# Okta

Type: Company (OKTA)

Source: GetYourBrief — https://getyourbrief.com/entity/okta
Canonical HTML page: https://getyourbrief.com/entity/okta

## Timeline

- **2027-01-01**: FY2027 Outlook — Ooma projects 30% growth in business subscriptions while residential revenue declines.
- **2027-01-01**: Ooma FY27 Outlook — Ooma projects total revenue of $321M-$325M with 30% business growth.
- **2026-03-23**: Public Confirmation — Crunchyroll confirms it is investigating the breach claims with leading cybersecurity experts.
- **2026-03-23**: Public Investigation — Crunchyroll officially confirms it is probing the breach claims with cybersecurity experts.
- **2026-03-19**: Ransom Demand — The threat actor contacts BleepingComputer and claims to have sent a $5 million extortion demand to Crunchyroll.
- **2026-03-19**: Extortion Attempt — Threat actors contact BleepingComputer and claim to have sent a $5M ransom demand to Crunchyroll.
- **2026-03-13**: Access Revoked — Crunchyroll revokes the compromised credentials after a 24-hour window of unauthorized access.
- **2026-03-13**: Access Revoked — Crunchyroll or Telus identifies the intrusion and revokes the compromised credentials after 24 hours.
- **2026-03-12**: Initial Breach — Threat actor gains access to Crunchyroll systems via a Telus International agent's Okta account at 9 p.m. ET.
- **2026-03-12**: Initial Breach — Hackers infect a Telus International agent's PC and steal Okta credentials at 9 p.m. ET.
- **2026-03-05**: Strategic Shift — Okta announces increased reliance on Global System Integrators for professional services.
- **2026-03-04**: Q4 2026 Earnings Call — Okta and Ooma report strong year-end results and provide 2027 guidance.
- **2026-03-04**: Q4 2026 Earnings — Both Okta and Ooma reported quarterly results exceeding margin expectations.
- **2026-01-01**: Share Repurchase — Okta repurchases 875,000 shares for $79 million as part of a $1 billion program.
- **2026-01-01**: Okta Share Repurchase — Okta repurchased 875,000 shares for $79 million as part of a $1B program.

## Recent coverage (15 stories, network-wide)

### TTD Slides 4.4% After IBM Warning: Ad Budgets Face Hardware Headwind
2026-08-05 06:04:26 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

The Trade Desk shares fell 4.4% as IBM's Q2 earnings miss revealed enterprise IT departments are slashing software budgets to fund hardware. The development raises concerns that marketing and ad technology spending could be next, posing a threat to programmatic platforms and ad budgets.
Full story: https://getmarketingbrief.com/story/ttd-shares-slide-ibm-warning-ad-budgets

### 39% of young Canadian travelers broadcast trips live, fueling home and data breaches
2026-08-01 13:05:13 · Sector: cyber · Sentiment: Neutral · Impact: 5/10 · Sources: 3

A new analysis reveals how Canadian travelers are unwittingly enabling cyber-physical threats through social media oversharing and insecure device practices, with nearly 40% of young adults posting in real time during vacations. This behavior provides threat actors with open-source intelligence for targeted attacks, from identity theft to home burglaries.
Full story: https://getcyberbrief.com/story/canadian-travel-cyber-risk-social-media

### HubSpot, PagerDuty Tumble as AI Fears Wipe Out SaaS Premium
2026-07-25 13:20:32 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 1

SaaS stocks HubSpot and PagerDuty fell in sympathy with a broader enterprise software re-rating as investors question the subscription model’s viability in an AI-agent world. Some are pivoting to usage-based pricing, but the selling persists.
Full story: https://getsaasbrief.com/story/hubspot-pagerduty-ai-fears-saas-sell-off-2026

### Tenable, Okta Fall 6%+ as AI Fears Hit Cybersecurity Stocks
2026-07-25 13:20:22 · Sector: cyber · Sentiment: Neutral · Impact: 5/10 · Sources: 1

Cybersecurity stocks Tenable and Okta tumbled in a broad software sell-off driven by AI disruption fears. The decline comes despite rising cyber threats, creating a paradox for investors.
Full story: https://getcyberbrief.com/story/tenable-okta-fall-ai-software-selloff-2026

### Reco Brings Claude Governance to the SaaS Stack: 2 Surfaces, 1 Risk View
2026-06-15 05:39:50 · Sector: saas · Sentiment: Positive · Impact: 7/10 · Sources: 2

By integrating with Claude's Compliance and Platform APIs, Reco treats Claude like any critical SaaS application—Okta, Salesforce, or Microsoft 365—enabling identity-aware governance of AI agents that access enterprise workflows.
Full story: https://getsaasbrief.com/story/reco-claude-saas-governance

### Reco Maps 2 Claude Surfaces to Give Security Teams Visibility Over AI Agents
2026-06-15 05:39:42 · Sector: cyber · Sentiment: Positive · Impact: 7/10 · Sources: 2

Reco's new Claude Security integration provides bidirectional governance across Claude Enterprise and Platform, giving security teams the ability to map AI agents, their permissions, and connected tools—essential for mitigating risks as agentic AI becomes woven into enterprise operations.
Full story: https://getcyberbrief.com/story/reco-claude-security-integration-cyber

### AI Agents Under Governance: Reco Maps Every Claude Agent Tool and Permission
2026-06-15 05:39:33 · Sector: ai · Sentiment: Positive · Impact: 7/10 · Sources: 2

As enterprises deploy autonomous Claude agents, Reco’s new integration maps each agent's model, version history, tools, permission policies, and MCP servers—giving AI teams and security operations a unified risk picture.
Full story: https://getaibrief.com/story/reco-claude-ai-agent-governance

### Crunchyroll Investigates Breach of 6.8 Million Users via Third-Party Support
2026-03-24 00:32:46 · Sector: cyber · Sentiment: Negative · Impact: 7/10 · Sources: 2

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.
Full story: https://getcyberbrief.com/story/crunchyroll-data-breach-telus-international-okta

### Crunchyroll Probes Breach Affecting 6.8 Million Users via Third-Party Vendor
2026-03-24 00:32:41 · Sector: retail · Sentiment: Negative · Impact: 7/10 · Sources: 2

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.
Full story: https://getretailbrief.com/story/crunchyroll-data-breach-telus-international

### Okta vs. Zscaler: Divergent Paths in the Cloud Security Market
2026-03-22 04:28:33 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2

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.
Full story: https://getsaasbrief.com/story/okta-vs-zscaler-cybersecurity-analysis-2026

### Cybersecurity Divergence: Analyzing the Investment Case for Okta vs. Zscaler
2026-03-22 04:25:00 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/okta-vs-zscaler-cybersecurity-stock-analysis-2026

### Okta vs. Zscaler: Navigating the Identity and Zero Trust Market Shift
2026-03-22 04:24:26 · Sector: cyber · Sentiment: Neutral · Impact: 5/10 · Sources: 2

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.
Full story: https://getcyberbrief.com/story/okta-vs-zscaler-cybersecurity-market-analysis-2026

### Okta and Ooma Signal Shift Toward High-Margin Business and AI-Ready Identity
2026-03-05 02:18:13 · Sector: saas · Sentiment: Positive · Impact: 6/10 · Sources: 2

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.
Full story: https://getsaasbrief.com/story/okta-ooma-q4-2026-earnings-analysis

### SaaS Resilience: Okta Hits $3B Milestone as Ooma Pivots to Enterprise
2026-03-05 02:17:40 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/okta-ooma-q4-2026-earnings-analysis

### Okta Hits $3B ACV Milestone as Identity Governance and AI Drive Growth
2026-03-05 02:17:06 · Sector: cyber · Sentiment: Positive · Impact: 6/10 · Sources: 2

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.
Full story: https://getcyberbrief.com/story/okta-ooma-q4-2026-earnings-analysis

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.