Zscaler reported strong Q1 CY2026 results, with revenue up 25.4% year on year to $850.5 million, driven by adoption of its cloud security platform. The company's AI security capabilities provide real-time threat protection and security analytics.
Despite this, Zscaler is struggling to win new customers, particularly in smaller enterprises. The company will focus on improving new logo growth, especially in the 2,000 to 10,000 user range.
Palantir and BigBear.ai are two AI companies with different strengths, leaving investors to decide which has a clearer competitive advantage. Adobe recently announced a CEO transition and completed its acquisition of Semrush, adding AI-focused tools to its portfolio.
Doximity reported Q4 revenue of $145.4 million, up 5% year-over-year, and plans to enter pharma's paid search market with an AI Search product. Google announced a $15 billion investment in new infrastructure across Missouri, anchored by a New Florence data center.
Meta is training AI on employee data, capturing keystrokes, mouse movements, and screenshots from US-based staff. Marvell Technology delivered a quarterly forecast that exceeded analysts' estimates, citing demand for chips used in AI data centers.
Key Takeaways
- Zscaler's Q1 CY2026 revenue was $850.5 million, up 25.4% year on year.
- Zscaler struggles to win new customers, especially in smaller enterprises.
- Palantir and BigBear.ai have different strengths in the AI market.
- Adobe completed its acquisition of Semrush, adding AI-focused tools.
- Doximity reported Q4 revenue of $145.4 million, up 5% year-over-year.
- Google invested $15 billion in new infrastructure across Missouri.
- Meta trains AI on employee data, including keystrokes and screenshots.
- Marvell Technology forecasts revenue of roughly $2.7 billion in the second quarter.
Zscaler struggles to win new customers
Zscaler is having trouble winning new customers despite its strong talk about zero trust in the age of AI-powered vulnerability discovery. The company's CEO, Jay Chaudhry, says new AI frontier models have yet to boost revenue. Zscaler will focus on improving new logo growth, especially in smaller enterprises with 2,000 to 10,000 users.
Zscaler Q1 results top expectations
Zscaler reported Q1 CY2026 results that topped revenue expectations, with sales up 25.4% year on year to $850.5 million. The company's strong performance was driven by the adoption of its cloud security platform. Zscaler's management team highlighted the critical role of its security architecture as organizations accelerate AI adoption.
Zscaler Q1 CY2026 Earnings Call Recap
Zscaler reported Q1 CY2026 revenue of $850.5 million, up 25.4% year on year. The company's sales leadership transition has resulted in a more focused sales strategy, with a greater emphasis on its cloud security platform. Zscaler's AI security capabilities provide real-time threat protection and security analytics.
Koramco invests in talent development
Koramco Asset Management and its affiliate, Koramco REITs Management and Trust, are investing in employee training programs, including overseas training and AI education. The goal is to strengthen employees' hands-on expertise in real estate and investment.
Koramco upgrades talent management system
Koramco upgraded its talent management system, combining overseas training, in-house MBA programs, and AI-based practical training. The goal is to enhance employee skills and support the company's growth.
Palantir vs. BigBear.ai
Palantir and BigBear.ai are two AI companies with different strengths. Palantir has a strong track record of innovation, while BigBear.ai focuses on artificial intelligence and machine learning. The better buy depends on investment goals and risk tolerance.
Palantir and BigBear.ai compared
Investors are evaluating Palantir and BigBear.ai to determine which AI company has a clearer competitive advantage. The comparison reflects a trend of investors becoming more selective in the AI market.
Adobe's leadership shift and AI push
Adobe announced a CEO transition and completed its acquisition of Semrush, adding AI-focused tools to its portfolio. The company is rolling out new AI-powered features across its products.
Doximity's AI investment year
Doximity's AI investment year has arrived, with the company planning to enter pharma's paid search market with an AI Search product. The company reported Q4 revenue of $145.4 million, up 5% year-over-year.
Marvell gains on AI-fueled demand
Marvell Technology delivered a quarterly forecast that exceeded analysts' estimates, citing demand for chips used in AI data centers. The company expects revenue of roughly $2.7 billion in the second quarter.
Google's $15 billion Missouri AI data hub
Google announced a $15 billion investment in new infrastructure across Missouri, anchored by a New Florence data center. The project is expected to create over 1,000 jobs and have a carbon footprint of zero.
Meta trains AI on employee data
Meta is training AI on employee data, capturing keystrokes, mouse movements, and screenshots from US-based staff. The program, called the Model Capability Initiative, was rolled out in April 2026.
Sources
- Zscaler Struggles to Win New Customers Despite AI Fears
- ZS Q1 Deep Dive: Sales Leadership Transition and AI Security Shape Outlook
- ZS Q1 Deep Dive: Sales Leadership Transition and AI Security Shape Outlook
- Koramco bets on talent development through AI, overseas training programs
- Koramco Strengthens Workforce With AI and Overseas Training
- Palantir vs. BigBear.ai: Which AI Stock Is the Better Buy in 2026?
- Palantir (PLTR) And BigBear.ai Face Off As Investors Weigh Competitive Advantag
- Adobe’s Leadership Shift And AI Push Test Investor Confidence
- Doximity’s AI Investment Year Has Arrived: Is Doximity Stock Undervalued at $20 or Not
- Marvell Gains After AI-Fueled Data Center Demand Boosts Forecast
- How Google’s $15 Billion Missouri AI Data Hub Strategy Could Reshape Alphabet’s (GOOGL) Investor Narrative
- Meta is training AI on employee data while laying off thousands
Comments
Please log in to post a comment.