Zscaler Inc at Needham Virtual Growth Conference Transcript
Great. Thank you very much. My name is Alex Henderson. I'm the Needham analyst who follows security and is proud to be the analyst on Zscaler. The company held an Analyst Day on Monday. We just published a note post that, taking our target price up to $240 from $215. We reiterated our strong buy on it. I think the company had a tour de force on Monday. The good news here is we have that team here to talk about what they said.
And so let me hand it over to CEO Jay Chaudhry.
Alex, thank you, and we appreciate the opportunity. I'm going to start with a few comments to set the stage for our dialogue. And this is because what we do is a pretty creative architecture, but there's always confusion about us versus network security. I want to take a quick minute to show you what makes things different. Why is security fundamentally changing.
In this diagram, I'm
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