# Okta

Type: Company (OKTA)

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/okta
Canonical HTML page: https://getsaasbrief.com/entity/okta

## Timeline

- **2027-01-01**: Ooma FY27 Outlook — Ooma projects total revenue of $321M-$325M with 30% business growth.
- **2026-03-04**: Q4 2026 Earnings — Both Okta and Ooma reported quarterly results exceeding margin expectations.
- **2026-01-01**: Okta Share Repurchase — Okta repurchased 875,000 shares for $79 million as part of a $1B program.

## Recent coverage (4 stories)

### HubSpot, PagerDuty Tumble as AI Fears Wipe Out SaaS Premium
2026-07-25 13:20:32 · Sentiment: Neutral · Impact: 5/10 · Sources: 1

SaaS stocks HubSpot and PagerDuty fell in sympathy with a broader enterprise software re-rating as investors question the subscription model’s viability in an AI-agent world. Some are pivoting to usage-based pricing, but the selling persists.
Full story: https://getsaasbrief.com/story/hubspot-pagerduty-ai-fears-saas-sell-off-2026

### Reco Brings Claude Governance to the SaaS Stack: 2 Surfaces, 1 Risk View
2026-06-15 05:39:50 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

By integrating with Claude's Compliance and Platform APIs, Reco treats Claude like any critical SaaS application—Okta, Salesforce, or Microsoft 365—enabling identity-aware governance of AI agents that access enterprise workflows.
Full story: https://getsaasbrief.com/story/reco-claude-saas-governance

### Okta vs. Zscaler: Divergent Paths in the Cloud Security Market
2026-03-22 04:28:33 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Fiscal 2026 results reveal a widening performance gap between identity leader Okta and zero-trust giant Zscaler. While Okta has achieved profitability at the cost of slowing growth, Zscaler continues to outpace the market by maintaining the 'Rule of 40' and raising full-year guidance.
Full story: https://getsaasbrief.com/story/okta-vs-zscaler-cybersecurity-analysis-2026

### Okta and Ooma Signal Shift Toward High-Margin Business and AI-Ready Identity
2026-03-05 02:18:13 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

Okta and Ooma both reported strong Q4 2026 results, highlighting a strategic pivot toward enterprise-grade business services and high-margin product adoption. While Okta surpassed the $3 billion ACV milestone through identity governance and AI-focused security, Ooma accelerated its transition into a business-first communications provider via strategic acquisitions.
Full story: https://getsaasbrief.com/story/okta-ooma-q4-2026-earnings-analysis

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getsaasbrief.com/guides/methodology for the full editorial methodology.