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Okta, Inc. (OKTA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha
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Okta reported Q4 2026 earnings with EPS of $0.90 (beating estimates by $0.05) and revenue of $761M (11.58% YoY growth), surpassing forecasts by $11.5M. CEO Todd McKinnon emphasized identity’s growing role in AI, predicting all software will evolve into agentic systems, requiring robust identity frameworks to secure autonomous AI-driven tools. McKinnon framed agents as the future of technology, stating every SaaS product and device will integrate agentic capabilities, necessitating scalable identity solutions to manage permissions and access. Okta is positioning itself as a leader in securing AI agents, focusing on holistic identity platforms that adapt to dynamic, autonomous systems rather than treating agents as isolated tools. The discussion highlighted Okta’s strategic shift toward AI-driven security, aligning its roadmap with the anticipated explosion of agentic software across industries.
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SA Transcripts158.87K FollowersFollow5ShareSaveCommentsQ4: 2026-03-04 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS 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 MarshallMorgan 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 McKinnonCo-Founder, Chairman & CEO Thanks for having me. Nice to see everyone. Question-and-Answer Session Meta MarshallMorgan 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 McKinnonCo-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

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