Competitors push GPU PoPs, sovereign, endpoint–SSE + M&A/pricing/telco/fed
Key Questions
What is Zscaler's recent financial performance?
Zscaler reported $290M in Q2 revenue and $3.36B ARR. This reflects strong growth in SSE amid market expansion to $68B TAM.
What vulnerability affects Fortinet products?
CVE-2026-35616 is a FortiClient EMS flaw under active exploitation. It poses risks to endpoint management in SSE environments.
Why are MSSPs becoming targets for attacks?
Attackers target MSSPs with login-based attacks instead of zero-days or malware for initial access. Blackpoint Cyber notes this shift in tactics against managed service providers.
What is the role of GPU PoPs in SSE competition?
Competitors like Cato are pushing GPU Points of Presence (PoPs) for SSE. This addresses sovereign, endpoint needs alongside M&A, pricing, and telco/fed RFPs.
How do competitors like PAN and Netskope factor into SSE moves?
IGEL partners with PAN/Netskope amid 65% budget cuts. Others like NWN with PAN/Cisco focus on AI ops, with Fortinet, Barracuda, and Forescout advancing ZT and SecureEdge.
IGEL + PAN/Netskope (65% cuts); Zscaler $290M Q2/$3.36B ARR; NWN + PAN/Cisco AI ops; Fortinet CVE-2026-35616; PAN Prisma/Talon; Barracuda SecureEdge; Cato GPU; Forescout ZT; Cisco eBPF/DefenseClaw; Blackpoint MSSP attacks; Island SASE; SASE $68B TAM. RFPs IL5/sovereign.