Taz Koujalgi

Taz Koujalgi asked about the human-to-agent relationship in a large AI deal customer example, the competitive landscape for AI security, and whether Okta expects to sustain its Rule of 40 performance in FY27.

Answer

CEO Todd McKinnon estimated a human-to-agent relationship of five to ten agents per person in scenarios like software engineering. CFO Brett Tighe stated that Okta will continue to employ the Rule of 40 framework, aiming to lean more into growth acceleration while managing margins, and will provide more detail for FY27 after Q4.

Taz Koujalgi asked about a customer example involving a large AI deal, specifically the human-to-agent relationship (one-to-many), the competitive landscape for AI security, and whether the Rule of 40 is expected to sustain for fiscal 2027, considering revenue and margin expectations.

Answer

CEO Todd McKinnon estimated a human-to-agent relationship of five to ten agents per person, citing software engineers as an example where agents perform various tasks on their behalf or independently. He highlighted Okta's flexibility to support diverse use cases. CFO Brett Tighe affirmed that the Rule of 40 framework will continue to be employed for managing the business. He acknowledged the significant margin increase over the past three years but stated the company's goal is to lean more into growth acceleration. Brett Tighe indicated that more specific FY27 details would be provided after Q4.