OKTA
Software - Infrastructure · Technology
Analyst
UBS
Equibles does not estimate personal net worth.
Roger Boyd is recorded as Analyst at UBS. Roger Boyd has spoken on 21 earnings calls across 9 companies, most recently for Zscaler, Inc. on September 3, 2026. Those appearances were for Okta, Inc. (OKTA), Gen Digital Inc. (GEN), SentinelOne, Inc. (S), Zscaler, Inc. (ZS), CrowdStrike Holdings, Inc. (CRWD) and 4 other companies. The companies whose calls Roger Boyd spoke on are classified in the Technology sector.
“Jay, I wanted to touch on the competitive environment you're seeing with some of these AI security wins. And I want to maybe pick on the seven-figure upsell you called out with an airline company where you won over two other platform competitors.”
“Suddenly, just two questions on the margin side. I think the rough cut was guidance implies a little bit of acceleration and expenses for the back half of the year.”
“For George or maybe for Bert, given the traction you're seeing around AI security And you noted the acceleration in AIDR, overall AI usage across your install base and inflecting.”
“Todd, in your prepared remarks, you talked about Okta's ability to sit above the agentic ecosystem and that Okta for AI agents is not necessarily limited to your existing workforce customers.”
“Tomer, we continue to hear really strong feedback from the channel on Prompt security and it seems like it's already becoming a pretty material contributor to ARR.”
UBS
Analyst
Source not stated
OKTA
Software - Infrastructure · Technology
GEN
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
NET
Software - Infrastructure · Technology