SteadyMD vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
SteadyMD built B2B telehealth infrastructure with 600+ clinicians in 50 states (~5M revenue); acquired by DocGo (Oct 2025) to become the clinical backend for digital health platforms.
About
SteadyMD was founded in 2016 in St. Louis with a mission to build the infrastructure layer that enables healthcare companies to deliver telehealth services without building clinical operations from scratch. The company recognized that the fastest-growing segment of the telehealth market was not direct-to-consumer care but B2B infrastructure — the clinical staffing, licensing, credentialing, compliance, and workflow systems that other healthcare companies need to operate virtual care programs at scale. SteadyMD built this stack as a managed service, enabling digital health companies, health systems, and employers to launch and scale telehealth programs rapidly.\n\nSteadyMD's platform provides healthcare organizations with access to a network of more than 600 clinicians — physicians, nurse practitioners, and physician assistants — who are licensed across all 50 states and available for virtual care delivery. Clients integrate SteadyMD's clinical workforce and telehealth operating system into their own products, using SteadyMD as an outsourced clinical operations partner rather than building in-house clinician networks. This white-label infrastructure model serves clients across consumer health, chronic disease management, occupational health, and behavioral health — wherever organizations need scalable, compliant clinical capacity without the overhead of direct employment.\n\nSteadyMD was acquired by DocGo in October 2025, a publicly traded mobile health and medical transportation company, in a transaction that brings SteadyMD's telehealth infrastructure capabilities under a larger multimodal healthcare services platform. Prior to the acquisition, SteadyMD generated approximately $25 million in annual revenue, demonstrating durable commercial traction in the B2B telehealth infrastructure segment. The DocGo acquisition positions SteadyMD's technology and clinician network as a foundation for DocGo's expansion into virtual care delivery, combining telehealth infrastructure with DocGo's existing in-person mobile health operations.
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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