NASDAQ$OKTA

Okta Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Okta reported fiscal Q3 2026 revenue of $742M with net income of $43M and diluted EPS of $0.24.

Third-quarter total revenue rose 12% to $742 million with subscription revenue of $724 million. Net income was $43 million and diluted EPS was $0.24 as operating income turned positive at $23 million.

  • Q3 revenue $742M (+12% YoY).
  • Q3 net income $43M; diluted EPS $0.24.
  • Subscription revenue $724M.
  • Operating income $23M vs $(16)M prior year.

Headline financials

Total Revenue

$742M

Previous: $665M+11.6%
EPS (adj)

$0.24

Previous: $0.09+166.7%
Capital Expenditures

-$7M

Previous: -$7M+0.0%
Free Cash Flow

$36M

Previous: $457M-92.1%
Net Income

$43M

Previous: $16M+168.8%
Operating Income

$23M

Previous: -$16M+243.8%
Gross Profit

$572M

Previous: $508M+12.6%
Cash & Equivalents

$645M

Previous: $310M+108.1%
Total Assets

$9.23B

Previous: $9.01B+2.4%

Revenue & EPS history

Okta · Revenue · Quarterly

$742M

Q3 2026+11.6%vs Q3 2025
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Okta · $765M total across 2 segments · Q1 2027

  • Subscription
    $750M
  • Professional services and other
    $15M

Forward guidance

Management discusses Okta's outlook, capital deployment, and key risks as disclosed in the earnings materials and periodic report.

Tailwinds

  • Okta cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations and investment.

Headwinds

  • Macro, competitive, and input-cost pressures may affect margins.
  • Segment mix and one-time items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+3.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+0.4%

Avg return

30 days after

59%

22 / 37 earnings

Positive

+31.6%

Q3 2023

Best reaction

-33.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+30.0%+31.6%
Q4 2026+11.0%+11.0%+11.8%
Q3 2026+5.3%+6.6%+2.2%
Q2 2026+1.4%+1.3%-0.4%
Q1 2026-16.1%-16.5%-21.6%
Q4 2025+24.3%+29.0%+15.0%
Q3 2025+6.5%+4.9%-2.5%
Q2 2025-18.0%-18.8%-23.7%
Q1 2025-7.6%-8.0%-2.6%
Q4 2024+23.5%+25.7%+20.4%
Q3 2024-7.7%-0.2%+24.7%
Q2 2024+16.2%+19.9%+13.4%
Q1 2024-17.1%-20.1%-23.0%
Q4 2023+13.5%+18.0%+21.0%
Q3 2023+31.6%+20.9%+33.3%
Q2 2023-33.5%-29.1%-37.6%
Q1 2023+16.5%+18.1%+13.7%
Q4 2022-8.8%-16.2%-19.2%
Q3 2022+2.8%+1.2%+4.2%
Q2 2022+3.1%+2.6%-9.7%
Q1 2022-8.9%-8.9%+0.8%
Q4 2021-12.7%-19.5%-11.3%
Q3 2021+2.3%+3.8%+7.3%
Q2 2021-7.2%+0.2%-3.5%
Q1 2021+9.0%+11.3%+13.4%
Q4 2020-4.1%-9.2%-9.4%
Q3 2020-2.9%-1.8%-2.9%
Q2 2020-5.8%-6.3%-28.1%
Q1 2020+7.3%+8.1%+17.1%
Q4 2019-1.9%+0.8%+8.6%
Q3 2019+10.4%+6.4%+4.1%
Q2 2019+20.1%+21.7%+8.7%
Q1 2019-6.8%-5.4%-3.7%
Q4 2018+11.5%+3.8%+1.1%
Q3 2018+2.9%-6.6%-6.4%
Q2 2018+12.1%+8.8%+3.6%
Q1 2018+9.3%-4.2%-5.8%
Q4 2017
Q3 2017
Q2 2016
Q1 2016
Q4 2015
Q3 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro