Bloomberg Businessweek Zscaler CEO Jay Chaudhry on Battling Global Cyber Threats
Dec 2, 2025
Jay Chaudhry, the innovative CEO of Zscaler, dives deep into the current landscape of cybersecurity, focusing on the transformative Zero Trust Exchange. He counters concerns over growth with insights on impressive annual recurring revenue and margins. Chaudhry explains how AI is shifting Zscaler's pricing models to traffic-based systems and discusses the company's approach to securing AI interactions. He shares how attackers leverage AI for threats and how Zscaler's defenses aim to obscure attack surfaces, championing a proactive security culture.
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Strong Growth Despite Market Pushback
- Zscaler reported 26% ARR and revenue growth with a 52% free cash flow margin, outperforming many expectations.
- Jay Chaudhry argues this performance and raised guidance show continued strong momentum at scale.
Prioritize Innovation Over Market Noise
- Keep innovating and prioritize serving customers over short-term market reactions.
- Focus on product trajectory rather than daily share-price volatility, Jay Chaudhry advises.
Zero Trust As The New Security Foundation
- Zero trust architecture replaced traditional firewalls and VPNs as the core security model.
- Zscaler positions its Zero Trust Exchange as foundational for emerging AI security needs.