Key TakeawaysOkta shares surged in extended-hours trading Wednesday after the company topped quarterly estimates and raised its full-year sales forecast amid growing momentum from larger customers.The company said it had acquired 120 customers in the fourth quarter with at least $100,000 annual contract value.Okta shares may find overhead chart resistance at $108 and $145 from prior price action.Okta (OKTA) shares surged 23% in extended-hours trading on Wednesday evening after the cloud identity software ma ...

财务数据和关键指标变化 - 公司在Q4实现了创纪录的季度盈利能力和现金流 [7][16][18] - 全年实现了Rule of 40,非GAAP经营利润率为14%,自由现金流率为22% [18] - 新增客户数量有所下降,反映了当前宏观环境下新业务增长放缓,但大客户业务增长强劲 [18][19][87][90] - 平均合同期限创两年新高,反映客户更愿意做长期承诺 [18][45][46] 各条业务线数据和关键指标变化 - 工作身份云和客户身份云产品线的交叉销售有所增强 [19][77] - 大客户业务(百万美元以上ACV)增长强劲,占比提高 [18][19][77] - 间接渠道合作伙伴在公司业务中的占比超过40%,对大客户业务贡献重大 [19][20][98] 各个市场数据和关键指标变化 - 日本市场通过与SoftBank的合作拓展了新的渠道 [22] - 整体宏观环境仍然挑战,但大客户市场相对更好 [17][30][31][90] 公司战略和发展方向 - 公司将安全性作为最重要的优先事项,推出"Okta安全身份承诺"计划 [7][8][12] - 公司正在拓展身份治理和特权访问管理等新产品线,整合成统一的身份平台 [10][62][82] - 通过收购Spera Security加强身份安全能力 [11] - 未来将重点关注提升销售生产力、抓住大客户机会、加强客户身份云业务 [12][75][77][82] 管理层对经营环境和未来前景的评论 - 宏观环境仍然挑战,但大客户市场相对更好 [17][30][31][90] - 公司正在采取措施提升销售生产力和重新加速增长 [12][75][77][82] - 公司有信心实现长期可盈利增长 [26] 问答环节重要的提问和回答 问题1 **Brian Essex 提问** 询问宏观环境和不同客户群体的表现 [30][31] **Todd McKinnon 回答** 大客户市场相对更好,中小企业市场仍然挑战,公司正在采取措施应对 [30][31][75][77] 问题2 **Hamza Fodderwala 提问** 询问平均合同期限的变化原因 [45][46] **Brett Tighe 回答** 大客户业务占比提高是主要原因,大客户倾向于签更长期合同 [45][46] 问题3 **Rob Owens 提问** 询问净收益率指标下降的原因 [67][68][69] **Brett Tighe 回答** 主要受到宏观环境下客户增量业务和续约业务增长放缓的影响,公司预计未来将在111%左右波动 [67][68][69]

For the quarter ended January 2024, Okta (OKTA) reported revenue of $605 million, up 18.6% over the same period last year. EPS came in at $0.63, compared to $0.30 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $586.25 million, representing a surprise of +3.20%. The company delivered an EPS surprise of +23.53%, with the consensus EPS estimate being $0.51.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

Okta财务表现 - Okta (OKTA)在最新季度每股收益为0.63美元，超过了Zacks Consensus Estimate的0.51美元[1] - Okta在过去四个季度中四次超过了市场预期的每股收益[2] Okta营收情况 - Okta在2024年1月的季度实现了6.05亿美元的营收，超过了Zacks Consensus Estimate的3.20%[3] Okta股价表现 - Okta股价自年初以来下跌了约4%[4]

业绩总结 - Okta公司总收入为338.5亿美元，年复合增长率为24%[7] - 预计2025年Okta公司的总收入将达到24.95亿美元[7] - Okta的订阅收入同比增长20%，达到591百万美元[23] - TTM美元基础净留存率为111%[27] - 总客户数超过18,950[30] - 年合同价值超过10万美元的客户数量为4,485[31] - Q1 FY25的总收入预计为603至605百万美元，同比增长16-17%[32] - FY25的总收入预计为2,495至2,505百万美元，同比增长10-11%[33] 新产品和新技术研发 - Okta在2021-2023年间，Microsoft遭受了总计1500分钟的服务中断，而Okta只有69分钟[20] 市场扩张和并购 - 公司定位于可持续增长的强大基础上[34] 负面信息 - 非GAAP净收入（亏损）为12百万美元至29百万美元之间[1] - 非GAAP净收入（亏损）每股基本为0.10美元至0.18美元之间[1] - 非GAAP净收入（亏损）每股基本为0.46美元[1] - 非GAAP净收入（亏损）每股基本为0.27美元[1] - 非GAAP净收入（亏损）每股基本为0.33美元[1] - 非GAAP净收入（亏损）每股基本为0.04美元[1] - 非GAAP净收入（亏损）每股基本为0.24美元[1] - 非GAAP净收入（亏损）每股基本为0.34美元[1] - 非GAAP净收入（亏损）每股基本为0.48美元[1] - 非GAAP净收入（亏损）每股基本为0.68美元[1]

SAN FRANCISCO--(BUSINESS WIRE)--Okta, Inc. (NASDAQ:OKTA), the leading independent identity partner, today announced three new executive appointments on its go to market team as customers embrace the increasing importance of Identity. Eric Kelleher has been promoted to President, Customer Experience & Communications, Ed Daly has been promoted to Chief Customer Officer (CCO), and Christine Halvorsen has joined Okta as the company’s first Chief Technology Officer (CTO) for Public Sector. These appointments ...

Okta Announces Fourth Quarter And Fiscal Year 2024 Financial Results • Q4 revenue grew 19% year-over-year; subscription revenue grew 20% year-over-year • Current remaining performance obligations (cRPO) grew 16% year-over-year to $1.952 billion • Record operating cash flow of $174 million and free cash flow of $166 million SAN FRANCISCO – February 28, 2024 – Okta, Inc. (Nasdaq: OKTA), the leading independent identity partner, today announced financial results for its fourth quarter and fiscal year ended Jan ...

Okta (OKTA) closed at $82.30 in the latest trading session, marking a +1.38% move from the prior day. This change lagged the S&P 500's 2.11% gain on the day. Meanwhile, the Dow gained 1.18%, and the Nasdaq, a tech-heavy index, added 2.96%.The cloud identity management company's stock has dropped by 4.56% in the past month, falling short of the Computer and Technology sector's gain of 1.69% and the S&P 500's gain of 3.08%.Analysts and investors alike will be keeping a close eye on the performance of Okta in ...

股价表现 - Okta (OKTA) 最近收盘价为 $88.86，较前一交易日下跌了 -0.65% [1] - Okta 的股价在过去一个月内上涨了 10.12%，超过了计算机和技术行业的 8.1% 和标普500指数的 5.3% [2] 盈利预测 - Okta 的盈利报告将于 2024年2月28日公布，预计每股收益为 $0.51，同比增长70%，预计营收为 $586.25 亿美元，同比增长14.95% [3] 评级和估值 - Okta 目前持有 Zacks Rank 2 (买入) [6] - Okta 的前瞻市盈率为 45.42，较行业的 18.49 有溢价 [7] - OKTA 目前的 PEG 比率为 1.18，略高于互联网-软件和服务行业昨日市场收盘时的平均 PEG 比率 1.03 [8] 行业排名 - 互联网-软件和服务行业属于计算机和技术行业，该行业的 Zacks Industry Rank 为 47，在所有 250+ 个行业中排名前 19% [9] - Zacks Industry Rank 评估了特定行业群体的活力，研究显示，排名前 50% 的行业胜过排名后 50% 的行业 2 倍 [10]

Okta公司 - Okta是一家专注于保护数字身份的公司[2] - Okta推出了Okta AI Identity Threat Protection，利用人工智能技术确保用户会话的安全性[3] Zscaler公司 - Zscaler是一家领先的云安全公司，其创新的方法对抗网络威胁备受关注[5] - Zscaler在最新季度报告中实现了40%的收入增长，净亏损同比减少了约50%[6] Splunk公司 - Splunk在最新季度报告中总收入增长至10.67亿美元，云收入增长了26%[9] - Splunk的年度重复收入（ARR）增长了15%，经营现金流同比增长182%[10] Cisco公司 - Cisco有意收购Splunk，这对投资者来说是一个非常好的消息[11]