Zscaler

“Take Red Canary, an MDR focused on the mid-market to small enterprise recently acquired by Zscaler, one of our strategic technology partners.”

CrowdStrike frames Zscaler as a strategic technology partner and notes Zscaler acquired MDR provider Red Canary, whose EDR base is migrating onto Falcon.

“It doesn't mean you have to have Prisma Access Browser or SASE or Palo Alto SASE. You can have anything. You can have Zscaler, Netskope, Palo Alto, whoever you want.”

CEO named Zscaler among viable alternative SASE/endpoint vendors while describing an industry-wide shift toward unified security data lakes.

“seeing the same thing for a while, we thought that, that was sort of an aberration for Zscaler and realizing the way that you sell these products is through partners”

Cloudflare cites Zscaler as a SASE competitor whose channel-heavy sales model it is now emulating by leaning into partner-led selling.

“I think what has held us back has been really awareness and both the partner-first motion, which Mark and the go-to-market team are putting in place as well as things like showing up in Gartner and Forrester, where today, we're now neck and neck with Zscaler in the space.”

Cloudflare says it is now neck-and-neck with Zscaler in Gartner/Forrester SASE rankings, indicating Cloudflare closing the competitive gap with the established Zero Trust/SASE leader.

“But if it's really the cloud security like Zscaler or Palo Alto do, we will absolutely work with best-of-breed partners and not pretend to be something we're not.”

Arista positions itself as complementary to, not competitive with, leading cloud security vendors like Zscaler, planning to partner rather than build overlapping SASE functionality.

“are these displacements of existing vendors, let's say, a customer has Zscaler or Palo Alto and you're displacing them?”

An analyst asks whether Fortinet's SASE wins come from displacing incumbents like Zscaler; management confirms competitive displacement in SASE, a share-loss read-through for Zscaler.

“On February 5, we closed the acquisition of SquareX, which extends Zero Trust capabilities into any browser, enabling organizations to leverage standard browsers like Chrome and Edge to secure access on unmanaged devices without requiring a separate third-party enterprise browser or using outdated and costly virtual desktop infrastructure.”

Zscaler's SquareX acquisition adds browser-extension based security for unmanaged devices, expanding TAM without needing a full third-party enterprise browser.

“Red Canary was primarily a technology and talent acquisition. As we shared when we closed this acquisition, churn for MDR businesses is higher than we experienced in our Zscaler business. Post acquisition, Red Canary's churn has been elevated.”

Zscaler's acquired Red Canary MDR business is seeing elevated churn (typical of MDR) but is a core feature of the Agentic SecOps offering; Zscaler raised its FY26 Red Canary ARR outlook.