Last Updated: October 7, 2025
Analyzing Management
Public company leadership plays a pivotal role in both the early due diligence and continuous risk assessment processes for hedge funds and asset managers. ManagementTrack offers a consistent methodology that eliminates distractions, highlighting distinct strengths and weaknesses, easily identifiable red and green flags, and establishing a tangible connection between CEO actions and investment performance.
CEO Chaudhry’s execution defends share, but his conservatism risks AI upside.
Analysis of Zscaler CEO Jagtar Chaudhry
While his proven execution and technical vision are well-aligned with defending market share and hitting guidance, his conservatism may temper growth in new AI markets, making him a credible but cautious growth leader.
ManagementTrack’s analysis focuses on Jagtar Chaudhry’s track record and skillset against the following key factors for ZS:
- Hitting the $400M ARR target for the new AI security business.
- Driving platform adoption and ARR growth via the Z-Flex program.
- Defending share against integrated SASE platform competitors.
- Hitting ambitious FY26 guidance amid ongoing deal scrutiny.
Report Available: Proprietary Interviews & Analysis on Jagtar Chaudhry Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Chaudhry’s historically conservative approach to adjacent markets impact his ability to hit the ambitious $400M ARR target for the new AI security business?
Question Answered #2
How does Chaudhry’s hyper-demanding management style, which drives high senior sales executive turnover, create risk to the company’s ability to execute on its growth targets?
Question Answered #3
How will Chaudhry balance his obsessive, hands-on approach to product and deals with the need for more scalable management practices as the company continues to grow?
Why Do Investors Use ManagementTrack?
How does ManagementTrack evaluate Jagtar Chaudhry at ZS?
ManagementTrack’s proprietary career analysis and interviews with former colleagues are used to establish a track record, identify key strengths, and pinpoint weaknesses. This profile is then evaluated against ZS’s most critical, current challenges: hitting the $400M ARR target for the new AI security business, driving platform adoption through the Z-Flex program, defending market share against integrated platform competitors, and achieving ambitious FY26 guidance amid ongoing deal scrutiny.
Beyond individual executive analysis, what other methods does ManagementTrack use to link c-suite actions to future company performance?
ManagementTrack utilizes proprietary models designed to detect executive evasion during earnings call Q&As and to assess whether such behavior deviates from the norm. Additionally, the system scrutinizes all insider transactions to identify outlier activities that are predictive of future stock over- or underperformance. These signals, when integrated with the ManagementTrack Rating—a predictive 1-10 score assigned to each executive—provide investors with a distinct, data-driven perspective on how management is likely to influence upcoming company performance.
How extensive is ManagementTrack’s coverage?
ManagementTrack provides real-time coverage of the executive c-suite for all publicly traded companies.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
Verified Career History by ManagementTrack for Jagtar Chaudhry
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
Zscaler, Inc. 10Q
Zscaler, Inc. 10K
Zscaler, Inc. Earnings Calls
Zscaler, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
