{"id":789466,"date":"2025-05-31T15:49:31","date_gmt":"2025-05-31T07:49:31","guid":{"rendered":"https:\/\/ztylezman.com\/?p=789466"},"modified":"2025-05-31T15:49:31","modified_gmt":"2025-05-31T07:49:31","slug":"zscalers-stock-soars","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/zscalers-stock-soars\/","title":{"rendered":"Zscaler\u306e\u682a\u4fa1\u304cAI\u666e\u53ca\u3067\u6025\u9a30\u3001\u696d\u7e3e\u3092\u66f4\u65b0"},"content":{"rendered":"<p>Zscaler \u306b\u3064\u3044\u3066\u306e\u6700\u65b0\u60c5\u5831\u304c\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u306b\u304a\u3044\u3066\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u304a\u308a\u307e\u3059\u3002\u3053\u306e\u5ea6\u3001Zscaler 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Alto Networks \u306e\u682a\u3082\u7c97\u5229\u76ca\u7387\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u306b\u4f4e\u4e0b\u3059\u308b\u4e8b\u614b\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>Morgan Stanley\u306eKeith Weiss\u6c0f\u306f\u3001\u300c\u3053\u306e\u5831\u544a\u306f\u3001\u79c1\u305f\u3061\u304c\u30d7\u30ec\u30d3\u30e5\u30fc\u3067\u898b\u8fbc\u3093\u3060\u5f37\u3055\u3092\u53cd\u6620\u3057\u3066\u304a\u308a\u3001\u904e\u53bb\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u540c\u793e\u304c\u6307\u6458\u3057\u3066\u304d\u305f\u518d\u52a0\u901f\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u3092\u88cf\u4ed8\u3051\u308b\u3082\u306e\u3067\u3059\u300d\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u3001Zscaler\u306f4.1\u767e\u4e07\u30c9\u30eb\u306e\u7d14\u640d\u5931\u3092\u8a08\u4e0a\u3057\u3001\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f3\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002\u6628\u5e74\u306e\u7d14\u5229\u76ca\u306f1910\u4e07\u30c9\u30eb\u3001\u4e00\u682a\u3042\u305f\u308a12\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002 <\/p>\n<p>Zscaler\u306f\u3001\u4eca\u5f8c\u306e\u7b2c4\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3001\u8abf\u6574\u5f8c\u306eEPS\u304c79\u30bb\u30f3\u30c8\u304b\u308980\u30bb\u30f3\u30c8\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u306e\u697d\u89b3\u7684\u306a\u898b\u901a\u3057\u3092\u793a\u3057\u3066\u304a\u308a\u3001LSEG\u306e\u4e88\u60f3\u3067\u3042\u308b77\u30bb\u30f3\u30c8\u3092\u4e0a\u56de\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u307e\u305f\u3001\u540c\u793e\u306fKevin Rubin\u6c0f\u3092\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u306b\u4efb\u547d\u3057\u307e\u3057\u305f\u3002 <\/p>\n<p>\u3053\u306e\u3088\u3046\u306b\u3001Zscaler\u306f\u5b89\u5b9a\u3057\u305f\u6210\u9577\u3092\u7d9a\u3051\u308b\u4e2d\u3067\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306b\u304a\u3044\u3066\u3082\u91cd\u8981\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308a\u7d9a\u3051\u308b\u3053\u3068\u304c\u671f\u5f85\u3055\u308c\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Zscaler\u304c\u7b2c\u4e09\u56db\u534a\u671f\u306e\u696d\u7e3e\u3092\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c\u7d0410%\u6025\u9a30\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306fAI\u306e\u666e\u53ca\u3068\u540c\u793e\u306e\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u63a1\u7528\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":789474,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-789466","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"<!-- wp:paragraph --><p>Zscaler \u306b\u3064\u3044\u3066\u306e\u6700\u65b0\u60c5\u5831\u304c\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u306b\u304a\u3044\u3066\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u304a\u308a\u307e\u3059\u3002\u3053\u306e\u5ea6\u3001Zscaler \u306e\u682a\u4fa1\u306f\u3001\u7b2c\u4e09\u56db\u534a\u671f\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u696d\u7e3e\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3001\u7d0410%\u306e\u6025\u9a30\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u3053\u306e\u6210\u9577\u306f\u3001\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u6025\u901f\u306a\u666e\u53ca\u3068\u540c\u793e\u306e\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5e83\u7bc4\u306a\u63a1\u7528\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002 <\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Zscaler \u306eCEO\u3067\u3042\u308bJay Chaudhry\u6c0f\u306f\u3001\u300c\u30d3\u30b8\u30cd\u30b9\u306e\u3042\u3089\u3086\u308b\u5074\u9762\u3067\u306eAI\u306e\u6025\u5897\u306f\u3001\u79c1\u305f\u3061\u306eAI\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u5fc5\u8981\u6027\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u9867\u5ba2\u304c\u516c\u5171\u306e\u751f\u6210AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u72ec\u81ea\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b89\u5168\u306b\u63a1\u7528\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u3001\u3053\u306e\u5206\u91ce\u3078\u306e\u6295\u8cc7\u3092\u5897\u52a0\u3055\u305b\u3066\u3044\u307e\u3059\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u540c\u793e\u304c\u767a\u8868\u3057\u305f\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4\u306723%\u5897\u306e6\u51047800\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001LSEG\u306b\u3088\u308b\u4e88\u60f3\u306e6\u51046600\u4e07\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u8abf\u6574\u5f8c\u306e\u4e00\u682a\u5f53\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u306f84\u30bb\u30f3\u30c8\u3067\u3001LSEG\u306e\u4e88\u60f3\u3067\u3042\u308b75\u30bb\u30f3\u30c8\u3092\u3082\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u8acb\u6c42\u984d\u3082\u524d\u5e74\u5ea6\u6bd4\u306725%\u5897\u306e7\u51048500\u4e07\u30c9\u30eb\u306b\u9054\u3057\u3001StreetAccount\u306e\u4e88\u60f3\u3067\u3042\u308b7\u51046000\u4e07\u30c9\u30eb\u3092\u8d85\u3048\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Zscaler\u306e\u696d\u7e3e\u306f\u3001\u73fe\u5728\u306e\u5909\u52d5\u3059\u308b\u30de\u30af\u30ed\u7d4c\u6e08\u74b0\u5883\u306e\u4e2d\u3067\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u304c\u76f4\u9762\u3057\u3066\u3044\u308b\u4e00\u90e8\u306e\u5f31\u70b9\u306e\u4e2d\u3067\u306e\u5e0c\u671b\u306e\u5146\u3057\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001SentinelOne\u306f\u898b\u901a\u3057\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u305f\u3053\u3068\u3067\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u3001Palo Alto Networks \u306e\u682a\u3082\u7c97\u5229\u76ca\u7387\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u306b\u4f4e\u4e0b\u3059\u308b\u4e8b\u614b\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Morgan Stanley\u306eKeith Weiss\u6c0f\u306f\u3001\u300c\u3053\u306e\u5831\u544a\u306f\u3001\u79c1\u305f\u3061\u304c\u30d7\u30ec\u30d3\u30e5\u30fc\u3067\u898b\u8fbc\u3093\u3060\u5f37\u3055\u3092\u53cd\u6620\u3057\u3066\u304a\u308a\u3001\u904e\u53bb\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u540c\u793e\u304c\u6307\u6458\u3057\u3066\u304d\u305f\u518d\u52a0\u901f\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u3092\u88cf\u4ed8\u3051\u308b\u3082\u306e\u3067\u3059\u300d\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u305f\u3060\u3057\u3001Zscaler\u306f4.1\u767e\u4e07\u30c9\u30eb\u306e\u7d14\u640d\u5931\u3092\u8a08\u4e0a\u3057\u3001\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f3\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002\u6628\u5e74\u306e\u7d14\u5229\u76ca\u306f1910\u4e07\u30c9\u30eb\u3001\u4e00\u682a\u3042\u305f\u308a12\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002 <\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph 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