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Jul 31, 2022

Okta Q2 2023 Earnings Report

Reported revenue growth of 43% year-over-year and subscription revenue growth of 44% year-over-year.

Key Takeaways

Okta's Q2 2023 earnings report showed strong revenue growth with total revenue increasing by 43% year-over-year. The company is focusing on refining its go-to-market strategy and improving profitability.

Total revenue was $452 million, an increase of 43% year-over-year.

Subscription revenue was $435 million, an increase of 44% year-over-year.

RPO was $2.79 billion, an increase of 25% year-over-year.

cRPO was $1.50 billion, up 36% compared to the second quarter of fiscal 2022.

Total Revenue
$452M
Previous year: $316M
+43.2%
EPS
-$0.1
Previous year: -$0.11
-9.1%
RPO
$2.79B
Previous year: $2.24B
+24.6%
Gross Profit
$314M
Previous year: $214M
+46.5%
Cash and Equivalents
$216M
Previous year: $225M
-4.1%
Free Cash Flow
-$21.7M
Previous year: -$4M
+442.8%
Total Assets
$9.07B
Previous year: $8.93B
+1.6%

Okta

Okta

Okta Revenue by Segment

Forward Guidance

For the third quarter of fiscal 2023, Okta expects total revenue of $463 million to $465 million, representing a growth rate of 32% to 33% year-over-year.

Positive Outlook

  • Total revenue of $463 million to $465 million, representing a growth rate of 32% to 33% year-over-year
  • Current RPO of $1.54 billion to $1.55 billion, representing a growth rate of 30% to 31% year-over-year

Challenges Ahead

  • Non-GAAP operating loss of $37 million to $36 million
  • Non-GAAP net loss per share of $0.25 to $0.24, assuming weighted-average shares outstanding of approximately 158 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income