Claroty vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
Claroty is the global leader in cyber-physical systems (CPS) security for OT, healthcare, and industrial IoT; raised $150M Series F at ~$3B valuation; Gartner Magic Quadrant Leader for second consecutive year in 2026.
About
Claroty is a New York-based cybersecurity company and the recognized global leader in protecting cyber-physical systems (CPS) across critical infrastructure industries. Its platform provides visibility, vulnerability management, threat detection, and secure remote access for the Extended Internet of Things (XIoT) — the convergence of operational technology (OT), industrial control systems (ICS), building management systems, medical devices, and IoT assets that now interconnect in enterprise and industrial environments. Claroty serves energy utilities, manufacturing plants, healthcare systems, water utilities, transportation networks, and government facilities — all of which rely on physical equipment that was not designed with network security in mind.
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.
About
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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