Okta, Inc. (NASDAQ:OKTA) Q3 2023 Results Conference Call November 30, 2022 5:00 PM ET Company Participants Dave Gennarelli - SVP, IR Todd McKinnon - CEO and Co-Founder Brett Tighe - CFO Conference Call Participants Matt Hedberg - RBC Gray Powell - BTIG Jonathan Ho - William Blair Hamza Fodderwala - Morgan Stanley Rob Owens - Piper Joe Gallo - Jefferies John DiFucci - Guggenheim Eric Heath - KeyBanc Peter Weed - Bernstein Alex Henderson - Needham Josh Tilton - Wolfe Adam Tindle - Raymond James Shrenik Kothar ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the quarterly period ended October 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the transition period from to Commission File Number: 001-38044 _____________________________________ Okta, I ...

Summary of Okta, Inc. Conference Call Company Overview - **Company**: Okta, Inc. (NASDAQ: OKTA) - **Event**: Goldman Sachs Communacopia + Technology Conference 2022 - **Date**: September 12, 2022 - **Participants**: Todd McKinnon (CEO), Ward Waltemath (Managing Director, Technology, Media and Telecom Group) Key Points Industry and Market Position - Okta operates in the identity management sector, focusing on customer identity and access management solutions, which have gained strategic importance due to the shift to cloud services and digital transformation [5][9][24] - The company aims to position identity as a primary technology platform alongside major players like AWS and Salesforce [13][26] Financial Performance - The recent quarter was described as "mixed," with strong performance in federal and public sector verticals, and record numbers of large deals (transactions over $1 million) [5][6] - Achieved a net revenue retention rate of over 120%, indicating strong customer success and low churn [6] Strategic Initiatives - The acquisition of Auth0 is central to Okta's strategy to dominate the customer identity market, which is seen as critical for long-term growth [7][18] - The integration of sales teams from Okta and Auth0 is a priority to enhance performance and capitalize on the acquisition [7] Market Trends - The identity management market is evolving, with a shift from traditional models to a focus on customer identity driven by developers and marketing teams rather than solely CIOs [15][60] - The concept of "zero trust" has gained traction, emphasizing the need for robust identity verification in a remote work environment [24][25] Competitive Landscape - Okta faces competition from major players like Microsoft, AWS, and Google, but differentiates itself by being an independent platform that offers flexibility and choice to customers [49][50] - The competitive dynamics vary between workforce identity solutions and customer identity solutions, with Okta being a clear leader in the latter [62] Future Outlook - The company is focused on improving efficiency and achieving profitability while maintaining growth, guided by the "rule of 40" [68] - Okta anticipates a significant increase in demand for cloud-based identity solutions as organizations increasingly trust cloud services for security [56] Additional Insights - The integration of biometric technologies and the push towards passwordless solutions are seen as key trends in the identity management space [36][39] - Okta's long-term vision includes simplifying consumer identity interactions through partnerships and standardization across platforms [41] Challenges - The integration of various identity management functions (access management, privilege access, and identity governance) into a unified platform remains a challenge, but is viewed as essential for future growth [32][72] - Sales team attrition, particularly from the Auth0 side, has been a concern, but efforts are underway to address this imbalance [70] Conclusion Okta is strategically positioned in the identity management market, focusing on customer identity solutions and leveraging its acquisition of Auth0 to enhance its offerings. The company is navigating a competitive landscape while aiming for efficient growth and profitability, with a strong emphasis on adapting to market trends such as zero trust and passwordless authentication.

Okta, Inc. (NASDAQ:OKTA) Q2 2023 Earnings Conference Call August 31, 2022 5:00 PM ET Company Participants Dave Gennarelli - Senior Vice President, Investor Relations Todd McKinnon - Chief Executive Officer & Co-Founder Brett Tighe - Chief Financial Officer Frederic Kerrest - Executive Vice Chairman, Chief Operating Officer & Co-Founder Conference Call Participants Eric Heath - KeyBanc Alex Henderson - Needham Gregg Moskowitz - Mizuho Andy Nowinski - Wells Fargo Adam Tindle - Raymond James Ittai Kidron - Opp ...

okta Investor Presentation Q2 FY23 August 31, 2022 Safe Harbor This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our financial outlook, long-term financial targets, product development, business strategy and plans, market trends and market size, opportunities, positioning and expected benefits that will be derived from the acquisition of Auth0, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the quarterly period ended July 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the transition period from to Commission File Number: 001-38044 _____________________________________ Okta, Inc. ...

Okta, Inc. (NASDAQ:OKTA) Q1 2023 Earnings Conference Call June 2, 2022 5:00 PM ET Company Participants Dave Gennarelli - Vice President of Investor Relations Todd McKinnon - Chief Executive Officer and Co-Founder Brett Tighe - Chief Financial Officer Frederic Kerrest - Executive Vice Chairman, Chief Operating Officer and Co-Founder Conference Call Participants Hamza Fodderwala - Morgan Stanley Adam Tindle - Raymond James Jonathan Ho - William Blair Eric Heath - KeyBanc Capital Markets Gray Powell - BTIG ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the quarterly period ended April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the transition period from to Commission File Number: 001-38044 _____________________________________ Okta, Inc ...

Summary of Okta, Inc. and Auth0 Conference Call Company and Industry Overview - **Companies Involved**: Okta, Inc. (NASDAQ: OKTA) and Auth0 - **Industry**: Identity and Access Management (IAM) Software Key Points and Arguments Security Incident and Response - A breach occurred at a sub-processor support center, affecting about 40 support agents who handle tasks like password resets and case management [6][7] - Hackers gained access to the support center, allowing them to perform actions as if they were support engineers, but their access was limited to the permissions of those engineers [6][7] - Okta's focus has been on customer communication, providing updates and information to help customers understand the implications of the breach [10][11] - The company has a dedicated security team continuously monitoring threats and issues [13] - Okta has been logging support engineer activities to identify which customers may have been impacted during the breach [14] Customer Confidence and Growth Trajectory - Todd McKinnon expressed confidence in Okta's growth trajectory, emphasizing the importance of customer partnerships and collaboration [17] - Customer success and trust are top priorities for Okta, which is crucial for maintaining their brand reputation [19] - Despite the breach, customer reactions have been collaborative, with a focus on understanding risks and dependencies [10][11] Demand Environment for Auth0 - Eugenio Pace noted that demand for identity solutions remains strong, especially as digital transformation accelerates [24] - There is a realization that many organizations are behind in their digital capabilities, which is driving demand for IAM solutions [26] - The pandemic has created a need for better user experiences in authentication, highlighting the importance of balancing security and usability [26] Competitive Landscape - The primary competition for Auth0 is the "build it yourself" approach, as many organizations have existing systems that require integration [29] - Customers prefer outsourcing IAM to experts like Auth0 to focus on their core competencies [30] - The shortage of developers in the U.S. (300,000 needed annually) further drives the demand for solutions that enhance developer productivity [30] Differentiation and Product Offering - Auth0 differentiates itself by simplifying the user experience and not requiring customers to become identity experts [34][35] - The platform is designed for extensibility, allowing customers to customize solutions without extensive delays [36] - Okta and Auth0 are investing in both platforms to cover a wide range of use cases in identity management [38][41] Cross-Selling Opportunities - There is a natural cross-sell opportunity between Auth0 and Okta, with early signs of success in integrating sales teams [43] - The awareness of Auth0 has increased since becoming part of Okta, leading to more customers exploring Auth0's offerings [47] Future Initiatives - Key initiatives include global expansion and targeting the federal market, as well as enhancing public sector offerings [50] - The combined market for customer identity and access management is estimated to be around $30 billion, indicating significant growth potential [47] Additional Important Insights - The security breach has not deterred growth; instead, it has reinforced the need for strong partnerships and trust with customers [21] - Okta's focus on providing value through data and app telemetry is expected to enhance customer relationships and drive future growth [55]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 For the transition period from to Commission File Number: 001-38044 Okta, Inc. (Exact name of Registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) ...