【財報分析】簡評Zscaler(ZS)最新發布的2023Q1業績

• 本站在幹嘛？歡迎參考〈追蹤股票名單、寫作方向和專欄架構〉一文；美股投資新手必讀：〈寫給美股新手的投資階梯〉。
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• 所有付費訂閱讀者，都可申請加入專屬的TG群組。除了我之外，群裡面也有很多高手不時分享和討論投資想法，集思廣益。申請辦法詳見這篇。
• 關於我對Zscaler(ZS)的基本看法，可在索引檔案找到。

From our perspective, the global macro environment remains uncertain and customers continue to scrutinize large deals. We're seeing deals getting larger as customers are trying to consolidate more and accelerate their security transformation around our Zero Trust Exchange. Customers are expanding their commitments with us, from a targeted use case to a much broader platform centric approach. While good for our business, larger deals take longer to close as customers introduce more checks and reviews. In addition, in select instances, we enabled new strategic customers to ramp into larger subscription commitments.