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Jul 31, 2020

Okta Q2 2021 Earnings Report

Okta's Q2 2021 results reflected strong growth in revenue and remaining performance obligations.

Key Takeaways

Okta announced strong second quarter results with a 43% year-over-year increase in total revenue, reaching $200.4 million. Subscription revenue grew by 44% year-over-year, and remaining performance obligations increased by 56% year-over-year. The company also raised its fiscal year 2021 outlook for both revenue and profitability.

Total revenue was $200.4 million, an increase of 43% year-over-year.

Subscription revenue was $190.7 million, an increase of 44% year-over-year.

Remaining Performance Obligations (RPO) reached $1.43 billion, up 56% year-over-year.

Non-GAAP operating income was $6.5 million, compared to a non-GAAP operating loss of $9.9 million in the second quarter of fiscal 2020.

Total Revenue
$200M
Previous year: $140M
+42.7%
EPS
$0.07
Previous year: -$0.05
-240.0%
RPO
$1.43B
Previous year: $917M
+55.9%
Gross Profit
$149M
Cash and Equivalents
$957M
Free Cash Flow
$6.9M
Total Assets
$3.12B

Okta

Okta

Okta Revenue by Segment

Forward Guidance

For the third quarter of fiscal 2021, Okta expects total revenue of $202 million to $203 million, representing a growth rate of 32% to 33% year-over-year. The company anticipates a non-GAAP operating loss of $3.0 million to $2.0 million and a non-GAAP net loss per share of $0.02 to $0.01, assuming weighted shares outstanding of approximately 129 million.

Positive Outlook

  • Total revenue of $202 million to $203 million, representing a growth rate of 32% to 33% year-over-year
  • Non-GAAP operating loss of $3.0 million to $2.0 million
  • Non-GAAP net loss per share of $0.02 to $0.01

Revenue & Expenses

Visualization of income flow from segment revenue to net income