OKTANasdaqServices-Prepackaged SoftwareUS GAAP · USD

Okta, Inc.

Okta, Inc. is a U.S.-based software company focused on cloud identity and access management. Its two main platforms, Okta Platform and Auth0 Platform, help organizations secure employee, contractor, partner, and customer identities across cloud, on-premises, and hybrid environments.

Liikevaihto2 919milj. USD
+11,8 %v/v
Liikevoitto (EBIT)149milj. USD
+301,4 %v/v
EBIT-marginaali5,1%
+7,9 %-yks.v/v
Nettotulos235milj. USD
+739,3 %v/v
Vapaa kassavirta875milj. USD
+17,9 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−1 00001 0002 0003 000milj. USD2021: 835 milj. USD2021: EBIT −204 milj. USD20212022: 1 300 milj. USD2022: EBIT −767 milj. USD20222023: 1 858 milj. USD2023: EBIT −812 milj. USD20232024: 2 263 milj. USD2024: EBIT −516 milj. USD20242025: 2 610 milj. USD2025: EBIT −74 milj. USD20252026: 2 919 milj. USD2026: EBIT 149 milj. USD20262 919149
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Subscription software98 %

Cloud-based identity and access management subscriptions sold on a multi-year basis.

Professional services and other2 %

Implementation, support, and other non-subscription services tied to deployments.

Tuotteet

Raportoitu · osuus liikevaihdosta
97,8%FY2026100 %
  • Subscription and Circulation97,8 %
  • Technology Service2,2 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Okta sells to organizations that need to manage digital identities for employees, contractors, partners, and end customers. Its customer base spans large enterprises, small and medium-sized businesses, universities, non-profits, and government agencies, with use cases centered on secure sign-in, access control, and identity lifecycle management.

Large enterprises

Buy workforce and customer identity platforms to secure large user populations and integrate many applications.

Small and medium-sized businesses

Use subscription identity tools for standardized authentication and access management.

Government agencies

Adopt identity products for secure access, compliance, and controlled user provisioning.

Universities and non-profits

Use identity platforms to manage access for staff, students, and external users.

Channel partners

Resellers and system integrators help deploy and expand Okta solutions.

Strategia

Okta’s strategy centers on expanding use within existing customers while adding new customers through its workforce and customer identity platforms. It also emphasizes broad application compatibility, partner distribution, and AI-enabled identity features to deepen platform value and improve integration across modern IT stacks.

Expand customer penetrationLyhyt aikaväli

Subscription revenue grows as customers add users and additional products over time.

Broaden ecosystem integrationsKeskipitkä aikaväli

Compatibility with many applications makes the platform easier to adopt and harder to replace.

Strengthen distribution through partnersKeskipitkä aikaväli

Resellers and system integrators extend sales reach and implementation capacity.

Differentiate with security and AI capabilitiesKeskipitkä aikaväli

Identity buyers prioritize trust, security, and real-time threat response.

Maantiede

2026

Okta is headquartered in San Francisco and sells its cloud software globally. The business is organized around worldwide customer adoption rather than a single-country operating base, with integrations and deployments spanning cloud, mobile, web, and enterprise IT environments.

USA80 %
Other countries (US filing)20 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Okta faces intense competition in identity software, including authentication, MFA, governance, infrastructure, and in-house alternatives. Its business also depends on maintaining security certifications, service reliability, and customer trust, because any breach or service failure can disrupt renewals and damage adoption.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Cybersecurity incidents and unauthorized access1Loss of security certifications or compliance status2Intense competition in identity software3Longer sales cycles and delayed deal closure4Service-level or uptime failures5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Cybersecurity incidents and unauthorized accessVaikutus: KriittinenTodennäköisyys: Korkea

    Identity platforms are high-value targets and breaches can harm reputation and customer retention.

    Kohdistuu: Customer data and internal systems

  2. Loss of security certifications or compliance statusVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Enterprise and government customers often require specific attestations to buy and renew.

    KohdistuuSOC 2ISOFedRAMPHIPAA-related requirements
  3. Intense competition in identity softwareVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Customers can choose authentication, governance, cloud, or in-house alternatives.

    KohdistuuAuthentication providersMFA vendorsIaaS vendors
  4. Longer sales cycles and delayed deal closureVaikutus: KeskitasoTodennäköisyys: Korkea

    Subscription bookings can slip when enterprise procurement takes longer.

    Kohdistuu: New business and expansion deals

  5. Service-level or uptime failuresVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Contractual commitments can require credits and reduce renewals if not met.

    Kohdistuu: Subscription contracts and support obligations

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for multi-element SaaS contracts

Contracts may include subscriptions plus services, requiring allocation across obligations.

Vaikutus: Affects timing and amount of recognized revenue

Contingent liabilities and litigation provisions

Management must estimate probable losses and accruals for legal matters.

Vaikutus: Can materially affect expenses and balance sheet reserves

Stock-based compensation

A meaningful non-cash expense in operating costs for software companies.

Vaikutus: Impacts operating margin and comparability

Lease accounting and purchase obligations

Data center hosting and office commitments create fixed future obligations.

Vaikutus: Affects leverage-like obligations and cash flow visibility

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026

Okta, Inc. (OKTA) liikevaihto, tulos ja tunnusluvut 2026 – Clarifo