Okta CEO Todd McKinnon talks earnings beat ahead of investors call
On the April-quarter beat, McKinnon made the case that Okta itself runs on AI agents in its security operations - a product demo argued as an earnings story.
Chairperson, CEO & Co-Founder, Okta, Inc. (OKTA)
5 recorded appearances
On the April-quarter beat, McKinnon made the case that Okta itself runs on AI agents in its security operations - a product demo argued as an earnings story.
The full argument for treating AI agents and other non-human identities as first-class accounts that have to be discovered, governed and revoked - the framing behind Okta's 2026 product line.
McKinnon on letting agents 'run amok in systems' being the real enterprise risk, why identity is the control point, and - Nilay Patel pressing him - what AI does to a SaaS business model.
His sharpest version of the problem: enterprises are already putting agents into production with excessive permissions and no access controls, which is an exposure today rather than a future risk.
A year before the current print, McKinnon said the feared US federal spending slowdown had not materialised, and defended Okta's position against Microsoft on independence.