Material Security vs Splunk
Side-by-side comparison of AI visibility scores, market position, and capabilities
Material Security is a $1.1B unicorn email security platform for Google Workspace and Microsoft 365; raised $100M Series C led by Founders Fund and a16z in May 2022; protects against phishing, account takeover, and email data loss.
About
Material Security is a cybersecurity company providing comprehensive email security and data protection for Google Workspace and Microsoft 365 environments. Founded in 2017 by Ryan Noon, Chris Gilbert, and Abhishek Arun — alumni of Dropbox, Twitter, and Google — and headquartered in San Francisco, Material Security addresses the reality that email remains the primary attack vector for enterprise breaches. Unlike legacy secure email gateways that attempt to block malicious messages before they reach inboxes, Material Security operates directly within cloud office environments via API integration, applying post-delivery detection, behavioral analysis, and automated response to threats that have already bypassed perimeter defenses.
Data platform for security and observability acquired by Cisco for $28B in March 2024. Used by 90 of Fortune 100; 7,500+ enterprise customers globally; flagship SIEM and Splunk SOAR power enterprise security operations centers.
About
Splunk is a data platform for security and observability founded in 2003 in San Francisco, built on the idea that machine-generated data — logs, events, metrics, traces — contains the intelligence organizations need to detect threats, investigate incidents, and ensure digital systems stay available. The company's core technology indexes and searches massive volumes of machine data in real time, enabling security and IT operations teams to answer complex questions across their entire data estate without predefined schemas.\n\nSplunk's flagship product is its SIEM (Security Information and Event Management) platform, used by 90 of the Fortune 100 to detect and respond to security threats. Its broader portfolio includes Splunk Observability Cloud for infrastructure monitoring, Splunk SOAR for security orchestration and automated response, and Splunk IT Service Intelligence for IT operations. The platform's schema-on-read approach and SPL query language give analysts flexibility to investigate novel threats and operational issues that structured databases cannot accommodate.\n\nSplunk was acquired by Cisco for $28B in March 2024, one of the largest cybersecurity acquisitions in history, and has been integrated into Cisco's AI-driven security portfolio. The combination of Cisco's network telemetry and global customer relationships with Splunk's data analytics depth creates a powerful full-stack security and observability offering. Under Cisco, Splunk is adding AI-native features — including AI Assistant for SPL and automated threat detection — to maintain its leadership position as the SIEM market evolves toward AI-augmented security operations.
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