The number of cybersecurity startups attempting to cash in on the AI boom is staggering. But an analysis of the cybersecurity marketplace indicates that the incumbents, rather than resting on their laurels and opening themselves up for disruption, are quickly adapting to the new AI-centric threat environment.
The major players are integrating AI technology throughout their platforms, and offering innovative AI products and services, either through internal development or acquisition.
Here are the 10 most powerful cybersecurity companies. This list reflects market share powerhouses, but also includes smaller companies that are growing fast and making waves.
1. Palo Alto Networks: CyberArk deal bolsters platform play
Why they’re here: Market leader Palo Alto Networks shows no signs of taking its foot off the gas. Gartner gives Palo Alto high marks for its Quantum Safe app, its focus on AI runtime security through Prisma AIRS, advanced automation with Strata Network Security, and threat detection and automated incident response via Cortex SecOps. Palo Alto also launched Unit 42 Continuous Frontier AI defense, an agentic security service.
Power moves: Bought identity security leader CyberArk for $25 billion, acquired cloud observability vendor Chronosphere, and snapped up agentic AI startup Console.
By the numbers: $100M: The Prisma AIRS AI security platform, launched a year ago, has hit $100 million in annual recurring revenue, making it the fastest growing product in company history.
Outlook: Revenue jumped 34% in Palo Alto’s latest quarter, reaching $3.4 billion. CEO Nikesh Arora is predicting sustained revenue growth as organizations upgrade their cybersecurity infrastructure to deal with the AI threat. “This is a long-term tailwind,” he said.
2. Microsoft: Agentic innovation drives growth
Why they’re here: Microsoft has an integrated security platform from the endpoint to the SOC to the cloud, with AI capabilities built on top, such as the natural language AI assistant Security Copilot, and an agentic SOC offering in Microsoft Defender. The company is a leader in IDC’s MarketScape for MDR/MXDR, a leader in the latest Frost Radar for Cloud Workload Protection Platforms, a leader in Gartner’s ranking of endpoint protection platforms, and a leader in Forrester’s analysis of XDR platforms.
Power moves: Introduced Project Perception, an agentic security system that brings together teams of agents to simulate attacks, investigate threats, and drive remediation.
By the numbers: 100 trillion: Microsoft’s AI-powered threat intelligence platforms process 100 trillion threat signals daily.
Outlook: “Microsoft articulates a compelling vision to build a frontier approach to security, bringing people and AI together while the platform shields against and disrupts attacks. Its roadmap relies on a central, united intelligence layer, tightening the integration between Microsoft products while expanding existing features to third-party tools,” according to Forrester analyst Allie Mellen.
3. Cisco: Security and networking for AI data centers and beyond
Why they’re here: Networking power player Cisco boasts an integrated platform from silicon to high-speed networking to advanced security for the agentic age. “Cisco has positioned itself as the vendor that can deliver AI-ready, secure networks spanning campus, data center, cloud, and edge,” says industry analyst Zeus Kerravala, adding that Cisco’s strategy is to embed AI security across “every workflow, API, and device.”
Power moves: Snapped up AI observability specialist Galileo Technologies in April, identity protection startup Astrix in May, and identity lifecycle security company WideField Security in June.
By the numbers: 14%: Cisco’s security revenue rose 14% in its latest quarter to $2.2B.
Outlook: In the company’s Q4 2026 earnings call, CEO Chuck Robbins said, “The rise of agentic AI is expanding the threat landscape, driving demand for our security and observability solutions to help monitor agent behavior and mitigate evolving threats. This presents a unique opportunity for Cisco, and we believe we’re only at the beginning of this supercycle.”
4. Google: Mandiant and Wiz acquisitions bolster cybersecurity offerings
Why they’re here: A leader in Gartner’s evaluation of Cyberthreat Intelligence Technologies, IDC’s MarketScape for SIEM, and the Forrester Wave for Data Security Platforms, Google has integrated its acquisitions of Mandiant (threat intelligence and incident response) and Wiz (CNAPP) with CodeMender (AI code security agent) and Gemini (AI assistant) to create a strong cybersecurity platform.
Power moves: In May, Google announced Google AI Threat Defense, an automated system designed to continuously monitor for and prevent AI-powered threats.
By the numbers: 45%: Google reported a 45% quarter‑over‑quarter increase in the number of AI workloads scanned and protected by its security platform.
Outlook: In the company’s 2026 Q2 earnings call, CEO Sundar Pinchai said, “We are seeing strong interest in our AI‑powered security platform, which is differentiated because it integrates threat intelligence, cyber‑response prioritization, AI‑automated scanning, code remediation, and monitoring.” According to Forrester, “Organizations focused on going all-in on cloud and zero trust — especially those innovating with data and AI — that desire an integrated experience should consider Google.” And Futurum Research says that Google’s architecture “is likely to shape what ‘enterprise AI security’ means in the near term.”
5. Fortinet: An integrated platform built for agentic AI
Why they’re here: Fortinet is executing on its strategy of delivering new AI-driven products aimed at enticing customers to accelerate their traditional firewall upgrade cycles. The company recently announced a new hybrid mesh firewall designed to address AI infrastructure requirements; a cloud-delivered SOC that embeds agentic AI across SIEM, SOAR, threat intelligence, and identity-detection; and new endpoint protection that adds AI visibility, governance, and DLP capabilities.
Power moves: Acquired Virtue AI, a leader in AI runtime protection, automated AI validation, and security for autonomous AI systems.
By the numbers: $2B: Fortinet revenue grew a healthy 26% in its most recent quarter, hitting $2.05B.
Outlook: “Fortinet’s current features and roadmap show strong innovation in AI-based automation, PQC, and multicloud orchestration,” says Gartner. Over the next 12 months, Fortinet plans to deliver a unified Model Context Protocol (MCP) framework for AI agent-based automation, workflow-based automation through a natural language interface, deception capabilities and additional detections for agentic AI threats.
6. CrowdStrike: Meeting the Mythos moment
Why they’re here: CrowdStrike is a leader in Forrester Waves for Extended Detection and Response Platforms, Proactive Security Platforms, and External Threat Intelligence Service Providers. IDC ranks CrowdStrike a leader among SIEM vendors. And Frost & Sullivan names CrowdStrike a leader in Zero Trust browser security tools and cloud and application runtime security. The company just wrapped up what CEO George Kurtz described as “the best quarter in CrowdStrike history.”
Power moves: Bought SGNL to bolster identity management for AI agents. Bought Seraphic Security to integrate runtime protection into enterprise browsers.
By the numbers: 26%. Revenue increased 26% in CrowdStrike’s latest quarterly earnings report to $1.47 billion.
Outlook: “The Mythos moment translated into mass-market acceptance that AI adoption needs security,” said Kurtz in the company’s latest earnings report. “Every enterprise will run on AI, and securing it is the largest market opportunity in our history.” Nand Research analyst Steve McDowell adds that CrowdStrike’s AI security strategy “is driving significant revenue growth, particularly in AI Detection and Response.”
7. Zscaler: Securing the internet and the SOC
Why they’re here: Dell’Oro Group ranks Zscaler as the market leader in enterprise SASE, with its Zero Trust Exchange platform. Gartner identifies Zscaler as a Leader in Magic Quadrants for both SSE and SASE. “Zscaler’s planned and recent innovations for agentic operations and building out a separate AI security platform integrated with SSE are well aligned with the emerging needs of SSE buyers,” adds Gartner.
Power moves: Acquired managed detection and response leader Red Canary, secure enterprise browser vendor SquareX, and identity mapping innovator Symmetry Systems.
By the numbers: $25%: Fiscal 2026 revenue grew 25% to 898.2 million.
Outlook: Zscaler recently announced a fully agentic SOC service, which the company describes as a new approach built to stop AI-driven attacks at machine speed. During the company’s latest earnings call, CEO Jay Chaudhry said, “AI is quickly becoming the largest tailwind we have ever seen, driving demand for our Zero Trust Everywhere data security and security for AI solutions.”
8. Cloudflare: A cloud-based platform to secure the agentic internet
Why they’re here: A visionary in Gartner’s assessment of both SSE and SASE vendors, Cloudflare is positioning itself as a power player in what it calls the agentic internet. CEO Matthew Prince recently noted, “For the first time in human history, in Q2, more than 50% of the traffic flowing across Cloudflare’s network was non-human. With the web shifting from human-driven browsing to AI answer engines and agent-driven commerce, we are witnessing a fundamental rewrite of the Internet. Cloudflare is positioned at the center of this paradigm shift.”
Power moves: The company continues to aggressively add to its platform through acquisitions of innovative companies such as Astro Technology, Human Native, VoidZero, and Deno.
By the numbers: 36%: Cloudflare reported revenue up 36% in its latest quarter, topping $696 million.
Outlook: The company’s guidance for the upcoming quarter is revenue hitting $736 to $737 million. But Oppenheimer investment bank analyst Param Singh is forecasting that Cloudflare will blow past those estimates on the strength of its agentic AI security offerings.
9. Proofpoint: Varonis deal catapults Proofpoint into power position
Why they’re here: Proofpoint, which was taken private by Thoma Bravo in 2021, made a big splash on Oct. 15 when it announced the $6.3 billion purchase of Varonis. Futurum Research analyst Fernando Montenegro says, “Proofpoint’s case for the deal is that AI has moved data to the center of the security problem. With attackers moving faster and agents getting broad access to sensitive information, the answer is to connect what Proofpoint sees about people, threats, and behavior with what Varonis knows about data, access, and usage. That logic holds up and the pairing is a sensible one.”
Power moves: In addition to the Varonis deal, bought Acuvity, an AI enterprise security and governance startup.
By the numbers: 13%: Proofpoint reported 2025 revenue of $623.5 million, up 13%.
Outlook: On acquiring Varonis, Proofpoint CEO Sumit Dhawan said, “By connecting communications, identities, permissions, data, and AI, we are creating an intelligence advantage that helps customers see risk more clearly, respond faster, and defend against the next generation of AI risks. This is a defining step in Proofpoint’s evolution into a cybersecurity platform built for the future of AI.”
10. SentinelOne: Covering the full AI lifecycle
Why they’re here: A perennial leader in endpoint protection, SentinelOne is expanding its product portfolio to challenge the market leaders. Lawrence Pingree, an analyst at SACR, says the cybersecurity industry is experiencing a convergence of data security, identity, AI posture management, and runtime enforcement. Pingree sees SentinelOne distinguishing itself in this arena by delivering a platform that spans infrastructure, data, runtime, and employee usage.
Power moves: Purchased AI security innovator Prompt Security and AI data pipeline observability vendor Observo AI.
By the numbers: 21%: In its latest quarter, total revenue grew 21% to $292 million.
Outlook: SentinelOne’s most recent quarter was so strong that the company raised its revenue outlook for 2027 to $1.2B. CEO Tomer Weingarten said, “AI is transforming the way software is built, businesses are operated, and cybersecurity is delivered. With AI-native runtime protection fundamental to the Singularity platform’s architecture, SentinelOne is uniquely positioned to lead the future of AI cybersecurity.”
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