Forward to: Strategy Team

Competitive Intelligence
Workflows

Ten agent workflows for the Strategy Team — vendor landscape analysis, product capability tracking, M&A signal detection, competitive positioning, market share estimation, technology stack monitoring, executive movement tracking, pricing intelligence, partnership ecosystem mapping, and customer win/loss analysis — providing comprehensive competitive intelligence across the cybersecurity market using domain intelligence.

1Cybersecurity Vendor Landscape Mapping

AI agent maps the entire cybersecurity vendor landscape by analyzing domain intelligence across thousands of security companies — categorizing by segment, scoring digital presence, and tracking market evolution across NGFW, XDR, SASE, CNAPP, and emerging categories.

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Map the Cybersecurity Vendor Universe
/products /about /pricing /careers IAB Categories OpenPageRank Personas
CYBERSECURITY VENDOR LANDSCAPE — Q1 2026 ════════════════════════════════════════════════════════ VENDORS TRACKED: 4,891 cybersecurity companies globally SEGMENTS: 47 product categories TOP SEGMENTS BY VENDOR COUNT: 1. SASE / SSE (187 vendors) Leaders (PR >7): Palo Alto, Zscaler, Netskope, Cloudflare Growth: +23% new vendors YoY | Avg /careers growth: +34% Trend: Convergence with SD-WAN, CASB integration accelerating 2. XDR / EDR (156 vendors) Leaders: CrowdStrike, Palo Alto (Cortex), SentinelOne, Microsoft Growth: +18% new vendors YoY | M&A: 12 acquisitions in 2025 Trend: AI-native detection becoming table stakes 3. Cloud Security / CNAPP (234 vendors) Leaders: Wiz, Palo Alto (Prisma), Orca, Lacework Growth: +41% new vendors YoY (fastest growing) Trend: CNAPP consolidation, Wiz-Google deal reshaping market 4. Identity & Access (178 vendors) Leaders: Okta, CyberArk, Beyond Identity, Ping Growth: +15% new vendors YoY Trend: Passwordless adoption, identity-first security 5. AI Security (89 vendors — NEW CATEGORY) Leaders: Protect AI, Hidden Layer, Robust Intelligence Growth: +340% new vendors YoY (emerging category) Trend: LLM security, AI model protection, prompt injection defense
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Track Competitive Positioning
Market Position
Palo Alto Networks — Strongest digital presence across all cybersecurity vendors. PageRank 8.9, 20/20 page types present, hiring +28% YoY, /products page covers 11 product families. Only vendor with top-tier presence in NGFW, XDR, SASE, and CNAPP simultaneously. Nearest competitor (CrowdStrike) has 3 of 4 categories.
#1 digital presence — 4 major segments covered

2Competitor Product & Feature Tracking

AI agent monitors competitor product pages, documentation, and blog posts to track feature releases, product pivots, and capability expansions — providing early intelligence on competitive moves before they're formally announced.

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Monitor Competitor Product Changes
/products /docs /blog /api /press OpenPageRank
COMPETITOR PRODUCT TRACKING — WEEKLY CHANGES ════════════════════════════════════════════════════════ CROWDSTRIKE (crowdstrike.com) /products: New page section: "Charlotte AI for SOC" /docs: New API documentation for AI-powered triage /blog: 3 posts on "AI-native SOC" in 2 weeks /press: "CrowdStrike introduces generative AI for threat hunting" SIGNAL: Major AI push for SOC automation — direct Cortex XSIAM competitor ZSCALER (zscaler.com) /products: Added "Zero Trust for AI Applications" section /partners: Added OpenAI and Anthropic as integration partners /careers: +47% AI/ML engineering positions in 30 days SIGNAL: Expanding into AI security — potential new product category FORTINET (fortinet.com) /products: FortiSASE page restructured — added "Universal SASE" /pricing: New consumption-based pricing model for SASE /case-studies: 4 new SASE customer case studies added SIGNAL: Aggressive SASE push with new pricing — targeting mid-market
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Generate Competitive Alert

Competitive Intelligence Alert — February 2026

KEY COMPETITIVE MOVES ──────────────────────────────────────── 1. CrowdStrike: AI-native SOC automation — threatens Cortex XSIAM 2. Zscaler: AI application security — new adjacent category 3. Fortinet: Consumption pricing for SASE — mid-market offensive 4. SentinelOne: /careers -12%, /press quiet — possible challenges RECOMMENDED ACTIONS 1. Accelerate Cortex XSIAM AI features — CrowdStrike closing gap 2. Evaluate AI security category — Zscaler moving first 3. Review SASE pricing for mid-market vs Fortinet offer 4. Monitor SentinelOne for potential M&A target opportunity

3M&A Signal Detection

AI agent detects early M&A signals in the cybersecurity market by monitoring domain intelligence changes — leadership departures, hiring freezes, investor page changes, and legal modifications that precede acquisition announcements.

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Detect Pre-Acquisition Signals
/leadership /investors /legal /careers /press OpenPageRank Domain Ages
M&A SIGNAL DETECTION — CYBERSECURITY MARKET ════════════════════════════════════════════════════════ HIGH PROBABILITY M&A TARGET (Score: 89/100): nexus-security.io (Cloud workload protection startup) /leadership: Added "Board Observer" from major PE firm /investors: Page removed entirely (was Series C details) /legal: Updated with "change of control" clauses /careers: Hiring frozen — 0 new postings in 45 days /press: "Strategic review" language in latest release /blog: Frequency dropped from weekly to zero PageRank: 4.2 (stable — not yet declining) ASSESSMENT: Active M&A process. Likely acquisition within 60-90 days. Potential acquirers: Cisco, Palo Alto, CrowdStrike (based on /partners) MEDIUM PROBABILITY M&A TARGET (Score: 62/100): identity-shield-platform.com (Identity security) /leadership: CEO "transitioning to advisory role" /careers: -34% postings in 60 days /investors: VC fund listed has exit timeline approaching ASSESSMENT: Possible acquisition or acqui-hire in 3-6 months
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Track M&A Signal Timeline
M&A Signal Evolution — nexus-security.io
2025-10-14 /careers: Hiring rate decreased 50% from peak
2025-11-22 /leadership: New board member from PE firm added
2025-12-08 /legal: Privacy policy updated with data transfer provisions
2026-01-15 /investors: Page removed entirely
2026-01-28 /press: "Strategic review" announcement
2026-02-10 /careers: Complete hiring freeze confirmed

4Competitor Hiring & Talent Intelligence

AI agent tracks hiring patterns across cybersecurity competitors — monitoring /careers pages for new positions, team expansion signals, and strategic hiring that reveals product roadmap intentions and investment priorities.

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Track Competitor Hiring Patterns
/careers /about /leadership Personas Countries
COMPETITOR HIRING INTELLIGENCE — Q1 2026 ════════════════════════════════════════════════════════ Company Total Jobs Change AI/ML Cloud Sales Signal crowdstrike.com 847 +28% 89 45 134 Expanding zscaler.com 523 +34% 67 78 89 Rapid growth fortinet.com 689 +12% 23 34 156 Sales-led sentinelone.com 234 -18% 12 23 45 Contracting wiz.io 412 +56% 45 123 67 Hypergrowth cyberark.com 345 +22% 34 45 78 Steady growth KEY INSIGHTS: CrowdStrike: 89 AI/ML positions — largest AI investment in industry Zscaler: 78 cloud positions — aggressive cloud platform expansion SentinelOne: Only competitor showing hiring decline — watch for distress Wiz: +56% hiring — post-Google deal growth acceleration

5Pricing & Packaging Intelligence

AI agent monitors competitor pricing pages for changes to pricing models, packaging, and go-to-market strategies — detecting price cuts, new tiers, consumption models, and bundling that could impact competitive win rates.

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Monitor Competitor Pricing Changes
/pricing /products /blog /press Personas
PRICING INTELLIGENCE — COMPETITOR CHANGES ════════════════════════════════════════════════════════ ALERT: Fortinet SASE Pricing Change fortinet.com/pricing Old model: Per-user annual license ($45/user/month) New model: Consumption-based ($0.02/session + base fee) /blog: 2 posts explaining "pay for what you use" value proposition /press: "FortiSASE Now Available in Consumption Model" Personas: Mid-market IT directors (our growth segment) IMPACT: Could undercut our SASE pricing for smaller deployments ALERT: CrowdStrike Bundle Change crowdstrike.com/pricing Change: Falcon Go bundle now includes identity protection Previous: Identity was separate add-on ($5/endpoint extra) /products: Identity protection merged into base platform page IMPACT: Devalues standalone identity add-ons in competitive bids OPPORTUNITY: SentinelOne Price Increase sentinelone.com/pricing Change: Complete tier raised 18% ($8/endpoint → $9.50) /blog: Quietly updated, no announcement IMPACT: Price increase opens competitive opportunity for displacement

6Technology Partnership Ecosystem Mapping

AI agent maps the technology partnership ecosystems of all major cybersecurity vendors — tracking who partners with whom, alliance formations, integration launches, and ecosystem shifts that indicate strategic directions.

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Map Competitor Partnership Networks
/partners /products /press IAB Categories OpenPageRank
PARTNERSHIP ECOSYSTEM MAPPING — TOP COMPETITORS ════════════════════════════════════════════════════════ PALO ALTO NETWORKS (/partners page) Total partners listed: 847 | New this quarter: +34 Key alliances: AWS, Azure, GCP, ServiceNow, Splunk New: IBM watsonx, Google Gemini AI integrations CROWDSTRIKE (/partners page) Total partners listed: 612 | New this quarter: +28 Key alliances: AWS, Azure, Splunk, Okta, Zscaler New: Amazon Bedrock integration, Anthropic Claude partnership SIGNAL: AI partner ecosystem expanding faster than ours ZSCALER (/partners page) Total partners listed: 423 | New this quarter: +45 Key alliances: AWS, Azure, CrowdStrike, Okta, ServiceNow New: OpenAI integration, Anthropic partnership announced SIGNAL: Highest partnership growth rate — aggressive expansion EXCLUSIVE PARTNERSHIP ANALYSIS: Partners exclusive to Palo Alto: 89 (unique advantage) Partners exclusive to CrowdStrike: 67 Overlap partners (shared): 412 (competitive battleground)

7Customer Win/Loss Domain Analysis

AI agent analyzes domain intelligence of companies that have chosen competitor products — identifying patterns in company size, industry, digital maturity, and technology stack that predict which prospects are most likely to choose each vendor.

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Analyze Competitor Customer Domains
/case-studies /partners /about /products IAB Categories Personas OpenPageRank
CUSTOMER WIN/LOSS ANALYSIS — COMPETITOR CASE STUDIES ════════════════════════════════════════════════════════ CROWDSTRIKE CUSTOMER PROFILE (from /case-studies): Avg PageRank: 6.2 | Avg Domain Age: 8.4 years Top IAB: Technology (34%), Financial Services (22%), Healthcare (18%) Avg /careers postings: 234 | Company size: 1,000-10,000 Sweet spot: Mid-enterprise tech companies with cloud-first posture FORTINET CUSTOMER PROFILE (from /case-studies): Avg PageRank: 4.8 | Avg Domain Age: 12.1 years Top IAB: Manufacturing (28%), Education (22%), Government (20%) Avg /careers postings: 89 | Company size: 500-5,000 Sweet spot: Traditional enterprises with on-prem + hybrid needs OUR WIN PROFILE (from /case-studies): Avg PageRank: 7.1 | Avg Domain Age: 9.2 years Top IAB: Financial Services (28%), Technology (24%), Healthcare (16%) Avg /careers postings: 456 | Company size: 5,000+ Sweet spot: Large enterprises with platform consolidation strategy

8Emerging Competitor Detection

AI agent continuously scans for new cybersecurity startups entering the market — detecting newly registered domains with security-focused content, rapid hiring, and VC funding signals that indicate potential future competitors.

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Identify Emerging Cybersecurity Startups
/products /about /careers /investors IAB Categories Domain Ages Personas
EMERGING COMPETITOR DETECTION — Q1 2026 ════════════════════════════════════════════════════════ NEW CYBERSECURITY DOMAINS (last 90 days): 342 WITH SIGNIFICANT TRACTION: 23 POTENTIAL COMPETITIVE THREATS: 5 WATCH LIST: aishield-security.com (Age: 189 days) /products: AI model security platform — OWASP LLM Top 10 /investors: Series A: $28M from Andreessen Horowitz /careers: 47 positions (34 engineering) /about: "Securing the AI era" — direct PANW AI security play THREAT: Could become acquisition target or direct competitor quantum-resilient-sec.io (Age: 267 days) /products: Post-quantum cryptography for enterprise /investors: Series B: $67M from Insight Partners /careers: 89 positions — rapid scaling THREAT: Emerging category we don't address yet

9Market Share Estimation via Domain Intelligence

AI agent estimates market share by analyzing how many companies across the 100M+ domain database reference each cybersecurity vendor on their /partners, /security, and /products pages — providing a bottom-up view of market penetration.

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Estimate Market Penetration from Domain Intelligence
/partners /security /products IAB Categories OpenPageRank
MARKET SHARE ESTIMATION — DOMAIN INTELLIGENCE METHOD ════════════════════════════════════════════════════════ METHOD: Count domains referencing vendor on /security or /partners pages UNIVERSE: 100M+ domains, filtered to enterprises (PageRank >3) NGFW MARKET (enterprise domains mentioning vendor): Palo Alto Networks: 14,847 domains (31.2%) Fortinet: 11,234 domains (23.6%) Cisco (Firepower): 8,912 domains (18.7%) Check Point: 6,234 domains (13.1%) Others: 6,421 domains (13.4%) XDR/EDR MARKET: CrowdStrike: 12,891 domains (28.4%) Microsoft Defender: 10,234 domains (22.6%) Palo Alto (Cortex): 8,456 domains (18.6%) SentinelOne: 6,123 domains (13.5%) Others: 7,678 domains (16.9%) SASE MARKET: Zscaler: 9,847 domains (27.8%) Palo Alto (Prisma): 8,234 domains (23.3%) Cloudflare: 7,891 domains (22.3%) Others: 9,412 domains (26.6%)

10Executive Movement Tracking

AI agent monitors /leadership pages across all cybersecurity vendors to detect executive movements — tracking CISOs, CTOs, and key hires that signal strategic shifts, potential partnerships, or competitive vulnerabilities.

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Track Cybersecurity Executive Movements
/leadership /press /about /careers OpenPageRank
EXECUTIVE MOVEMENT TRACKER — CYBERSECURITY INDUSTRY ════════════════════════════════════════════════════════ NOTABLE DEPARTURES (Last 30 Days): sentinelone.com /leadership: VP of Product departed (12-year tenure) Chief Revenue Officer departed (3-year tenure) /careers: CRO and VP Product positions now listed SIGNAL: Leadership instability — 2 senior departures in 30 days rapid7.com /leadership: CISO departed (not yet replaced) /press: No announcement of departure SIGNAL: Quiet departure — possible internal issues NOTABLE HIRES: crowdstrike.com /leadership: New Chief AI Officer hired (from Google DeepMind) SIGNAL: Major AI investment signal — DeepMind caliber hire zscaler.com /leadership: New VP of AI Security (from Anthropic) SIGNAL: AI security product likely in development IMPACT ASSESSMENT: SentinelOne executive churn creates competitive displacement opportunity CrowdStrike DeepMind hire signals AI arms race escalation Zscaler Anthropic hire confirms AI security product development
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Generate Strategic Intelligence Summary

Competitive Intelligence Summary — February 2026

STRATEGIC OVERVIEW ──────────────────────────────────────── Vendors tracked: 4,891 | Key competitors: 12 | M&A targets: 5 Market categories monitored: 47 | Executive moves: 34 this month TOP STRATEGIC INSIGHTS 1. AI security is the next battleground — 3 competitors hiring aggressively 2. SASE pricing war beginning — Fortinet consumption model threatens mid-market 3. SentinelOne showing weakness — displacement and acquisition opportunities 4. Platform consolidation trend confirmed — enterprises preferring vendors with 3+ product categories (our key strength) DOMAIN INTELLIGENCE ADVANTAGE Traditional competitive intel: Quarterly reports, public filings Domain intelligence: Real-time changes across 20 page types Average early warning: 4-8 weeks before public announcement
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