Zscaler, Inc. - Common Stock (ZS)

Competitors to Zscaler, Inc. - Common Stock (ZS)

Cisco 

Cisco competes with Zscaler through its broad range of networking and security solutions, including their SecureX platform which integrates security services with networking capabilities. Cisco has a significant established customer base and offers a hybrid approach to security that includes on-premises solutions. This legacy infrastructure gives them a competitive advantage in traditional enterprises, while Zscaler's focus on cloud-native security aims to attract companies that are migrating to cloud environments.

Cloudflare 

Cloudflare competes with Zscaler primarily in the area of secure web gateways and SASE implementations. While Zscaler emphasizes its robust architecture that focuses on zero trust network access, Cloudflare leverages its vast global network to provide performance benefits alongside security features. Their competitive advantage lies in their ability to combine a content delivery network (CDN) and security services, which appeals to businesses looking for both performance and protection in a single package.

Fortinet 

Fortinet competes with Zscaler in the marketplace for security-driven networking solutions. While Zscaler specializes in cloud-based services, Fortinet offers both on-premise appliances and cloud solutions integrated with its FortiGuard security services. This dual offering appeals to customers who may not be ready to fully transition to the cloud, allowing Fortinet to capture a segment of the market focused on hybrid solutions. Thus, Fortinet holds a competitive edge in environments where hybrid infrastructure is prevalent.

McAfee (now Trellix)

McAfee, now operating under the Trellix brand, competes with Zscaler by offering endpoint security solutions and a broader security portfolio aimed at protecting customer data, identity, and assets. Although focused more on endpoint security historically, they are expanding their capabilities into cloud security, putting them in a position to challenge Zscaler in that domain. However, Zscaler's dedicated cloud-first security focus gives it an edge over Trellix, especially among companies looking for comprehensive cloud security solutions.

Palo Alto Networks

Palo Alto Networks competes with Zscaler in the cloud security space, offering a broad portfolio of security solutions including advanced firewalls, threat detection, and secure access service edge (SASE) capabilities. Both companies focus on enabling secure digital transformation for enterprises, but Palo Alto has a more established presence in the network security market and a robust suite of products that targets various aspects of security. This extensive product lineup provides them with a competitive edge, as organizations often prefer a single vendor for multiple security needs.