Updates - OKTA 4Q22

Click the link to access the Google sheet supporting this report's analysis. 1Q24 Update Positives from the 1Q24 ER are the beats on revenue, non-GAAP EBIT, and EPS guidance. Additionally, management raised FY24 revenue guidance by $18m, equating to a growth increase of 100 bps. However, investors have

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 by