Software: Checks from AWS Summit NYC

研报英文原文证据摘录

Software: Checks from AWS Summit NYC

ion. Interestingly,

many organizations have large-scale agent deployments that have no identity solution/view

into the agentic identities, with the conversation on managing these identities happening post-

deployment. Okta for AI Agents (workforce side/internal deployment of agents) is the focus

and seeing the most traction, but interest is building for Auth0 for AI Agents as more public-

facing agents (like ChatGPT shopping agents) get released.

• ORCL: Conversations centered on competitive OCI pricing, complemented by multi-cloud

capabilities and technical depth as key differentiators. Discussions noted that while GPU rental

remains an emerging use case amid broader supply constraints in the ecosystem, ORCL noted

it has ample GPU supply today and is seeing demand from customers facing constraints

elsewhere in the ecosystem. New customer conversations are being dominated by on-prem

to cloud migrations.

• PANW: Prisma AIRS was a focus at the event, but our conversations revolved around identity

and the recently released Idira platform as the new iteration of CyberArk. Idira seems to

be resonating as CyberArk was often associated with vaulting/complicated deployments, but

the new modern CyberArk/Idira does much more today via its SaaS offering and Idira helps

acknowledge these changes. We picked up on early success in new logo lands for CyberArk/

Idira being brought into Palo Alto customer environments, though we note sales teams are still

separate. We picked up that there may be structural changes to the selling dynamic as Palo

Alto enters its new fiscal year in August.

• SAIL: Non-human identity was central in conversations, not just agentic NHIs, but machine/

bot accounts.