Upwind vs Palo Alto Networks
Side-by-side comparison of AI visibility scores, market position, and capabilities
SF CNAPP with runtime intelligence for 90% false positive reduction; $180M total ($100M Craft Ventures/TCV Series A Dec 2024 at $900M valuation) serving 200+ enterprises including Peloton and Bill competing with Wiz for cloud security.
About
Upwind is a San Francisco-based cloud-native application protection platform (CNAPP) — backed with $180 million in total funding including a $100 million Series A extension in December 2024 led by Craft Ventures with TCV and Alta Park Capital at a $900 million valuation, following an $80 million seed round — providing enterprise security teams with runtime-powered cloud security that combines cloud security posture management (CSPM), workload protection, vulnerability management, identity security, and container security by correlating live workload runtime activity with configuration and vulnerability context to eliminate the false positive noise that plagues legacy cloud security tools. Serving 200+ enterprise customers including Peloton, Bill, Fiverr, and Agoda with 4,000% year-over-year revenue growth, Upwind claims 90% false positive reduction versus traditional CNAPP tools. Founded in 2022 by Amiram Shachar and team from Spot.io (acquired by NetApp for $450 million).
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).
AI Visibility Head-to-Head
Capabilities & Ecosystem
Also Compare
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.