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OKTA · Forward model · Professional services and other · Bear case

What has to happen in Professional services and other

Model as of

This page changes Professional services and other inside the complete OKTA model. Every other vertical, corporate programme and valuation assumption stays in the selected portfolio case.

OKTA forward model
Horizon
Consolidated fair value $98.30 all other verticals held in this portfolio case
Final-quarter revenue $5M 0% of company revenue
Explicit segment contribution −$47M EBITDA less segment capex, before corporate items

Management guided its own leading indicator back DOWN in the release that printed the acceleration: cRPO of $2.590-2.600bn for the October quarter, +11-12%, against the +14.1% just delivered, and revenue at +9.8% year over year against the +10.6% just printed. Dollar-based net retention of 107% is the floor the whole line converges on if new-logo adds stall, and net adds have been flat in level - 85, 70, 80, 75 - for two years while the base grew 6%. A 0.35-point-a-quarter tilt off the base trend, two points of margin and a de-rate to 4.5x give fair value $98.30, 43.1% below the $172.91 close, on fiscal 2027 revenue of $3,220m - still inside the $3,216-3,226bn Okta guided, because a bear case here is about the years after the guided one.

Professional services and other

Basis quarter$12M
Final quarter$5M
Implied CAGR−17%
Final revenue mix0%

1.5% of revenue, negative gross margin, and being deliberately wound down. Okta told the market in both the May and the August releases that it is accelerating the shift of this business to partners and that the shift costs about one percentage point of total revenue growth in fiscal 2027. On a non-GAAP basis the line lost $6m of gross profit on $12m of revenue in the basis quarter, so shrinking it raises consolidated margin. It is carried as its own vertical because it is disclosed separately and because folding it into subscription would hide a line that is falling while the other rises.

Last four quarters
2025 Q4 $18M Reported
2026 Q1 $14M Reported
2026 Q2 $15M Reported
2026 Q3 $12M Reported
Implementation and configuration servicesTraining
Sequential growth −8.0%/qtr decaying toward −1.0% Matches the disclosed decline - $17m a year ago, $15m last quarter, $12m now - as the partner shift accelerates.
Professional services and other

Latest: $5M (2031Q3E)

Period Value
2023Q2 $15M
2023Q3 $14M
2023Q4 $15M
2024Q1 $14M
2024Q2 $14M
2024Q3 $14M
2024Q4 $14M
2025Q1 $12M
2025Q2 $15M
2025Q3 $17M
2025Q4 $18M
2026Q1 $14M
2026Q2 $15M
2026Q3 $12M
2026Q4E $11M
2027Q1E $10M
2027Q2E $9M
2027Q3E $9M
2027Q4E $8M
2028Q1E $8M
2028Q2E $7M
2028Q3E $7M
2028Q4E $7M
2029Q1E $7M
2029Q2E $6M
2029Q3E $6M
2029Q4E $6M
2030Q1E $6M
2030Q2E $6M
2030Q3E $5M
2030Q4E $5M
2031Q1E $5M
2031Q2E $5M
2031Q3E $5M

Assumptions & reasoning

  • The line is 1.5% of revenue at the basis quarter and 0.5% of terminal revenue in this model - $21.5m across the terminal four quarters against $4,397m of total revenue. Every input here is immaterial to fair value; it is carried because Okta discloses it separately and because folding a falling line into a rising one would hide both.
  • Shrinking this line is margin-ACCRETIVE, not a pure headwind. On Okta's own non-GAAP basis the services line lost $6m of gross profit on $12m of revenue in the basis quarter, a -50% margin, so moving the work to partners costs about a point of consolidated revenue growth and adds to consolidated margin at the same time. That is exactly why management is doing it.
  • The -8% opening rate is a level check, not a trend fit. It reproduces the disclosed fall - $17m in the July 2025 quarter, then $18m, $14m, $15m and $12m now - and lands fiscal 2027 near $48m against $64m in fiscal 2026. Management's disclosed 'approximately one percentage point' of revenue-growth headwind is measured against a counterfactual in which the line kept growing, so a steeper start would be needed to reach the full point; this path sits just inside it.
  • No seasonality is encoded and that is a finding, not a gap. The same ratio-to-centred-moving-average method gives 0.9088 / 0.9897 / 1.0426 / 1.0590, but the window-to-window spread meets or exceeds the signal in all four quarters. On a $12-18m line that Okta rounds to whole millions, one million dollars is 6-8% of the value, so the apparent shape is rounding.
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