For most of its two-decade history, SailPoint Inc. has been the company that tells enterprises who should have access to what. At Navigate 2026 in Austin this week, it argued that it now needs to be the company that stops the wrong access the moment it happens. The keynote opened with an orchestra to illustrate the harmony that emerges when discrete components work together.
Every major security shift ultimately comes down to one question: Who or what is allowed to do this? For most of the past two decades, the answer was a person with a username and password. In the artificial intelligence era, the answer increasingly is an agent, and most organizations have no idea how many agents they have, what they can reach, or who is responsible for them.
Netskope Inc.’s latest quarter delivered a solid beat and a raise, but the company’s story goes beyond the numbers. It demonstrated improving operating discipline, a meaningful rebound in net-new annual recurring revenue, and early evidence that artificial intelligence security could become a material expansion engine — even if it is not yet a near-term revenue cure-all. The market’s response to Netskope has been surprisingly cautious.
Fortinet Inc. announced its intent to acquire Virtue AI Inc. Monday, and though the financial aspects are interesting, what’s more significant is how this will help businesses with their next big security challenge: How do you secure agentic artificial intelligence? Generative AI has raised new concerns about data leakage, unsanctioned use and inaccurate outputs.
Artificial intelligence is a double-edged sword when it comes to cybersecurity. It is giving defenders new ways to sift through vast amounts of telemetry, identify anomalous behavior and automate routine work. But it is also giving attackers the ability to discover vulnerabilities faster, build more convincing social engineering campaigns, and execute multistage intrusions at a scale that would have required large, well-resourced teams only a few years ago.