OKTA Earnings Prediction
The chart below shows how OKTA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, OKTA sees a -1.20% change in stock price 10 days leading up to the earnings, and a +8.07% change 10 days following the report. On the earnings day itself, the stock moves by +0.26%. This data can give you a slight idea of what to expect for the next quarter's release.
OKTA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
682.00M
12.73%
2.56%
Gross Margin
76.83%
1.05%
0.58%
Operating Margin
2.79%
130.69%
-215.77%
Net Margin
3.37%
146.35%
39.83%
EPS
0.12
144.44%
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No Data Available
OKTA Earnings Analysis
Okta Inc Corporation (OKTA.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Okta, Inc. reported an EPS of $0.78, exceeding expectations of $0.73, indicating strong financial performance.
Revenue and Contract Growth: The company experienced accelerating RPO and CRPO, showcasing growth in revenue and contract value.
Profitability and Cash Flow: Record profitability and free cash flow were achieved in Q4, highlighting effective financial management.
Strong Market Demand: Demand for both workforce and customer identity products was strong, reflecting a robust market position.
New Product Success: Over 20% of Q4 bookings came from new products, demonstrating successful product innovation and customer adoption.
Identity Governance Market Success: Okta Identity Governance has gained significant traction with over 1,300 customers and $100 million in annual contract value, indicating strong market acceptance.
Governance Business Growth: The company has a combined governance-related business of over $400 million, showing a solid growth trajectory in this area.
Product Innovation Strategy: Okta's focus on product innovation is set to continue in FY 2026, positioning the company well for future growth.
Security Innovations Commitment: Recent innovations, such as passwordless features and enhanced security for the US public sector, reflect Okta's commitment to meeting customer needs and compliance requirements.
Negative
Revenue Decline Despite Earnings Beat: Despite beating earnings expectations, the company reported a decline in year-over-year revenue growth, indicating potential challenges in sustaining growth momentum.
Product Innovation and Security: The focus on product innovation and security, while positive, suggests that the company may be facing competitive pressures that necessitate these investments.
Product Dependency Concerns: The reliance on new products for over 20% of Q4 bookings raises concerns about the sustainability of revenue from existing products and customer retention.
Governance Market Potential: While Okta Identity Governance has seen success, the overall governance-related business still represents a small fraction of the total market opportunity, indicating room for growth but also highlighting current limitations.
Security Advancements Impact: The mention of ongoing security advancements implies that the company may still be addressing vulnerabilities, which could impact customer confidence and market perception.
OKTA FAQs
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OKTA Earning Call Sentiment
Okta, Inc. (NASDAQ:OKTA) Q4 2025 Earnings Call Transcript
OKTA.O
-1.98%Positive
The earnings call summary presents a strong financial performance with record profitability and free cash flow, alongside optimistic guidance and strategic product development. Despite competitive pressures and regulatory challenges, the company is expanding its market opportunity, particularly in the public sector. The Q&A section reinforced positive sentiment with promising growth in governance products and a significant AWS partnership. However, the lack of a share buyback program and some vague management responses slightly dampen the outlook. Overall, the positive financial and strategic outlook suggests a stock price increase of 2% to 8%.
