Cybersecurity
Okta
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Okta provides identity and access-management software. Its agent-security products extend identity controls to AI agents, while Agent SSO is included in the core workforce SSO offering. Availability within an existing bundle does not establish separately paid AI revenue.
Earnings and disclosures
Latest verified results: Q2 fiscal 2027 · Released 2026-08-26
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, Okta reported operating cash flow of $234 million and free cash flow of $227 million. July 31 cash and short-term investments totaled $2.299 billion. The remaining $350 million principal of its 2026 notes was repaid during the quarter.
Delivery and commitments
Agent SSO was generally available. The Oktane announcement assigned Gateway and discovery features to Q3 and Configuration Designer and a runtime Kill Switch to Q4. The announcement’s quarter convention needs clarification before converting those labels into exact calendar deadlines.
Costs, funding and dependencies
Customer licensing, integration and security effectiveness govern adoption. First-half share-based compensation was $231 million, alongside $372 million of repurchases; declining net share count does not eliminate compensation expense. Product-level incremental margins remain undisclosed.
What to watch next
Confirm each product’s general availability and commercial terms, then track paid adoption and renewals. Company cash generation provides funding context, but does not establish the returns from agent-security development.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.