Okta, Inc. · OKTA · Next earnings

Okta, Inc. reports Tuesday, Dec 1, 2026

OKTA reports after market close with consensus EPS at $0.93 and revenue at $816.0M. Last quarter: Okta Q2 FY27: Record Bookings, AI Security Still Early

Reports After market close26 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.93 Calendar consensus
Consensus revenue $816.0M Calendar consensus
Report date Dec 1, 2026 Tuesday, date estimated
Session After market close 26 days away

Where OKTA left off: FY2027 Q2

Full report

Okta Q2 FY27: Record Bookings, AI Security Still Early

EPS surprise +8.8% Reported $1.05 vs $0.96
Revenue surprise +1.5% Reported $805.0M vs $793.0M
Stock move +28.6% Event window
Subsequent drift +5.5% Up to 20 sessions

Management maintained FY27 guidance centered on 10–11% revenue growth and improved non-GAAP operating margins.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI-agent products are early and may take time to contribute materially.
  • Pricing models and consumption caps could affect AI-agent adoption and monetization.
  • Competition is intensifying across AI security and identity.
  • Federal expansion depends on meeting compliance requirements and converting the pipeline.
  • Enterprise identity spending could weaken if customer budgets tighten.

Questions analysts left open

  • How quickly AI-agent products become material to revenue.
  • Whether AI-agent pricing and consumption limits support adoption and economics.
  • How Okta differentiates against Microsoft, Salesforce, and ServiceNow as competition intensifies.
  • What assumptions underpin cRPO and FY27 revenue guidance.

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Recent OKTA quarters

All OKTA earnings
+28.6%FY2027 Q2+30.1%FY2027 Q1+11.0%FY2026 Q4+5.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.