canar.ai
Rankings/ZS/Q4 2024 Analysis

Zscaler, Inc.

ZS
Q4 2024(ZS Q1 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$267.7M
AI Revenue (Q)
$16.2M
Total Revenue (Q)
$647.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q1 FY2025 10-Q (quarter ended October 31, 2024) revenue was $628.0M. The filing references 'artificial intelligence and machine learning capabilities' in forward-looking statements. Zscaler's AI product portfolio (Avalor-based Data Fabric for Security, AI-powered data protection, ZDX AI Copilot, Breach Predictor) continues to gain traction. No specific AI revenue figures disclosed. The company added ASU 2024-03 expense disaggregation discussion but no AI-specific segment. Slight uptick from Q4 FY2024 as AI features mature. Math: ~$15.7M estimated AI / $628.0M total = ~2.5%.
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $627,955
10-Q Q1 FY2025, Condensed Consolidated Statements of Operations
our ability to develop new solutions or enhancements to our existing solutions, including artificial intelligence and machine learning capabilities, and bring them to market in a timely manner
10-Q Q1 FY2025, Forward-Looking Statements

AI Products Identified (Ring 1)

Avalor / Data Fabric for SecurityZDX CopilotAI-powered data protectionBreach Predictor

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Zero Trust Exchange platformZIAZPA

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix