Okta, Inc. (OKTA) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 2:30 PM EDT

Company Participants

Eric Kelleher – President & COO

Conference Call Participants

Carolyn Valenti – Goldman Sachs Group, Inc., Research Division

Presentation

Unknown Analyst

All right. Excellent. Hey, thanks so much for joining us at the Okta session, Day 2 of the Goldman Sachs Communacopia Conference. My colleague, Callie Valenti, and I are really excited to have Eric Kelleher, President and COO of Okta Ventures. Hey, thanks for joining us today.

Eric Kelleher
President & COO

Thanks for having me. It’s great to be here.

Question-and-Answer Session

Unknown Analyst

Eric, I want — I thought maybe the way we could start this conversation is to imagine that we’re one of your larger enterprise customers. And the customer calls up — calls you up or calls up their salesperson and says, “Look, we’re really concerned. We want to do all this cool stuff with agents, but everything we hear in the news is terrifying. You are our trusted identity partner and make our problems go away.” Talk to us about what that customer conversation journey looks like.

Eric Kelleher
President & COO

Yes. Our leadership with customers is typically to help them understand the problem. So the biggest competitor — Todd talked about this on earnings, but the biggest competitor we really have right now is just confusion. So for an enterprise just trying to navigate the technology landscape today, it’s never been more volatile and the security landscape has never been scarier. And so — and every vendor is pitching to them all the various ways they’re going to solve all their problems.

And so, one of the first steps that we’ve taken to help customers is just to simplify the landscape. And so we

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