Okta Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.0%projected annual EPS growth
Analyst Coverage
43analysts covering
FY Revenue (est.)
$3.2Bnext fiscal year
FY EPS (est.)
$3.84next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 Fiscal Year 2027 Earnings Release | 25 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Revenue Growth Quarterly11.0%Target: 9% to 10% for FY2027
Net Dollar Retention Rate (NRR) Quarterly107.0%Target: Stabilization above 106%
Non-GAAP Operating Margin Quarterly25.0%Target: 25% to 26% for FY2027
Free Cash Flow Margin Quarterly35.0%Target: 27% to 28% for FY2027
Remaining Performance Obligations (RPO) Growth Quarterly16.0%Target: Double-digit growth
Watch Items
- Competitive pressure from Microsoft Entra ID bundlingTrigger: NRR dropping below 105% or deceleration in workforce identity seat growthAction: Accelerate multi-product expansion attach rates (Identity Governance, PAM) and partner-led professional services shift
- Adoption and pipeline conversion of Okta for AI AgentsTrigger: AI-related deals falling below 20% of new bookingsAction: Increase direct sales enablement and expand integrations within the Okta Integration Network (OIN) for non-human identities
- Stock-Based Compensation (SBC) dilutionTrigger: SBC exceeding 20% of total revenue or significant share dilution offsetting buybacksAction: Review compensation structures and accelerate the $1 billion share repurchase program execution
Research as of 2 Sep 2026