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Okta · consulting-deck

2025 Q1FY26 Earnings Presentation

40 pages · 5 arc beats · 2 loops

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2025 Q1FY26 Earnings Presentation

Okta
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 25 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits
— 0/2 slides
50% 1/2 slides
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100% 2/2 slides
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Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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50% 1/2 slides
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100% 2/2 slides 100% 2/2 slides Solution & Approach 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
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60% 3/5 slides 100% 5/5 slides
— 0/5 slides
Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits
— 0/3 slides
33.3% 1/3 slides · 2 hits 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Impact & Next Steps 13 slides 100% 13/13 slides 100% 13/13 slides · 54 hits
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15.4% 2/13 slides 15.4% 2/13 slides 100% 13/13 slides
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Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
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03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Situation & Context
05
The slide uses a collage of photos to represent the inclusivity and ubiquity of the technology being discussed.front_matter
Open slide detailBeat · Situation & Context
06
summarize
Open slide detail
07
prioritize
Open slide detail
08
summarize
Open slide detailBeat · Problem & ComplicationLoop · Why Now
09
establish_context
Open slide detailBeat · Problem & ComplicationLoop · Why Now
10
The slide uses a hub-and-spoke diagram to represent non-human identities.present_solution
Open slide detailBeat · Solution & Approach
11
The slide uses a hub-and-spoke model to map organizational roles to identity-driven value propositions.present_framework
Open slide detailBeat · Solution & Approach
12
The slide uses a dual-column layout to differentiate between workforce (IT/Security focus) and customer (Developer focus) identity management.compare_options
Open slide detailBeat · Solution & Approach
13
The slide uses a hub-and-spoke style network diagram to show connectivity between identity sources and resource targets.present_solution
Open slide detailBeat · Solution & Approach
14
The diagram uses concentric arcs to represent layers of security.present_framework
Open slide detailBeat · Solution & Approach
15
The slide uses a donut chart to represent the TAM, with a small blue segment indicating 'We are here'.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
16
present_solution
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
17
The slide uses a six-column layout to contrast Okta's value proposition against Microsoft's limitations.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
18
transition
Open slide detailBeat · Impact & Next Steps
19
Includes Rule of 40 metric.summarize
Open slide detailBeat · Impact & Next Steps
20
The chart displays a consistent revenue growth trend over 12 quarters.summarize
Open slide detailBeat · Impact & Next Steps
21
The slide uses a linear process flow to explain the relationship between bookings, cRPO, and revenue.present_framework
Open slide detailBeat · Impact & Next Steps
22
The chart displays the growth of RPO components over time, with total values labeled at the top of each bar.quantify_impact
Open slide detailBeat · Impact & Next Steps
23
analyze_data
Open slide detailBeat · Impact & Next Steps
24
The chart compares two metrics across four time periods.quantify_impact
Open slide detailBeat · Impact & Next Steps
25
The chart shows a clear upward trend in operating margins, moving from negative in FY23 to approximately 25% in FY26E.quantify_impact
Open slide detailBeat · Impact & Next Steps
26
The chart shows a clear upward trend in margin efficiency over four fiscal years.quantify_impact
Open slide detailBeat · Impact & Next Steps
27
quantify_impact
Open slide detailBeat · Impact & Next Steps
28
summarize
Open slide detailBeat · Impact & Next Steps
29
The slide provides specific financial metrics for Q2 FY26 ending July 31, 2025.summarize
Open slide detailBeat · Impact & Next Steps
30
The slide includes standard financial disclaimer footnotes regarding non-GAAP reconciliation.summarize
Open slide detailBeat · Impact & Next Steps
31
appendix
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32
summarize
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33
appendix
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34
appendix
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35
The table includes adjustments for stock-based compensation, amortization of acquired intangibles, and acquisition-related expenses.analyze_data
Open slide detail
36
The table provides a detailed breakdown of adjustments like stock-based compensation and amortization of acquired intangibles.analyze_data
Open slide detail
37
Includes data for FY23, FY24, FY25, and Q1 FY26.analyze_data
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38
Includes both absolute dollar values and per-share diluted values, plus weighted-average shares outstanding.analyze_data
Open slide detail
39
Includes a footnote regarding rounding differences in reported millions.analyze_data
Open slide detail
40
front_matter
Open slide detail