May. 28 at 5:46 PM
$ZS the future customer count won’t just be humans anymore. It’ll be humans + AI agents.
That’s potentially a 10x expansion in cybersecurity surface area over time.
2026 is likely the investment year: building the infrastructure, integrations, and security stack for the agentic AI era.2027+ is where the revenue acceleration could start showing up if adoption scales.
The market seems too focused on near-term noise and not enough on what zero trust looks like in a world filled with autonomous agents.
Jay isn’t the strongest storyteller on calls, but the core zero trust platform continues to grow well.
I also wonder if part of the sales leadership changes are about better communicating products like Red Canary and tying the broader platform vision together more effectively.
