The word of the day is Agent Force. You're listening to Motley Full Money.

I'm Mary Long, joined today by David Meyer. David, thanks for being here. How you doing on this Wednesday morning?

Hi, Mary. Thanks for, thanks for having me. I'm doing extremely well this morning.

I am so glad to hear that you're doing extremely well. Another company that's doing pretty well. Not that you're a company. That wasn't the kind of agreement that we want to kick the show off with. But there I am trying to make a smooth transition. But a company that's also doing extremely

well might be the cybersecurity company, ACTA. They dropped their third quarter results yesterday

evening. For anybody unfamiliar, this is an identification management company. It specializes in

multi-factor authentication, and it helps companies protect employee access to applications or devices.

So I come into contact with Octa nearly every day when I log on to, say, Google Drive,

on my laptop. Octa sends me a notification on my phone to say, hey, is it really you?

We call this a cybersecurity company, but it strikes me as slightly different than what, say,

CrowdStrike is doing. So who are Octa's direct competitors in this space? So you're right in that Octa is a little different

than most because it's in a niche. But companies like Palo Alto, they actually are a competitor.

They have, along with companies like Microsoft and Oracle and other larger companies

who take a platform approach, they do offer their own identity management solutions. But

identity management is just one piece in their portfolio. Whereas ACTA, along with competitors like Ping Identity, which

was recently purchased by private equity firm Toma Bravo or a company like CyberArk,

they're specifically focused on everything associated with identity management, both from

coming into the network as well as once you're in the network.

I'm going to take us on a slight sidebar because I mentioned my own relationship with Octa.

I love the security of this product, but I got to say I lose a little bit of my sanity each time.

I have to walk into the

other room to get my phone, which I intentionally placed away so as to not distract myself

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