Okta (OKTA) investor relations material

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.