Cybersecurity

Cisco-Wiz & Check Point-Wiz -> A Threat to Palo Alto Networks?

In a major industry move, Cisco and Check Point have both announced strategic cloud security partnerships with Wiz, a rapidly growing player in the Cloud Native Application Protection Platform (CNAPP) market.

With Cisco-Wiz focusing on hybrid cloud security and Check Point-Wiz streamlining cloud workload protection, these partnerships could pose a direct threat to Palo Alto Networks (PANW) and its Prisma Cloud offering.

Why This Matters for Palo Alto Networks

1 Increased Competition in Cloud Security

Palo Alto Networks has been a dominant force in cloud security through its Prisma Cloud platform and Strata NGFW (Next-Gen Firewall). However:

  • Cisco-Wiz: Combines Ciscos Hybrid Mesh Firewall with Wizs cloud risk visibility.
  • Check Point-Wiz: Focuses on network security integration and customer migration to Wiz for CNAPP.

2 Wizs Growing CNAPP Market Share

Wiz is now positioned as the go-to CNAPP solution:

  • Both Cisco and Check Point are endorsing Wiz over their own solutions.
  • Prisma Cloud competes directly with Wiz in cloud-native security.
  • Enterprises already using Cisco or Check Point might prefer Wiz over Prisma Cloud due to seamless integration.

3 Check Point’s CNAPP Exit Helps Wiz Overtake Prisma Cloud

Check Point is shutting down its CNAPP product and moving customers to Wiz. This directly reduces Palo Altos ability to win new CNAPP customers in a key growth market.

What Palo Alto Networks Needs to Do Next

To counteract this growing competition, PANW should:

  • Enhance Prisma Cloud: Focus on AI-driven automation and runtime security.
  • Strengthen Strategic Partnerships: Collaborate deeper with AWS, Azure, or Google Cloud.
  • Differentiate with AI-powered attack path analysis: Cisco and Wiz are pushing AI-based threat detectionPANW must keep up.

Final Thoughts: Is Palo Alto Networks in Trouble?

While Palo Alto Networks remains a leader, the Cisco-Wiz and Check Point-Wiz partnerships create serious competition in cloud security.

PANW still has strong brand recognition, but with Wiz gaining major endorsements, it must innovate fast or risk losing market share in the CNAPP space.