Your biggest customer stopped opening Okta.
October 2026. The Oktane stage, a month later. Your stock has more than doubled this year on the agent boom. Your biggest customer's CISO wants a word.
The Bank CISO: My team hasn't opened your admin console in six weeks. An agent hires, moves and offboards everyone now.
The Bank CISO: We also replaced 30% of our people with agents. So the renewal is 30% fewer users. Who's listening to this call?
OMNI: Your login page is beautiful. I've never seen it.
- A. We'll sell agent security on every seat. An add-on per user. Ride the rally.
- B. Then every agent gets an Okta ID. Free. Seats shrink. Agents multiply.
- C. Then we price per agent, not per person. The seat meter dies.
- D. Then I'll buy the agent his SOC trusts. $600M for 45 people and a watcher.