Introduced new AI security solutions, including Zero Trust for AI Agents, AI Protect, and Agentic SecOps, with rapid integration of recent acquisitions and Red Canary technology.
Enhanced AI asset management, prompt inspection, and policy enforcement for over 250 GenAI applications, with expanded endpoint and SaaS visibility.
Launched Zero Trust Exchange for Agents and AI Access Graph, enabling adaptive access, risk assessment, and mapping of data permissions.
Announced continuous automated red teaming, AI-powered segmentation, and compliance APIs to simplify security operations and reduce complexity.
Shifted toward consumption-based pricing, with 30%+ of new ACV from non-seat-based sources.
Identifies a $120B+ addressable market, with a $65B SAM for Zero Trust Everywhere, driven by AI security, agentic operations, and data security.
Highlights urgent market need from new AI threats, positioning Zero Trust architecture as essential.
Emphasizes a comprehensive platform approach, integrating Zero Trust SASE, AI security, data security, and agentic SecOps.
Partners with leading AI companies to address evolving enterprise security challenges.
Zero Trust Everywhere adoption surpassed 500 enterprises, with 4,500 of 20,000 target customers onboarded.
Achieved $3.5B in ARR, with $850M revenue for the quarter ended April 30, 2026, and non-GAAP operating margin at 23%.
Data security ARR exceeded $500M with 30%+ YoY growth; AI Protect bookings surpassed $100M in the last twelve months.
Noted 100%+ YoY ARR growth in non-seat-based solutions in Q3'26.
Non-GAAP gross margin reached 81%, with consistent improvement in profitability and operational scale.
Customer base includes significant runway for new logo acquisition, especially in the 2K–10K employee segment.
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