OKTA
Software - Infrastructure · Technology
Analyst
Wolfe Research
Analyst
Berenberg
Equibles does not estimate personal net worth.
Joshua Tilton is recorded as Analyst at Wolfe Research and Analyst at Berenberg. Joshua Tilton has spoken on 37 earnings calls across 18 companies, most recently for Autodesk, Inc. on August 27, 2026. Those appearances were for Okta, Inc. (OKTA), Synopsys Inc (SNPS), Roper Technologies Inc (ROP), Ptc Inc. (PTC), Cadence Design Systems Inc (CDNS) and 13 other companies. The companies whose calls Joshua Tilton spoke on are classified in the Technology sector.
“Maybe I'll stick with Jinesh since he was on the line prior. First one is just give us a little bit of clarification. I think we're getting some inbounds on how much exactly was the revenue and the billings raised for the full year inorganically versus the organic contribution.”
“Hedberg sort of stole my question, so I'm just going to maybe ask it, but a little bit more directly. Are you seeing strength in the core business because it is accelerating the pace of legacy migrations?”
“To be clear, the current billing is 7% to 8% is for the second half, you're saying?”
Wolfe Research
Analyst
Source not stated
Berenberg
Analyst
Source not stated
OKTA
Software - Infrastructure · Technology
SNPS
Software - Infrastructure · Technology
Software - Application · Technology
PTC
Software - Application · Technology
Software - Application · Technology
ADSK
Software - Application · Technology
Software - Application · Technology
Software - Infrastructure · Technology
TRMB
Scientific & Technical Instruments · Technology
QLYS
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
VRNS
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology