Executive Summary
Generated July 30, 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
$23.67B
Revenue (TTM)
$3.00B
Price
USD136.21 (-3.88%)
Market data as of Jul 29, 2026, 11:25 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.
Strategic Connections
- 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.
- 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.
- 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
3 sources, 84% average source confidence — full citations in the Full Analyst Report.
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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