SAN FRANCISCO, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Delinea, a pioneering provider of solutions for securing human and machine identities through centralized authorization, today announced the expansion of its OEM agreement with IBM to make the full Delinea Platform available to IBM customers. This new agreement deepens a strategic collaboration that began between the two companies in 2018. The Delinea Platform delivers a full, cloud-native ecosystem of identity security solutions that enable enterprises to bu ...

Core Insights - Okta is positioned to capitalize on the growing demand for identity security services across various entities, including human users and AI agents [3][7][14] - The company has consolidated its specialized products into a comprehensive identity security platform, contributing to its revenue growth [1][8] - Okta's financial performance is strong, with a 13% year-over-year revenue increase to $728 million in Q2, and a non-GAAP net income growth of 29% to $169 million [11][12] Product and Market Positioning - Okta's Identity Security Fabric secures all identities and use cases within organizations, making it a critical player in the identity security landscape [2][4] - The rise of AI agents and the migration to cloud infrastructure are driving demand for trusted identity solutions [4][7] - Okta's Auth0 platform is enabling developers to create secure agents compatible with the identity security fabric [14] Financial Performance - In Q2 of fiscal 2026, Okta reported revenues of $728 million, with subscription revenues making up $711 million [11] - The company has a subscription backlog of $4.15 billion, indicating strong revenue visibility [12] - Guidance for fiscal 2025 suggests a revenue growth of 10% to 11% and a non-GAAP operating margin of 25% to 26% [13] Strategic Initiatives - Okta is enhancing its identity security capabilities through the acquisition of Axiom Security, which will improve security and compliance [16] - The company has developed a robust go-to-market strategy with dedicated sales teams and a broad partner ecosystem [10] - Okta's neutrality to cloud providers is fostering confidence among clients, particularly in the public sector [9] Valuation and Growth Potential - Okta is currently trading at 24.5 times forward earnings, suggesting potential for valuation expansion as it captures more market share [17] - The company aims to become a leading player in the identity security space, akin to Microsoft's position in its domain [18]

Core Insights - Delinea has been included in the Microsoft Security Store Partner Ecosystem, highlighting its strong relationship with Microsoft and expertise in security technologies [1][2] - The collaboration aims to enhance cybersecurity solutions, making it easier for organizations to discover, purchase, and deploy trusted security technologies [2][3] Company Overview - Delinea specializes in securing human and machine identities through centralized authorization, leveraging AI-powered intelligence for identity lifecycle management [4] - The platform offers rapid deployment, requiring 90% fewer resources to manage compared to competitors, and boasts a 99.995% uptime [4] Partnership Details - The partnership with Microsoft reflects a 15-year collaboration focused on innovation and accessibility in cybersecurity [2] - Delinea is actively involved in shaping the Microsoft Security Store by providing feedback on new features and integration experiences [2][3] Microsoft Security Store Features - The Microsoft Security Store aims to simplify cybersecurity procurement and deployment, offering a curated selection of trusted solutions and AI agents [3] - Key features include simplified billing, streamlined deployment, and verified integrations to enhance security teams' operational efficiency [3]

Core Insights - The podcast discusses the evolution of technology and its impact on businesses, particularly focusing on the identity security fabric and the agentic revolution in the context of cloud computing and AI [10][14][22]. Company Insights - Octa, co-founded by Todd McKinnon, aims to revolutionize identity management in the cloud, emphasizing the importance of a unified identity security fabric that consolidates various identity solutions [14][36][41]. - The company is experiencing momentum as it aligns with the latest technological shifts, particularly the integration of AI and automation in enterprise processes [20][46]. - Octa's strategy focuses on providing comprehensive identity solutions that enhance security and control while enabling innovation across organizations [22][27][39]. Industry Insights - The current technological landscape is characterized by rapid innovation, with AI and cloud computing being pivotal in transforming business operations [10][12][21]. - Companies are increasingly seeking integrated solutions that address security concerns while allowing flexibility in choosing innovative technologies from various vendors [24][25][27]. - The cybersecurity industry is investing heavily, with $200 billion spent annually, highlighting the ongoing challenges of identity-based attacks and the need for robust identity management systems [22][55][56].

Core Insights - SailPoint Inc. is recognized as a top-performing tech stock, particularly following the announcement of enhancements to its Identity Security Cloud platform on September 30 [1] - The enhancements aim to improve visibility, control, and scalability across all enterprise identities, focusing on cloud identity security, non-employee risk management, machine identity security, and connectivity updates [1][2] Group 1: Enhancements Overview - The new capabilities of the SailPoint Identity Security Cloud are designed to govern not only human identities but also the increasing number of machine and agent identities, addressing security gaps often overlooked by legacy tools [2] - The platform combines lifecycle controls with intelligent automation to provide adaptive identity security across all identity types [2] Group 2: Specific Features - The Non-Employee Risk Management feature has been enhanced to ensure that the extended workforce is governed with the same accuracy as employees [3] - A new integration with Microsoft Entra Verified ID allows for the use of third-party verifiable credentials and biometric verification, facilitating faster onboarding for non-employees [3] - SailPoint's Machine Identity Security is tailored for enterprise scale, focusing on the discovery, classification, and ownership of machine identities [3] Group 3: Market Presence - SailPoint Inc. provides identity security solutions across various regions, including the Americas, Europe, the Middle East, Africa, and the Asia-Pacific [4]

Core Insights - CrowdStrike has introduced new features in its Falcon Next-Generation Identity Security platform to enhance protection across various identities, including human, machine, and AI agents [1][11] Product Updates - The new FalconID tool offers passwordless, phishing-resistant MFA using FIDO2 standards, delivered through the Falcon mobile app, which utilizes real-time endpoint and identity signals to prevent credential-based breaches [2][11] - Falcon Privileged Access has been expanded to simplify management of complex Active Directory and Microsoft Entra ID setups, focusing on automating access grants and revocations through Microsoft Teams and Falcon Fusion SOAR [3] - Identity-driven case management has been added to link related detections into a single case within Falcon's Next-Generation SIEM, combining endpoint, cloud, and SaaS telemetry for faster investigation and response [4] Business Performance - CrowdStrike's identity business reached $435 million in ARR in Q2 of fiscal 2026, reflecting a 21% year-over-year increase, indicating strong adoption momentum [5][11] - The company aims to transition customers from legacy IAM and PAM tools to its platform, which could help achieve its long-term target of $10 billion in ARR by fiscal 2031 [5] Competitive Landscape - CyberArk and Okta are key competitors in the identity security space, with CyberArk enhancing its platform through AI integration and Okta focusing on AI-driven tools for risk detection and user access management [6][7][8] Market Performance - CrowdStrike's shares have increased by 45.1% year to date, outperforming the Security industry's growth of 21.1% [9] - The company trades at a forward price-to-sales ratio of 22.75X, significantly higher than the industry's average of 13.28X [12] Earnings Estimates - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 6.6%, while fiscal 2027 earnings are expected to grow by 29.3% [15]

Core Insights - CyberArk has been included in the Microsoft Security Store Partner Ecosystem, enhancing its visibility and accessibility for organizations seeking identity security solutions [1][2] - The collaboration aims to simplify cybersecurity procurement and deployment, allowing organizations to discover, purchase, and deploy trusted security technologies more efficiently [2][3] Company Overview - CyberArk is recognized as a global leader in identity security, focusing on securing human and machine identities within modern enterprises [4][9] - The company’s AI-powered Identity Security Platform provides intelligent privilege controls and continuous threat prevention across the identity lifecycle [4][9] Partnership with Microsoft - CyberArk's participation in the Microsoft Security Store is designed to minimize friction in the deployment of its identity security solutions, accelerating time to value for organizations [2][3] - The partnership involves collaboration on the development of the Microsoft Security Store, with CyberArk providing feedback on new features and integration experiences [2][5] Security Store Features - The Microsoft Security Store centralizes a variety of security solutions and AI agents, streamlining the discovery and operationalization of advanced security technologies [3] - Key features include simplified billing, guided deployment, and verified integrations, which help security teams reduce complexity and maximize their security investments [3]

Group 1 - SailPoint, Inc. (NASDAQ:SAIL) is recognized as a promising technology stock by hedge funds, with a Buy rating maintained by Morgan Stanley and a price target of $25 [1][2] - The company reported strong Q2 results, achieving total annual recurring revenue of $982 million, which represents a 28% year-over-year increase, along with operating margins of 20% [1][2] - Despite conservative Q3 guidance, there is potential for annual recurring revenue to increase, driven by features like Agentic Identity Security and real-time authorization [2] Group 2 - SailPoint provides identity security solutions that unify identity data across various entities, including employees, contractors, machines, and AI agents [2]

Core Insights - Commvault and BeyondTrust announced a strategic integration of their platforms to enhance cyber resilience and data protection for joint customers [1][4] - The integration aims to mitigate risks associated with unauthorized access to credentials and critical systems, addressing the evolving landscape of cyber threats [2][3] Company Overview - Commvault is recognized as a leading provider of cyber resilience and data protection solutions, serving over 100,000 organizations globally [5] - BeyondTrust specializes in identity security, focusing on managing the entire identity attack surface to neutralize threats from both external and internal sources [6][8] Integration Features - The integration combines Commvault Cloud's security and scalability with BeyondTrust Password Safe's visibility and control, enhancing privileged access management [4] - Key features include centralized credential management, Just-in-Time (JIT) access, and strengthened audit and compliance capabilities [7] Market Position - BeyondTrust is trusted by 20,000 customers, including 75 of the Fortune 100, highlighting its significant presence in the identity security market [8]

Core Insights - CrowdStrike announced new innovations in Falcon® Next-Gen Identity Security, enhancing protection for all identities including human, non-human, and AI agents across the hybrid identity lifecycle [1] Group 1: Innovations and Features - The new features include phishing-resistant multi-factor authentication (MFA), modern privileged access, and automated response capabilities [1] - These advancements aim to eliminate blind spots and consolidate fragmented controls in identity security [1] Group 2: Market Positioning - CrowdStrike's approach advances identity security beyond traditional identity and access management (IAM) solutions [1]