Tally vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
Belgium bootstrapped no-code form builder at $2M ARR Mar 2025 with 150K customers and $0 raised; unlimited free tier competing with Typeform and Google Forms through product-led growth from $10K MRR (2022) to $175K MRR (2025).
About
Tally is a Ghent, Belgium-based no-code form builder — completely bootstrapped with zero external funding — providing individuals, startups, and businesses with a freemium online form platform (unlimited forms and unlimited submissions on the free tier) that reached $2 million in annual recurring revenue in March 2025 with $175,000 in monthly revenue and 150,000 customers across 34 employees. Founded in 2020 by Marie Martens and Filip Minev, Tally grew from $10K MRR in February 2022 to $60K MRR in May 2023 to $100K MRR in February 2024 to $175K MRR in March 2025 — a sustained growth trajectory achieved without venture capital through product-led growth and a generous free tier that competes directly with Google Forms, Typeform ($29/month Pro plan), and Jotform.
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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