THG Lists IDTrust on IBM Cloud Catalog in Global Partnership

CrowdStrike Holdings announced that its Falcon cybersecurity platform is now available in the OpenAI Marketplace, giving enterprise customers another route to deploy its tools. The company's shares have climbed 32.36% over the past 30 days and 46.94% over 90 days, contributing to a 142.55% year-to-date increase and a one-year total shareholder return of 122.86%. CrowdStrike last closed at $275.04, against a most-followed fair value estimate of $235.67 that uses an 8.59% discount rate and implies the stock is 17% overvalued. The company is pushing beyond endpoint security into next generation SIEM, identity, cloud security and exposure management, each already contributing hundreds of millions of ARR. Investors are counting on those businesses to scale toward multi billion dollar ARR and support higher long term revenue and profit margins from a broader security platform.

SailPoint reported fiscal second-quarter 2027 adjusted earnings of 9 cents per share, up 28.6% year over year and 12.5% above the Zacks Consensus Estimate of 8 cents, and raised its full-year ARR outlook. Revenues rose 16.8% year over year to $309 million but missed the consensus mark by 0.51%, while annual recurring revenue increased 25% to $1.231 billion and SaaS ARR climbed 36% to $847 million. AI-driven ARR exceeded $70 million, and the AI-driven pipeline more than doubled since the June 2026 Investor Day to more than $200 million. For fiscal 2027, the company raised its ARR outlook to $1.375-$1.385 billion from $1.364-$1.374 billion, with revenues still forecast at $1.265-$1.275 billion and adjusted earnings at 30-34 cents per share. For the fiscal third quarter, SailPoint expects ARR of $1.288-$1.292 billion, revenues of $326 million to $330 million, and adjusted earnings of 7-8 cents per share.

On October 9, Japan's Financial Services Agency asked financial institutions and others to move early from identity verification methods that involve sending images of driver's licenses and similar documents to methods that read IC chip information. The move follows a string of unauthorized accesses to customer-facing services and business systems, as well as leaks of customer information including images of driver's licenses, and it also covers account-opening procedures at crypto asset exchanges. The conventional image-sending method is scheduled to be abolished on April 1, 2027, but the FSA is calling for action before that effective date. The FSA's cybersecurity guidelines include crypto asset exchange operators among financial institutions and related entities, so the request also presses exchanges to speed up the shift in their identity verification methods. The IC chip reading method being adopted reads the name, address, date of birth, and facial photo recorded inside the card using a smartphone or similar device, and combines that with an image of the applicant's face. What is being abolished is the method of sending document images, and methods that involve photographing the face will remain after the transition. The FSA explained that reading IC chip information is extremely effective as a countermeasure against fraud, and in this notice it also calls for reviewing risk management for outsourced contractors and other parties, as well as response readiness in the event of a cyberattack, in addition to identity verification.

CyberFOX has acquired Optimize365, adding continuous Microsoft 365 tenant monitoring and hardening to its existing portfolio of privileged access management, password management, AI-powered DNS filtering, and Zero Trust Network Access. The acquisition extends CyberFOX's coverage from endpoints, privileged access, credentials, and web traffic into the Microsoft 365 environment, letting IT teams continuously identify configuration drift, prioritize high-risk changes, and automate remediation. Optimize365 will continue to operate under its own brand within the CyberFOX portfolio in the near term, with no disruption to service, support, or contracts for existing partners and customers, and CyberFOX plans to integrate it into its partner program and product roadmap over the coming quarters. The deal follows CyberFOX's nine-figure growth investment led by Level Equity and Radian Capital in February 2026 and its acquisition of SASE provider Timus Networks in June 2026. CEO David Bellini said the goal is to protect the full access attack surface without adding more complexity, while Chief Revenue Officer Adam Slutskin called the move a natural extension of the company's mission to serve lean IT teams.