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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John DiFucci | Guggenheim | 9 questions · 33% challenging |
| Brian Essex | JPMorgan | 9 questions · 0% challenging |
| Eric Heath | KeyBanc Capital Markets | 9 questions · 0% challenging |
| Joshua Tilton | Wolfe Research | 8 questions · 0% challenging |
| Jon Ho | William Blair | 7 questions · 0% challenging |
| Gray Powell | BTIG | 7 questions · 14% challenging |
| Shrenik Kothari | Robert W. Baird | 7 questions · 0% challenging |
| Mike Cikos | Needham | 7 questions · 0% challenging |
| Gabriela Borges | Goldman Sachs | 7 questions · 0% challenging |
| Ittai Kidron | Oppenheimer | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KeyBanc Capital Markets | 1 analyst | 9 questions · 0% challenging |
| Guggenheim | 1 analyst | 9 questions · 33% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| Wolfe Research | 1 analyst | 8 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 0% challenging |
| Needham | 1 analyst | 7 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 7 questions · 0% challenging |
| BTIG | 1 analyst | 7 questions · 14% challenging |
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Calendar quarter Q2 2026Earnings call May 28, 2026
FY2027 Q1 in brief
Okta grew total revenue 11.19% to $765 million in fiscal Q1 2027, and GAAP diluted EPS rose to $0.42 from $0.35 as GAAP operating income reached $56 million against $39 million a year earlier.
Newest scored quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Okta, Inc. (OKTA), FY2027 Q1: 9/10. Scores: Okta, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: OKTA daily prices (open, high, low, close) with a 50-day moving average; lines mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $665M | +13.9% | $0.00 | n/m | -2.4% | 2.4% | $158M |
| FY2025 Q4 | $682M | +12.7% | $0.13 | — | 1.2% | 3.4% | $285M |
| FY2026 Q1 | $688M | +11.5% | $0.35 | n/m | 5.7% | 9.0% | $240M |
| FY2026 Q2 | $728M | +12.7% | $0.37 | +146.7% | 5.6% | 9.2% | $165M |
| FY2026 Q3 | $742M | +11.6% | $0.24 | n/m | 3.1% | 5.8% | $214M |
| FY2026 Q4 | $761M | +11.6% | — | — | 6.0% | 8.3% | $256M |
| FY2027 Q1Selected | $765M | +11.2% | $0.42 | +20.0% | 7.3% | 9.7% | $276M |
| FY2027 Q2 | $805M | +10.6% | $0.65 | +75.7% | 13.3% | 14.4% | $233M |
FY2025 Q3: Prior-year quarter was a loss (-$0.49 EPS), so a percent change isn't meaningful.
FY2026 Q1: Prior-year quarter was a loss (-$0.24 EPS), so a percent change isn't meaningful.
GAAP revenue YoY +11.2% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Okta grew total revenue 11.19% to $765 million in fiscal Q1 2027, and GAAP diluted EPS rose to $0.42 from $0.35 as GAAP operating income reached $56 million against $39 million a year earlier. New products made up approximately 25% of Q1 bookings, and management said the pipeline for its AI agent security products is the biggest it has seen, although those products did not materially contribute to the quarter. The CFO raised the FY27 outlook to total revenue growth of 9% to 10%, from 9% last quarter, while guiding Q2 revenue growth to 9% as professional services work shifts to partners. Okta also repurchased $241 million of stock in Q1 and plans to repay the remaining $350 million of convertible notes in cash, which the CFO said lowers interest income and FY27 free cash flow margin.
Demand | Cloud & AI | Competitive Dynamics | Guidance Reliability | Revenue Growth | Product Launch | Pricing | Subscriber Growth | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 6 | 1 | 7 | 5 | 5 | 6 | 3 | 6 |
| 2025Q4 | 14 | 4 | 6 | 6 | 2 | 7 | 5 | 3 |
| 2026Q1 | 9 | 5 | 5 | 9 | 7 | 3 | 2 | 4 |
| 2026Q2 | 7 | 3 | 6 | 3 | 3 | 2 | 1 | 1 |
| 2026Q3 | 8 | 8 | 6 | 5 | 3 | 3 | 2 | 2 |
| 2026Q4 | 5 | 8 | 5 | 6 | 5 | 2 | 3 | 1 |
| 2027Q1 | 7 | 15 | 8 | 3 | 3 | 3 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 14 | 9 | 7 | 8 | 5 | 7 |
| Cloud & AI | 1 | 4 | 5 | 3 | 8 | 8 | 15 |
| Competitive Dynamics | 7 | 6 | 5 | 6 | 6 | 5 | 8 |
| Guidance Reliability | 5 | 6 | 9 | 3 | 5 | 6 | |
| Revenue Growth | 5 | 2 | 7 | 3 | 3 | 5 | 3 |
| Product Launch | 6 | 7 | 3 | 2 | 3 | 2 | 3 |
| Pricing | 3 | 5 | 2 | 1 | 2 | 3 | 3 |
| Subscriber Growth | 6 | 3 | 4 | 1 | 2 | 1 | 1 |
Mentions of other companies on OKTA's FY2027 Q1 call, and mentions of OKTA on other companies' calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We did an acquisition back in Q3 of Aembit to add capabilities to that.”
Okta's President said Okta acquired Axiom Security in its fiscal third quarter to add capabilities to its privileged access product (the call transcript renders the name as "Aembit"; Okta's SEC filings name Axiom Security), which signals Axiom's technology now sits inside Okta's platform.
“we are collaborating with Anthropic in a number of ways from testing Anthropic's Claude 3 preview model as part of Project Lasswing”
Okta's CEO said Okta is testing Anthropic's preview model under Project Glasswing and building an integration with Anthropic, which points to Anthropic working with security vendors on its frontier models.
“We were a launch partner for OpenAI's release of GPT 5.5 trusted access for cyber.”
Okta's CEO said Okta was a launch partner for OpenAI's trusted access for cyber release, which points to OpenAI working with security vendors on its cyber models.
“We are really excited about our conversations with Amazon and their agent core service now. Agent force from Salesforce,”
Okta's CEO named Salesforce's Agentforce among the agent platforms it is in conversations with, which signals Salesforce customers want an independent identity layer for agents.
“Okta for AI agents now integrates with Amazon Bedrock Agent Core to provide customers with identity governance capabilities for their agents.”
Okta's CEO said Okta for AI agents now integrates with Amazon Bedrock AgentCore, which points to Amazon's agent platform drawing third-party security integrations.
“Our partnership with Google brings centralized identity governance and access control to Google's agent gateway.”
Okta's CEO said its partnership brings Okta identity governance and access control to Google's agent gateway, a positive signal for Google's enterprise agent platform.
“They are the product is they want to be the control tower for all AI agents. And what-- what they were really interested with Okta was this kill switch capability.”
Okta's CEO said ServiceNow wants to be the control tower for all AI agents and sought Okta's ability to cut off rogue agents, which signals ServiceNow is building out agent governance with partners.
“We have entered into a partnership with ServiceNow that integrates their AI control tower product with Okta for AI agents.”
Okta's CEO said it has partnered with ServiceNow to integrate ServiceNow's AI Control Tower with Okta for AI agents, a positive signal for ServiceNow's AI agent governance product.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| OKTAOkta, Inc. | 9 | +11.2% | Okta grew total revenue 11.19% to $765 million in fiscal Q1 2027, and GAAP diluted EPS rose to $0.42 from $0.35 as GAAP operating income reached $56 million against $39 million a year earlier | |
| AIC3.ai, Inc. | 3 | -52.5% | C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution | |
| AKAMAkamai Technologies | 4 | +5.4% | Akamai's total revenue rose 5% year over year to $1.1 billion, but earnings fell as heavy cloud-infrastructure investment compressed margins: non-GAAP EPS was $1.59, down 8% (GAAP EPS was $0.52), and non-GAAP operating margin was 25% versus a mid-20s target | |
| CPAYCorpay | 8 | +21.5% | Corpay delivered a strong fiscal Q2 2026, with GAAP revenue of $1.34 billion up 21% year over year and 10% organic growth led by Corporate Payments (+16% organic) and Vehicle Payments (+8% organic) | |
| CRWDCrowdStrike | 10 | +25.6% | CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion | |
| CRWVCoreWeave, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FFIVF5, Inc. | 9 | +10.8% | F5 grew revenue 11% to $865 million, with product revenue of $463 million up 19% and systems revenue of $240 million up 32%, the eighth consecutive quarter of double-digit product growth as the iSeries refresh combined with sovereignty-driven data center reinvestment and rising on-premises AI traffic | |
| FTNTFortinet | 10 | +25.6% | Fortinet's second quarter of 2026 accelerated on every top-line measure: total revenue grew 26% to 2.05 billion led by product revenue up 52% to $773 million, while total billings grew 33% to $2.37 billion with secure networking, unified SASE and security operations each accelerating from the first quarter | |
| GDDYGoDaddy | 7 | +6.6% | GoDaddy grew total revenue 7% to $1.3 billion (6.60% GAAP YoY) in Q2 FY2026, coming in above the midpoint of its guide while expanding Normalized EBITDA margin more than 200 basis points to 33.4% and generating $443 million of free cash flow, up 13% | |
| GENGen Digital | 8 | +6.3% | Gen Digital delivered a beat-and-raise first quarter, with revenue of $1.34 billion up 11% on an adjusted basis, its fastest growth rate since the company was formed, and non-GAAP EPS of $0.71 up 19%, both above guidance | |
| IOTSamsara Inc. | 10 | +30.5% | Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30% | |
| MDBMongoDB, Inc. | 9 | +25.3% | MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance | |
| MSFTMicrosoft Corporation | 8 | +17.8% | Microsoft closed fiscal 2026 with quarterly revenue of $90 billion, up 18%, and operating income up 18%, capping a year in which annual revenue surpassed $331 billion and Microsoft Cloud surpassed $214 billion | |
| NETCloudflare, Inc. | 9 | +35.9% | Cloudflare delivered an accelerating quarter, with revenue up 36% year-over-year to $696.1 million and a record 986 net new large customers (those spending more than $100,000 annually) added over the trailing twelve months, lifting dollar-based net retention to 120% | |
| NTAPNetApp | 9 | +12.5% | NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance | |
| ORCLOracle Corporation | 9 | +20.6% | Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10% | |
| PANWPalo Alto Networks | 9 | +31.1% | Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere) | |
| PATHUiPath Inc. | 9 | +17.3% | UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin | |
| PLTRPalantir Technologies | 10 | +92.8% | Palantir delivered its strongest quarter to date, with revenue up 93% year over year to $1.935 billion and US revenue up 115%, led by US commercial revenue accelerating to 149% growth | |
| SNPSSynopsys | 7 | +41.9% | Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand | |
| TWLOTwilio Inc. | 10 | +22.0% | Twilio's GAAP EPS jumped to $6.68 from $0.14, but nearly all of that came from a one-time $944 million tax valuation allowance release rather than from operations | |
| VRSNVerisign | 7 | +6.0% | VeriSign delivered a solid second quarter, with revenue of $435 million up 6% year over year and diluted EPS of $2.38 up 7.7% from $2.21 a year ago | |
| XYZBlock, Inc. | 10 | +9.3% | Block delivered second-quarter gross profit growth of 25% year-over-year with a record 27% adjusted operating income margin and adjusted diluted EPS growth of 65%, well above a GAAP diluted EPS of $0.15 that remains distorted by acquisition amortization and reorganization charges | |
| ZSZscaler | 9 | +25.4% | Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date |
Okta grew total revenue 11.19% to $765 million in fiscal Q1 2027, and GAAP diluted EPS rose to $0.42 from $0.35 as GAAP operating income reached $56 million against $39 million a year earlier
C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution
Akamai's total revenue rose 5% year over year to $1.1 billion, but earnings fell as heavy cloud-infrastructure investment compressed margins: non-GAAP EPS was $1.59, down 8% (GAAP EPS was $0.52), and non-GAAP operating margin was 25% versus a mid-20s target
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| OKTA | 9 | 9 | 9 | 9 | 9 | 9 |
| AI | 6 | 9 | 1 | 3 | 1 | 3 |
| AKAM | 5 | 8 | 9 | 6 | 6 | 4 |
| CPAY | 6 | 8 | 8 | 8 | 8 | 8 |
| CRWD | 9 | 9 | 10 | 9 | 9 | 10 |
| CRWV | 9 | 9 | 7 | 8 | 8 | Newest quarter — available with Pro |
| FFIV | 8 | 9 | 8 | 8 | 8 | 9 |
| FTNT | 8 | 7 | 9 | 7 | 10 | 10 |
| GDDY | 7 | 9 | 9 | 8 | 7 | 7 |
| GEN | 7 | 6 | 6 | 6 | 6 | 8 |
| IOT | 9 | 9 | 10 | 10 | 10 | 10 |
| MDB | 9 | 9 | 9 | 9 | 9 | 9 |
| MSFT | 8 | 9 | 9 | 10 | 9 | 8 |
| NET | 8 | 9 |
Corpay delivered a strong fiscal Q2 2026, with GAAP revenue of $1.34 billion up 21% year over year and 10% organic growth led by Corporate Payments (+16% organic) and Vehicle Payments (+8% organic)
CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion
Newest quarter — available with Pro
F5 grew revenue 11% to $865 million, with product revenue of $463 million up 19% and systems revenue of $240 million up 32%, the eighth consecutive quarter of double-digit product growth as the iSeries refresh combined with sovereignty-driven data center reinvestment and rising on-premises AI traffic
Fortinet's second quarter of 2026 accelerated on every top-line measure: total revenue grew 26% to 2.05 billion led by product revenue up 52% to $773 million, while total billings grew 33% to $2.37 billion with secure networking, unified SASE and security operations each accelerating from the first quarter
GoDaddy grew total revenue 7% to $1.3 billion (6.60% GAAP YoY) in Q2 FY2026, coming in above the midpoint of its guide while expanding Normalized EBITDA margin more than 200 basis points to 33.4% and generating $443 million of free cash flow, up 13%
Gen Digital delivered a beat-and-raise first quarter, with revenue of $1.34 billion up 11% on an adjusted basis, its fastest growth rate since the company was formed, and non-GAAP EPS of $0.71 up 19%, both above guidance
Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30%
MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance
Microsoft closed fiscal 2026 with quarterly revenue of $90 billion, up 18%, and operating income up 18%, capping a year in which annual revenue surpassed $331 billion and Microsoft Cloud surpassed $214 billion
Cloudflare delivered an accelerating quarter, with revenue up 36% year-over-year to $696.1 million and a record 986 net new large customers (those spending more than $100,000 annually) added over the trailing twelve months, lifting dollar-based net retention to 120%
NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance
Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%
Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere)
UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin
Palantir delivered its strongest quarter to date, with revenue up 93% year over year to $1.935 billion and US revenue up 115%, led by US commercial revenue accelerating to 149% growth
Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand
Twilio's GAAP EPS jumped to $6.68 from $0.14, but nearly all of that came from a one-time $944 million tax valuation allowance release rather than from operations
VeriSign delivered a solid second quarter, with revenue of $435 million up 6% year over year and diluted EPS of $2.38 up 7.7% from $2.21 a year ago
Block delivered second-quarter gross profit growth of 25% year-over-year with a record 27% adjusted operating income margin and adjusted diluted EPS growth of 65%, well above a GAAP diluted EPS of $0.15 that remains distorted by acquisition amortization and reorganization charges
Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date
| 9 |
| 8 |
| 10 |
| 9 |
| NTAP | 4 | 6 | 6 | 7 | 8 | 9 |
|---|
| ORCL | 9 | 8 | 6 | 9 | 9 | 9 |
|---|
| PANW | 9 | 9 | 9 | 8 | 6 | 9 |
|---|
| PATH | 6 | 7 | 9 | 9 | 9 | 9 |
|---|
| PLTR | 9 | 9 | 10 | 10 | 10 | 10 |
|---|
| SNPS | 4 | 8 | 4 | 6 | 7 | 7 |
|---|
| TWLO | 9 | 8 | 9 | 8 | 10 | 10 |
|---|
| VRSN | 7 | 7 | 7 | 7 | 7 | 7 |
|---|
| XYZ | 3 | 5 | 7 | 9 | 8 | 10 |
|---|
| ZS | 9 | 9 | 9 | 9 | 9 | 9 |
|---|