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SEC filings, financial facts, source resources, and Goglides workspace context for ACM Research, Inc..
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Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenACM Research has 34% Q1 revenue growth, 54% shipment growth, a billion-dollar cash stack, and a widening semiconductor equipment portfolio. The decision point is whether a China-centered operating model can turn that momentum into global, repeatable, per-share
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