For sales and enablement
Never pitch last quarter's card.
Every rival in your deals gets a card: where you win, where they win, the objections you will hear, and what they did this week. Rebuild it and it reads today's record, not the one you published in March.
What I say against them
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Momentum
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MCP & API
At a glance
| Growth momentum | 64 (Steady) | 45 (Cooling) |
| Headcount | 11,323 | 3,188 |
| Monthly web visits | 2,496,302 | 696,699 |
| Total disclosed funding | $481M | $697M |
Recent moves
CrowdStrike: Frontier AI has changed the rules of cybersecurity
2026-08-28SentinelOne: SentinelOne Reports Q2 FY27 Results: Triple-Digit AI Security ARR Growth
2026-08-27CrowdStrike: CrowdStrike Publishes AI Risk Oversight Checklist for the Board of Directors
2026-08-27SentinelOne: Zscaler and SentinelOne Spike 10% as Cybersecurity Re-Rating Reaches the Laggards
2026-08-27CrowdStrike: CrowdStrike Reports Record Q2 FY27 Results: $333M Net New ARR, $5.84B Ending ARR
2026-08-26
The card, built from the record rather than from memory.
Kill the PDF that has been rotting in Drive since the last launch. A card is assembled from what both companies have actually done — the metrics, the dated moves, the money and the hiring — so the version a rep opens is the version the record supports.
- Arithmetic, not adjectives
- Momentum, headcount, monthly visits and disclosed funding for both sides, each with the edge decided by which number is larger. Where one side is unknown there is no edge, because an unknown is not a zero.
- Rebuild, don't refresh
- A card does not update itself, and we will not pretend it does. The record under it is current, so rebuilding one takes a click and reads today's evidence.
Side by side, on the numbers
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Momentum
Funding
Valuations
M&A
Hiring
Products
Alert Center
MCP & API
The numbers
Side by side
| Signal | CrowdStrike | SentinelOne |
|---|---|---|
| MomentumMandos score, 0–100 | 64Steady | 45Cooling |
| Total raised | $481M | $697M |
| Last round | Series E · Jun 2018 | Series F · Nov 2020 |
| ValuationA ~ means our estimate, not a disclosed figure | $224B | $7.38B |
| EmployeesChange is year on year | 11,323+14% | 3,188+9% |
| Open rolesChange is month on month | 513-11% | 114-15% |
| Compliance | SOC 2 Type 2, ISO/IEC 27001:2022, FedRAMP High Authorization, PCI DSS, HIPAA, DoD IL5 | FedRAMP High, SOC 2 Type 2, ISO 27001, FIPS 140-2, PCI DSS, HIPAA |
| Shipped, last 90 daysProduct and feature launches we recorded | 9 | 10 |
Which products show up against each other
From what people actually searched for, not from a guess about your roadmap. Counts are Google impressions over 90 days.
- CrowdStrike Falcon Next-Gen SIEMvsSentinelOne AI SIEM— 294 impressions
- CrowdStrike Endpoint SecurityvsSentinelOne— 260 impressions
- CrowdStrike Endpoint SecurityvsSentinelOne Singularity Endpoint— 13 impressions
- CrowdStrike Endpoint SecurityvsSentinelOne Singularity— 3 impressions
Who else CrowdStrike shows up against
- FireEye1,259
- Bitdefender798
- Rapid7660
- Trend Micro618
- Zenity590
Who else SentinelOne shows up against
- ThreatDown by Malwarebytes840
- Sevii704
- Palo Alto Networks384
- Securonix360
- Wazuh307
CrowdStrike — last 90 days
Aug 28web content
Frontier AI has changed the rules of cybersecurity
Aug 27web content
CrowdStrike Publishes AI Risk Oversight Checklist for the Board of Directors
Aug 26web content
CrowdStrike Reports Record Q2 FY27 Results: $333M Net New ARR, $5.84B Ending ARR
Aug 20customer win
Cullinan Holdings Limited Adopts CrowdStrike Falcon Platform for Tourism Security
Aug 20recognition
CrowdStrike Named Strongest Overall Leader in Frost Radar: Cloud Workload Protection Platforms, 2026
96 more recorded in this window.
SentinelOne — last 90 days
Aug 27web content
SentinelOne Reports Q2 FY27 Results: Triple-Digit AI Security ARR Growth
Aug 27news
Zscaler and SentinelOne Spike 10% as Cybersecurity Re-Rating Reaches the Laggards
Aug 26web content
Edge Infrastructure Under Siege: What Two Independent Datasets Reveal About Who's Exploiting Your Perimeter
Aug 25web content
The Path to the Autonomous SOC: The Early Returns of AI & What It Means for Cybersecurity
Aug 20news
Guggenheim raises SentinelOne stock price target to $28 on growth
49 more recorded in this window.
Walk into the bake-off with both columns filled.
Funding, headcount, hiring, products, certifications and customers for you and for them, row by row. Where we hold nothing on either side the row is dropped rather than padded with dashes.
- A blank on one side is a finding
- A row empty on BOTH sides teaches nothing and is removed. A row empty on one — they hold SOC 2 and you do not — stays, because that is the row that decides a deal.
- The same rows the buyer checks
- Not a feature grid we invented. The comparison a security buyer builds when two vendors reach the shortlist.
What they did this week
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Aug 30, 2026
AnchoreCustomer winAnchore published a LinkedIn post announcing that Sigma Defense selected Anchore to secure the US Navy's Black Pearl software supply chain.
EthiackContent updateEthiack published a LinkedIn post outlining its comprehensive autonomous offensive security framework across 7 layers: Attack Surface Management, Deterministic Engine (200+ CWEs, 1500+ technologies), Agentic AI (Hackian), Human Expert Intelligence (0-day research), Collaborative Loop (cross-client protection), Guardrails & Safety (production-safe testing), and Operationalization (prioritization, remediation, reporting).
SecuronixNewsSecuronix CEO Toby Weiss commented on the Hugging Face breach during an OpenAI safety check, warning that companies are rushing to adopt AI without adequate security measures. Weiss noted that AI introduces new security problems and opens new attack vectors, and expressed skepticism about whether the flood of new cybersecurity vendors will solve the issue quickly. The article also notes that India represents approximately 15% of Securonix's revenue.
OX SecurityContent updateOX Security published a comprehensive guide analyzing the top ASPM tools to watch in 2026, including OX Security, Apiiro, ArmorCode, and Snyk ASPM. The article discusses how ASPM has become the control plane for application security, normalizing findings from multiple scanners and applying contextual risk scoring. It highlights that Gartner projects 80% adoption of ASPM in regulated verticals by 2027, up from 29% currently, driven by cloud-native complexity and AI-accelerated development.
Aug 29, 2026
DatabricksFeature launchDatabricks announced availability of GLM 5.3, the smartest open-weight model available today, as a day 0 release on Databricks. GLM 5.3 joins GLM 5.3 Flash and 30+ other open-source and frontier models available natively on Databricks. The model is hosted on secure GPUs owned by Databricks and can be connected to coding agents via Unity AI Gateway for smart routing, centralized cost controls, and observability.
netcraftContent updateNetcraft published research on how attackers are exploiting trusted brands like Amazon to create fake gambling apps and websites to steal user credentials and funds, with examples of these sites and their distribution methods.
IRM Consulting & AdvisoryContent updateIRM Consulting & Advisory's marketing page describing their award-winning Virtual CISO services, flexible engagement models, and business outcomes for SaaS companies and SMBs. Highlights 40% lower cost, CISO-level practitioners, and outcomes including certification achievement, deal acceleration, and AI governance.
CybeatsNewsCybeats announced it will release Q2 2026 financial results on August 31, 2026, with CEO Justin Leger hosting a live webinar at 4:30 PM ET. Additionally, NorthPalm Capital Corp, the company's largest institutional shareholder, agreed to lock up 60 million common shares for 12 months, signaling long-term commitment and shareholder alignment.
TryHackMeContent updateTryHackMe published a blog post about cloud security certifications, providing guidance on which certification paths are worth pursuing for cybersecurity professionals.
SpringdelContent updateSpringdel's product page describing Springmatic, its edge-first AI-powered MDM platform with features including zero-trust app control (Sentry Gate), team remote control, on-premise deployment, and integrations with collaboration tools.
News every four hours. Websites every week.
Stop being told about a rival's launch by the prospect. Product releases, website rewrites, executive changes, customer wins and acquisitions land in one dated feed before the call does.
- It reaches you where you work
- Alerts by email on every plan. Higher plans add CSV exports and webhooks.
- Every row carries its source
- A move links back to the launch post, article or page it was read from, wherever we have one.
Their whole record
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Aug 28, 2026
CyeraRecognitionCyera announced it has been ranked #15 on Fortune's Best Medium Workplaces 2026 list, recognizing the company's culture of trust, ownership, and employee empowerment.
Aug 27, 2026
CyeraContent updateCyera adds its name to OpenAI's open letter calling for coordinated, global attention to cyber defense as AI accelerates both attackers and defenders. The company emphasizes that security must be invested in as core infrastructure, not bolted on after the fact, and that no single company can secure this shift alone.
Aug 25, 2026
CyeraContent updateCyera announces a new feature for Agent Guardian that extends its data classification engine to classify AI agent capabilities and tools. The feature labels agent actions as Read, Write, Execute, Inbound, Outbound, or Irreversible, enabling organizations to identify overprivileged agents and dangerous configurations like the 'lethal trifecta' (sensitive data access + untrusted input + outbound capability).
Aug 18, 2026
CyeraNewsCyera announces new product capabilities focused on AI agent and data security. The company is moving beyond prompt/output monitoring to provide full visibility over how agents reach, use, and expose data. New features include unified visibility across agents and AI apps touching sensitive data, extended endpoint protection, and incident materiality assessment.
Aug 14, 2026
CyeraContent updateCyera publishes comprehensive thought leadership on Data Security Posture Management (DSPM) for AI, explaining why DSPM for AI matters, how it differs from traditional protection, how to manage AI data risks, and best practices to secure sensitive data. The article covers the AI data explosion challenge, shadow AI risks, regulatory compliance requirements, and positions Cyera's platform as a universal solution beyond Microsoft Purview.
Aug 12, 2026
CyeraContent updateCyera employee publishes second-person account from Black Hat 2026 conference, continuing the narrative from Part One. The article explores the challenge of defining and securing AI agents, highlighting how vendors at the conference use inconsistent definitions of 'agent' and underestimate the threat posed by autonomous agents capable of complex coordination and unexpected improvisation. The author reflects on using Claude to plan their Black Hat schedule and the limitations of current AI agent security approaches.
Their record, however far back it runs.
When a buyer raises a rival's repositioning mid-RFP, open the timeline instead of guessing: the messaging pivots, the launches, the hiring and the press, newest first, each row linked to its source.
- The depth is printed, not promised
- Every profile shows how many moves are on file and how many days carry one. Some rivals run deep and some do not, so we show the number rather than claim a span.
- Messaging and hiring in one view
- A rebrand, a new target buyer, an executive hire and a hiring surge all file as their own dated move on the same timeline.
Growing or stalling
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Competition
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Overview
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Momentum
Funding
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Hiring
Products
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MCP & API
Momentum distribution
How scored companies split across the five tiers, fastest to slowing.
A 0–100 peer-normalized score built from three pillars:
- Growthworkforce · hiring · job postings
- Market presencesocial reach · news activity
- Financial strengthfunding momentum · scale
Snapshot of current standing — not a change-over-time metric.
Movers
The highest scores and the companies losing steam, with the pillar breakdown — search and sort.
Leaders
| Company | Momentum | Δ | Tier | Growth | Market | Financial |
|---|---|---|---|---|---|---|
| 81 | — | Accelerating | 97 | 90 | 83 | |
| 79 | — | Accelerating | 84 | 100 | 89 | |
| 79 | — | Accelerating | 77 | 75 | 84 | |
| 79 | — | Accelerating | 85 | 71 | 77 | |
| 78 | — | Accelerating | 91 | 97 | 80 | |
| 78 | — | Accelerating | 97 | 96 | 72 | |
| 77 | — | Accelerating | 75 | 99 | 94 | |
| 77 | — | Accelerating | 90 | 93 | 79 | |
| 77 | — | Accelerating | 78 | 98 | 91 | |
| 76 | — | Accelerating | 89 | 94 | 77 |
Losing steam
| Company | Momentum | Δ | Tier | Growth | Market | Financial |
|---|---|---|---|---|---|---|
| 8 | — | Stalling | 0 | 25 | 2 | |
| 8 | — | Stalling | 21 | 10 | 8 | |
| 7 | — | Stalling | 12 | 25 | 3 | |
| 6 | — | Stalling | 21 | 9 | 3 | |
| 6 | — | Stalling | 6 | 10 | 10 |
Momentum by category
Average momentum per category — click a row for the scored companies behind the average.
See which rivals are accelerating before they reach your pipeline.
Momentum across 3,389 cybersecurity companies, split by tier, with the leaders and the ones losing steam. Track the names that keep turning up in your deals and watch the newcomers climbing toward them.
- Three pillars, and what feeds them
- Growth, market presence and financial strength, built from headcount growth, hiring rate, news volume, LinkedIn activity and funding.
- Watchlists you choose
- Group the rivals that keep showing up in your deals into their own radar. How many you can track depends on your plan.
See your category in Mandos today.
3,389 companies tracked · 31,000+ dated moves on file