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Strategic shift pays off as Okta bids to ease agentic AI risk | Computer Weekly

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Strategic shift pays off as Okta bids to ease agentic AI risk | Computer Weekly


Off the back of its expanding agentic AI security vision, identity specialist Okta has turned in a solid third quarter with revenues up 12% to $742m (£562m) reversed a 12 month-ago multimillion dollar GAAP operating loss, and booked GAAP net income of $43m, up from $16m year-on-year.

In a signal that strategic decisions taken earlier this year may be paying off, Okta also revealed it currently has a subscription backlog of over $4bn, with approximately $2.3bn of that figure set to be recognised in the coming 12 months.

Okta CEO Todd McKinnon, who proclaimed a few short weeks ago that identity security and agentic AI security are basically one and the same, described a solid set of results highlighted by continued strength with large customers and adoption of its new products.

Speaking to Computer Weekly ahead of the results announcement, president and COO Eric Kelleher said: “Coming out of last year we had an important shift in strategy. We’d realised that going out to Q4 [1 November 2024 – 31 January 2025] our product innovation had accelerated to the point where it was putting a burden on our sales organisation to have to sell all products to all people.

“We made a significant change to specialise our go-to-market organisation on two buyer personas, the enterprise buyer, primarily chief information officers [CIOs] and chief information security officers [CISOs] and the developer buyer, and specialising our platforms as well – the Auth0 platform for developers and the Okta platform for CIOs and CISOs.”

Kelleher said that based on that, Q1 2026 had been broadly on-track, Q2 had shown improvement, and Q3 was “solid against our plans and expectations”.

He said the firm was now having more successful conversations with both of its core audiences and described identity security as never having been more important – something buyers are starting to recognise too, particularly those that have deployed multiple point solutions for different identity scenarios.

“They’re looking for an identity partner that can help them solve all these use cases with a single pane of glass … so we give them the administrative layer to make their businesses more secure.

“When you add to that the industry momentum around agents and people now having a brand new problem to solve with how they secure the identity of agents that are deployed in their environments, we are very optimistic for what the future holds for us,” he added.

AI bubble?

Amid more ambient chatter about an AI bubble – the Organisation for Economic Cooperation and Development’s (OECD’s) latest forecast for the US talks of a key risk to its projections being a “correction to equity markets that have been buoyed by the hopes of high returns to investment in AI” Kelleher said there would be winners and losers at every level of the AI world at some point, but that regardless of who they may turn out to be, AI agents are not going away.

“People are going to have agents deployed … and the existence of the agents is what creates the need for a platform to secure their identities, irrespective of whatever bubble there may or may not be,” he said.



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Why Is Alexa+ So Bad?

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Why Is Alexa+ So Bad?



I stuck Amazon’s Echo Show 15 and its Alexa+ AI assistant in my kitchen for a month. Things have not gone well.



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The War on Iran Puts Global Chip Supplies and AI Expansion at Risk

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The War on Iran Puts Global Chip Supplies and AI Expansion at Risk


South Korean officials have warned that the US-Israel war with Iran could hit the global semiconductor supply chain if it disrupts the flow of critical industrial materials from the Middle East.

South Korea’s semiconductor sector, led by giants like Samsung Electronics and SK Hynix, produces about two-thirds of the world’s memory chips. If the Middle East’s supply of chipmaking materials is disrupted, semiconductor production could slow unless alternative sources are found quickly.

The Helium Problem

One material at risk is helium, which is essential in chip manufacturing for managing heat, detecting leaks, and maintaining stable temperatures in fabrication equipment. For many of these uses, there is no real substitute.

About 38 percent of the world’s helium is produced by Qatar, where large extraction facilities are tied to the natural gas industry. This concentration means that disruptions can quickly ripple through the global supply chain.

National oil company QatarEnergy declared force majeure on March 4, after stopping its gas production and downstream operations due to ongoing attacks. Downstream facilities turn gas into other products, including urea, polymers, methanol, and aluminum.

South Korea’s Industry Ministry said the country also depends on the Middle East for 14 other materials in chipmaking, such as bromine and some chip-inspection equipment. While some of these materials can be sourced domestically or from other markets, shifting suppliers in the semiconductor sector is difficult because chipmakers need to test and validate new sources to meet strict purity standards.

Companies say the situation is manageable for now. As reported by Reuters, SK Hynix said it has secured diverse supply chains and maintains sufficient helium inventories, adding that there is “almost no chance” its operations would be affected in the near term.

Contract chipmaker TSMC similarly said it does not currently anticipate a significant impact, while GlobalFoundries stated it is in direct contact with suppliers and has mitigation plans in place.

Stuck in Transit

Even if Qatar’s gas production restarts, the semiconductor industry is vulnerable to disruptions in regional shipping routes. Much of the world’s energy and petrochemical exports from the Persian Gulf pass through the Strait of Hormuz, a key maritime choke point.

If shipping through this corridor is interrupted for an extended period, it could slow the movement of industrial gases and petrochemicals that chipmakers rely on. Disruptions to oil and gas exports from the region have also already pushed global energy prices higher: Brent crude, the European benchmark, is priced at $80 per barrel at the time of publication.

Energy costs are a major factor in semiconductor production. Fabrication plants run large clean rooms that need constant electricity and cooling, so chipmakers are sensitive to changes in global energy prices. Industry representatives in South Korea warned that a prolonged conflict could push energy prices higher, likely leading to higher semiconductor production costs and potentially higher chip prices.

These risks come as semiconductor supply chains are already stretched by growing demand from AI computing. Chip demand from AI data center operators has tightened supply across several electronics sectors, including smartphones, laptops, and automobiles.

A Long-Term Problem

For now, the immediate impact on chip production is unclear. Major chipmakers usually maintain a mix of suppliers and stockpile specialty gases and chemicals to help weather short-term disruptions.

But if instability in the region continues, pressure on supply chains will likely grow. A drawn-out conflict that hits energy infrastructure, export facilities, or shipping routes could slowly squeeze the global supply of materials needed for chipmaking.

This could delay plans by major technology companies to expand artificial intelligence infrastructure in the Middle East. Firms such as Amazon, Microsoft, and Nvidia have been positioning the UAE as a hub for AI computing capacity.

This story originally appeared on WIRED Middle East.



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Save up to $600 With These Mattress Firm Coupons and Deals

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Save up to 0 With These Mattress Firm Coupons and Deals


Chances are that when you google “mattress store near me,” one of the first results you will see is Mattress Firm. This brick and mortar titan carries both established mattress brands like Serta and Sealy, as well as many online brands, like Purple, letting you go see for yourself if it’ll be the mattress for you. And if you were looking for an excuse to hop in the car and head over, we have a Mattress Firm coupon available right now, as well as tons of Mattress Firm promo codes to save big on those big (and small) purchases. Fingers crossed that you could start sleeping better, potentially as soon as tonight.

Upgrade Your Sleep Sale: Save Up to $600 (Plus Get a Free Adjustable Base)

This year, Mattress Firm wants to make it even easier (and more affordable) to upgrade your sleep with the Upgrade Your Sleep Sale. During this sale, you can save up to $600 and get a free adjustable base included on select mattresses, through April 28. You’ll receive a free Sleepy’s Basic adjustable base (a $300 value) with select mattress purchases—this means a free queen adjustable base with a  minimum $499 purchase, or free king adjustable base with minimum $599 purchase.

Get 15% Off When You Sign Up for Emails

To make sure you never miss out on Mattress Firm discount codes, you can sign up for email notifications. By doing so, you automatically get one! You can get an extra 15% off on your first order. Heads up that it can’t be combined with other coupons, nor can it be applied to specific brands and models, including Nectar, Purple, Sealy Hybrid, Tempur-Pedic, Stearns & Foster, and Serta iComfort.

Free Adjustable Base (Up to $499 Value) With Select Mattresses

First and foremost, make sure you have or are getting a mattress that’s compatible with an adjustable base. If you’re all set bed-wise, but have been looking for the right time to buy an adjustable base, consider this your sign: select mattresses come with a free adjustable base (up to $499 value). At last, you can sit up in bed or kick up your feet to your heart’s content.

Score Up to $300 in Instant Credits and Gifts

Mattress Firm’s got a gift for you, just ‘cuz. For those eyeballing Tempur-Pedic, Sealy, and Sterns & Foster in particular, it’s your lucky day, as there are Mattress Firm coupon codes for all three of these brands.

Starting with Tempur-Pedic, when you buy a qualifying Tempur-Pedic mattress, you can receive a $300 Instant Credit on these adjustable bases: Tempur-Ergo, Tempur-Ergo Smart Base, Tempur-Ergo ProSmart Base, Tempur-Ergo ProSmart Air Base, or the Sealy Ease Base. Use code TEMPURGIFT. You can also get a $300 credit toward these same adjustable bases when you purchase a qualifying Stearns & Foster mattress: use code STEARNSGIFT at checkout.

Lastly, if you wanted to pair a Sealy mattress with the Sealy Ease adjustable base (or any of the aforementioned adjustable bases), there’s a Mattress Firm coupon for that, too. Use code SEALYGIFT at checkout, and get a $200 Instant Credit on select Sealy and Tempur-Pedic adjustable bases.

Take 20% Off With Military, Medical, Student, or Teacher Discounts

Sleep is a necessity for everyone. But for those who work all day on their feet, and have to be dialed in at all times, sleep is critical. This is especially true for first responders, nurses, doctors, and medical professionals. As a way to say “thank you” for all that you do, there’s a special mattress firm discount just for you. Use the Mattress Firm first responder discount for 20% off select purchases. It’s for one-time use, but renews every 90 days when you re-verify your status.

For military members, as a way to thank you for your service, you can use the Mattress Firm military discount for 20% off select purchases as well. It’s a one-time use code, but re-verify your status every 90 days, and you can get a new one!

If you’re a teacher or student, there’s also a Mattress Firm discount for you, too. To help you bounce back after long days teaching, or late nights studying, use this Mattress Firm student discount code for 20% off select purchases. Like the first responder and military coupons, it’s a one-time usage code that can be renewed every 90 days when you re-verify your status.



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