Snapshot
Okta, Inc. reported $761M of revenue in Q4 2026, up 11.6% year over year, with diluted EPS of $0.35 and an operating margin of 6.0%.
- Revenue
- $761M
- YoY growth
- +11.6%
- Diluted EPS
- $0.35
- Operating margin
- 6.0%
$761M
Revenue
+11.6%
YoY growth
$0.35
Diluted EPS
6.0%
Operating margin
01 Key takeaways
What management said
- •At around the same time that the earnings press release hit the wire, we posted supplemental commentary to the IR website.
- •Today's meeting will include forward-looking statements pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our financial outlook and market positioning.
- •A reconciliation between GAAP and non-GAAP financial measures and a discussion of the limitations of using non-GAAP measures versus their closest GAAP equivalents are available in our earnings release.
- •In today's meeting, we will quote a number of numeric or growth changes as we discuss our financial performance, and unless otherwise noted, each such reference represents a year-over-year comparison.
- •In aggregate, these new products represented approximately 30% of Q4 bookings, which is a meaningful increase from prior quarters.
- •That's remarkable progress in just over three years, and it underscores the market demand for a modern governance solution.
- •We believe that in a few years, agents and agentic systems won't be the exception to how enterprise software is built and operated.
- •We believe that AI agents represent nothing less than the future of software.
- •The customer picked Auth0 for AI Agents as it met their stringent requirements for a secure, extensible platform to build and deploy agentic systems.
- •Building and protecting AI agents is inherent to Okta's position as the world's system of record for identity management.
- •It shouldn't be surprising that all of these priorities are focused on driving growth.
- •We're excited about the momentum we've built for the year ahead as we look to surpass $3 billion in revenue on our way to $5 billion and then $10 billion.
SourcesCompany financials · earnings call
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