphor to explain network security concepts.compare_options
48
The slide uses a process flow diagram to show how ZDX provides visibility across various network segments.diagnose