起重机、吊车等大型机械设备轰鸣作响，运料车来回穿梭，工人正在进行桥面沥青铺设……近日，贵州 省纪委监委驻省交通运输厅纪检监察组实地查看贵州花江峡谷大桥项目建设进度、了解职能部门履职情 况。贵州交投集团所属桥梁集团第三分公司有关负责人表示，目前项目推进一切正常，大桥防撞护栏安 装已完成90%。 贵州花江峡谷大桥是六枝至安龙高速公路的重要组成部分，大桥建成后，将成为世界第一高桥、山区桥 梁跨径第一桥，与此同时，花江峡谷大桥安龙岸与六枝岸之间的车程也将从原来的1小时缩短为几分 钟。 中央纪委国家监委网站 左翰嫡 文子玉 加快推进重大工程项目建设，是扩大国内需求的重要抓手，也是推动高质量发展的关键举措。习近平总 书记强调，基础设施是经济社会发展的重要支撑，要统筹发展和安全，优化基础设施布局、结构、功能 和发展模式。今年以来，纪检监察机关立足职责职能，聚焦交通、能源、水利等一批在建重大工程项 目，紧盯关键人、关键事、关键节点，整合监督力量，强化实地督查，助力重大工程"进度条"不断刷 新，经济发展再添新动力。 "项目总投资305亿元，其招投标涉及领域广、环节多、政策专业性强，是我们监督的重点。"广西石化 纪委办公室有关负 ...

Key Takeaways PANW Q3 revenue rose 15.7% but faces headwinds from shorter contracts and cloud transition slowdowns. OKTA Q1 revenue climbed 12% with EPS up 32%, boosted by AI-led identity security demand. Consensus points to steady PANW growth but faster profit gains for OKTA in fiscal 2026.Palo Alto Networks (PANW) and Okta (OKTA) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While PANW focuses broadly on next-gen firewalls, cloud sec ...

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Core Insights - Okta (OKTA) is experiencing strong growth driven by its innovative product offerings, particularly among large-cap clients including Global 2000 companies and government agencies [1][2][3] Group 1: Customer Growth and Adoption - Okta's customer base with annual contract values exceeding $1 million grew by 20% year-over-year, indicating robust enterprise adoption [2][8] - Significant demand is noted from critical sectors such as energy, telecom, and insurance, with clients seeking solutions for employee identity security and API protection [2] - The public sector is contributing to this growth, with four of Okta's top ten deals in Q1 fiscal 2026 coming from U.S. government entities utilizing FedRAMP-compliant solutions [3][8] Group 2: Product Innovations - In response to complex client needs, Okta has launched new solutions including Identity Governance (OIG), Identity Threat Protection (ITP), and Privileged Access (OPA) [2][8] - The Customer Identity Cloud (Auth0) is gaining traction, with notable implementations by a Global 2000 energy company and a major tech reseller switching from Microsoft to Auth0 for enhanced scalability [4] Group 3: Competitive Landscape - CyberArk Software is a key competitor, known for its comprehensive identity security platform and strong margins, bolstered by recent acquisitions [5] - SailPoint is another competitor, recognized for its Identity Governance & Administration capabilities and extensive partner ecosystem, offering low-code/no-code workflows and AI-driven access recommendations [6] Group 4: Financial Performance and Estimates - Okta's shares have appreciated by 26.1% year-to-date, outperforming the Zacks Security industry's return of 20.2% [7] - The Zacks Consensus Estimate for Okta's 2026 revenues is $2.86 billion, reflecting a year-over-year growth of 9.44%, with earnings expected to reach $3.28 per share, indicating a growth of 16.73% from fiscal 2025 [10]

Key Takeaways IBM unveiled integrated AI governance and security tools to strengthen enterprise AI trust and protection. Guardium AI Security gains advanced features to detect new AI use cases in cloud environments. IBM stock is up 60.6% over the past year, supported by growing AI strength and rising 2025 earnings estimates.International Business Machines Corporation (IBM) has positioned itself as a major player in the expanding AI landscape worldwide. Its breakthrough innovations, hybrid cloud and AI are ...

Key Takeaways CRWD's Falcon platform drives SaaS growth, but churn and profitability are pressured post-2024 outage. OKTA ended Q1 FY26 with $4.08B in RPO and 4,870 $100K customers, up 7% YoY. Zacks estimates show CRWD earnings down 10.94%, while OKTA earnings are set to grow 16.73% in FY26.CrowdStrike (CRWD) and Okta (OKTA) are both major players in the field of cybersecurity. While CrowdStrike specializes in endpoint protection and extended detection and response (“XDR”), offering AI-native cloud securi ...

Core Insights - IBM has announced new software integrations aimed at enhancing AI security and governance for enterprises, marking a significant step in managing risks associated with AI systems [1][2][3] Group 1: AI Security and Governance Integration - The new capabilities integrate IBM's watsonx.governance and Guardium AI Security, providing a unified solution for managing security and governance risks related to AI [2][3] - The integration allows enterprises to validate compliance against 12 different frameworks, including the EU AI Act and ISO 42001 [3] Group 2: Enhanced Detection and Risk Mitigation - IBM has collaborated with AllTrue.ai to enhance Guardium AI Security, enabling detection of new AI use cases in various environments, thus broadening visibility and protection [4] - Recent updates include automated red teaming to identify vulnerabilities and custom security policies to mitigate risks like code injection and data leakage [5] Group 3: Lifecycle Governance and Compliance - IBM watsonx.governance can now monitor AI agents throughout their lifecycle, with features to evaluate metrics such as answer relevance and context relevance [8] - Compliance Accelerators provide pre-loaded regulations and standards, helping users identify obligations relevant to their AI use cases [10] Group 4: Consulting Services for Responsible AI - IBM Consulting Cybersecurity Services is introducing new services to support organizations in scaling AI responsibly, focusing on secure practices and governance guidance [11] Group 5: Availability and Broader Impact - The new capabilities are also available on AWS data centers in India, enhancing model monitoring for clients [12] - These innovations align with IBM's broader suite of watsonx AI solutions, aimed at accelerating the responsible and secure impact of generative AI [12]

Key Takeaways OKTA's subscription backlog rose 21% to $4.08B. $2.23B in current RPO boosts 12-month revenue visibility. Demand for OKTA's identity tools, like Privileged Access and Okta AI, drives strong enterprise adoption. Despite macro headwinds and rivals like MSFT and CYBR, OKTA projects up to 11% current RPO growth in Q2.Okta’s (OKTA) Remaining Performance Obligations (RPO) or subscription backlog surged to $4.084 billion in the first quarter of fiscal 2026, marking a 21% year-over-year increase. Mo ...

Okta (OKTA) 2025 Conference June 10, 2025 11:30 AM ET Speaker0 Alright. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're continuing on our virtual software comp conference. Thrilled to have Okta and Brett, and we're just gonna go ahead and launch Intuit normal format. If anybody wants to ask questions, you can email me or there is the ability to do that on the on the webcast here. Let's just jump into it, Brett. Thanks very much for joining us today. Let let's start out broad ...

Key Takeaways IBM stock has gained 16% in six months, outperforming MSFT's 5% rise and AMZN's 8.4% drop. Hybrid cloud momentum and watsonx AI Labs are fueling IBM's Software and Consulting growth. IBM faces margin pressure, job cuts and intense cloud competition despite improving earnings estimates.International Business Machines Corporation (IBM) has surged 16% over the past six months compared with the industry’s growth of 1.8%, outperforming peers like Microsoft Corporation (MSFT) and Amazon.com, Inc. ...