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.
Santa Clara cybersecurity platform (NASDAQ: PANW) $8.0B FY2024 revenue (+16%); platformization 3,600+ customers, Cortex XSIAM AI SOC, $4.2B NGSSAR +42%, competing with CrowdStrike and Microsoft Defender.
Palo Alto Networks, Inc. is a Santa Clara, California-based cybersecurity platform company — publicly traded on the NASDAQ (NASDAQ: PANW) as an S&P 500 Information Technology component — providing network security, cloud security, and AI-driven security operations through three integrated security platforms: Strata (network security — next-generation firewalls, SD-WAN, Zero Trust Network Access), Prisma Cloud (cloud security posture management, cloud workload protection, CSPM/CWPP), and Cortex (AI-driven security operations — XSIAM extended security intelligence and automation management, XDR endpoint detection and response, XSOAR security orchestration) through approximately 15,000 employees worldwide. In fiscal year 2024 (ending July 2024), Palo Alto Networks reported revenues of $8.0 billion (+16% year-over-year), with next-generation security Annual Recurring Revenue (ARR — Prisma Cloud and Cortex subscriptions) growing 42% to $4.2 billion as large enterprise and government customers consolidated security toolsets onto Palo Alto Networks' platform versus maintaining dozens of point solution security vendors. CEO Nikesh Arora (joined 2018 from SoftBank as Chairman and CEO) has executed the "platformization" strategy — convincing large enterprise security buyers to replace 10-15 individual security vendors (email security, endpoint protection, cloud workload protection, network detection) with a consolidated Palo Alto Networks platform contract that provides 80% of point-solution capabilities at 50% of the total cost — using the first-year transition economics to accelerate platform adoption through deferred commitment offers (paying a lower platform price in year 1 in exchange for multi-year platform commitment in years 2-4).
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