AI-driven attacks and autonomous agents expand attack surfaces and lateral-movement risk; vulnerability discovery-to-exploitation windows are shrinking from months to minutes or seconds.
Zero Trust Exchange connects users, devices, workloads and agents only to authorized resources, hiding applications and limiting breach impact by preventing lateral movement.
Addressable market expanded to $220B across Zero Trust SASE, Data Security, Security for AI and Agentic SecOps; Data Security and Security for AI represent a combined $48B opportunity.
Security for AI TAM is $24B, with potential $100B-$200B based on 4%-7% of projected 2026 AI spend; typical deployments can reduce customer costs 30%-40%.
Portfolio spans Zero Trust SASE Everywhere, Data Security, Security for AI and Agentic SecOps, with agent access controls, endpoint AI security, AI red teaming, AI Guard and exposure management.
Zero Trust Branch and Cloud ARR reached $250M, with 75% three-year ARR CAGR; 40% of Zero Trust Branch customers are new logos, and a manufacturer signed a 7-figure Zero Trust Cloud deal.
Data Security ARR reached $410M in FY26, with 31% FY23-FY26 CAGR; FY26 ARR growth was 34% and bookings grew more than 40% YoY.
Security for AI ended FY26 at ~$70M ARR; Q4 bookings rose more than 50% sequentially and pipeline more than 75%, while 70% of Q4 deals also included Data Security.
Branch and Cloud, Data Security and Security for AI ARR grew 60% YoY in FY26; Agentic SecOps adds an adjacent opportunity, and AI Gateway applies context- and intent-aware controls to agent and MCP traffic.
FY27 territory design added dedicated hunter territories and new-logo incentives; more than 75% of the 20,000+ target enterprises with 1,500+ employees remain unreached.
Existing-customer expansion opportunity exceeds $15B against a $19B+ installed-base TAM; customers average ~9 purchases across 30+ products, and buyers of 3+ categories generate >10x ARR versus 1-2 category buyers.
Partner model spans GSIs, VARs, distribution and MSPs; FY26 GSI TCV grew more than 75% YoY, marketplace TCV reached $1.5B, and Tech Alliances TCV grew over 125%.
FY26 Z-Flex bookings exceeded $1.7B, equivalent to nearly $500M ARR; Q4 bookings rose over 60% QoQ, and customers using Z-Flex recorded 30% ARR uplift.
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