[{"data":1,"prerenderedAt":351},["ShallowReactive",2],{"triple-beat-OKTA":3,"og-beat-monitoring-OKTA":350},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":203,"highlightQuarter":181,"highlightDescription":213,"sources":214,"latestStock":257,"kpiTrends":260},"OKTA","Okta","Okta（OKTA）は企業のアイデンティティ管理（IDaaS）を提供する会社。従業員が社内システムへログインするための Workforce Identity と、企業が自社サービスの利用者を認証する Customer Identity（買収した Auth0）の2本立てで、「誰が・何に・どこまで触れてよいか」を一元管理する立場にある。売上のほぼ全額（FY27Q2 は $805M のうち $793M）がサブスクリプションで、契約期間にわたって按分計上されるため、需要の変化は売上に出るより先に受注残へ現れる。だから四半期ごとに市場が見ているのは売上そのものではなく cRPO（今後12か月に計上予定の受注残）で、決算当日の株価もここで動く。生成AIはこの構造にそのまま効く。AIエージェントが業務システムを自律的に操作するようになると、エージェント自身にも人間と同じくID・認証・権限・監査が要り、管理すべきアイデンティティの数が従業員数から切り離されて増える。Okta はこの層を Okta for AI Agents / Auth0 for AI Agents / Cross App Access / Agent SSO（2026年8月GA）で取りにいっている。会計年度は1月末締め。売上成長率が+11%まで鈍化した会社でありながら、FY27Q1・FY27Q2 の決算翌日に +30.1%・+28.6% と連続で急騰した。半導体・ハードウェアから始まったAIの業績寄与が、AIを「使う側」のソフトウェア、とりわけサイバーセキュリティへ波及する過程を観測するために追加した銘柄。","EPS ($, 非GAAP希薄化後)","次Q売上ガイド (midpoint, $M)","株価反応 ($)",[11,36,61,87,112,135,158,180],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":32},"FY25Q3","2024/12/3","売上・EPS・次Qガイドとも予想超え。ただし電話会議で示したFY26暫定見通しが+7%成長にとどまり、時間外の急伸は翌日終値+5.4%まで縮小",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$665 M","$649.7 M",2.4,14,{"actual":21,"consensus":22,"beatPct":23},"$0.67","$0.58",15.5,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$668 M","$650.7 M",2.7,{"company":30,"consensus":21,"beatPct":31},"$0.735",9.7,{"reportClose":33,"nextClose":34,"changePct":35},"$81.71","$86.11",5.4,{"quarter":37,"reportDate":38,"event":39,"revenue":40,"eps":45,"guidance":48,"stock":57},"FY25Q4","2025/3/3","次Qガイドも通年ガイドもそろって予想を大きく上回り+24.3%。8四半期で最大の上昇",{"actual":41,"consensus":42,"beatPct":43,"yoyPct":44},"$682 M","$668.9 M",2,13,{"actual":46,"consensus":47,"beatPct":35},"$0.78","$0.74",{"revenue":49,"eps":53},{"company":50,"consensus":51,"beatPct":52},"$679 M","$669.4 M",1.4,{"company":54,"consensus":55,"beatPct":56},"$0.765","$0.70",9.3,{"reportClose":58,"nextClose":59,"changePct":60},"$87.16","$108.31",24.3,{"quarter":62,"reportDate":63,"event":64,"revenue":65,"eps":70,"guidance":74,"stock":83},"FY26Q1","2025/5/27","実績はビートも通年売上ガイドを$2.850〜2.860Bに据え置き（前Q提示と同額）。景気不透明を理由に-16.2%",{"actual":66,"consensus":67,"beatPct":68,"yoyPct":69},"$688 M","$680.3 M",1.1,12,{"actual":71,"consensus":72,"beatPct":73},"$0.86","$0.77",11.7,{"revenue":75,"eps":79},{"company":76,"consensus":77,"beatPct":78},"$711 M","$708.8 M",0.3,{"company":80,"consensus":81,"beatPct":82},"$0.835","$0.79",5.7,{"reportClose":84,"nextClose":85,"changePct":86},"$125.50","$105.22",-16.2,{"quarter":88,"reportDate":89,"event":90,"revenue":91,"eps":95,"guidance":99,"stock":108},"FY26Q2","2025/8/26","売上は+2.4%ビートだが次QのEPSガイドが予想をわずかに下回り、反応は+1.6%どまり",{"actual":92,"consensus":93,"beatPct":94,"yoyPct":44},"$728 M","$711.8 M",2.3,{"actual":96,"consensus":97,"beatPct":98},"$0.91","$0.84",8.3,{"revenue":100,"eps":104},{"company":101,"consensus":102,"beatPct":103},"$729 M","$723.1 M",0.8,{"company":105,"consensus":106,"beatPct":107},"$0.745","$0.75",-0.7,{"reportClose":109,"nextClose":110,"changePct":111},"$91.56","$93.03",1.6,{"quarter":113,"reportDate":114,"event":115,"revenue":116,"eps":119,"guidance":123,"stock":131},"FY26Q3","2025/12/2","FY27の初回ガイド提示を見送り時間外は下落。翌日は次Qガイドの予想超えが評価されて+5.5%",{"actual":117,"consensus":118,"beatPct":111,"yoyPct":69},"$742 M","$730.3 M",{"actual":120,"consensus":121,"beatPct":122},"$0.82","$0.75〜0.76",8.6,{"revenue":124,"eps":128},{"company":125,"consensus":126,"beatPct":127},"$749 M","$738.0 M",1.5,{"company":129,"consensus":97,"beatPct":130},"$0.845",0.6,{"reportClose":132,"nextClose":133,"changePct":134},"$81.87","$86.34",5.5,{"quarter":136,"reportDate":137,"event":138,"revenue":139,"eps":143,"guidance":147,"stock":155},"FY26Q4","2026/3/4","次Qガイドは売上・EPSとも予想割れだが、FY27通年EPSガイドが予想超え。安値圏からの反発で+11.0%",{"actual":140,"consensus":141,"beatPct":127,"yoyPct":142},"$761 M","$749.5 M",11,{"actual":144,"consensus":145,"beatPct":146},"$0.90","$0.85",5.9,{"revenue":148,"eps":152},{"company":149,"consensus":150,"beatPct":151},"$751 M","$755.0 M",-0.5,{"company":145,"consensus":153,"beatPct":154},"$0.87",-2.3,{"reportClose":156,"nextClose":157,"changePct":142},"$71.74","$79.65",{"quarter":159,"reportDate":160,"event":161,"revenue":162,"eps":166,"guidance":168,"stock":176},"FY27Q1","2026/5/28","実績はビート、次Qガイドはほぼ予想線。翌営業日にAIエージェント需要を織り込む目標株価引き上げが相次ぎ+30.1%",{"actual":163,"consensus":164,"beatPct":165,"yoyPct":142},"$765 M","$751.9 M",1.7,{"actual":96,"consensus":145,"beatPct":167},7.1,{"revenue":169,"eps":173},{"company":170,"consensus":171,"beatPct":172},"$792 M","$791.4 M",0.1,{"company":174,"consensus":174,"beatPct":175},"$0.96",0,{"reportClose":177,"nextClose":178,"changePct":179},"$94.72","$123.27",30.1,{"quarter":181,"reportDate":182,"event":183,"revenue":184,"eps":188,"guidance":192,"stock":199},"FY27Q2","2026/8/26","cRPO成長率が+12%→+14%へ切り返し、通年ガイドも引き上げ。8四半期で2番目の上昇率+28.6%",{"actual":185,"consensus":186,"beatPct":187,"yoyPct":142},"$805 M","$795.0 M",1.3,{"actual":189,"consensus":190,"beatPct":191},"$1.05","$0.97",8.2,{"revenue":193,"eps":197},{"company":194,"consensus":195,"beatPct":196},"$815 M","$808.0 M",0.9,{"company":198,"consensus":198,"beatPct":175},"$0.93",{"reportClose":200,"nextClose":201,"changePct":202},"$134.42","$172.91",28.6,[204,205,206,207,208,209,210,211,212],"実績値は全件 SEC EDGAR の 8-K Exhibit 99.1（CIK 1660134）から転記。Okta はプレスリリースで売上を百万ドル単位の整数に丸めて開示するため、売上のビート率はその丸めた実績に対する値になる。","コンセンサスは決算当日〜翌日の報道（TheFly / CNBC(LSEG) / StreetInsider / TipRanks / 247wallSt / Benzinga / MarketBeat / StockStory / Investor's Business Daily / Zacks）から point-in-time の値を各期2ソース以上で突き合わせて採用した。Koyfin の履歴推定・補間は使っていない。あわせて x-search（Grok）で各決算日の前後3〜4日のX投稿を4期分（1期あたり5〜8件）収集し、@WisemanCap・@StockMKTNewz・@marketsday 等の投稿値がワイヤー各社の数字と一致することを確認したが、X 単独の数値は採用していない。","ガイダンスの列は会社が示したレンジの中央値。コンセンサスは各決算当日に報道された「次Q予想」で、主に TheFly の「Sees Q_ revenue $X-$Y, consensus $Z」形式の速報を採り、StreetInsider・CNBC(LSEG)・StockStory の同日記事で突き合わせた。","コンセンサスが割れた期の扱い。FY26Q3 の EPS は $0.75（StreetInsider / Investing.com / Zacks）と $0.76（CNBC-LSEG / MarketBeat）に割れているため両論併記とし、ビート率は中央値 $0.755 に対する値にした。FY27Q2 の売上は $795M（CNBC-LSEG / Benzinga）と $793M（StreetInsider / MarketBeat / StockStory）に割れており、LSEG 系の $795M を採用。FY25Q4 の EPS は $0.74（StreetInsider / TipRanks / TheFly）と $0.73（CNBC-LSEG / MarketBeat）に割れているが、未丸めの $0.7362（247wallSt）から $0.74 を採用。FY26Q2 の EPS も $0.84（LSEG / FactSet / MarketBeat）と $0.85（TipRanks / StockStory）に割れており、ワイヤー2社が一致する $0.84 を採用した。","EPS は全期間 非GAAP 希薄化後。FY27Q1 から非GAAP 実効税率の前提が 26% → 21% へ変更されているため、FY27 の EPS を前年同期と単純比較しないこと。FY27Q2 の $1.05 は、旧前提の26%なら $0.98 前後に相当する（開示された非GAAP純利益 $194M と希薄化後株数から本サイトで試算）。","Okta は ARR を開示しない。受注残の指標は RPO（サブスクリプション受注残の全体）と cRPO（うち今後12か月に計上予定）の2つで、KPI チャートはこの2本と非GAAP営業利益率を載せている。","株式分割は2017年4月のIPO以来なし。配当もなし。EPS・株価は全期間そのまま比較できる（Nasdaq の未調整終値系列と分割調整済み系列が上場来の高値・安値まで一致することを確認した）。","8四半期すべて引け後（AMC）発表。発表日終値は発表当日のRTH終値、翌日終値はその翌営業日のRTH終値。全16点を Yahoo Finance と Nasdaq 公式ヒストリカルの2ソースで照合し、全て一致した。","FY26Q1 の -16.2% は実績のミスではなく、Q1 の上振れ分を通年ガイドに足さず $2.850〜2.860B（前Q提示と同額）へ据え置いたことへの反応。FY27Q1 の +30.1% は決算当日ではなく翌営業日に目標株価の引き上げが相次いだことによるもので、決算直後の時間外は+8%程度だった。","FY27Q2（2026年8月26日発表）は、AIエージェントの認証需要が受注残の伸びとして現れた四半期。売上 $805M（+11%）は会社ガイド $790〜794M の中央値を+1.6%上回った程度で、成長率そのものは3四半期続けて+11%と横ばいである。市場が反応したのは cRPO で、$2.585B・前年同期比+14% と会社ガイド（$2.505〜2.515B、+11%想定）を+3.0%上回り、伸び率も前四半期の+12%から切り返した。前年同期比の伸びが前四半期を上回るのは FY25Q4 以来である。RPO は $4.858B・+17%、非GAAP営業利益率は 28.1%（前年同期 27.7%）。通年 FY27 ガイドは売上 $3.185〜3.205B → $3.216〜3.226B、非GAAP EPS $3.79〜3.87 → $3.90〜3.94 へ引き上げられた。決算説明会で McKinnon CEO は Okta for AI Agents で当四半期に「数十件」の成約があり、うち複数が百万ドル超だったと述べている（Fortune 50 のヘルスケア企業を含む）一方、「まだ数字に出るほどの規模ではない」とも明言している。売上+11%の会社の株価が翌日+28.6%動いたのは、ヘッドラインのビート幅ではなく、受注残の伸びが下げ止まって上を向いたことが評価されたためである。",[215,218,221,224,227,230,233,236,239,242,245,248,251,254],{"label":216,"url":217},"Okta FY2027 Q2 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013426000068/okta-7312026_ex991.htm",{"label":219,"url":220},"Okta FY2027 Q1 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013426000050/okta-4302026_ex991.htm",{"label":222,"url":223},"Okta FY2026 Q4 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013426000016/okta-1312026_ex991.htm",{"label":225,"url":226},"Okta FY2026 Q3 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013425000170/okta-10312025_ex991.htm",{"label":228,"url":229},"Okta FY2026 Q2 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013425000156/okta-7312025_ex991.htm",{"label":231,"url":232},"Okta FY2026 Q1 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013425000091/okta-4302025_ex991.htm",{"label":234,"url":235},"Okta FY2025 Q4 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013425000043/okta-1312025_ex991.htm",{"label":237,"url":238},"Okta FY2025 Q3 8-K Ex-99.1 (SEC)","https://www.sec.gov/Archives/edgar/data/1660134/000166013424000165/okta-10312024_ex991.htm",{"label":240,"url":241},"StreetInsider: FY27Q2 決算とガイダンス vs コンセンサス","https://www.streetinsider.com/Earnings/Okta,+Inc.+(OKTA)+Tops+Q2+EPS+by+8c;+offers+guidance/26981426.html",{"label":243,"url":244},"CNBC: Okta Q2 FY2027 決算（LSEG コンセンサス）","https://www.cnbc.com/2026/08/26/okta-okta-earnings-q2-2027.html",{"label":246,"url":247},"Motley Fool: Okta FY27Q2 決算説明会トランスクリプト（AIエージェント成約の言及）","https://www.fool.com/earnings/call-transcripts/2026/08/31/okta-okta-q2-2027-earnings-call-transcript/",{"label":249,"url":250},"Okta 10-Q（2026年7月期・発行済株式数）","https://www.sec.gov/Archives/edgar/data/1660134/000166013426000069/okta-20260731.htm",{"label":252,"url":253},"Nasdaq: OKTA ヒストリカル終値（株価の照合先）","https://www.nasdaq.com/market-activity/stocks/okta/historical",{"label":255,"url":256},"TheFly: 次Qガイド vs コンセンサス速報（FY25Q4 発表時の例。他期も同形式）","https://www.tipranks.com/news/the-fly/okta-sees-q4-adjusted-eps-73c-74c-consensus-67c",{"date":258,"close":259},"2026-09-04","$170.60",[261,287,315],{"key":262,"title":263,"unit":264,"kind":265,"description":266,"points":267,"source":285},"crpoGrowth","cRPO 成長率（前年同期比）","%","line","cRPO は今後12か月に計上予定のサブスクリプション受注残。Okta の決算で市場が最も見る指標で、+15%から6四半期かけて+12%まで削られたあと、FY27Q2 に+14%へ切り返した。前年同期比の伸びが前四半期を上回るのは FY25Q4 以来である。",[268,272,275,276,277,279,280,281,283,284],{"quarter":269,"value":270,"label":271},"FY25Q1",15,"15%",{"quarter":273,"value":44,"label":274},"FY25Q2","13%",{"quarter":12,"value":44,"label":274},{"quarter":37,"value":270,"label":271},{"quarter":62,"value":19,"label":278},"14%",{"quarter":88,"value":44,"label":274},{"quarter":113,"value":44,"label":274},{"quarter":136,"value":69,"label":282},"12%",{"quarter":159,"value":69,"label":282},{"quarter":181,"value":19,"label":278},{"label":286,"url":217},"Okta 各四半期 8-K Exhibit 99.1 (SEC EDGAR, CIK 1660134)",{"key":288,"title":289,"unit":264,"kind":265,"description":290,"points":291,"source":314},"rpoGrowth","RPO 成長率（前年同期比）","RPO は受注残の全体、cRPO はそのうち12か月以内に計上される分。RPO の伸びが cRPO を一貫して上回るのは、長期・大型契約の比率が上がっているためで、FY27Q2 も RPO +17% に対し cRPO +14% だった。ここが開くほど、目先の売上より先の契約が積み上がっていることになる。",[292,293,296,299,302,305,308,311,312,313],{"quarter":269,"value":19,"label":278},{"quarter":273,"value":294,"label":295},16,"16%",{"quarter":12,"value":297,"label":298},19,"19%",{"quarter":37,"value":300,"label":301},25,"25%",{"quarter":62,"value":303,"label":304},21,"21%",{"quarter":88,"value":306,"label":307},18,"18%",{"quarter":113,"value":309,"label":310},17,"17%",{"quarter":136,"value":270,"label":271},{"quarter":159,"value":294,"label":295},{"quarter":181,"value":309,"label":310},{"label":286,"url":217},{"key":316,"title":317,"unit":264,"kind":265,"description":318,"points":319,"source":349},"nonGaapOpMargin","非GAAP営業利益率（四半期実績）","非GAAP営業利益 ÷ 総売上で算出（プレスリリースは整数%に丸めている）。売上成長率が+19%から+11%へ鈍化する一方で、利益率は 20.8% から 28.1% へ上がり続けている。成長の減速を利益で受けている会社であることが読み取れる。",[320,323,326,329,332,335,338,341,344,346],{"quarter":269,"value":321,"label":322},21.6,"21.6%",{"quarter":273,"value":324,"label":325},22.9,"22.9%",{"quarter":12,"value":327,"label":328},20.8,"20.8%",{"quarter":37,"value":330,"label":331},24.6,"24.6%",{"quarter":62,"value":333,"label":334},26.7,"26.7%",{"quarter":88,"value":336,"label":337},27.7,"27.7%",{"quarter":113,"value":339,"label":340},24,"24.0%",{"quarter":136,"value":342,"label":343},26.5,"26.5%",{"quarter":159,"value":300,"label":345},"25.0%",{"quarter":181,"value":347,"label":348},28.1,"28.1%",{"label":286,"url":217},"https://log.eurekapu.com/og/pages/general/beat-monitoring-OKTA.png?title=OKTA%20Okta%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=8d8cc9f092641953",1788996985094]