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Okta · consulting-deck

2025 Q3FY26 Earnings Presentation

38 pages · 4 arc beats · 2 loops

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2025 Q3FY26 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 3 hits
— 0/2 slides
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100% 2/2 slides 50% 1/2 slides Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
33.3% 1/3 slides
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100% 3/3 slides 100% 3/3 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
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50% 1/2 slides
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100% 2/2 slides 100% 2/2 slides Financials 10 slides 100% 10/10 slides 100% 10/10 slides · 45 hits
— 0/10 slides
30% 3/10 slides 20% 2/10 slides 100% 10/10 slides 100% 10/10 slides

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Problem
05
This is a vision or mission statement slide, likely used as a section divider or opening/closing slide.summarize
Open slide detailBeat · ProblemLoop · Golden Circle
06
The slide uses a split-layout with a blue sidebar for metrics and a white area for a revenue growth chart.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
07
summarize
Open slide detailBeat · SolutionLoop · Golden Circle
08
The slide uses a circular gradient background with floating icons and photos to create a modern, tech-focused aesthetic.front_matter
Open slide detailBeat · SolutionLoop · Golden Circle
09
The slide uses a two-column layout to distinguish between developer-focused features (Auth0) and enterprise security features (Okta).present_solution
Open slide detailLoop · Golden Circle
10
The slide uses a hub-and-spoke diagram to represent non-human identities.present_solution
Open slide detailLoop · Golden Circle
11
The diagram uses a hub-and-spoke style network visualization to show the integration of identity management layers.present_solution
Open slide detailLoop · Golden Circle
12
The slide uses a donut chart to represent the TAM, with a small blue segment indicating 'We are here'.size_opportunity
Open slide detailBeat · Market SizeLoop · Golden Circle
13
present_solution
Open slide detailBeat · Market SizeLoop · Golden Circle
14
summarize
Open slide detailLoop · Golden Circle
15
The slide uses a column-based comparison framework to contrast Okta's value proposition against Microsoft's.compare_options
Open slide detailLoop · Why Now
16
transition
Open slide detailBeat · FinancialsLoop · Why Now
17
Includes Rule of 40 metric.summarize
Open slide detailBeat · FinancialsLoop · Why Now
18
The chart displays a consistent revenue growth trend over 12 quarters.summarize
Open slide detailBeat · FinancialsLoop · Why Now
19
The slide explains the mechanics of Current Remaining Performance Obligation (cRPO) as a predictive metric for revenue.present_framework
Open slide detailBeat · FinancialsLoop · Why Now
20
summarize
Open slide detailBeat · FinancialsLoop · Why Now
21
The chart shows a gradual decline in net retention rate over the observed period.analyze_data
Open slide detailBeat · FinancialsLoop · Why Now
22
summarize
Open slide detailBeat · FinancialsLoop · Why Now
23
The chart illustrates a clear upward trend in operating margins, transitioning from a slight loss in FY23 to a projected 26% margin in FY26E.quantify_impact
Open slide detailBeat · FinancialsLoop · Why Now
24
The chart shows a clear upward trend in margin efficiency over four fiscal years.quantify_impact
Open slide detailBeat · FinancialsLoop · Why Now
25
The chart is split between full fiscal years (FY23-FY25) and quarterly results for FY26.summarize
Open slide detailBeat · FinancialsLoop · Why Now
26
summarize
Open slide detailLoop · Why Now
27
The slide provides specific ranges for revenue, cRPO, operating income, and EPS, alongside fixed percentage targets for margins and tax rates.summarize
Open slide detail
28
The slide provides non-GAAP financial guidance for FY26.summarize
Open slide detail
29
appendix
Open slide detail
30
size_opportunity
Open slide detail
31
appendix
Open slide detail
32
appendix
Open slide detail
33
Includes data for FY23 through Q3 FY26.analyze_data
Open slide detail
34
Includes adjustments for stock-based compensation, amortization of intangibles, and other one-time charges.analyze_data
Open slide detail
35
The table provides a granular breakdown of adjustments including stock-based compensation, amortization, and restructuring costs.analyze_data
Open slide detail
36
Includes both absolute dollar amounts and per-share diluted figures, plus weighted-average shares outstanding.analyze_data
Open slide detail
37
Includes a footnote regarding rounding differences.analyze_data
Open slide detail
38
front_matter
Open slide detail