Q4: 2026-03-04 Earnings Summary
EPS of $0.90 beats by $0.05
| Revenue of $761.00M (11.58% Y/Y) beats by $11.50M
Okta, Inc. (OKTA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 5, 2026 2:30 PM EST
Company Participants
Todd McKinnon – Co-Founder, Chairman & CEO
Conference Call Participants
Meta Marshall – Morgan Stanley, Research Division
Presentation
Meta Marshall
Morgan Stanley, Research Division
All right. Welcome, everybody. We are at the anchor spot of the conference and delighted to have Okta here with us today. I’m Meta Marshall. I cover networking and cybersecurity here at Morgan Stanley. We’re delighted to have Todd McKinnon, CEO and Co-Founder here with us after a great quarter last night. So…
Todd McKinnon
Co-Founder, Chairman & CEO
Thanks for having me. Nice to see everyone.
Question-and-Answer Session
Meta Marshall
Morgan Stanley, Research Division
So Todd, it’s great to have you here, not only after earnings that you reported last night, but just this is a critical time for the identity market, particularly as identity moves front and center in the AI enablement discussion. Just how are you thinking about what type of holistic identity solution the market needs in order to better secure agents? And just how are you designing towards that?
Todd McKinnon
Co-Founder, Chairman & CEO
So first of all, when we talk about agents, I think some people I talk to think about them as a discrete thing that’s going to be delivered in a certain way. When I think of agents, everything is going to be agents. I think every piece of what we think of SaaS now will be — take agentic features, reinvented as agents, replaced by agents maybe. I think every piece of software built will have some agentic capabilities. So really — we’re really talking about the future of all of technology. Devices will have agentic capabilities, autonomous SQLs.
And so when we think about the potential