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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Okta
Okta (OKTA) investor relations material
Okta The Oktane Call 2026 Investor Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The Oktane Call 2026 Investor Summit summary23 Sep, 2026
Industry transformation and strategic vision
Emphasis on leading the shift to a secure agentic enterprise, transforming every layer of the technology stack over the next several years.
Blueprint initiative and Alliance launched to clarify market confusion, catalyze industry growth, foster collaboration among vendors, and create an open, multi-vendor reference architecture for securing AI agents.
Identity foundations are projected to become the largest market in cybersecurity within five years, with agentic control layers potentially surpassing current identity markets.
The next phase of the Blueprint Alliance focuses on customer adoption, reference architecture validation, and expanding vendor participation.
Data security and governance are seen as nascent but critical, with a strategy centered on identity-centric solutions and neutrality.
Competitive positioning and market dynamics
Market share for agentic identity is expected to be established within three years, with significant competition from both security and platform vendors.
Flexibility and focus on identity, rather than broad development platforms, are highlighted as key differentiators.
Supporting third-party IdPs is driving adoption, especially among large enterprises with heterogeneous environments.
Bundling and flex agreements are being expanded to provide economies of scale and reinforce platform value.
Public sector adoption of agentic solutions is in early stages but supported by regulatory investments and compliance.
Product innovation and go-to-market strategy
Okta for AI Agents is the only GA product in its category, with rapid adoption and strong interest from large enterprises.
Agent SSO and Cross App Access are positioned as frictionless on-ramps, seeding broader platform adoption and upsell opportunities.
Monetization is evolving from per-user to per-agent pricing, with industry standards for agent counting under development.
Sales force specialization and partner ecosystem investments are driving productivity, customer success, and large deal growth.
R&D resources are dynamically allocated across the combined Okta and Auth0 portfolio to maximize impact and respond to emerging opportunities.
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Latest events from Okta
- Blueprint and product innovations drive secure, scalable AI agent adoption and governance.OKTA
The Oktane Call 2026 Investor Summit - Okta is driving growth by extending identity security to agents, simplifying adoption, and leading industry standards.OKTAGoldman Sachs Communacopia + Technology Conference 2026
- Q1 revenue up 11% to $765M, strong cash flow, and FY27 guidance raised with solid margins.OKTAQ1 2027
- Q4 revenue up 11% YoY; FY27 guidance projects 9% growth, strong margins, and lower tax rate.OKTAQ4 2026
- Q2 revenue up 13% to $728M, with improved margins and raised FY26 outlook.OKTAQ2 2026
- Q3 revenue up 14% to $665M, with improved margins and raised FY25 outlook.OKTAQ3 2025
- Q2 revenue up 16% year-over-year, record profitability, and raised FY25 outlook amid macro risks.OKTAQ2 2025
- Q1 revenue up 12% to $688M; FY26 guidance raised for profit and cash flow margin.OKTAQ1 2026
- Q4 revenue up 13% YoY, FY25 margins and cash flow improved, FY26 outlook raised.OKTAQ4 2025
Next Okta earnings date
Q3 20271 Dec, 2026
Okta
Next Okta earnings date
Q3 20271 Dec, 2026
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Frequently asked questions
Identity and access management made simple
Okta is a company that provides identity and access management solutions through a SaaS business model. Their platform enables organizations to securely and conveniently connect employees and customers to technology and resources. Okta offers a range of services including user authentication, single sign-on, multi-factor authentication, and lifecycle management. Their solutions help businesses enhance security, streamline user management, and improve user experiences across various applications and devices.
Enabling fast and secure logins
Okta's core product is an identity and access management (IAM) platform that helps businesses securely manage and control user access to applications and systems. With Okta, businesses can centrally manage user identities, authenticate and authorize user access, and enforce security policies across multiple applications and devices. Okta's platform provides features such as single sign-on (SSO), multi-factor authentication (MFA), user provisioning, and API access management.
Helping businesses stay organized
Okta's services help businesses stay organized while placing a strong focus on robust security practices. By providing centralized identity and access management, Okta allows businesses to effectively manage user accounts and access privileges across various applications and systems. This streamlined approach improves operational efficiency, reduces administrative overhead, and ensures that consistent security measures are in place. Okta's solutions also incorporate strong authentication methods, such as multi-factor authentication in order to enhance security and protect sensitive data. Okta has managed to build a platform that is both convenient and easy to use, without compromising operational security for their clients. Some of the integrated programs on their service include platforms such as Zoom, Salesforce and Microsoft Azure.
Security good enough for government agencies
Okta's identity and access management solutions are not limited to businesses and organizations alone but also extend to government agencies and institutions. With its security features and advanced authentication mechanisms, Okta helps governmental entities ensure secure access to their systems and sensitive data. Whether it's securing government networks, protecting citizen data, or enabling secure collaboration among agencies, Okta's solutions are designed to meet the practical needs and security demands of the public sector.