Tim Beyers

They say their AI security ARR surpassed their fiscal year 2026 target of $400 million three-quarters early, and now they are anticipating they'll hit half a billion before fiscal 2026.

More AI,

more need for security, zero trust, lots of companies in the market for this, 450 enterprises.

Dave, let me start with you here.

Would you make it these Zscaler results and does anything give you pause?

Asit, let's talk about the full-year forecast here.

They are forecasting some slowing growth.

Overall revenue growth for fiscal year 2026, the forecast is for 22.8% to 23.5% year-over-year growth.

That's down from 26%.

Any of the slowing growth concern you?

There are still operating losses here?

Or are you with Dave?

Is this one that you find particularly compelling?

I like that you went very Cold War there on the, you know, watching the agents.

You have the Americans and the Soviets each trying to turn each other's other spies here.

But you know what?

That is the nature.

I mean, it very much is in the AI agent world here.

You're going to have a lot of bad actors that are targeting those agents.

Let me give you something to watch here, fools.