Strategic Intelligence Report
Generated July 29, 2026
Cybersecurity
Okta
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Francisco, California, USA
Website
Employees
6,000 (FY2025)
Founded
2009
Listing
OKTA · NASDAQ
Market Cap
$23.89B
Revenue (TTM)
$3.00B
Price
USD137.43 (-7.40%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
An identity and access management company securing enterprise logins and, increasingly, AI agent identities, positioning itself around the emerging need to govern and authenticate autonomous AI agents operating within enterprise systems. Okta reported Q4 fiscal 2026 total revenue of $761 million (up 11% year-over-year), with annual recurring revenue growing 11.8% to $3.00 billion; it introduced Auth0 for AI Agents, giving AI systems secure identities and authentication controls to interact safely with enterprise applications.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- NVIDIA: Okta joined Cisco, NVIDIA and OpenAI on EnterpriseClaw, providing cross-agent identity management and authentication controls for enterprise AI agents.
- OpenAI: Okta joined Cisco, NVIDIA and OpenAI on EnterpriseClaw, providing cross-agent identity management for AI agents built on OpenAI models.
- Amazon Web Services: Okta's identity platform runs on AWS cloud infrastructure.
Enablement
- Agentic AI: Okta's Auth0 for AI Agents gives autonomous AI agents secure identities and authentication controls, addressing the identity-governance gap agentic AI adoption creates in enterprise systems.
Competition / Other
- Microsoft: Okta competes with Microsoft Entra ID (formerly Azure Active Directory) in enterprise identity and access management, including emerging AI agent identity security.
Strategic Risks
- Faces competition from Microsoft Entra ID bundled into broader enterprise agreements
Future Outlook
- Expanding AI agent identity governance as a distinct, fast-growing product category
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Mar 2026) — Okta, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC
- Okta Q4 FY2026 earnings release (Mar 2026) — Okta Q4 FY2026 revenue up 11% to $761M as AI agent identity security products gain traction
- SiliconANGLE (Mar 2026) — Okta launches Auth0 for AI Agents, positions as neutral identity layer for human-to-agent authentication
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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