ZS compared with PANW: revenue, margins and what each company keeps, and the suppliers and customers both name

ZSZscaler, Inc.

Mkt capRevenueRevenue

PANWPalo Alto Networks Inc

Mkt capRevenueRevenue

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ZSZscaler, Inc.

PANWPalo Alto Networks Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

ZS1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±12.6%▼−4.50%×0.36

PANW

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±9.4%▼−9.28%×0.99

Q3 FY26±11.1%▼−5.64%×0.50

= impliedZS realized, solidPANW realized, hatchedOne scale, both sides: full bar = 13%× = |realized| ÷ impliedSource: market data

Q2 FY26

±6.7%

▼−6.82%

×1.01

Nov 20 '25±5.7%▼−7.42%×1.30

ZSZscaler, Inc.

193.85▼−2.61%

Mkt cap$32.5BRevenue$898MQ4 FY26Revenue$3.4BFY26

PANWPalo Alto Networks Inc

325.79▼−1.54%

Regular sessionNov 10 '26

Mkt cap$256.7BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

Compare

Regular sessionNov 10 '26

ZSZscaler, Inc.

PANWPalo Alto Networks Inc

193.85▼−2.61%

Price

325.79▼−1.54%

$32.5B

Mkt cap

$256.7B

Q4 FY26$898M

Revenue

$3.4BQ4 FY26

FY26$3.4B

Revenue

$11.5BFY26

ZS193.85▼−2.61%vsPANW325.79▼−1.54%Regular sessionNov 10 '26