CrowdStrike said on Thursday it would buy identity security startup SGNL in a deal valued at $740 million aiming to enhance its cybersecurity tools to help customers counter artificial intelligence-po... ...

Summary of Okta's Conference Call Company Overview - **Company**: Okta - **Role of Key Speakers**: Monty Gray, responsible for corporate development, covering strategy, M&A, and technology partnerships [4][3] Industry Insights - **Identity Market Evolution**: The identity market has transitioned from an enablement function to a security-focused phase, with a convergence of previously separate segments like IAM, IGA, and PAM [5][6][10] - **Current Trends**: Increased security awareness and cloud adoption are driving the need for simpler, unified identity systems [10][11] Product Offerings and Performance - **Governance and Privileged Access Management (PAM)**: - Governance (IGA) has seen significant traction and is a major contributor to new product revenue [11][12] - PAM is still maturing but is expected to contribute meaningfully to future business [12] - **Sales Structure**: The sales organization is specialized to facilitate cross-selling of governance and PAM products alongside identity management [18][19] Customer Deployment and Readiness - **Deployment Complexity**: Customer environments vary (cloud vs. on-prem), affecting deployment readiness and complexity [14][15] - **Change Management**: Successful deployment relies heavily on customer understanding of policies and entitlements, with cloud deployments now taking weeks to months [15] M&A Strategy - **Tuck-in Acquisitions**: Okta is focused on acquiring companies that enhance resource coverage and capabilities, with Axiom being a recent example [26][27] - **Large Scale M&A**: While always considered, there is no immediate need for large-scale acquisitions due to current capital flexibility [28] Financial Performance - **Revenue Growth**: Revenue grew 12% year-on-year, with RPO up 17% and cRPO up 13% [62] - **Contract Duration**: Average contract duration is extending, incentivizing longer deals and enhancing cross-sell opportunities [64][66] - **Net Retention**: Stable gross retention supports a net retention rate around 106, with upselling and cross-selling driving growth [68][70] Market Position and Competitive Landscape - **Cloud Neutrality**: Okta's independence from application silos is a competitive advantage, especially as agents become more prevalent [32][33] - **Agentic AI**: The rise of non-human identities (agents) is creating new security challenges, with heightened awareness among CISOs [35][39] Customer Engagement - **Customer Testimonials**: Okta is actively building a portfolio of customer testimonials, showcasing successful agent deployments in regulated environments [41][44] - **Monetization of Agentic AI**: Okta is developing two offerings for managing agents, with early monetization efforts underway [49] Conclusion - Okta is well-positioned in the evolving identity market, leveraging its cloud neutrality and expanding product offerings to meet the growing demand for secure identity solutions. The company is focused on strategic growth through M&A, enhancing customer engagement, and optimizing its sales structure to drive future revenue growth.

Core Viewpoint - A securities class action lawsuit has been filed against F5, Inc. following a significant cybersecurity incident that was disclosed on October 15 and 27, 2025, which negatively impacted the company's expected revenues for 2026 [1][2]. Group 1: Incident Details - F5, Inc. experienced a "material cybersecurity incident" that was discovered on August 9, 2025, involving a breach of its BIG-IP source code [1][5]. - The company initially claimed that the incident had "not had a material impact on the Company's operations," but this was contradicted by subsequent disclosures [6]. - The breach was attributed to a "highly sophisticated nation-state threat actor" who allegedly maintained persistent access to F5's systems for at least a year [5]. Group 2: Financial Impact - Following the October 15, 2025 disclosure, F5's stock price fell by $35.40, a decrease of 10% [6]. - On October 27, 2025, F5 provided disappointing revenue growth forecasts for 2026, predicting only 0% to 4% growth compared to 10% in 2025, which led to a further decline in stock price by $22.83, or 7% [7]. - The revenue guidance was linked to delayed deals and reduced renewals specifically due to the breach, which was below analyst consensus estimates [7]. Group 3: Legal Proceedings - The lawsuit seeks to represent investors who purchased F5 securities between October 28, 2024, and October 27, 2025, with a lead plaintiff deadline set for February 17, 2026 [4][9]. - Hagens Berman is investigating whether F5 misled investors regarding the security of its products and the financial impact of the incident [3][8].

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares slipped Thursday after the cybersecurity firm unveiled a planned acquisition tied to identity protection.The company said it will buy SGNL to strengthen its identity security offerings for modern hybrid environments.Under the agreement, CrowdStrike will pay mostly cash with some stock to acquire SGNL's technology and team. However, the firm did not disclose any other terms of the deal.The purchase is designed to enhance CrowdStrike's real-time authorization an ...

CSP Inc. (CSPI) exited fiscal 2025 with a sharper operating profile, driven by a rapidly expanding service mix in its Technology Solutions (TS) segment and rising adoption momentum for its AZT PROTECT cybersecurity platform in the High-Performance Products (HPP) segment.Management’s recent disclosures highlight a company entering fiscal 2026 with improved margin structure, stronger customer traction and strategic partnerships that could reshape its growth trajectory over the next year.Strong Revenues & Majo ...

Once a poster child of the Zero Trust boom, Zscaler Inc (NASDAQ:ZS) is no longer trading like a market darling. The NASDAQ-100 cybersecurity stock is sitting roughly 30% below its all-time high, with the recent Death Cross underscoring how far sentiment has shifted from the days of premium, momentum-driven valuations.Track ZS stock here.That pullback alone puts Zscaler back on investor radar — but the timing complicates the story. As the stock weakens technically, the company is retooling its growth engine ...

CrowdStrike Holdings (CRWD) on Thursday continued its acquisition spree, announcing the purchase of identity security firm SGNL. CrowdStrike stock dipped on news of the deal, valued at about $740 million. CrowdStrike has been pushing into the identity security market, where is competes with CyberArk (CYBR), Okta (OKTA) and others. Hackers often aim to compromise networks by targeting insiders — employees… ...

Earlier on December 12, Deutsche Bank analyst Brad Zelnick raised the firm's price target on Netskope Inc. (NASDAQ:NTSK) to $26 from $25, while maintaining a Buy rating on the shares. This sentiment was posted following the company's Q3 2025 earnings report. RBC Capital Lowers Netskope (NTSK) PT to $23 While Highlighting 2026 as a turning Point for Enterprise AI Adoption On the same day, RBC Capital analyst Matthew Hedberg raised the firm's price target on Netskope to $27 from $26 with an Outperform rating ...

Founder and CEO of CrowdStrike George Kurtz speaks during the Live Keynote Pregame during the Nvidia GTC (GPU Technology Conference) in Washington, DC, on Oct. 28, 2025.CrowdStrike announced Thursday that it is buying identity management startup SGNL in a deal valued at nearly $740 million as the cybersecurity provider beefs up defenses in the age of artificial intelligence cyberattacks.The acquisition will help users of Crowdstrike's Falcon cloud security platform better manage human and AI identity access ...

Core Insights - Telos Corporation has renewed its partnership with a Fortune 100 global technology company, focusing on cyber governance, risk, and compliance (GRC) and security operations for large-scale cloud environments [1][2][3] - The agreement is valued at $5.4 million and reflects the growth of the relationship that began in July 2022 [2] - Telos emphasizes its expertise in cyber GRC and operational security, aiding customers in maintaining compliance while scaling cloud platforms [3] Company Overview - Telos Corporation provides cyber, cloud, and enterprise security solutions, serving security-conscious organizations [1][4] - The company has over two decades of experience in delivering GRC solutions across government and commercial sectors [3][4] - Telos offers advanced capabilities in GRC, identity and biometric solutions, secure networks, and TSA PreCheck enrollment services [4]