Side-by-side comparison of AI visibility scores, market position, and capabilities
San Jose zero trust security (NASDAQ: ZS) surpassing $3B ARR FY2025; 500B+ daily transactions across 160+ data centers for 8,650+ enterprises and 35% Forbes Global 2000 competing with Palo Alto Prisma for enterprise zero trust.
Zscaler is a San Jose, California-based cloud security company — publicly traded on NASDAQ (NASDAQ: ZS) at approximately $30 billion market capitalization — operating the world's largest security cloud, the Zscaler Zero Trust Exchange, that processes 500+ billion daily transactions across 160+ data centers globally. In fiscal year 2025 (ended July 31, 2025), Zscaler surpassed $3 billion in annual recurring revenue (ARR) with Q4 FY2025 revenue of $719.2 million (21% year-over-year growth), serving 8,650+ enterprise customers including 35% of the Forbes Global 2000. The platform's flagship products — Zscaler Internet Access (ZIA, secure web gateway), Zscaler Private Access (ZPA, zero trust network access), and Zscaler Digital Experience (ZDX, application performance monitoring) — have eliminated traditional VPN and network perimeter architectures for thousands of enterprises. Founded in 2007 by CEO Jay Chaudhry (serial security entrepreneur who built and sold four prior security companies); IPO March 2018.
AI-powered endpoint security with $800M revenue; autonomous threat response and rollback on the Singularity Platform competing with CrowdStrike after CrowdStrike's 2024 global outage.
SentinelOne is a cybersecurity company providing AI-powered endpoint detection and response (EDR), extended detection and response (XDR), cloud security, and identity security through its Singularity Platform — using machine learning to detect and autonomously respond to malware, ransomware, and advanced threats in real time without requiring human intervention. Listed on NYSE (NYSE: S) and headquartered in Mountain View, California, SentinelOne generates approximately $800 million in annual revenue and competes with CrowdStrike for the enterprise endpoint security market.\n\nSentinelOne's Singularity Platform differentiates through autonomous response capability — when a threat is detected, the platform can automatically isolate infected machines, terminate malicious processes, roll back files to pre-attack states, and remediate damage without requiring a security analyst to approve each action. This "autonomous" response model reduces the threat dwell time and damage from fast-moving ransomware attacks that can encrypt thousands of files in minutes. The cloud-native architecture uses the Singularity Data Lake to correlate telemetry across endpoints, cloud workloads, and identities for unified threat detection.\n\nIn 2025, SentinelOne competes primarily with CrowdStrike Falcon for enterprise EDR/XDR market share — the two companies have become the dominant modern endpoint security vendors, having displaced legacy antivirus from McAfee and Symantec. The July 2024 CrowdStrike Falcon content update outage (which caused millions of Windows machines to crash) created a significant opportunity for SentinelOne, which accelerated customer acquisition in the months following. SentinelOne's 2025 strategy focuses on growing Purple AI (its generative AI security analyst that provides natural language threat investigation), expanding cloud workload protection, and growing identity security through its Singularity Identity product.
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