# Zscaler, Inc. > Clarifo company profile — qualitative business description generated from > the company's filings. Financial statements, charts and ratios are > available on Clarifo (https://www.clarifo.com/en/companies/Zscaler, Inc.). ## Overview Zscaler is a U.S.-based cloud security company that delivers security services through its cloud platform rather than through on-premises appliances. Its core offerings help enterprises secure internet access, private application access, and user-to-application connections across distributed workforces and branch locations. ## Products & services • Zscaler Internet Access (ZIA) • Zscaler Private Access (ZPA) • Cloud security platform subscriptions • Support services • Professional services: mapping, implementation, training - **Cloud security subscriptions** (98%) — Subscription access to Zscaler's cloud platform, including ZIA, ZPA and related security functionality. - **Support services** (0%) — Ongoing customer support tied to subscription deployments and platform usage. - **Professional services** (2%) — Implementation, mapping, network design and training services sold alongside subscriptions. - Zscaler Internet Access (ZIA) - Zscaler Private Access (ZPA) - Cloud security platform subscriptions - Support services - Professional services: mapping, implementation, training ## Customers Zscaler sells to enterprises of all sizes, with a strong concentration in large global organizations and public-sector users. Customers buy the platform to route internet traffic and private application access through a cloud-delivered security layer, often starting with one use case and expanding over time. The company serves a broad mix of industries, including financial services, healthcare, manufacturing, technology, telecommunications, public sector and education. - **Large enterprise accounts** (primary) — Buy ZIA, ZPA and premium bundles to secure large user bases and complex networks; strategically critical. - **Mid-market and smaller enterprises** (secondary) — Adopt the cloud platform for internet and private access security as they modernize IT environments. - **Public sector and education** (secondary) — Use the platform to secure access for distributed users and sensitive data environments. - **Existing customers expanding usage** (primary) — Add users, modules and higher-tier bundles after initial deployment; a key growth engine. - Large global enterprises seeking cloud-delivered security controls - Forbes Global 2000 and Fortune 500 customers - Organizations moving users and apps to hybrid or remote access models - Public sector and education buyers with compliance and access needs - Existing customers expanding from one use case to broader platform use ## Geography Zscaler operates globally, with users in over 185 countries and customers across major geographies. Approximately 49% of revenue comes from customers outside the United States, showing meaningful international exposure even though contracts are largely denominated in U.S. dollars. The company is also targeting expansion in Asia Pacific, Latin America and the Middle East, which broadens its addressable market and increases exposure to local procurement and regulatory conditions. - **United States** (51%) — Derived from disclosure that approximately 49% of revenue was from customers outside the United States. - **International** (49%) — Broad non-U.S. customer base across major geographies; exact country mix not disclosed. - United States remains the largest single market for enterprise demand - Nearly half of revenue comes from customers outside the U.S. - Users are deployed in over 185 countries - Expansion focus includes Asia Pacific, Latin America and the Middle East - Global channel partners help reach international enterprise buyers ## Strategy Zscaler's strategy centers on expanding its customer base, deepening adoption within existing accounts, and extending its platform with new security capabilities. It also relies on channel partners and global cloud marketplaces to broaden reach, while continuing to invest in product development and international expansion. - **New customer acquisition** (short-term) — Expands the installed base and creates future renewal and expansion opportunities. - **Land-and-expand within existing accounts** (short-term) — Raises revenue per customer by adding users, solutions and premium bundles. - **Channel partner expansion** (medium-term) — Extends market reach and accelerates customer fulfillment through third parties. - **Product innovation** (medium-term) — Keeps the platform differentiated and broadens the addressable market. - Win new enterprise customers in the U.S. and internationally - Expand existing accounts through land-and-expand selling - Grow through telecom, integrator and cloud marketplace partners - Invest in R&D to add differentiated security capabilities - Enter additional geographies and adjacent market segments ## Risks Zscaler faces execution risk in converting enterprise demand into new wins and renewals, especially when customers delay large purchases. The company also operates in a highly competitive security market where large cloud and telecom players, as well as startups, can pressure pricing and product differentiation. Because the business depends on continuous cloud service delivery and global infrastructure, outages, supply-chain issues, and regulatory changes can directly affect customer trust and operating performance. - **Customer adoption and renewal risk** [high] — Revenue depends on enterprises adopting the platform and expanding usage over time. - **Intense competition** [high] — Security vendors, cloud providers and telecom partners can offer competing solutions. - **Service availability risk** [high] — The platform must operate continuously to protect customer traffic and maintain trust. - **Macroeconomic purchasing delays** [medium] — Large enterprise deals can be slowed by customer scrutiny and approval processes. - **Geopolitical and supply-chain exposure** [medium] — Data-center components and third-party services may be affected by trade or conflict. - Enterprise buyers may delay or reduce large security purchases - Competition from cloud, telecom and security vendors can pressure share - Customer renewals and expansion sales are critical to growth - Service interruptions could damage trust and disrupt revenue - Global supply-chain and geopolitical issues can affect data-center operations ## Accounting Zscaler recognizes subscription and support revenue ratably over contract terms that are generally one to three years, so deferred revenue and billing timing are important to period comparisons. Professional services are immaterial, but subscription mix, annual prebilling and contract duration can still affect reported revenue and deferred revenue balances. The company also carries judgment-heavy items such as legal accruals, estimates for future losses, and potential impairment or valuation issues tied to acquisitions and strategic investments. - **Revenue recognition over contract life** — Deferred revenue, quarterly revenue timing - **Deferred revenue and billings** — Short-term and long-term deferred revenue - **Legal accruals and contingencies** — Operating expenses and liabilities - **Acquisition and investment valuation** — Intangible assets, goodwill, future impairment risk - Subscription revenue is recognized over time, not at signing - Annual and multi-year prebilling creates deferred revenue balances - Professional services are immaterial but can affect mix - Legal matters and related accruals require management estimates - Acquisitions and strategic transactions may create valuation judgments --- *Last updated: 2026-04-29T05:11:54.394361+00:00*