Side-by-side comparison of AI visibility scores, market position, and capabilities
Tel Aviv SASE pioneer (founded 2015, Check Point co-founder) at $300M+ ARR (Sep 2025) and $4.8B valuation (Series G Jun 2025); first acquisition Aim Security AI Sep 2025 competing with Palo Alto Prisma SASE and Zscaler.
Cato Networks is a Tel Aviv, Israel-based SASE (Secure Access Service Edge) network security company — having raised over $1 billion in total funding including a Series G round in June 2025 at a $4.8 billion valuation — providing enterprises with a converged SD-WAN, network security (firewall, CASB, DLP, ZTNA), and XDR platform delivered as a cloud-native service from a global Points of Presence (PoPs) network. Founded in 2015 by CEO Shlomo Kramer (co-founder of Check Point Software, pioneer of the commercial firewall in 1993, and founder of Imperva in 2002) and President Gur Shatz (co-founder of Incapsula, cloud web application security), the company defined the SASE category before Gartner formally named it in 2019. Cato surpassed $250 million in ARR in 2024 (+46% year-over-year growth) and reached $300+ million ARR by September 2025, serving 3,500+ enterprises across 190 countries with 50,000 connected sites and 1.5 million remote users protected by zero trust network access (ZTNA). In September 2025, Cato completed its first acquisition — Aim Security — to expand AI security capabilities for enterprise AI agent adoption.
Cloud observability leader with $2.68B ARR; 750+ integrations; expanding into AI/LLM monitoring as enterprises instrument generative AI workloads at scale in 2025.
Datadog is a cloud-native monitoring and security platform founded in 2010 by Olivier Pomel and Alexis Lê-Quôc, headquartered in New York City. The company went public on Nasdaq (DDOG) in September 2019 and has grown to serve over 29,000 customers as of FY2024, generating $2.68 billion in annual recurring revenue, representing approximately 26% year-over-year growth. Datadog's platform spans infrastructure monitoring, application performance management (APM), log management, security monitoring, and AI observability, positioning it as the unified observability stack for cloud-scale engineering teams.
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