Strong Revenue Growth:
Recent quarters show double-digit year-over-year revenue and ARR increases, with raised FY2026 guidance reinforcing the trajectory. Deferred revenue and RPO growth indicate solid backlog and visibility.
Healthy Cash Flow:
Operating cash flow and free cash flow remain positive, alongside steady non‑GAAP operating margins while scaling. This supports continued investment without straining liquidity.
Innovation-Driven Growth:
Expanding demand across AI Security, Zero Trust Everywhere, and Data Security, plus selective acquisitions, is broadening the platform and adding new ARR. Product milestones like ZDX reaching meaningful ARR reflect traction beyond core modules.
