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The Drill Down

Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment

Jul 5, 2022
Jay Chaudhry, CEO of cybersecurity leader Zscaler, discusses zero trust services and bringing network security to the cloud era. Topics include Bed Bath & Beyond's failed turn-around, General Mills' sales in the face of inflation and program expiration, AeroVironment's successful drones and supply-chain problems. The podcast explores the concept of zero trust security, cyber warfare concerns, and industry growth sectors.
32:51

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Zscaler CEO Jay Chaudhry emphasizes the importance of 'zero trust' services and discusses the transition of IT network security to the cloud-based era.
  • General Mills has successfully managed supply chain issues, raised prices, and benefited from increased SNAP benefits, leading to a 23% rise in shares and expected revenue growth.

Deep dives

Bed, Bath, and Beyond faces major challenges

Bed Bath and Beyond, a meme stock, has experienced significant declines in sales and stock price. The company announced poor earnings and a change in leadership, which led to negative headlines and concerns about liquidity. The CFO expressed confidence in managing cash flow, but the stock's future remains uncertain.

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