Clinikally vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
Gurugram India YC S22 dermatology telemedicine at $9.9M revenue 2024 with 1.5M customers; $3.1M total ($2.6M Tribe/Goodwater/Sequoia seed Sep 2023) competing with Practo for India digital dermatology care.
About
Clinikally is a Gurugram, India-based dermatology telemedicine and online pharmacy platform — backed by Y Combinator (S22) with $3.1 million in total funding including a $2.6 million seed in September 2023 led by Tribe Capital with Goodwater Capital, Sequoia Capital, and Rebel Fund — providing 1.5 million customers with integrated dermatological consultations, AI-assisted skin analysis, and prescription delivery for skin and hair conditions through a digital-first model that democratizes access to dermatology care across India. Founded in 2022 by Arjun Soin, Clinikally achieved $9.9 million in revenue in 2024 with a 76-person team, addressing the significant dermatology care access gap in a country where there are fewer than 10,000 dermatologists for 1.4 billion people.
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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