OKTA
Software - Infrastructure · Technology
Analyst
D.A. Davidson
Equibles does not estimate personal net worth.
Rudy Kessinger is recorded as Analyst at D.A. Davidson. Rudy Kessinger has spoken on 19 earnings calls and 1 other investor event across 11 companies, most recently for Rubrik, Inc. on August 27, 2026. Those appearances were for Okta, Inc. (OKTA), Qualys, Inc. (QLYS), Akamai Technologies Inc (AKAM), Fastly, Inc. (FSLY), Telos Corp (TLS) and 6 other companies. The companies whose calls Rudy Kessinger spoke on are classified in the Technology sector.
“Please go ahead. hey guys thanks for taking my question um i want to double click on maybe just what you're seeing from the hardware standpoint um obviously you said there's no overall impact to the business the quarter that's evident in the numbers you also had mentioned you had sold some higher hardware in apac i…”
“And congrats on the strong results here, especially given it doesn't really sound like AI is really kicking in yet. Brad, questions for you. Your CRPO outperformance, this was the largest since fiscal Q4 of 25, which was obviously a really, really strong quarter.”
“It sounds like in the quarter there was a number of maybe procurement and permitting and just things of that nature that caught you by surprise.”
“Could you guys, I know you don't really talk a ton about these massive deals and the use cases that you're doing there, but the extent you're able to maybe just talk about whether it's this robotics deal or some of these other large deals or just the deals in the pipeline, you know, what are the specific metrics…”
“So first, really good to see the strengths and security. I wanted to understand how much of your install base already uses your DDoS and bot management. And, you know, if you could quantify that in terms of an innings and how much upside you see just from cross-sell versus selling into new opportunities.”
D.A. Davidson
Analyst
Source not stated
OKTA
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FSLY
Software - Application · Technology
TLS
Software - Infrastructure · Technology
Software - Infrastructure · Technology
RBRK
Software - Infrastructure · Technology
CLBT
Software - Infrastructure · Technology
MDB
Software - Infrastructure · Technology
OSPN
Software - Infrastructure · Technology
VRNS
Software - Infrastructure · Technology