Financial PerformanceZS closed FY25 strongly, crossing $3B ARR, with ARR-momentum across AI-Security, Zero-Trust Everywhere, and Data Security.
Guidance And Stock PerformanceImpressive guidance raises from GWRE and TTAN had stocks meaningfully higher.
Order And ExecutionBroadcom's impressive execution has led to a much larger-than-expected order from OpenAI in F2026.