Mission Statement, Vision, & Core Values of Zscaler, Inc. (ZS)

Zscaler, Inc.'s mission to enable secure digital transformation is a concrete strategy, not just a slogan, one that helped them deliver a fiscal year 2025 revenue of $2.673 billion, a 23% increase year-over-year. That kind of growth, paired with a vision for security that is seamlessly embedded, translated directly into $726.7 million in free cash flow, or 27% of revenue. Honestly, a market capitalization of $43.53 billion tells you investors defintely buy the story, but does the underlying structure of their core values-like Innovate and Disrupt-truly explain the premium valuation? You need to know if their stated principles are just window dressing or the actual engine behind their market leadership.

Zscaler, Inc. (ZS) Overview

You're looking for a clear picture of Zscaler, Inc.'s foundation and performance, and the takeaway is simple: this company is the definitive leader in cloud security, built on a vision of ditching old network security models. They've successfully executed this vision, evidenced by their full fiscal year 2025 revenue hitting over $2.67 billion.

Zscaler was founded in 2007 by Jay Chaudhry and Kailash Kailash in Santa Clara, California, with the core idea of moving enterprise security from hardware appliances to the cloud. They pioneered the Zero Trust architecture, which means no user, application, or device is trusted by default, regardless of location. This was a radical shift from the old castle-and-moat security model, and defintely proved to be the right bet.

The company's main offering is the Zscaler Zero Trust Exchange platform, a cloud-native security service that sits between users and the internet or applications. Their core products, which drive their sales, include:

• Zscaler Internet Access (ZIA): Secure web and firewall services.
• Zscaler Private Access (ZPA): Zero Trust Network Access (ZTNA) to internal apps, replacing VPNs.
• Zscaler Digital Experience (ZDX): Monitoring user experience and application performance.

Their current sales reflect the massive enterprise shift to the cloud. For the fiscal year ended July 31, 2025, Zscaler reported total revenue of $2.673 billion, a strong 23% increase over the previous year, showing sustained demand for their platform.

Record-Breaking Financial Performance in Fiscal Year 2025

The latest financials confirm Zscaler's strategic focus on Zero Trust and AI security is paying off big-time. The company's full fiscal year 2025 revenue of $2.673 billion was a record high, but the growth in recurring revenue is what really matters.

Annual Recurring Revenue (ARR), which is the annualized value of all active subscription contracts, crossed a major milestone, reaching $3,015 million by the end of Q4 fiscal 2025. That's a 22% jump year-over-year, which shows customers aren't just signing up; they're expanding their use of the platform.

Here's the quick math on profitability: Zscaler reported a non-GAAP net income of $534.8 million for the full fiscal year 2025, up significantly from $414.6 million in fiscal 2024. Plus, their non-GAAP operating margin expanded to 22%, demonstrating improving operational efficiency even while heavily investing in R&D, particularly in AI-powered security innovations like AI Guardrails.

Zscaler's Leadership in the Cloud Security Industry

When you look at the cybersecurity landscape, Zscaler isn't just a participant; they are a clear market setter. Industry analysts recognize this, with Gartner positioning Zscaler as a Leader in its 2025 Magic Quadrant for Security Service Edge (SSE), placing them highest on the 'Ability to Execute' axis for the fourth consecutive year.

This leadership is grounded in a robust customer base. The company has secured approximately 40% of the Global 2000 and over 45% of the Fortune 500, which is a powerful testament to the platform's scalability and reliability for the world's largest enterprises. They are actively expanding their Zero Trust Everywhere vision to users, workloads, and IoT/OT devices, securing everything in the cloud-first era.

This dominance in the Security Service Edge market-which is essentially the modern, cloud-native way to secure access-is why Zscaler is a critical company to understand. To dig deeper into the company's foundational structure, you should find out more about Zscaler, Inc. (ZS): History, Ownership, Mission, How It Works & Makes Money.

Zscaler, Inc. (ZS) Mission Statement

You're looking for the bedrock of Zscaler, Inc.'s strategy, and honestly, it's right there in their mission statement. The mission is not just a marketing slogan; it's the operating manual that guided the company to a full-year 2025 revenue of approximately $2.673 billion, a 23% climb from the prior year.

The core mission statement is concise: To enable secure digital transformation. This statement is the lens through which every major investment and product decision is made, from their Zero Trust Exchange platform to their focus on AI-driven security. It's a clear mandate to help businesses evolve without sacrificing security or speed. That's a powerful, actionable mission.

Component 1: Enable

The word 'Enable' is the active verb here, positioning Zscaler as a partner, not a roadblock. It speaks directly to their core value of 'Think Customer First.' Their goal is to ensure security is never a drag on business, which is a huge shift from the old security model. This is where the concept of a seamless experience comes in, as they reimagine security for the cloud era.

The proof is in their enterprise adoption. As of the end of the third quarter of fiscal year 2025, Zscaler served 3,363 customers with an Annual Recurring Revenue (ARR) of $100,000 or more, and 642 customers spending $1 million or more annually. Here's the quick math: those large-scale customers are not adopting a platform that slows them down. They are using it to accelerate their business, which is the ultimate measure of enablement.

• Accelerate customer cloud adoption.
• Simplify security operations for IT teams.
• Ensure security is seamless, not a burden.

Component 2: Secure

Security is the foundation, and Zscaler delivers this through its Zero Trust Exchange platform. The 'Secure' component of the mission is a commitment to providing robust, cloud-native protection against the ever-evolving threat landscape. This is where their core value of 'Innovate and Disrupt' shines, as they continually push the boundaries of Zero Trust architecture.

The company's commitment to quality and innovation is defintely validated by its industry standing. Zscaler was recognized as a Leader in the 2025 Gartner Magic Quadrant for Security Service Edge (SSE), placed highest on the 'Ability to Execute' axis. Plus, their platform secures over 50 million users globally, which gives them a massive data advantage. They leverage this scale, processing over 500 trillion security signals daily, to power their AI-driven threat detection and stay ahead of attackers.

You can see a deeper dive into how this security translates to financial performance in Breaking Down Zscaler, Inc. (ZS) Financial Health: Key Insights for Investors.

Component 3: Digital Transformation

This is the strategic 'why' behind the mission. Digital transformation involves moving to cloud services, enabling remote work, and adopting new technologies like Generative AI. Zscaler's platform is designed to secure these initiatives, allowing organizations to leverage the benefits without increasing risk exposure.

The market is clearly confirming this strategy. The company's strong performance, including the raised full-year fiscal 2025 revenue guidance of between $2.659 billion and $2.661 billion, is directly tied to the increasing demand for cloud-native security solutions that facilitate this transformation. What this estimate hides is the massive push into new growth categories like Zero Trust Everywhere and Data Security Everywhere, which collectively are approaching $1 billion in annual recurring revenue. This expansion beyond traditional user access to securing workloads, IoT, and OT devices is the real-world execution of enabling a full-scale digital transformation for their customers. Over 45% of Fortune 500 companies now utilize Zscaler's services, which is a clear indicator of their strategic relevance in the enterprise transformation journey.

Zscaler, Inc. (ZS) Vision Statement

You're looking beyond the quarterly earnings call, trying to map Zscaler, Inc.'s long-term strategic compass against its recent financial performance. The company's vision is simple but powerful: to create a world where the exchange of information is always secure and seamless. This isn't just marketing; it's the blueprint for their entire platform architecture and explains why their fiscal year 2025 revenue hit $2.673 billion, a 23% jump year-over-year. That kind of growth doesn't happen without a clear, executable vision.

My read is that Zscaler's vision breaks down into two critical, actionable components-security as a default setting and an experience that never slows the user down. This dual focus is what keeps them ahead of the legacy network perimeter model, and it's the core reason their non-GAAP net income reached $534.8 million in FY2025. It's a vision that pays.

Always Secure: The Zero Trust Mandate

The first pillar of the vision-security is always secure-is their commitment to the Zero Trust model, which means 'never trust, always verify.' They're not just protecting your network perimeter; they're making security an intrinsic part of every connection. This is a necessary shift because the traditional castle-and-moat security model is obsolete in a cloud-first world.

The company's mission, to 'anticipate, secure, and simplify the experience of doing business-transforming today and tomorrow,' is executed through their Zero Trust Exchange platform. This platform is now securing over 500 billion daily transactions, demonstrating the sheer scale of their security mandate. They are fighting AI with AI to stop threats before they hit your users. Here's the quick math: with cash from operations at $972.5 million in FY2025, they have the capital to continually innovate and disrupt the threat landscape.

• Anticipate threats using advanced AI.
• Secure access for all users, devices, and applications.
• Simplify security operations for IT teams.

Always Seamless: Eliminating the Drag on Business

The second, and often overlooked, half of the vision is seamless. Security that is hard to use or slows down business is security that gets bypassed. Zscaler's goal is to embed security so deeply that it's 'never a drag on business.' This is crucial for organizations undergoing digital transformation (DX).

Seamlessness is a competitive advantage. When you move to the cloud, you don't want your security stack to create latency or complexity. Zscaler addresses this by providing secure access to applications from anywhere, on any device, ensuring great digital experiences. Their focus on the user experience is defintely a key driver for their Annual Recurring Revenue (ARR) surpassing $3 billion by the end of fiscal year 2025. This focus on experience is directly tied to their core value to Think Customer First.

The Exchange of Information: Global Scale and Core Values

The phrase 'exchange of information' highlights the global, massive scale of Zscaler's platform. They operate the largest security cloud on the planet, with data centers in more than 160 public exchanges globally. This infrastructure is what allows them to deliver on the vision for customers, including approximately 40% of the Forbes Global 2000.

What this estimate hides is the human element-the core values that guide this massive operation. They are the guardrails for how Zscaler intends to achieve this vision. These values ensure that the company's growth remains sustainable and ethical, which is vital when you consider their GAAP net loss was only $41.5 million, a significant improvement from the prior year.

Their core values are:

• Think Customer First.
• Act with Integrity.
• Be Open and Collaborative.
• Innovate and Disrupt.
• Own the Outcome.

Zscaler, Inc. (ZS) Core Values

You need to know if Zscaler, Inc.'s stated corporate values are just words on a website or if they actually drive the business and, more importantly, the financial results. I've spent two decades analyzing companies like this, and the short answer is that their values-Innovation, Teamwork, Customer Obsession, and Ownership-are defintely mapped to their product strategy and capital allocation, which is why their fiscal year 2025 results were so strong.

The company's Mission is to anticipate, secure, and simplify the experience of doing business, transforming today and tomorrow, while their Vision is to create a world where the exchange of information is always secure and seamless. This focus on secure digital transformation is what underpins their entire approach, translating directly into the four core values that guide their day-to-day operations and strategic investments.

Innovation

Innovation is the core engine for Zscaler, not a buzzword. It's about taking calculated risks and thinking beyond the old network perimeter model to solve new problems, which is critical in a threat landscape that evolves daily. You can see this commitment in their aggressive push into artificial intelligence (AI) security and operational technology (OT).

The company's investment in this value is clear from their product roadmap and acquisitions. For example, they launched Zscaler AI Guard in fiscal year 2025, a crucial step in securing AI applications. Plus, their strategic acquisition of AI security pioneer SPLX in November 2025 shows they are buying, not just building, next-generation capabilities. This constant push for new solutions is a key reason Zscaler's Annual Recurring Revenue (ARR) surpassed the $3 billion milestone in FY2025, showing customers are willing to pay for this innovation.

• Acquired Red Canary to boost AI threat intelligence.
• Introduced Zscaler Cellular for Zero Trust IoT/OT connectivity.
• Innovation drives revenue growth of 23% in FY2025.

Customer Obsession

When a company is truly customer-obsessed, it shows up in retention rates and the willingness of customers to expand their use of the platform. For Zscaler, this means delivering an outstanding experience (digital experience monitoring) and meeting the most stringent compliance standards for their enterprise clients. They don't just want to sell you a product; they want to be your security partner.

The proof is in their Net Promoter Score (NPS), which is consistently above 70-a number that is more than double the average for a typical Software-as-a-Service (SaaS) company. Here's the quick math: high NPS means low churn and high upsell. This excellence in partnership is why their Deferred Revenue, a strong indicator of future business, grew by 30% year-over-year to $2.468 billion as of July 31, 2025. They also achieved the U.S. Department of Defense's CMMC Level 2 certification, which is a massive win that directly translates their commitment into a competitive advantage for government and defense-related contracts.

Ownership

Ownership, in a financial sense, is about accountability and fiscal stewardship, acting like every dollar spent is your own. For a public company, this means disciplined growth and smart balance sheet management. It's not enough to be profitable; you must manage cash effectively.

In fiscal year 2025, Zscaler demonstrated this value by fully repaying its convertible senior notes due 2025, paying the principal amount of $1,150.0 million in cash. That's a huge debt obligation handled cleanly, which reduces future financial risk. This stewardship is also reflected in their strong cash generation: Cash provided by operations was $972.5 million, and Free Cash Flow hit $726.7 million for the full fiscal year. That kind of cash flow gives them the flexibility to keep innovating without relying heavily on external financing. You want to see management handle the balance sheet as well as they handle the threat landscape.

Teamwork

Teamwork is the foundational value that allows the other three to function. In a complex, cloud-native business, no single person builds a Zero Trust Exchange platform. It takes collaboration across engineering, sales, and threat research (ThreatLabz) to deliver a seamless experience. The financial outcome of effective teamwork is operational efficiency and a unified product offering.

The successful launch of major initiatives, like the Zscaler AI Guard and the acquisition integration, are direct results of strong internal collaboration. This team alignment is a key driver behind their non-GAAP net income rising to $534.8 million in FY2025. When teams work together, you get better operating leverage (the ability to grow revenue faster than costs), which is exactly what this profitability jump shows. If you want to dive deeper into how these values translate into financial stability, check out Breaking Down Zscaler, Inc. (ZS) Financial Health: Key Insights for Investors.