Okta, Inc.
Okta, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in San Francisco, CA. In its latest annual figures on file, for the fiscal year ended 2026-01-31, it reported revenue of $2.9 billion and a profit of $235 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.5 out of ten, 9 of 9 metrics filed: past 5.9 out of ten, present 5.9 out of ten, future 5.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.3 out of ten. No warning events in its filings since 2017. 73rd percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.8 out of ten. +38% a year over 10 filed years; profitable in 2 of 10. 68th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.6 out of ten. Share count grew 4.3% a year. 3% of cash flow returned. Insiders: 86 sales, 2 purchases. 36th percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.3 out of ten. ROE 3%: 3¢ of profit per shareholder dollar. Leverage 28%: owes 28¢ per asset dollar. 53rd percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 7.3 out of ten. top 27% of 218 in its family; net margin 8.1%. 73rd percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.7 out of ten. bottom 47% of 137 in its family for leadership; chief executive since 2017. 47th percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.3 out of ten. top 37% of 216 in its family for room to expand. 63rd percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.4 out of ten. bottom 34% of 213 in its family for growth drivers. 34th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 6.5 out of ten. top 35% of 194 in its family for expectations against reality. 65th percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-05 for the period ended 2026-01-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-27 for the period ended 2026-07-31 (on EDGAR). Newest results release: Form 8-K filed 2026-08-26 (on EDGAR). Newest filing: Form 4, 2026-10-09. Filings on record since 2016. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: Subscription and Circulation 98%, Technology Service 2%. By geography: United States 80%, International 21%. As tagged in its annual report (Form 10-K, filed 2026-03-05).
Who runs it
Mckinnon, Todd (Chief Executive Officer); Kerrest, Jacques Frederic (Executive Vice Chairperson of the Board and Chief Operating Officer); Kelleher, Eric Robert (President and Chief Operating Officer); Tighe, Brett (Chief Financial Officer); Ninan, Shibu (Chief Accounting Officer); Addison, Jonathan James (Chief Revenue Officer); Morgan, Scott (Chief Legal Officer); Schwartz, Larissa (Chief Legal Officer and Corporate Secretary); Riley, Helen (director); Schellhase, David (director); and 8 more. 18 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-09.
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