Side-by-side comparison of AI visibility scores, market position, and capabilities
Cloud security platform with behavioral anomaly detection for multi-cloud environments; acquired by Fortinet (FTNT) in October 2024 after $1.9B raised competing with Wiz and Palo Alto Prisma Cloud.
Lacework is a cloud security platform providing automated threat detection, vulnerability management, and compliance monitoring for cloud-native infrastructure — using behavioral analytics and machine learning (its Polygraph technology) to establish normal baseline behavior across cloud workloads, containers, Kubernetes, and multi-cloud environments, then detect anomalous activity that indicates compromise without requiring manually written detection rules. Founded in 2015 in Mountain View and backed by approximately $1.9 billion in total funding from investors including Sutter Hill Ventures, Tiger Global, and General Catalyst, Lacework merged with Fortinet (NASDAQ: FTNT) in October 2024.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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