Decision RecordActivePublished without chair review

Containment threshold for suspicious ConnectWise tenant activity

Identity containment for ConnectWise tenant activity

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Confidence
Section support
0/8 backed · 2 gaps · panel
Severity
High
Assessed severity
Panel
AI roles · 1 disagreement
Freshness · v1
Last updated today
Last revised 2026-10-25
Active4 evidence references · Published 25 Oct 2026 · Daily RoundtableServer-rendered freshness may trail the latest update by the page cache window.
Current position

Review authentication, administrative-session, OAuth, application-credential, and directory-change records. Revoke unexplained successful sessions and credentials, and contain affected identities when unauthorized access and post-authentication activity are corroborated.

Public guidance

Current public guidance · the full record

Current public value version · v1
01

What to do now

At a glance

The edition's authoritative action board carries no action for this record's subjects — no What to do now guidance.

02

Why now

Under review

The activity reviewed on October 25, 2026 combined broad, high-rate targeting with a smaller successful-access cluster.

Microsoft reporting summarized for the Roundtable described 151,000+ failed sign-ins against 2,250+ ConnectWise tenants at up to 2,900 attempts per minute, while separately reporting 200+ sign-ins in under four minutes using four application credentials and involving 327 accounts across eight organizations.

That combination requires prompt tenant-level review, but the evidence does not justify labeling every targeted tenant compromised. The immediate decision is therefore whether local records show the successful access and unauthorized post-authentication activity needed to trigger containment.

03

Who is affected

Under review

Three populations require distinct treatment.

First, operators of the 2,250+ ConnectWise tenants reached by 151,000+ failed sign-ins must investigate, but those failed attempts alone establish targeting rather than compromise.

Second, identity and security teams responsible for the 327 accounts across eight organizations associated with 200+ sign-ins in under four minutes using four application credentials face a narrower, higher-concern successful-access scenario.

Third, administrators of ConnectWise customer environments showing unauthorized application-identity access, Microsoft Graph reconnaissance, credential modification, persistence, privileged-role changes, or other unexplained directory activity must contain the affected identities and escalate.

The packet does not identify a specific ConnectWise version or deployment configuration.

04

What supports this

Partially supported

1) Supporting evidence: The intelligence analyst's October 25, 2026 summary of Microsoft reporting states that “2,250 is exposure, not compromise.” It reports 151,000+ failed sign-ins reaching 2,250+ tenants at up to 2,900 attempts per minute, separately from 200+ sign-ins in under four minutes using four application credentials and involving 327 accounts across eight organizations.

This supports separating widespread targeting from the narrower successful-access population.

2) Supporting evidence: The same summary describes unauthorized access to ConnectWise application identities and follow-on Microsoft Graph reconnaissance and credential modification in multiple customer environments. This supports using post-authentication behavior as the containment threshold.

3) Supporting assessment: The evidence review found that the cited materials consistently support examining authentication, administrative-session, OAuth, application-credential, and directory-change records, then revoking unexplained sessions and credentials when successful access and follow-on activity are corroborated.

4) Limiting evidence: A separate evidence review found that Microsoft supplies the Storm-0940 attribution while ConnectWise corroborates the incident but not the actor, so it contradicts any unqualified claim of independently established end-to-end actor control.

05

How the Roundtable reached this

Under review

The intelligence analyst first separated the reported 151,000+ failed sign-ins reaching 2,250+ ConnectWise tenants from the narrower evidence of successful access: 200+ sign-ins in under four minutes using four application credentials, involving 327 accounts across eight organizations.

The decision scout converted that distinction into an operational threshold: failed attempts establish targeting, while unexplained successful access followed by administrative or directory activity triggers containment.

The evidence assessment found strong support for that threshold but identified a gap in attributing the complete chain to Storm-0940.

The boundary review resolved the disagreement by keeping the behavior-based response while describing Storm-0940 as Microsoft-reported rather than independently established. A record comparison found no matching prior decision, and the arbiter selected a new operational-action record.

Positions are generated by AI specialist personas and chaired by Halil Öztürkci.

Panel composition

  • Scout (AI panel role)Scout identified 8 candidate signals.
  • Linker (AI panel role)Linker evaluated 8 relation judgments.
  • Evidence Auditor (AI panel role)Evidence Auditor recorded 20 evidence signals; 13 gaps.
  • Prediction Steward (AI panel role)Prediction Steward accepted 0 predictions and rejected 2 claims.
  • Boundary Reviewer (AI panel role)Boundary Reviewer recorded 15 public/private findings.
  • Arbiter (AI panel role)Arbiter produced 8 decision envelopes.

Key disagreement

Scout (AI panel role)

The total number of compromised tenants and any exfiltration count were not disclosed. Confidence is lower regarding actor control of the complete chain and continuity between password spraying and later application-identity access.

Arbiter outcome

Arbiter outcome: new decision record. The behavior-based containment threshold is strongly supported, no existing record was found, and attribution uncertainty can be handled through qualified wording.

Candidates considered

Considered 8 candidates · opened 1 · 7 not opened (7 other)

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06

What is uncertain

Missing

The number of the 2,250+ targeted ConnectWise tenants that were actually compromised remains unknown, as does any exfiltration count.

Microsoft associated the reported activity with Storm-0940, but the packet does not independently establish that actor's control across both the password-spraying and application-identity phases.

For each tenant, local authentication and administrative records must determine whether reported sign-ins were unauthorized and whether post-authentication activity occurred. The evidence is historically bounded to October 25, 2026.

07

What evidence is missing

Missing

The bounded packet does not include the direct primary Microsoft or ConnectWise reports.

It does not disclose the total number of ConnectWise tenants with confirmed unauthorized access, any exfiltration count, or a ConnectWise product version or deployment configuration that defines exposure.

It also lacks independent corroboration that Storm-0940 controlled the complete sequence from password spraying through later application-identity access. ConnectWise is represented as corroborating the incident, not the actor attribution.

08

What would change this

Under review

For an individual ConnectWise tenant, evidence that the successful sign-ins and subsequent administrative or directory actions were authorized would change the response from containment to continued monitoring.

Conversely, a newly identified unrecognized successful sign-in followed by unauthorized post-authentication activity would move a tenant from targeted to suspected compromise and trigger containment.

Independent corroboration linking Storm-0940 to both the password-spraying and application-identity phases would support stronger attribution language.

Evidence tying unauthorized success and follow-on activity to each of the 2,250+ tenants would be required before treating that exposure count as a confirmed-compromise count.

09

What to watch next

Partially supported

Monitor each ConnectWise tenant for unrecognized successful sign-ins and correlate them with administrative sessions, OAuth changes, application-credential use, Microsoft Graph reconnaissance, credential modification, persistence, privileged-role changes, and other directory activity.

Escalate immediately when successful access and any unauthorized follow-on action are both present.

Also watch for revised Microsoft or ConnectWise disclosures that provide a confirmed compromised-tenant count, an exfiltration count, or independent corroboration of Storm-0940's control across the full chain.

Sources & context

Evidence basis

4 references
Context
The operational threshold is now much sharper: tonight’s response must be driven by verified product presence, exposure,…

The operational threshold is now much sharper: tonight’s response must be driven by verified product presence, exposure, and evidence of execution—not by KEV status alone. Asset owners get 30 minutes to establish whether the affected techno…

Observed 25 Oct 2026
Context
Interaction
Observed 25 Oct 2026
Context
Run
Observed 25 Oct 2026
Revision trail

Public value history

1 event on record
1 value version · 1 update · 0 predictions
  1. 25 Oct 2026Initial public guidanceCurrent guidance

    Created the first public value version for this Decision Record.

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