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Could Okta stock benefit from the AI agent boom? In this episode of Going Public with Ross Mandell, Ross explores why identity security could become increasingly important as autonomous AI agents access company data, execute tasks, and interact with sensitive systems. Learn why he’s watching OKTA stock and believes the company’s opportunity could extend far beyond passwords and single sign-on.
The discussion covers Okta’s Auth0 acquisition, workforce and customer identity, and the expanding need to secure machines and AI agents. Ross breaks down Okta’s earnings, subscription revenue, contracted business, free cash flow, and improving profitability, examining whether the company can combine financial discipline with a new market for AI security.
Ross also addresses competition from Microsoft, past security incidents, and the risks of expecting an immediate return to rapid revenue growth. Discover why he believes identity and access management could become a critical part of the AI economy—and what Okta still needs to prove. Subscribe to Going Public for more stock market analysis, cybersecurity stocks, and emerging technology investment themes.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
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⏱️ Chapters
00:00 Okta Stock: Who Controls AI Agents?
01:19 What Is Okta? Identity Security Explained
02:55 Okta’s Auth0 Acquisition: Workforce vs. Customer Identity
03:55 AI Agents and the Future of Identity Security
05:22 How Okta Could Secure the AI Workforce
06:26 Okta Earnings: Revenue Growth and Contracted Business
07:25 Okta’s Enterprise Customers and Switching Costs
08:05 Okta Free Cash Flow, Profitability and Growth Outlook
09:59 Okta Stock Risks: Microsoft Competition and Security Incidents
10:46 Why AI Could Multiply Demand for Identity Security
13:17 OKTA Stock Analysis: Is the AI Opportunity Priced In?
14:43 Join Ross Mandell on Patreon
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