Okta, Inc. (OKTA) Discusses Industry Dynamics and Competitive Positioning in Governance and Orchestration Transcript

Okta, Inc. ( OKTA ) Discusses Industry Dynamics and Competitive Positioning in Governance and Orchestration September 23, 2026 2:00 PM EDT Company Participants Dave Gennarelli - Senior Vice President of Investor Relations Todd McKinnon - Co-Founder, Chairman & CEO Richard Smith - President of Products and Technology Jon Addison - Chief Revenue Officer Conference Call Participants Keith Bachman - BMO Capital Markets Equity Research Brian Essex - JPMorgan Chase & Co, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Gray Powell - BTIG, LLC, Research Division Richard Poland - Wells Fargo Securities, LLC, Research Division Joshua Tilton - Wolfe Research, LLC Fatima Boolani - Citigroup Inc., Research Division Saket Kalia - Barclays Bank PLC, Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Steven Koenig - Macquarie Research Michael Cikos - Needham & Company, LLC, Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Yun Suk Kim - Loop Capital Markets LLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Nasr Islam - Deutsche Bank AG, Research Division Rudy Kessinger - D.A. Davidson & Co., Research Division Imtiaz Koujalgi - ROTH Capital Partners, LLC, Research Division John DiFucci - Guggenheim Securities, LLC, Research Division Presentation Operator This presentation contains forward-looking statements. We reserve the right to change the information in this presentation. More information can be found in our securities filings. Dave Gennarelli Senior Vice President of Investor Relations Good morning, everybody. Welcome to Investor Summit at Oktane '26. So we've got Todd McKinnon, our Co-Founder and CEO; we've got Ric Smith, our President of Products and Technology; and Jon Addison, our CRO. So we're going to do a tight 60 minutes. But before we take questions, I'm going to turn it over to Todd for some quick opening commentary. Todd McKinnon Co-Founder, Chairman & CEO [Audio Gap] Lots of new vendors. There's going to be different dynamics in