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Constellation Insights
September 2, 2025

Zscaler delivers strong Q4, fiscal 2026 outlook

Jay Chaudhry, CEO of Zscaler, said the company topped $3 billion in annual recurring revenue with record operating margin. "We are rapidly expanding our AI security portfolio to address the emerging risks of AI models and applications," said Chaudhry.

Constellation Insights
August 31, 2025

Pondering the future of enterprise software

Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software and SaaS incumbents to be disrupted.