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.
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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