Report
Okta, Inc.
OKTA

Published 2/15/2026, 5:25:55 PM

OKTA Q4 2025 earnings highlights with 9 key quotes.

Bullish
Cautious
Key highlights
Okta Corp Dev: Non-Human AI Agents Outnumber Humans 82-to-1 as CISOs Panic to Secure 'Shadow Agents'

"Agentic AI is something where to do it effectively, the same things are happening, the same trends are happening. You have agents that are within the application stack. You have agents that are now orchestrating across multiple stacks. You have agents that are going to be independent of a given stack. And with that principle, it's the same thing that happened, you know, a decade ago with identity with users and the best of breed happening."

Corp Dev · Monty Gray

Okta Finance: 98% of Revenue is Now Recurring as Contract Durations Expand Toward 3 Years

"The first thing is keeping in mind that 98% of our revenue is recurring. So revenue for us is largely a backward-looking metric, while RPO and CRPO are forward-looking. So ultimately we continue to guide, you know, you and our investors, to CRPO because that's the best metric we can provide to give you a window into what our future subscription revenue will look like."

Executive · David

Okta Corp Dev: Identity Governance (IGA) Now a 'Material' Contributor as Privileged Access (PAM) Gains Momentum

"Our IGA product has done exceptionally well through the market for a couple of years. It's been a material part of our new product contribution as a company. We're very pleased with that. That's been a really good cross-sell opportunity for us into our installed base of 20,000 customers. Right behind that would be privileged access."

Corp Dev · Monty Gray

Okta Corp Dev: Neutrality is the 'Core Tenet' for Securing AI Agents Orchestrating Across Tech Stacks

"You need to have a neutral and independent identity vendor positioned to support the agents so they can actually, you know, deliver on the promise they have of providing that value beyond just like a given application stack. So we see that playing out over again. We've seen this before. We feel we're well positioned for the adoption and securing agents."

Corp Dev · Monty Gray

Okta Finance: New 'Workforce Product Suites' Simplify Selling and Drive Higher Adoption of Advanced Tools

"One of the things we have introduced recently that I, you know, I think hits on your point here is something that we're calling workforce product suites. So that's kind of a, you know, what's the right word, like a bundling essentially of different tools at different levels for companies based where they, for them based on where they are in their identity journey. So kind of you can think of it as a good, better, best."

Executive · David

Okta Corp Dev: Privileged Access (PAM) is Currently 'Behind' Governance in Maturity but Seeing Meaningful Growth

"Right behind that would be privileged access. Privileged access is probably, you know, in terms of maturity, in terms of nuance and deployment, it's behind the governance one, but we're very excited about how those two are now, you know, have gone from development to actually being, having meaningful contribution to our business going forward."

Corp Dev · Monty Gray