The Identity Security Profit Machine Pulls Ahead While Its Faster Growing Rival Burns Cash
247Wallst·2025-12-13 23:40

Okta (NASDAQ: OKTA) and SailPoint Technologies (NYSE: SAIL) both beat Q3 2026 earnings expectations, but their financial trajectories diverge sharply. Okta delivered 742millioninrevenuewith742 million in revenue with 43 million in GAAP net income. SailPoint posted 282millioninrevenuewhilelosing282 million in revenue while losing 36 million. Profitability vs. Growth Velocity Okta's quarter showed operational maturity. Revenue climbed 12% year over year, but operating cash flow surged 37% to 218million.Freecashflowreached218 million. Free cash flow reached 211 million. The company tur ...