Investment Rating - The report does not explicitly provide an investment rating for the industry [1]. Core Insights - The report highlights the increasing risks associated with AI systems, particularly due to the lack of regulatory oversight and security governance, leading to significant financial losses from data breaches [2][3]. Summary by Sections Executive Summary - The report marks the 20th anniversary of data breach research, focusing on the impact of AI technology and the associated risks [2]. - It emphasizes that many companies are prioritizing rapid deployment of AI over security governance, making them more vulnerable to attacks [2]. Key Findings - The global average cost of a data breach is $4.44 million, down from $4.88 million in 2024, a decrease of 9% [3]. - The decline in costs is attributed to improved incident detection and response times, aided by AI and automation technologies [3]. - In the U.S., the average cost of a data breach has increased by 9% to $10.22 million, primarily due to rising regulatory fines and detection costs [3]. - AI-related security incidents account for 13% of reported breaches, with 97% of these incidents lacking proper access controls [4]. - The average cost of malicious insider attacks is $4.92 million, with third-party vendor and supply chain attacks closely following at $4.91 million [4]. Recommendations - The report suggests five effective strategies to prevent data breaches and reduce associated costs, focusing on strengthening identity security for both human and machine users [5][6]. - It emphasizes the need for robust identity access management (IAM) to address vulnerabilities that attackers exploit [6]. - The report advocates for lifecycle governance of credentials to mitigate risks of credential misuse [7].

智通财经APP获悉，专注于提供身份验证和访问管理解决方案的云安全公司Okta(OKTA.US)周三盘前下 跌12%，在此之前，由于投资者"预期过高"，该公司公布了被视为谨慎的业绩指引。 摩根士丹利维持对Okta的"增持"评级，目标价为123美元。 富国银行重申对Okta的"持有"评级，目标价为110美元。 以Andrew Nowinski为首的富国银行分析师表示，尽管Okta第一季度业绩稳健，但其股价仍下跌，因为 该公司第二季度业绩指引较为保守，远低于市场预期。 分析师们补充称，由于订阅营收增长持续放缓，他们重申了对Okta的"持有"评级。 杰富瑞维持对Okta的"持有"评级，但将目标价从135美元下调至130美元。 杰富瑞分析师Joseph Gallo及其团队表示，Okta取得了"健康的业绩"，当前剩余履约义务(cRPO)同比增 长14%，比预期中值高出 2%，但没有达到"投资者的高预期"，即同比增长约15%。 分析师们补充说，第二财季的cRPO指引比市场预期低了1%，并意外地暗示Okta上市以来第二季度首次 出现环比下滑。积极的一面是，Okta利润率超预期，并将2026财年自由现金流(FCF)指引上调1个 ...