Motley Fool Money Better Buy: Zscaler or Workday?
12 snips
Dec 1, 2025 
Asit Sharma, a longtime Motley Fool analyst with expertise in enterprise software and cybersecurity, and David Meier, a frequent commentator on investment strategies, dive deep into the performance of Zscaler and Workday. They analyze Zscaler's impressive 26% revenue growth and its strong AI security integration. In contrast, they discuss Workday's modest but impactful AI-driven growth. Ultimately, predictions are made on which stock could outperform in the next decade. The duo also tackles common investor biases, stressing the importance of long-term thinking.
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Zscaler’s AI Is Expanding Its Market
- Zscaler combines established zero-trust security with fast-growing AI security offerings to expand addressable market.
- Management claims AI ARR surged, showing AI can materially boost growth even as core growth slightly slows.
Management Foresight As A Competitive Moat
- Asit Sharma emphasizes management foresight as a key moat for Zscaler amid evolving AI-agent threats.
- He views the team’s early warnings on prompt injection and agent risks as evidence they can stay ahead of attackers.
Z-Flex Could Be A High-Leverage Product
- Zscaler’s Z-Flex program lets customers prepay for flexible service usage and is scaling quickly from a small base.
- Tim flags its rapid quarter-over-quarter growth as a potential future revenue driver to watch.
