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TMTB EOD: ZS First Takes; EOD Recap
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TMTB EOD: ZS First Takes; EOD Recap

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TMT Breakout
Nov 27, 2023
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TMTB EOD: ZS First Takes; EOD Recap
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ZS (-6%) posting rev, eps and billings upside vs street but billings missed buyside bogeys and investors unhappy with lack of full year raise to billings guide.

F1Q: revenue/EPS of $497m/$$0.67 vs. Street at $473m/$0.49.

Billings of $457m +34% came in above the Street at $442m but below buyside at ~465M

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