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    Charlotte Bedok

    Research Analyst at JPMorgan Chase & Co.

    Charlotte Bedok is an analyst at JPMorgan Chase & Co., providing research and investment insights within the financial services sector. She specializes in equity analysis, focusing on specific companies in banking and fintech, and is recognized for her rigorous approach and data-driven recommendations. Bedok has built her career at JPMorgan Chase, maintaining a strong track record of performance but has limited public rankings or published quantitative results. She is professionally credentialed with core regulatory registrations and securities licenses in accordance with industry standards.

    Charlotte Bedok's questions to Okta (OKTA) leadership

    Charlotte Bedok's questions to Okta (OKTA) leadership • Q2 2025

    Question

    Charlotte Bedok of JPMorgan Chase & Co. asked about performance in the SMB market and whether the net dollar retention rate is expected to remain at current levels.

    Answer

    CFO Brett Tighe confirmed that the SMB segment continues to be impacted by the macro environment, with its net retention rate below the overall company average. He stated that while gross retention remains healthy, the pressure on upsells due to macro factors and SMB weakness is expected to cause the net retention rate to tick down slightly in the second half of the year.

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