Okta Inc — 2026季度报告

Okta, Inc. 26-4175727(I.R.S. EmployerIdentification Number) Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files) Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company” and “emerging growth company” inRule 12b-2 of the Exchange Act. AcceleratedfilerSmallerreportingcompanyEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐ As of May26, 2026, the number of shares of registrant’s Class A common stock outstanding was 166,119,894 and the number of shares of theregistrant’s Class B common stock outstanding was 7,687,471. Okta, Inc. Table of Contents Item 1.Financial Statements (unaudited) 4Condensed Consolidated Balance Sheets as of April 30, 2026 and January 31, 20264Condensed Consolidated Statements of Operations for the Three Months Ended April 30, 2026 and20255Condensed Consolidated Statements of Comprehensive Income for the Three Months Ended April 30,2026 and 20256 FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains “forward-looking statements” within the meaning of the “safe harbor”provisions of the Private Securities Litigation Reform Act of 1995. Words such as “expect,” “anticipate,” “should,” “believe,”“hope,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,” “could,” “intend,” “shall” and similarexpressions are intended to identify these forward-looking statements. These statements include, but are not limited to,statements about: our future financial performance, including our revenue, costs of revenue, gross profits, margins andoperating expenses; trends in our key business metrics; the impact of general economic, business and market conditions,including economic downturns or recessions, market volatility, geopolitical events, inflation and interest rates and foreigncurrency fluctuations; our ability to retain and sell additional solutions to existing customers; our growth strategy and ability tocompete; our ability to keep pace with technological change and evolving industry standards; our ability to adequately fundresearch and development, and introduce new solutions, enhance existing solutions and address new use cases; the sufficiencyof our cash and cash equivalents, investments and cash provided by sales of our solutions to meet our liquidity needs; ourability to effectively sustain or manage our revenue growth and profitability; our ability to partner with third-party softwarevendors and system integrators; our ability to expand our international business operations and product sales; our ability tosuccessfully identify, integrate and/or realize the benefits of strategic acquisitions or investments; our ability to successfullyexpand our existing marketing and sales capabilities, including further specializing our go-to-market organization; our ability toexpand our product sales by promoting our brand and engaging channel partners; potential impacts of cybersecurity incidents to (in millions)(unaudited) NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (unaudited) 1. Overview and Basis of Presentation Description of Business Okta, Inc. (the “Company”) is the leading independent identity provider. The Company’s Okta Platform and Auth0 Platformenable customers to securely connect the right people to the right technologies and services at the right time. For IT andsecurity leaders, the Okta Platform governs the seamless and secure access by human users and non-human identities (“NHIs”)to the applications they need to do their most important work. Developers leverage the Okta Platform and Auth0 Platform to Basis of Presentation and Principles of Consolidation The accompanying unaudited condensed consolidated financial statements, which include the accounts of the Companyand its wholly owned subsidiaries, have been prepared in conformity with accounting principles generally accepted in the United The co