PODCAST · business
Inline (Zscaler)
by Compound Governance
The Zscaler file: what was promised against what the record shows. Zscaler built the Zero Trust Exchange, a cloud that sits inline in the path of enterprise traffic, inspecting more than 750 billion transactions a day for more than half of the Fortune 500, so that users, workloads and now AI agents reach only what they are allowed to reach. In October 2026 management published its first long-term model in five years: ARR above $8 billion by fiscal 2031, operating margin to 27 to 30 percent, and, for the first time, a target for the equity the company pays its people. Each episode is the audio edition of a written director-grade briefing: the declared model scored against the quarter, the organization read through the filings, the competitive set built from what rivals actually did, and three questions worth bringing to the table. Built entirely from the public record: the deck, the filings, the proxy, the calls and the tape. One quarter at a time.
Episodes
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Ep. 1: Under Twenty
On September 3, 2026 Zscaler printed a clean year: revenue up 25 percent, ARR of $3.77 billion, a record operating margin, and a fiscal 2027 guide that landed inside the 16 to 17 percent frame that had cost the stock a third of its value in May. Three weeks later the chief revenue officer stepped...
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ABOUT THIS SHOW
The Zscaler file: what was promised against what the record shows. Zscaler built the Zero Trust Exchange, a cloud that sits inline in the path of enterprise traffic, inspecting more than 750 billion transactions a day for more than half of the Fortune 500, so that users, workloads and now AI agents reach only what they are allowed to reach. In October 2026 management published its first long-term model in five years: ARR above $8 billion by fiscal 2031, operating margin to 27 to 30 percent, and, for the first time, a target for the equity the company pays its people. Each episode is the audio edition of a written director-grade briefing: the declared model scored against the quarter, the organization read through the filings, the competitive set built from what rivals actually did, and three questions worth bringing to the table. Built entirely from the public record: the deck, the filings, the proxy, the calls and the tape. One quarter at a time.
HOSTED BY
Compound Governance
CATEGORIES
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How many episodes does Inline (Zscaler) have?
Inline (Zscaler) currently has 1 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Inline (Zscaler) about?
The Zscaler file: what was promised against what the record shows. Zscaler built the Zero Trust Exchange, a cloud that sits inline in the path of enterprise traffic, inspecting more than 750 billion transactions a day for more than half of the Fortune 500, so that users, workloads and now AI agents...
How often does Inline (Zscaler) release new episodes?
Inline (Zscaler) has 1 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Inline (Zscaler)?
Inline (Zscaler) is created and hosted by Compound Governance.
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