Cato Networks vs NetSuite
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.
About
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.
Oracle Corporation's cloud ERP for SMBs (40,000+ customers, 219 countries); NetSuite Next's Ask Oracle natural language AI assistant (SuiteWorld 2025), single-platform financial/CRM/inventory competing with SAP Business One.
About
NetSuite is a San Mateo, California and Austin, Texas-based cloud enterprise resource planning (ERP) platform and business unit of Oracle Corporation (NYSE: ORCL) — serving over 40,000 customers in 219 countries and territories with cloud-native financial management, CRM, inventory, supply chain, human capital management, and e-commerce applications designed for small-to-midsize businesses and rapidly growing enterprises that need unified business management software from a single cloud platform. NetSuite was founded in 1998 as NetLedger (one of the world's first cloud-based ERP systems) and acquired by Oracle in 2016 for $9.3 billion. Oracle's platform integration — connecting NetSuite to Oracle Cloud Infrastructure (OCI), Oracle Analytics Cloud, and Oracle's AI layer — enables NetSuite to leverage hyperscale compute, data warehousing, and generative AI capabilities that independent ERP vendors cannot build at equivalent cost. At SuiteWorld 2025, NetSuite unveiled NetSuite Next, featuring Ask Oracle — a natural language AI assistant enabling business users to search records, navigate workflows, analyze financial data, and trigger business actions across the entire NetSuite dataset through conversational queries rather than menu navigation — advancing toward autonomous AI-driven business management. The Oracle leadership transition (co-CEOs Clay Magouyrk and Mike Sicilia replacing Safra Catz) underscores Oracle's commitment to accelerating cloud product innovation across NetSuite, Oracle Cloud ERP (Fusion), and Oracle's SaaS portfolio.
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