Side-by-side comparison of AI visibility scores, market position, and capabilities
Shift5 raised $75M Series C in Sep 2025 led by Hedosophia; $181M total; secures onboard OT data for defense aircraft, military vehicles, rail, and aviation with Palantir's defense head joining its board.
Shift5 is an Arlington, VA-based cybersecurity and operational intelligence company that focuses on the onboard operational technology (OT) data bus found in aircraft, military vehicles, rail systems, and maritime vessels. Unlike IT-focused security companies, Shift5 captures and analyzes the raw data streams running on physical platform bus systems (such as MIL-STD-1553, ARINC 429, and CAN bus) to detect anomalies, enable predictive maintenance, and protect against cyber threats — all without disrupting the real-time operation of the platform.
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.
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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