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Okta (DE:0OK)
FRANKFURT:0OK
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.74Last Year’s EPS
0.75Same Quarter Last Year
Strong Buy
Based on 30 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong product momentum, enterprise and channel traction, record contract activity, a healthy balance sheet, and disciplined profitability while investing for growth. Early success in AI-agent products and a growing new-product mix (~30% of Q4 bookings) are notable positives. Near-term headwinds include a conservative FY'27 revenue guide (~9% growth), a deliberate shift of professional services to partners (≈1-point revenue impact), flat upsell-driven retention trends, and the early-stage nature of agent pricing and revenue contribution. On balance, management presented tangible wins and clear strategic direction while acknowledging measured near-term conservatism and execution risks in the transition to the agentic market.Company Guidance
New-Product Momentum
New products (Identity Governance, Privileged Access, ISPM, ITP, Device Access, Fine-Grained Authorization, Auth0 for AI Agents, Okta for AI Agents) comprised ~30% of Q4 bookings, with deals that included new products delivering an average contract uplift of ~40%.
Identity Governance Traction
Okta Identity Governance (OIG) reached over 2,000 customers in just over 3 years, underscoring strong market demand for cloud-native governance.
Early AI-Agent Wins and Positioning
Introduced Auth0 for AI Agents and Okta for AI Agents with early customer wins (financial services and a global services provider); management views identity as foundational to securing agentic AI and expects the agent opportunity to be a multi-year revenue upside.
Record Contract Value and ACV Milestone
Closed a record Q4 total contract value (TCV) of nearly $1.3 billion and surpassed $3 billion in annual contract value (ACV).
Partner & Channel Strength
Channel partners were engaged in 18 of Okta's top 20 Q4 deals; strategic channel AWS Marketplace grew >45% in FY'26 to approximately $750 million.
Strong Balance Sheet and Capital Return
Ended the quarter with over $2.5 billion in cash, cash equivalents and short-term investments; announced a $1 billion share repurchase program and repurchased/retired >875,000 shares for $79 million in January.
Rule of 40 and Profitability
Achieved Rule of 40 for FY'26 (consistent since IPO) and reiterated disciplined non-GAAP profitability metrics while investing for growth.
Operating Metrics & Security Scale
Reported platform scale and security metrics: managing over 45 billion authentication events per month and blocking over 8 billion threats per month.
Sales Execution and Go-to-Market Improvements
Sales productivity improvements, added quota-carrying sales capacity through FY'26 and into Q1 FY'27, and reported positive go-to-market KPI trends; GSIs increasingly integrated into the go-to-market engine.
FY'27 Guidance (Prudent Outlook)
Provided guidance reflecting cautious growth: Q1 FY'27 total revenue growth ~9%, current RPO growth ~10%, non-GAAP operating margin 23%–24%, free cash flow margin 33%–35%; FY'27 total revenue growth ~9%, non-GAAP operating margin 25%–26%, free cash flow margin 27%–28%; updated non-GAAP tax rate to 21% (from 26%).
DE:0OK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:0OK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | €61.00 | €68.29 | +11.95% |
Dec 02, 2025 | €69.78 | €73.82 | +5.79% |
Aug 26, 2025 | €78.90 | €79.50 | +0.76% |
May 28, 2025 | €93.21 | €93.44 | +0.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Okta (DE:0OK) report earnings?
Okta (DE:0OK) is schdueled to report earning on May 28, 2026, After Close (Confirmed).
What is Okta (DE:0OK) earnings time?
Okta (DE:0OK) earnings time is at May 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Okta stock?
The P/E ratio of Okta is N/A.
What is DE:0OK EPS forecast?
DE:0OK EPS forecast for the fiscal quarter 2027 (Q1) is 0.74.
