SAIC vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
NYSE-listed federal IT integrator delivering cloud, cybersecurity, and AI solutions exclusively to DoD and civilian agencies. ~$7.3B annual revenue and ~$23.8B contract backlog.
About
Science Applications International Corporation (SAIC) is a Fortune 500 defense and government IT company headquartered in Reston, Virginia, founded in 1969. SAIC provides technology integration, cybersecurity, software development, cloud adoption, and digital modernization services exclusively to U.S. federal government clients including the Department of Defense, military branches, intelligence community, and civilian agencies.\n\nIn fiscal year 2025, SAIC reported revenues of approximately $7.26 billion with a contract backlog of $23.8 billion. The company has more than 24,000 employees and holds a portfolio of large-scale prime contracts spanning enterprise IT, command-and-control systems, intelligence analysis, logistics technology, and mission engineering. SAIC emphasizes a customer-first delivery model combining proprietary platforms with off-the-shelf commercial technology to accelerate modernization timelines.\n\nSAIC has been expanding its AI, machine learning, and autonomous systems capabilities to align with DoD priorities around AI-enabled warfare and digital engineering. Its digital transformation portfolio supports customers transitioning legacy infrastructure to multi-cloud environments compliant with FedRAMP, IL4, and IL5 security standards. The company is traded on the NYSE under the ticker SAIC.
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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