OKTA
Software - Infrastructure · Technology
Analyst
Guggenheim
Equibles does not estimate personal net worth.
John DeFucci is recorded as Analyst at Guggenheim. John DeFucci has spoken on 21 earnings calls and 1 other investor event across 11 companies, most recently for Oracle Corp on September 10, 2026. Those appearances were for Okta, Inc. (OKTA), Oracle Corp (ORCL), Workday, Inc. (WDAY), Via Transportation, Inc. (VIA), Akamai Technologies Inc (AKAM) and 6 other companies. The companies whose calls John DeFucci spoke on are classified in the Technology sector.
“I'm going to make a quick comment here, too. I've covered Oracle for almost three decades, and I think, Ken, you've been there for close to two. In this business, it's always nice to develop professional friendships, but it's even nicer when they become personal friends, which is what I count you as.”
“My question, I think, is for Anil, Garrett, and maybe Gabe. Listen, Workday's approach to AI seems, at least to me, seems sincere and, frankly, more thoughtful than some of your peers.”
“Todd and Brett and Eric, listen, subscription revenue growth has really stabilized over the last four quarters. In our calculations, a new ACV, which is going to drive future revenue growth, looks really strong for this quarter against the toughest comp of the year.”
“Miguel, I know you've gone through the math of how the subscription net new AOV to revenue works, and we agree, it's math. But there are two things that Robin said that I think are really important to that.”
“I think Michael asked, I think, the most important question. But I'm going to expand on it a little bit. So, Daniel, on that pipeline and Clara, to be clear, Daniel, you talked about network I just want to – is that pipeline going to change your mix of product and services?”
Guggenheim
Analyst
Transcript header (unverified)
OKTA
Software - Infrastructure · Technology
ORCL
Software - Infrastructure · Technology
WDAY
Software - Application · Technology
Software - Infrastructure · Technology
Software - Application · Technology
RBRK
Software - Infrastructure · Technology
Software - Infrastructure · Technology
CRM
Software - Application · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology