Zscaler Inc Q3 2023 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Matthew Hedberg - RBC Capital Markets, Research Division - Analyst : Congrats on the strong results. Jay, for you, you spent some time talking about generative AI and the ability to monetize it with large data sets. I'm just curious, how do you think about a couple of years from now? Are we going to be able to see that generative AI was actually a tailwind to growth? And perhaps could there be additional pricing, perhaps consumption element that could support LLM expanded usage in the future?

Question: Peter Levine - Evercore ISI Institutional Equities, Research Division - Analyst : We've seen one of your competitors come out this quarter with a very specific campaign kind of targeting you guys or somewhat kind of reverse engineering your tech. So Jay, is there any validity behind kind of what they're building to explain to us the complexity, the lift and shift customers overnight -- and if you're even seeing any attrition on that front? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 01, 2023 / 8:30PM, ZS.OQ - Q3 2023 Zscaler Inc Earnings Call And then just one quick one for Remo. Thanks for the color on the fiscal '24 margins. But to the extent you can, any color or high-level discussions you can share with us now on how you're thinking about the growth outlook, and to what extent is macro playing into that thought process.