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Okta (OKTA) investor relations material
Okta 2025 Oktane Investor Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 Oktane Investor Summit summary25 Sep, 2025
Strategic vision and product innovation
Introduced the concept of an identity security fabric, integrating governance, privileged access management, posture management, and access management into a unified platform for both human and AI agent identities.
Announced native support for AI agents and expanded Okta for AI Agents, including Cross App Access protocol for secure app-to-app and agent-to-app connections, and new governance features for non-human identities.
Emphasized open standards such as IPSY and cross-app access to facilitate interoperability and industry-wide adoption.
Introduced Passkeys for phishing-resistant, passwordless authentication, Okta Identity Governance for automated access policies, and Identity Threat Protection to combat advanced threats, with phased launches from September 2025 to February 2026.
Integrated Axiom Security to enhance Okta Privileged Access, providing a unified control plane for privileged resources and eliminating standing privileges.
Market adoption, monetization, and growth outlook
Near-term growth is expected from broadening the product portfolio and consolidating legacy identity solutions, with agentic AI monetization anticipated in the coming years.
Monetization of AI agent capabilities will be through new offerings, with pricing models evolving to include per-user, per-agent, or per-request structures depending on use case.
Expansion in international markets, including Canada and India, and large customer cohorts is a key growth driver, supported by specialized go-to-market strategies and strong partner engagement.
Customers adopting the full identity security fabric can see their spend increase by three to four times compared to basic access management alone.
The total addressable market for securing non-human and agentic identities is expected to be on par with human identity over the next five years.
Industry landscape and competitive positioning
The platform's independence and neutrality are seen as major advantages amid increased competition from large security vendors integrating identity solutions.
Emphasized the need for layered security, with identity as a key consolidation point, while maintaining openness to partner and compete with other major players.
Ongoing investment in R&D and product innovation is highlighted as a differentiator, with a focus on continuous improvement and customer value.
The integration network and support for open standards are positioned as critical for future-proofing against evolving agentic capabilities across the industry.
Internal adoption of AI tools and commitment to secure, thoughtful deployment reinforce the company's leadership and credibility in the space.
When will AI agent security materially impact growth?
Customer adoption of Identity Security Fabric
Impact of platform vendors on Okta's neutrality?
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Next Okta earnings date
Q3 20262 Dec, 2025
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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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