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Zscaler, Inc. (ZS) Presents at JMP Securities Technology Conference (Transcript)

Mar. 01, 2021 3:29 PM ETZscaler, Inc. (ZS)
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Zscaler, Inc. (NASDAQ:ZS) JMP Securities Technology Conference March 1, 2021 11:00 AM ET

Company Participants

Remo Canessa - CFO

Patrick Foxhoven - CIO and EVP of Emerging Technologies

Bill Choi - VP of Investor Relations

Conference Call Participants

Erik Suppiger - JMP Securities

Erik Suppiger

Welcome to JMP's Virtual Tech Conference. I want to welcome Zscaler's management here with us today, and I want to welcome our clients on the call here.

Before we dive into Q&A, I want to just encourage our clients to ask questions. We have a box available for any Q&A. And we will take questions real time as they come in. So please do feel free to ask. And with that, I want to introduce Remo Canessa, CFO of Zscaler. I want to introduce Patrick Foxhoven, CIO and EVP of Emerging Technologies with Zscaler; and Bill Choi, VP of Investor Relations.

I think our clients have a pretty good understanding for Zscaler. So I'm going to kind of dive into some of the dynamics initially here. On the competitive front, it's been an interesting dynamic, where I think Jay has said that there's only been two companies that have successfully built a scalable proxy based security solution. And so the question I have is, how come it’s so difficult to build a proxy based security solution the way Zscaler has done it? And why is it something that your competitors have not been able to replicate?

Remo Canessa

Patrick, you could take that.

Patrick Foxhoven

Sure. I can start off. So if you think about what a proxy is doing fundamentally, it's terminating a connection from a user and then creating a new connection on the other side and handing it off to where the destination is going. And you're doing that in line at scale for all connections

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