Okta posts transcript of fiscal 2027 first-quarter earnings call

Okta

Okta

OKTA

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  • Okta’s fiscal Q1 2027 earnings webcast drew CEO Todd McKinnon, CFO Brett Tighe, IR head Dave Gennarelli; President and COO Eric Kelleher joined Q&A.
  • Management framed “agentic” AI as a major identity shift, positioning Okta for AI Agents and Auth0 for AI Agents as early-stage growth vectors.
  • McKinnon cited record pipeline for AI agents products, but said they were not a material contributor in Q1 or meaningfully embedded in guidance.
  • Tighe guided fiscal Q2 revenue growth of 9% with 26% non-GAAP operating margin; full-year revenue growth seen at 9%-10%.
  • Capital allocation update: about $2.6 billion cash; $350 million convertible notes principal to be settled in cash; $241 million buybacks, $680 million remaining.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Okta Inc. published the original content used to generate this news brief on May 29, 2026, and is solely responsible for the information contained therein.