Okta – Cloud IAM Security Leader, Competitive Dynamics & Innovation Challenges – 13 October 2021

  • Public Equity
  • TMT
  • Europe


Former Senior Director at Okta Inc


  • Okta (NASDAQ: OKTA) and its IAM (identity and access management) security software solutions, highlighting segment positioning across workforce offerings, noting efforts in IGA (identity governance and administration and PAM (privileged access management), as well as CIAM (consumer identity and access management)
  • Innovation and the potential impact of May 2021 Auth0 acquisition and decision regarding one or two platforms
  • Competitive dynamics involving Microsoft (NASDAQ: MSFT) and smaller, emerging IAM industry participants, addressing passwordless offerings
  • Varied risks, noting corporate governance, M&A activity and company culture


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