Last mentioned: Mar 24, 2026
FY2027 Outlook
Ooma projects 30% growth in business subscriptions while residential revenue declines.
Ooma FY27 Outlook
Ooma projects total revenue of $321M-$325M with 30% business growth.
Public Confirmation
Crunchyroll confirms it is investigating the breach claims with leading cybersecurity experts.
Public Investigation
Crunchyroll officially confirms it is probing the breach claims with cybersecurity experts.
Ransom Demand
The threat actor contacts BleepingComputer and claims to have sent a $5 million extortion demand to Crunchyroll.
Extortion Attempt
Threat actors contact BleepingComputer and claim to have sent a $5M ransom demand to Crunchyroll.
Access Revoked
Crunchyroll revokes the compromised credentials after a 24-hour window of unauthorized access.
Access Revoked
Crunchyroll or Telus identifies the intrusion and revokes the compromised credentials after 24 hours.
Initial Breach
Threat actor gains access to Crunchyroll systems via a Telus International agent's Okta account at 9 p.m. ET.
Initial Breach
Hackers infect a Telus International agent's PC and steal Okta credentials at 9 p.m. ET.
Strategic Shift
Okta announces increased reliance on Global System Integrators for professional services.
Q4 2026 Earnings Call
Okta and Ooma report strong year-end results and provide 2027 guidance.
Q4 2026 Earnings
Both Okta and Ooma reported quarterly results exceeding margin expectations.
Share Repurchase
Okta repurchases 875,000 shares for $79 million as part of a $1 billion program.
Okta Share Repurchase
Okta repurchased 875,000 shares for $79 million as part of a $1B program.
Sony-owned streaming giant Crunchyroll is investigating a significant data breach after hackers allegedly stole 8 million support tickets containing personal data for 6.8 million unique users. The breach originated from a compromised third-party support agent at Telus International, highlighting ongoing vulnerabilities in the global supply chain.
Crunchyroll is investigating a significant data breach after hackers allegedly accessed 6.8 million unique user records through a compromised third-party support agent. The breach, which targeted a Telus International employee's Okta credentials, exposed support tickets containing personal details and geographic data.
Fiscal 2026 results reveal a widening performance gap between identity leader Okta and zero-trust giant Zscaler. While Okta has achieved profitability at the cost of slowing growth, Zscaler continues to outpace the market by maintaining the 'Rule of 40' and raising full-year guidance.
As the cybersecurity landscape shifts toward AI-driven threats and cloud-native solutions, industry leaders Okta and Zscaler are presenting divergent investment profiles. While Okta prioritizes profitability amid slowing identity management growth, Zscaler maintains high-velocity expansion in the Zero Trust space.
A comparison of cybersecurity leaders Okta and Zscaler reveals a divergence in growth trajectories as the industry shifts toward Zero Trust and AI-driven security. While Okta faces slowing revenue growth and valuation pressure, Zscaler maintains high-double-digit momentum and strong Rule of 40 performance.
Okta and Ooma both reported strong Q4 2026 results, highlighting a strategic pivot toward enterprise-grade business services and high-margin product adoption. While Okta surpassed the $3 billion ACV milestone through identity governance and AI-focused security, Ooma accelerated its transition into a business-first communications provider via strategic acquisitions.
Okta and Ooma both reported strong Q4 2026 results, highlighting a broader sector trend of shifting toward higher-margin enterprise services and AI integration. While Okta surpassed the $3 billion annual contract value milestone, Ooma successfully integrated key acquisitions to accelerate its transition from residential to business-centric revenue.
Okta surpassed $3 billion in annual contract value, fueled by rapid adoption of its Identity Governance and AI-focused products. Meanwhile, Ooma reported strong Q4 results as its business subscription revenue now accounts for two-thirds of its service total, driven by strategic acquisitions and enterprise expansion.