2026 Q4FY26 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
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
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Open slide detailBeat · Situation & Context
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The slide uses a collage of photos to represent the breadth of technology usage.front_matter
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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The diagram uses a network-style mesh to show how different identity types (top) connect to management functions (middle) and infrastructure/apps (bottom).present_framework
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summarize
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The slide uses a central logo and surrounding imagery of diverse people using technology to reinforce the human-centric nature of identity.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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present_solution
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a hub-and-spoke diagram to represent non-human identities (devices, VMs, service accounts, tokens) and lists three core security pillars.present_solution
Open slide detailBeat · Evidence & Proof
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summarize
Open slide detailBeat · Evidence & Proof
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The chart is a donut chart used to illustrate market share/positioning relative to the total market size.size_opportunity
Open slide detailBeat · Evidence & Proof
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present_solution
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
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prioritize
Open slide detailLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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Includes a specific metric for 'Rule of 40' and ACV split by product line.summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The chart tracks revenue in millions of dollars across 12 quarters, highlighting the dominance of subscription revenue.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The slide uses a linear process flow to explain the financial mechanics of cRPO.present_framework
Open slide detailBeat · Impact & Next Steps
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The chart displays total RPO values at the top of each bar, with segments for Current RPO (orange) and Non-Current RPO (teal).summarize
Open slide detailBeat · Impact & Next Steps
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The chart shows a gradual decline in net retention rate over the 3-year period.summarize
Open slide detailBeat · Impact & Next Steps
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quantify_impact
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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quantify_impact
Open slide detailBeat · Impact & Next Steps
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The chart shows a trend of increasing efficiency, peaking in FY26 before a slight projected dip in FY27E.quantify_impact
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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The slide provides forward-looking non-GAAP financial measures.summarize
Open slide detailBeat · Impact & Next Steps
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Open slide detailBeat · Impact & Next Steps
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The slide provides the logic and data sources for market sizing estimates.quantify_impact
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The table provides a detailed breakdown of adjustments including stock-based compensation and amortization of acquired intangibles.analyze_data
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The table provides a breakdown of adjustments including stock-based compensation, amortization, and other non-recurring items.analyze_data
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The table provides a detailed breakdown of adjustments including stock-based compensation, non-cash charitable contributions, amortization, acquisition costs, aanalyze_data
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The table includes both absolute dollar amounts and per-share data, along with weighted-average shares outstanding.analyze_data
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The table includes fiscal year totals and quarterly breakdowns for key operational metrics.analyze_data
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front_matter