Apple @ Work What's driving 1Password's $400M ARR momentum?
Dec 2, 2025
David Faugno, CEO of 1Password, shares insights into his company's impressive leap to $400M ARR, highlighting the transition from consumer roots to enterprise solutions. He discusses how COVID reshaped identity security and the importance of usability for non-technical users. Faugno dives into managing AI identities, reducing lock-in with passkeys, and the growing need for secure developer tools. He also emphasizes strategic partnerships and distribution strategies in scaling the business while reinforcing secure AI deployment.
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From Mac Tool To Enterprise Platform
- 1Password evolved from a Mac-focused consumer tool to an enterprise-first platform as employees brought it into work.
- This shift was driven by SaaS growth, hybrid work, and identity becoming the new perimeter in zero trust.
AI Creates New Manageable Identities
- AI creates a new class of identities that must be scoped, tracked, and revocable.
- Agents run non-deterministic workflows so access must be given securely and auditable to the human owner.
Don't Hard-Code Credentials
- Avoid hard-coding credentials into AI workflows and rotate keys regularly.
- Use encrypted, scoped credentials and keep humans in the loop for agent access control.
