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PANW compared with ZS: revenue, margins and what each company keeps, and the suppliers and customers both name
PANW
Palo Alto Networks Inc
Change
Mkt cap
Revenue
Revenue
ZS
Zscaler, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
PANW
Palo Alto Networks Inc
vs
ZS
Zscaler, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
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Supply chain
Price
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only PANW
2
CSPI
CSP
customer
—
Flex
unlisted
supplier
Shared
0
No disclosed counterparties: ZS.
Only ZS
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
PANW
Palo Alto Networks Inc
Change
325.07
▼
−1.76%
Mkt cap
$256.7B
Revenue
$3.4B
Q4 FY26
Revenue
$11.5B
FY26
ZS
Zscaler, Inc.
Change
193.73
▼
−2.67%
Regular session
Nov 10 '26
Mkt cap
$32.5B
Revenue
$898M
Q4 FY26
Revenue
$3.4B
FY26
vs
Compare
Regular session
Nov 10 '26
PANW
Palo Alto Networks Inc
vs
ZS
Zscaler, Inc.
325.07
▼
−1.76%
Price
193.73
▼
−2.67%
$256.7B
Mkt cap
$32.5B
Q4 FY26
$3.4B
Revenue
$898M
Q4 FY26
FY26
$11.5B
Revenue
$3.4B
FY26
Change
Change
PANW
325.07
▼
−1.76%
vs
ZS
193.73
▼
−2.67%
Regular session
Nov 10 '26