Zscaler announced a partnership with IXT, a full mobile virtual network operator, to embed Zscaler’s Zero Trust Network Access (ZTNA) into IXT’s cellular platform. The integration routes all IoT and OT device traffic through Zscaler’s Zero Trust Exchange, allowing enterprises to enforce security policies at the SIM level without deploying VPNs or software agents on endpoints.
The new solution enables IXT customers to apply Zscaler’s inline inspection, dynamic firewalling, and threat sandboxing to cellular‑connected devices such as energy grid sensors, water treatment controls, and industrial machinery. By eliminating exposed ports and providing policy‑based access for third‑party contractors, the partnership addresses the regulatory demands of the EU NIS2 Directive, which requires integrated security across device, edge, and platform layers.
The collaboration positions Zscaler to capture a share of the rapidly growing IoT security market, projected to reach USD 383.11 billion by 2034 with a CAGR of 26.8% from 2025 to 2034. It builds on Zscaler’s July 2025 launch of Zscaler Cellular, extending Zero Trust to IoT devices via SIM cards and reinforcing the company’s platform consolidation and AI‑driven security strategy.
Zscaler’s Q2 fiscal 2026 results showed revenue of $815.8 million, up 26% year‑over‑year, and annual recurring revenue of $3,359 million, up 25% year‑over‑year. Non‑GAAP net income per share was $1.01, beating consensus of $0.89. The company raised its full‑year fiscal 2026 ARR guidance to 24% growth, reflecting confidence in continued demand for Zero Trust and IoT security.
Management highlighted that the partnership with IXT strengthens Zscaler’s platform consolidation strategy and AI‑driven security expansion, while the regulatory backdrop of NIS2 and other cybersecurity mandates creates a tailwind for secure, scalable IoT connectivity. The deal also supports Zscaler’s broader goal of embedding security at the network edge, reducing reliance on endpoint agents.
The collaboration is expected to accelerate adoption of Zero Trust in industrial sectors, providing a scalable, agentless security model that meets regulatory requirements and addresses the growing attack surface of connected devices.
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