Palo Alto Networks
Large firewall and security company that bought Protect AI to add AI model security to its Prisma AIRS platform.
- Revenue
- Next-generation security ARR of $8.13B, up 60% year on year (Q3 FY26, reported)
- Growth
- Q2 FY26 next-generation security ARR of $6.3B, up 33% year on year (reported). The two growth rates conflict
- Based in
- Santa Clara, US
- Listed
- Public (PANW)
It already sells firewalls to large firms, so AI security can be bundled into existing contracts.
Growth rates differ between sources, and the Protect AI price was never disclosed.
Money coming in
Who pays Palo Alto Networks, and for what.
No customers of Palo Alto Networks mapped yet.
Money going out
Who Palo Alto Networks pays to do what it does.
Agreed to buy Protect AI and fold it into Prisma AIRS
securityinfowatch.com
Where it sits on the map
Competitors and neighbours
Makes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileCloud security platform that finds risks across a company's cloud accounts, now owned by Google.
Reported above $1B ARR during 2025, from unnamed sources (press)
Open profileIsraeli cyber firm that agreed to buy Lakera to add AI security to its products.
Open profileZurich firm whose Lakera Guard and Lakera Red products protect AI apps from attacks and test them before launch.
About $300M, the price Check Point is reported to pay (estimate, not officially disclosed)
Open profileStartup that secures AI and machine learning models, now being bought by Palo Alto Networks.
Price not disclosed (Palo Alto deal announced Apr 2025)
Open profileEndpoint and cloud security company that is adding protection for AI agents and AI apps.
Ending ARR about $5.84B, up 25% year on year (quarter to 31 Jul 2026)
Open profileAutomates compliance work, such as SOC 2 and ISO 27001 audits, for companies that sell software.
About $300M ARR (Apr 2026, Sacra estimate). A company profile says over $300M, not confirmed
Open profileGovernance platform that helps companies track and document their AI models and the rules they follow.
No figure found
Open profileStartup that secures AI agents by watching what they do and what they are allowed to access.
About $400M (Globes, unnamed sources, not officially disclosed)
Open profileSources: fn2.ai, leverageshares.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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