Okta, Inc. (OKTA) Discusses Industry Transformation and Security Implications of AI Agents March 16, 2026 11:00 AM EDT

Company Participants

Todd McKinnon – Co-Founder, Chairman & CEO
Shannon Sullivan Duffy – Chief Marketing Officer

Conference Call Participants

John Roese – Dell EMC

Presentation

Operator

This presentation contains forward-looking statements. We reserve the right to change the information in this presentation. More information can be found in our securities filings. Please welcome Okta’s Chief Executive Officer and Co-Founder, Todd McKinnon.

Todd McKinnon
Co-Founder, Chairman & CEO

It’s great to see you all showcase. We’re going to talk about our industry, and we’re going to talk about our products. And in November, we introduced Okta for AI agents to the world. And it’s our most important product ever, our most important product ever. It’s simple on the surface. It’s in the name. Okta connects your people to your technology, your customers to the technology they need to interact with your organization. And so it’s Okta for AI agents. AI agents are the future exciting foundational technology and Okta for AI agents makes that connections for agents. And the response from all of you and the industry at large has been unlike anything I’ve seen in my career. It’s the interest and the relevance of this product. And it’s — we’ve had hundreds and hundreds of meetings to talk about this product. It’s been purchased by dozens of companies, and it’s in production by several companies at this early date, getting real value securing and managing their AI agents, which is incredible uptake.

And it’s not surprising because if anyone that’s paid attention to technology, we know that the future is agentic. The future is agentic. And there’s different takes on this. And I think it’s important to understand how we view this to put the

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