Business Description

Okta Inc. is a leading provider of cloud-based identity and access management solutions founded in 2009 and headquartered in San Francisco, California. Its flagship Okta Identity Cloud, featuring products like Single Sign-On and Adaptive MFA, drives a subscription-based revenue model that serves global enterprises. Under the leadership of CEO Todd McKinnon, the company has established a strong market position with extensive integrations and robust customer retention. Ongoing investments in innovation and strategic expansion aim to fortify its status in the competitive cybersecurity sector.

Financial Statements

In thousands, USD
FY 2026FY 2025FY 2024FY 2023
Total Revenues2,919,0002,610,0002,263,0001,858,000
Cost of Sales661,000618,000581,000546,000
Gross Profit2,258,0001,992,0001,682,0001,312,000
Selling, General & Administrative Expenses1,466,0001,413,0001,486,0001,475,000
Research & Development Expenses639,000642,000656,000620,000
Other Operating Expenses4,00011,00056,00029,000
Operating Profit149,000(74,000)(516,000)(812,000)
Interest and Investment Income110,000106,00081,00022,000
Interest Expense(4,000)(5,000)(8,000)(11,000)
Non-Operating Income19,000106,000
Total Non-Operating Income106,000120,000179,00011,000
Income Before Provision for Income Taxes255,00046,000(337,000)(801,000)
Provision for Income Taxes20,00018,00018,00014,000
Consolidated Net Income235,00028,000(355,000)(815,000)
Net Income Attributable to Common Shareholders235,00028,000(355,000)(815,000)
Basic EPS1.330.16-2.17-5.16
Diluted EPS1.310.06-2.17-5.16
Basic Weighted Average Shares Outstanding175,882169,569163,634158,023
Diluted Weighted Average Shares Outstanding179,290175,086163,634158,023
Shares Outstanding177,357173,459167,126161,309
FY 2026FY 2025FY 2024FY 2023
Cash and Cash Equivalents858,000409,000334,000264,000
Short-Term Investments1,695,0002,114,0001,868,0002,316,000
Total Cash and Cash Equivalents2,553,0002,523,0002,202,0002,580,000
Accounts Receivable687,000621,000559,000481,000
Total Trade Receivables687,000621,000559,000481,000
Other Current Assets404,000272,000219,000168,000
Total Current Assets3,644,0003,416,0002,980,0003,229,000
Net Property, Plant & Equipment103,000117,000131,000181,000
Net Intangible Assets91,000138,000182,000241,000
Goodwill5,487,0005,448,0005,406,0005,400,000
Other Long-Term Assets385,000318,000290,000256,000
Total Assets9,710,0009,437,0008,989,0009,307,000
Accounts Payable12,00013,00012,00012,000
Accrued Expenses317,000310,000282,000211,000
Current Portion of Long-Term Debt350,000509,000
Unearned Revenue1,875,0001,691,0001,488,0001,242,000
Total Current Liabilities2,554,0002,523,0001,782,0001,465,000
Long-Term Debt349,0001,154,0002,193,000
Leases72,00094,000112,000142,000
Other Long-Term Liabilities85,00066,00053,00041,000
Total Long-Term Liabilities157,000509,0001,319,0002,376,000
Total Liabilities2,711,0003,032,0003,101,0003,841,000
Additional Paid-in Capital9,553,0009,219,0008,724,0007,974,000
Accumulated Other Comprehensive Income13,000(12,000)(6,000)(33,000)
Retained Earnings(2,567,000)(2,802,000)(2,830,000)(2,475,000)
Total Common Shareholders' Equity6,999,0006,405,0005,888,0005,466,000
Total Shareholders' Equity6,999,0006,405,0005,888,0005,466,000
Total Liabilities and Shareholders' Equity9,710,0009,437,0008,989,0009,307,000
FY 2026FY 2025FY 2024FY 2023
Net Income235,00028,000(355,000)(815,000)
Depreciation & Amortization96,00098,00099,000114,000
Share-Based Compensation Expense544,000565,000684,000677,000
Other Adjustments182,000112,00030,000117,000
Changes in Trade Receivables(70,000)(63,000)(79,000)(87,000)
Changes in Accounts Payable(2,000)1,0001,000(6,000)
Changes in Accrued Expenses2,00038,00089,000(36,000)
Changes in Unearned Revenue187,000207,000250,000264,000
Changes in Other Operating Activities(290,000)(236,000)(206,000)(142,000)
Cash from Operating Activities884,000750,000512,00086,000
Capital Expenditure(9,000)(8,000)(8,000)(12,000)
Purchases of Intangible Assets(12,000)(12,000)(16,000)(11,000)
Purchases of Investments(1,505,000)(1,812,000)(1,709,000)(1,411,000)
Proceeds from Sale of Investments1,853,0001,574,0002,196,0001,308,000
Payments for Business Acquisitions(56,000)(56,000)(22,000)(4,000)
Cash from Investing Activities271,000(314,000)441,000(130,000)
Repayments of Long-Term Debt(510,000)(280,000)(937,000)
Net Issuance / (Repayments) of Long-Term Debt(510,000)(280,000)(937,000)
Issuance of Common Shares53,00069,00061,00048,000
Repurchases of Common Shares(265,000)(148,000)
Net Issuance / (Repurchases) of Common Shares(212,000)(79,000)61,00048,000
Other Financing Activities2,000(7,000)
Cash from Financing Activities(720,000)(359,000)(883,000)48,000
Effect of Exchange Rate Changes on Cash and Cash Equivalents14,000(4,000)1,000(6,000)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash449,00073,00071,000(2,000)

Key Metrics & Ratios

MetricValue
Market Cap$14.98B
P/E64.49x
P/S5.13x
EV/EBITDA52.46x
Return on Equity3.5%
Return on Invested Capital1.7%
Current Ratio1.43x
Free Cash Flow Margin30.0%

Margins

Gross margin
77.4%
Operating margin
5.1%
Net margin
8.1%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2027 $765M +11.2% 7.3% $56M
Q4 2026 $761M +11.6% 6.0% $46M
Q3 2026 $742M +11.6% 3.1% $23M
Q2 2026 $728M +12.7% 5.6% $41M
Q1 2026 $688M 5.7% $39M
Q4 2025 $682M 1.2% $8M
Q3 2025 $665M -2.4% $-16M
Q2 2025 $646M -2.9% $-19M

More on Okta Inc.

Financial data last updated 2026-06-15. Figures compiled from public company filings.

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