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OKTA(OKTA)2020Q1決算 好決算


・発表日 2019/5/30 アフターマーケット
・売上 $125.2M +49.8% コンセンサス予想より+$8.37M
・non-GAAP EPS -$0.19 (2019Q1 -$0.09)コンセンサス予想より+$0.02
GAAP EPS -$0.46
GAAP net income -$51.96M
・non-GAAP gross margin 75.7%(2019Q1 74.1%)
・2020Q2 予想売上 $120〜131M(コンセンサス予想は$127.52M)
・2020Q2 予想non-GAAP EPS -$0.11〜-$0.10(コンセンサス予想は-$0.14
・2020FY 予想売上 $543〜548M(コンセンサス予想は$534.54M)
・2020FY 予想non-GAAP EPS -$0.49〜-$0.45(コンセンサス予想は-$0.49

・決算発表後の株価 アフターマーケットで+7.15%
・2020FYコンセンサス予想EPS -$1.38
・2021FYコンセンサス予想EPS -$1.16


We also announced two brand new products at Oktane. First, Okta Access Gateway enable seamless access to on-premise applications that our customers, especially large enterprises can you use Okta for secure access from cloud to ground across their hybrid environment. And lastly, Okta Advanced Server Access, which is generally available today and already being used by dozens of customers. Advanced Server Access uses continuous authentication and centralized access controls for on-premises, hybrid and cloud servers. Secure access to service is a critical and underserved use case, and we're very encouraged by the positive response this new product has already got from our customers.

Okta, Inc. (OKTA) CEO Todd McKinnon on Q1 2020 Results - Earnings Call Transcript | Seeking Alpha



Subscriptionの売上は$117M +52.4%でした。

Professional services and otherの売上は$8M +18.8%でした。



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