⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Zscaler(ZS.US) Zscaler Reaffirms Q1 and FY2027 Guidance, Targets $10 Billion ARR
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗭𝘀𝗰𝗮𝗹𝗲𝗿 reaffirmed its 𝗤𝟭 and full-year 𝗙𝗬𝟮𝟬𝟮𝟳 financial guidance.➤ Q1 revenue expected at $𝟵𝟯𝟱–$𝟵𝟯𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, approximately 𝟭𝟵% growth.➤ Q1 non-GAAP operating income projected at $𝟮𝟭𝟱–$𝟮𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Q1 non-GAAP EPS expected between $𝟭.𝟭𝟱–$𝟭.𝟭𝟲.➤ FY2027 ARR projected at $𝟰.𝟯𝟵𝟲–$𝟰.𝟰𝟮𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ FY2027 revenue expected at $𝟯.𝟵𝟬𝟴–$𝟯.𝟵𝟯𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Full-year non-GAAP EPS forecast at $𝟰.𝟴𝟲–$𝟰.𝟵𝟬.➤ FY2027 free cash flow margin expected around 𝟮𝟯.𝟬%–𝟮𝟯.𝟱%.➤ CEO 𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆 referenced a long-term $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Reaffirmed guidance signals management's confidence in near-term business momentum.➤ Roughly 𝟭𝟳% annual growth underscores continued demand for 𝗭𝗲𝗿𝗼 𝗧𝗿𝘂𝘀𝘁 security.➤ Approximately 𝟴𝟬% gross margins highlight Zscaler's high-margin software model.➤ The $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target points to substantial long-term growth ambitions.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆, CEO of Zscaler:"Our Zero Trust platform was purpose-built to solve the challenges customers face today – protecting against AI-driven threats, securing data everywhere, and enabling the secure deployment of AI."
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$Lumentum(LITE.US)$Lumentum(LITE.US) trying to gain upwards momentum but failed to grab hold. it's inevitable that music stops once big boys cash out. follow for more insights. insiders know it best.
Optical Stocks Jump On A $3B Corning Deal - T
bond yield up, should I switch from the stock market to the bond market ?
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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Bond's yield up, meaning bond's trade price drop. correct me if I am wrong
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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The ultimate driver of long-term US Treasury yields is the US fiscal deficit. The so-called widening risk spreads and high corporate debt levels are all built on this fertile ground of US deficits.
Is there a solution?
This comes down to whether we face a soft or hard landing.
If it's a soft landing, the USD needs to depreciate and rates must come down. Right now, it's like having cancer but also suffering from food poisoning—let's handle the emergency first and deal with the chemotherapy later.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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which sticks will benefit?
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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10 year treasury yield has risen but US economy is on growth phase esp extraordinary demand from AI related. Hence, how high can the US stock market continue to rally will depends on each quarter earnings report and of course the economic data. Volatility is to be expected as always.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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Yields climbing above 5% and substantial issuance are expanding credit spreads, redirecting capital from long-duration AI hardware toward cash-generative software as profit pools move downstream to applications.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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Surging 10-year yields and widening credit spreads create dual pressure across markets, but the impact is far from uniform. High discount rates naturally compress high-multiple semiconductor valuations after an extended run. Meanwhile, capital rotation into mission-critical software highlights a crucial evolution: investors are becoming far more selective, prioritizing resilient cash flows over capex-heavy AI hardware infrastructure.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
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Software runs in the hardware. Hardware is necessary too. Though hardware has its lifespan, maintenance plays a part as well. Replace hardware may seem to be the best if already use it for many years. However, take care of it matters.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
