How does Zscaler print?
Recurring seats, then services. The AE sells the cloud.
SSE. Sits under Wiz on IC, next to CrowdStrike on the AE book.
The mix
- SubscriptionThe seat.85%
- Services / otherImplementation.15%
Industry-shape composite. Not a filing.
Who pays
Businesses on a subscription.
Who builds
Product engineering and a GTM book.