Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.
Appearances
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.
Something they mentioned during the quarter, it's pretty small now, but if there is outperformance here, it'll be something to watch.
Zscaler is among the many companies that is now offering its customers the ability to pay a bucket of money to use any service you want at any time you want it.
They call that program ZFlex.
That accounted for $175 million in total contract value in the most recent quarter.
That was up 70%.
quarter over quarter.
Showing 581–600 of 1,508 · page 30 of 76
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