Summary of Okta 2025 Investor Day Company Overview - **Company**: Okta (NasdaqGS:OKTA) - **Event**: 2025 Investor Day held on September 25, 2025 Key Industry Insights - **Focus on AI and Identity Security**: The discussion emphasized the growing importance of AI agents in automating work and enhancing productivity across various industries. The core message is that identity security is crucial for managing these AI agents effectively [5][6][13] - **Emergence of Identity Security Fabric**: Okta is defining a new category called "identity security fabric," which integrates governance, privileged access management, identity security posture management, and access management into a cohesive solution [6][7][34] Core Announcements - **Innovations in Identity Security**: Okta introduced three key innovations: 1. **Identity Security Fabric**: A comprehensive solution that combines various identity security functions, addressing customer needs for a unified platform [6][7] 2. **Standardization Efforts**: Progress on open standards like IPSY and cross-app access to enhance control and visibility in technology environments [9][10][18] 3. **Auth0 Platform Enhancements**: Developers can build applications that comply with new standards, facilitating the creation of agentic systems [10][11] Market Dynamics - **Customer Demand for AI Agent Security**: There is significant interest from major companies in securing AI agents, with over 90% of surveyed companies deploying agents, yet only 10% feeling confident in their governance [22][23] - **Growth Potential**: The transition to identity security fabric is expected to drive growth, with initial customer interest focusing on foundational identity security before expanding to AI agent capabilities [14][32] Competitive Landscape - **Emerging Competition**: The entry of larger platform vendors like CrowdStrike and Palo Alto Networks into the identity space is noted, with Okta positioning itself as a specialized identity provider amidst this competition [67][69] - **Partnership Strategy**: Okta aims to collaborate with technology vendors to ensure its identity security solutions are integrated across various platforms, enhancing its relevance in the agentic AI rollout [58][65] Financial Considerations - **Monetization of New Offerings**: Okta plans to monetize its new identity security capabilities, with pricing models evolving to accommodate the unique nature of AI agents [54][55][71] - **Investment in R&D**: Okta's substantial R&D investment is highlighted as a key factor in its ability to innovate and improve its product offerings continuously [87] Customer Engagement - **Specialized Go-to-Market Strategy**: Okta has adopted a more specialized approach to its go-to-market strategy, focusing on tier-one markets and larger customers, which are expected to drive significant growth [73][75] - **Consolidation of Identity Tools**: Many customers are looking to consolidate their identity tools into a single platform, which Okta is well-positioned to provide [76][78] Conclusion - **Future Outlook**: Okta is optimistic about its growth trajectory, driven by the increasing demand for integrated identity security solutions and the ongoing evolution of AI technologies. The company is focused on bridging the gap between identity security and data governance, ensuring that its offerings remain relevant and valuable in a rapidly changing market [25][28][62]

for today's tech check. Mackenzie Sagalos joins us now with data brick CEO Ali Gatsy in a CNBC exclusive. Mac, >> hey there Mike.So Ally, thanks so much for joining us. This is OpenAI's first major integration with a company like Data Bricks, but what does Data Bricks get out of this partnership. Are you seeing signals that enterprise adoption hasn't been scaling as fast as hoped.>> Yeah, so what we're seeing is that enterprises really really are excited to get agents actually working inside the enterprise. ...

AI agents are only as good as the data they see.@iotex_io is building the stack to bring verified DePIN signals onchain: identity, proofs, execution, and context.Growth is already accelerating:- ioID owners +1,697% YoY- Quicksilver requests +291% MoMFull breakdown in our Pulse Report 👇0xWeiler (@0xWeiler):1/ 📡 @iotex_io is shifting to real-world AI.In July 2025, IoTeX published a roadmap to build an AI stack that uses verified DePIN data so agents can see what is happening in the physical world and act on i ...

Let's fast forward five years. What do abnormal and cogent look like and what role do agents have in that. I see abnormal being this kind of behavioral security platform that's capable of kind of monitoring and protecting all your identities across your organization from you know human identities obviously to conference rooms and other non-human identities as well as AI agents.So I think we will see kind of AI agents becoming a increasing big a bigger part of the workforce right for probably most companies ...

He said one of their big clients came to them and said we have 50,000 employees today. Draw up a plan for us that in 5 years we are 100,000 employees but only 10,000 of them are humans. The rest are AI agents.This is to be provocative but they're sort of saying if that was going to be our plan, how do we get there. This is the kind of stuff people are thinking about now. It's not going to happen in the next 5 years.But our organizations going to potentially change that much over the next 10 to 15 years. It' ...

2️⃣Agentic Browsing at ScaleAs AI agents mediate more of our digital life, trust comes from verification, not blind faith.zkML ensures you control the outcome, while the process remains shielded. ...

Key Points Solana is leading the crypto sector in terms of its network revenue. World Liberty Financial saw a lot of hype with its first launch. Only one of these assets has a mechanism for investors to get upside. 10 stocks we like better than Solana › With World Liberty Financial (CRYPTO: WLFI) launching its USD1 (CRYPTO: USD1) stablecoin on Solana (CRYPTO: SOL) and other leading blockchains, investors once again face a familiar conundrum. Is it a better move to buy a platform, or to buy an ope ...

RT KamalBuilds🗽 (@kamalbuilds)Introducing STILBON ....> Illuminate your DeFi journey> Autonomous Starknet Ai agents> Built using @daydreamsagents with x402 micro payments to access the MCPs and tradeAgent will seamlessly trade on @EkuboProtocol , trade perps on @extendedapp @tradeparadex and @vesuxyz https://t.co/7eTmsWq8rd ...

RT s4mmy (@S4mmyEth)ICYMI: Google revealed its “Agent Payments Protocol” (AP2)This is an open standard that lets AI agents make payments across platforms/crypto rails.The interesting point is who’s involved from a crypto standpoint:1) MetaMask: Redeeming moment for lack of token and poor UI/UX? Maybe they’re integrating agents into their wallet to enhance the UX?2) @ethereum: Literally highlighted their intent to embrace AI this week.3) @coinbase: “Works with cards, bank transfers, local methods, and crypto ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Outdated technology is causing banks to lose customers, according to a survey from consulting firm Baringa published Monday. The company surveyed 4,000 U.S. and U.K. residents with bank accounts and 400 U.S. and U.K. bank leaders about the digital customer experience. Legacy technology architecture slowed modernization and hurt customers’ digital experiences, ...