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    Brian Wilcox

    Research Associate at Cleveland Research Company

    Brian Wilcox is a Research Associate at Cleveland Research Company specializing in equity research for major companies within finance and consumer services. He leverages industry insights to analyze market movements, providing institutional clients with actionable research on leading organizations. Since joining Cleveland Research Company in 2021, Wilcox has focused his analytical acumen on a range of sectors, underpinned by strong academic training from Miami University. He continues to develop his professional credentials in investment research, supporting high-quality analysis recognized within the industry.

    Brian Wilcox's questions to Okta (OKTA) leadership

    Brian Wilcox's questions to Okta (OKTA) leadership • Q2 2025

    Question

    Brian Wilcox of Cleveland Research Company asked what gives management confidence that the macro environment, rather than last year's security incident, is pressuring new logo acquisition. He also asked about the current pricing environment.

    Answer

    CFO Brett Tighe responded that after three quarters of analysis, key indicators like win rates and pipe creation point to macro pressures, with no quantifiable evidence of impact from the security incident. He reiterated that they are still being prudent in their outlook. Regarding pricing, he stated that the environment has not changed and that the primary headwind is from lower license count upsells, not pricing pressure.

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