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Schwab Network

Agentic A.I., Customer Contracts & Red Canary: What to Watch in ZS Earnings

6 min2 september 2025

When it comes to Zscaler's (ZS) earnings after the bell on Tuesday, Cory Johnson says he'll watch how the company tackles the "future of A.I." Part of that comes from interest in the company's Red Canary acquisition and utilizing agentic A.I. to fight cybersecurity threats on a mass scale. Cory urges investors to keep an eye out for any information regarding Zscaler's contracts and customers. Understanding where the money's coming from can help determine how long the revenue stream will last.


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