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Okta beats Q2 on AI-driven bookings; raises full-year guidance

Aug 26, 2026, 4:21 PM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong beat on EPS and revenue, elevated guidance, and a meaningful AI/identity product push plus a strategic acquisition imply upside in the near term; after-hours jump (~15%) reflects durable investor reaction.

AI summary

What happened, with direct paths to the underlying reporting

Okta topped Q2 estimates with adjusted EPS of $1.05 on $805 million in revenue, an 11% YoY rise. The company expanded AI-driven offerings, with AI Agents contributing to 30% of bookings and closing the Permiso Security deal for roughly $200 million. Guidance was raised, signaling durable demand for identity and agentic AI security.

Adj EPS $1.05 vs $0.97 est; revenue $805M.
RPO backlog $4.86B; current RPO $2.59B.
Guidance: Revenue $3.22–3.23B; EPS $3.90–3.94.
Permiso Security acquisition closed for about $200M.
Shares up roughly 15% in after-hours trading.

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