IGA
Okta Deep Dive Refresh (Pt.2)
Summary
* In Part 1 we covered the intermediate and long-term investor considerations for Okta, and then discussed 4Q23 results and Okta's IAM competition.
* In Part 2 we will analyse Okta's competition in the IGA market.
* In Part 3 we will round up the deep dive
Okta Deep Dive Refresh (Pt.1)
Summary
* Despite the rivalry with Microsoft and other AM players, Okta continues to be the best choice for enterprises leading a cloud-first, multicloud, and multi-OS environment strategy.
* Now that Okta’s stock has doubled since its Nov-22 low, the stock trades not much lower than its fair