"Coming out of last year we had an important shift in strategy. We'd realised that going out to Q4 [1 November 2024 - 31 January 2025] our product innovation had accelerated to the point where it was putting a burden on our sales organisation to have to sell all products to all people."
"We made a significant change to specialise our go-to-market organisation on two buyer personas, the enterprise buyer, primarily chief information officers [CIOs] and chief information security officers [CISOs] and the developer buyer, and specialising our platforms as well - the Auth0 platform for developers and the Okta platform for CIOs and CISOs."
Okta posted Q3 revenues up 12% to $742 million and GAAP net income of $43 million, reversing a prior multimillion-dollar GAAP operating loss. The company reports a subscription backlog exceeding $4 billion, with about $2.3 billion expected to be recognised in the next 12 months. Okta is advancing an agentic AI security vision and positions identity security as closely integrated with agentic AI. The firm reports continued strength with large customers and adoption of new products. A strategic go-to-market shift now specialises on two buyer personas—enterprise buyers (CIOs and CISOs) and developer buyers—and separates platforms into Auth0 for developers and Okta for CIOs and CISOs. Q1 2026 was broadly on-track, Q2 improved, and Q3 was solid versus plans.
Read at ComputerWeekly.com
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