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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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7 views
I'm not thrilled by the flat guidance, but I think management is being overly cautious rather than signaling real weakness. The drop in expected free cash flow margins is something I'm watching closely, though I think the long-term cash generation potential is still intact. Competition is heating up, especially from Microsoft, but Okta's specialization still gives it an edge in complex identity environments.
