Edgewise：被Zscaler并购 布局云安全

【200528 Siliconangle】Cloud-based information security company Zscaler Inc. today announced the acquisition of network security startup Edgewise Networks Inc., but investors got more jazzed when it beat analysts’ estimates in its latest earnings report.

【谷歌翻译 未经校对】基于云的信息安全公司Zscaler Inc.今天宣布了对网络安全初创公司Edgewise Networks Inc.的收购。

For its third quarter ended April 30, Zscaler reported revenue shot up 40%, to $110.5 million, from a year ago, with a profit adjusted for stock option and other expenses of $9 million, or seven cents a share. Analysts had been predicting only a two-cent profit on revenue of $106.1 million.

Zscaler称，在截至4月30日的第三季度中，其收入较去年同期增长了40％，达到1.105亿美元，扣除股票期权和其他费用后的利润为900万美元，合每股收益7美分。分析师此前平均预期该公司当季营收为1.061亿美元，仅盈利2美分。

As a result, shares surged almost 17% in after-hours trading.

结果，该股在盘后交易中飙升了近17％。

The company’s net loss in the quarter came in at $19.3 million, up from $12.2 million year-over-year. Cash flow provided by operations came in at $20.8 million or 19% of revenue, compared to $13.5 million or 17% of revenue a year ago. Deferred revenue — money earned for services that have not been delivered, a gauge of future growth — came in at $300.8 million as of April 30, an increase of 42% year-over-year.

该公司本季度净亏损为1930万美元，高于去年同期的1220万美元。运营产生的现金流为2080万美元，占收入的19％，而去年同期为1350万美元，占收入的17％。截至4月30日，递延收入（未交付的服务所赚取的收入，衡量未来的增长）为3.008亿美元，同比增长42％。

For the fourth quarter, Zscaler is predicting revenue of between $117 million and $119 million and an adjusted profit of $2 million to $4 million, or 20 to 21 cents per share.

Zscaler预测第四季度的收入在1.17亿美元至1.19亿美元之间，调整后的利润为200万至400万美元，即每股20至21美分。

“Our strong results are a reflection of our sales execution and the entire Zscaler team stepping up to help our customers succeed in these difficult times,” Jay Chaudhry, chairman and chief executive officer of Zscaler, said in a statement. “The mitigation activities taken by every enterprise in response to the COVID-19 pandemic created an immediate need for strong security and access to the internet and business applications, all while working from anywhere.”

Zscaler董事长兼首席执行官Jay Chaudhry在一份声明中说：“我们的强劲业绩反映了我们的销售执行力，整个Zscaler团队都在加紧帮助客户在困难时期取得成功。” “每家企业为应对COVID-19大流行而采取的缓解活动，迫切需要在任何地方工作的同时都具有强大的安全性以及对Internet和业务应用程序的访问权限。”

As for the acquisition, Zscaler said that it bought Edgewise Networks to provide better protection of applications in the public cloud and private data centers.

至于此次收购，Zscaler表示，它收购了Edgewise Networks，以更好地保护公共云和私有数据中心中的应用程序。

Founded in 2016, Edgewise offers a network security service that proactively prevents application compromise and attack progression by network-borne threats. The company’s platform is designed to verify the identity of application software, servers and processes to achieve a zero-trust environment that reduces the attack surface and lower the risk of application compromise and data breaches.

Edgewise成立于2016年，提供网络安全服务，可主动防止应用程序受到损害并通过网络传播的威胁进行攻击。该公司的平台旨在验证应用软件，服务器和流程的身份，以实现零信任环境，从而减少攻击面并降低应用程序遭到破坏和数据泄露的风险。

The company emerged from stealth in 2017. Edgewise’s software uses machine learning to scan a network build a rule set of trusted applications, which can then be managed with policies. Edgewise claims that its policy set is so efficient that the system can manage 13,000 connections with just 180 policies.

该公司于2017年从隐身中脱颖而出。Edgewise的软件使用机器学习来扫描网络，以构建可信任应用程序的规则集，然后可以使用策略进行管理。Edgewise声称其策略集非常有效，以至该系统仅用180个策略就可以管理13,000个连接。

Experts can also drill down to see application-centric policies described in natural language. Application services are protected whether deployed on premises or in the cloud.

专家还可以深入查看以自然语言描述的以应用程序为中心的策略。无论部署在内部还是在云中，应用程序服务均受到保护。

The price of the acquisition was not disclosed, but Edgewise had raised $18 million in venture capital funding prior to the deal. Investors include Pillar Ventures, .406 Ventures and Accomplice.

收购价格没有透露，但Edgewise在交易之前已经筹集了1800万美元的风险投资资金。投资者包括Pillar Ventures，.406 Ventures和Accomplice。

The acquisition is Zscaler’s third in the last two years. Prior acquisitions include TrustPath Inc. in August 2018, Appsulate Inc. in July and most recently Cloudnetti Corp. April 9.

此次收购是Zscaler在过去两年中的第三次收购。先前的收购包括2018年8月的TrustPath Inc.，7月的Appsulate Inc.以及4月9日的最新收购Cloudnetti Corp.

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