Okta Earnings Tonight: Why RPO and Guidance Are the Numbers to Watch
As seen on the 24/7 Wall St. homepage on August 26, 2026.
Okta reports at 4:01 PM ET, and the number that sets the tone for this $21.7 billion identity name is remaining performance obligations: it tells you whether enterprise security budgets are still committing years ahead. Full-year guidance is the other swing factor.
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Okta releases its quarterly earnings report after the close on August 26, with results hitting at 4:01 PM ET. The timing puts investors on notice for an after-hours move that can reprice the stock before the next morning's open.
At a market capitalization of $21.7 billion, Okta sits at the center of enterprise identity security, where multi-year contracts make remaining performance obligations (RPO) the single most telling figure in the report. RPO captures revenue already under contract but not yet recognized, so a strong number signals large enterprises are committing to the platform well into the future.
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The direction of full-year guidance carries equal weight. Management's forward outlook often moves the stock more than the quarterly results themselves, because it tells investors whether the demand environment for identity security is holding up or softening heading into the next fiscal year.
Investors who follow enterprise software closely will want both figures in hand simultaneously, since a strong quarter paired with cautious guidance, or vice versa, is precisely the kind of mixed signal that drives sharp after-hours swings in names like this one.
Sources
Mentioned: OKTA