)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Okta (OKTA) investor relations material
Okta Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary2 Dec, 2025
Executive summary
Q3 revenue increased 12% year-over-year to $742 million, with subscription revenue up 11% year-over-year and strong performance in large customer segments and new product adoption, including Okta Identity Governance and Auth0 for AI Agents.
Net income for the quarter was $43 million, a significant increase from $16 million in the prior year quarter.
Remaining performance obligations (RPO) grew 17% year-over-year to $4.292 billion, and current RPO increased 13% to $2.328 billion.
Significant momentum in securing AI agents, with over 100 customers engaged and a notable financial services win resulting in a substantial ACV uplift.
The company acquired Axiom Security Ltd for $54 million to enhance privileged access management capabilities.
Financial highlights
Total revenue for Q3 was $742 million, up 12% year-over-year; subscription revenue was $724 million, up 11%.
Gross profit for the quarter was $572 million, with a gross margin of 77%, and non-GAAP gross margin was 81.4%.
Non-GAAP operating margin improved to 24.0%, up 3.3 points year-over-year, and free cash flow margin rose to 28.3%, up 5.2 points.
Cash, cash equivalents, and short-term investments totaled $2.463 billion at quarter end.
Net cash provided by operating activities for the nine months ended October 31, 2025, was $626 million, up from $464 million in the prior year.
Outlook and guidance
Q4 FY26 revenue expected between $748 million and $750 million (+10% YoY); CRPO growth of 9%.
FY26 revenue guidance raised to $2.906–$2.908 billion, up 11% year-over-year; non-GAAP operating margin 26%; free cash flow margin ~29%.
FY26 non-GAAP diluted net income per share expected at $3.43 to $3.44.
FY27 guidance to be provided after Q4, with management emphasizing a prudent approach due to Q4's seasonal significance.
Immediate expensing of domestic R&D expenditures under new tax law is expected to reduce future tax payments.
Drivers of Q4 revenue/cRPO growth slowdown?
Strategic impact of Auth0 for AI Agents launch?
Future capital allocation post 2025 Notes settlement?
What is the expected agent-to-human ratio?
What is the strategy for new logo acquisition?
How does Veza acquisition impact Okta's strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Okta earnings date
Q4 202625 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage