公司业绩 - Okta公司在2024财年第四季度取得了强劲的业绩，收入达到6.05亿美元，同比增长19%，订阅收入增长20%[3] - 公司的调整后每股收益为0.68美元，超过分析师预期的0.51美元[4] - Okta公司的运营现金流和自由现金流均大幅增长，分别增长了129%和131%[5] 客户增长 - 公司客户数和年度支出超过10万美元的高价值客户均呈现增长趋势[6] 业绩展望 - Okta公司的剩余业绩承诺（RPO）呈现增长态势，显示销售已经开始重新加速[7] - 公司预计第二季度收入约为6.04亿美元，全年收入预期为25亿美元，均超过华尔街预期[8] 投资建议 - Okta公司的经济困境似乎已经过去，公司取得的进展表明现在可能是再次购买Okta股票的时机[9]

Okta (OKTA) reported fourth-quarter fiscal 2024 earnings of 63 cents per share, comfortably beating the Zacks Consensus Estimate by 23.53%. The company reported earnings of 30 cents in the year-ago quarter. Total revenues increased 18.6% year over year to $605 million and surpassed the consensus mark of $586 million. The year-over-year upside can be attributed to higher subscription revenues. Okta’s total customer count was 18,950, up 8% year over year. Customers with more than $100K in Annual Contract Valu ...

It’s not too late to invest in Okta Inc (NASDAQ: OKTA) even though it has rallied some 60% over the past four months, says a Bank of America analyst. Okta stock could climb to $135 Copy link to section Madeline Brooks double upgraded the identity and access management company from underperform to “buy” this morning after it published a strong Q4 earnings report and issued upbeat future guidance. Okta stock opened about 20% up today but the BofA analyst is convinced it could continue to rally and hit $135 ov ...

Key Takeaways Okta 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 softwar ...

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 exp ...

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 hig ...

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 ...