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Okta
Okta (OKTA) investor relations material
Okta 28th Annual Needham Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference summary8 Jan, 2026
Market and product evolution
Identity market has shifted from enablement to security, with convergence of IAM, IGA, and PAM accelerating due to cloud adoption and security awareness over the past 12-18 months.
Cloud-based identity systems are driving demand for unified solutions, reducing complexity and enabling faster deployments measured in weeks or months.
Governance offerings have seen strong traction and are a key cross-sell opportunity, while privileged access is maturing and contributing meaningfully.
Sales organization has specialized by vertical and product, with cross-sell motions for governance and privilege supported by both generalists and specialists.
Customer readiness for deployment depends on environment complexity and change management maturity, with partners assisting in best practices.
M&A, product roadmap, and innovation
Recent $1B share repurchase program does not impact ability to invest in organic or inorganic growth.
Product strategy focuses on expanding user and resource coverage, including contingent, deskless, and agent users, and broader resource types like databases and cloud infrastructure.
Tuck-in acquisitions, such as Axiom, accelerate roadmap for resource and use case coverage, with integration progressing and new PAM features expected in early H1.
Large-scale M&A is considered but not prioritized; capital structure flexibility supports both buybacks and strategic investments.
Agentic AI and cloud neutrality
Cloud neutrality is a core differentiator, enabling support for best-of-breed and multi-cloud environments, with Office 365 as the largest integration.
Agentic AI adoption is accelerating, with non-human identities vastly outnumbering human ones (82:1), and CISOs highly aware and seeking secure adoption.
Customers are turning to identity systems to govern agent access, entitlements, and compliance, especially in regulated industries like financial services.
Okta and Auth0 offer monetized agentic AI products for both building and managing agents, with early adoption and cross-sell opportunities.
Competition includes both traditional players and application silos; identity remains central for access, governance, and privilege, with new standards like MCP emerging.
Agentic AI monetization and customer adoption dynamics
Levers to improve net retention from 106%?
How does GTM specialization impact sales capacity?
Partial view of Summaries dataset, powered by Quartr API
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Next Okta earnings date
Q4 202625 Feb, 2026
Okta
Next Okta earnings date
Q4 202625 Feb, 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.
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