Okta Tshuag nce ntau dua 25% raws li cov kws tshuaj ntsuam pom zoo ntawm lub tuam txhab cov nyiaj tau los

Hnub Wednesday yav tsaus ntuj, lub tuam txhab tsis tsuas yog tshaj tawm lub quarter muaj zog, tab sis nws kwv yees cov txiaj ntsig tau los ntawm kev hloov kho rau lub quarter thib plaub thiab rau kev siv nyiaj xyoo 2024. Nyob rau hauv ib lub hlis twg, tus neeg tsav tsheb muaj zog tshaj plaws rau lub tuam txhab viav vias mus rau profitability tau refocusing ntawm nws salesforce, uas tau txais ib qho kev ua haujlwm ntawm nws $ 6.5 nphom kev nrhiav tau ntawm tus kheej-platform Auth0 (hais tias "Auth Zero"), uas tau kaw thaum lub Tsib Hlis.

Ua ntej kev hu xov tooj nrog cov kws tshuaj ntsuam, Okta Tus Thawj Coj thiab tus thawj coj Todd McKinnon tau hais rau MarketWatch tau muaj kev tsis sib haum xeeb ntawm cov khoom lag luam twg yuav muag rau cov neeg siv khoom thiab thaum twg yuav muab lawv. Nws tau sau tseg tias lub tuam txhab tab tom ua cov kauj ruam los tsom mus rau kev muag khoom. Okta feem ntau ua software uas pab cov neeg ua haujlwm tau tso cai nkag mus rau cov ntawv thov ntawm lawv cov koom tes sib koom tes.

McKinnon kuj tau hais rau MarketWatch nws yuav tshaj tawm qhov kev pom zoo uas tau cog lus tias yuav muaj txiaj ntsig ntawm kev siv nyiaj xyoo 2024 (Okta caps nws xyoo nyiaj txiag - tam sim no FY 2023 - nrog rau lub Ib Hlis xaus lub quarter), txawm tias muaj kev lag luam hauv macroeconomic headwinds.

"Peb tab tom xav txog qhov kev xav zoo nkauj uas cov macro yuav ua rau tsis zoo ua ntej nws zoo dua, yog li qhov ntawd yog qhov tseeb rau hauv phau ntawv qhia," McKinnon hais rau MarketWatch.

Hnub Thursday, Jefferies tus kws tshuaj ntsuam xyuas Joseph Gallo, uas muaj kev yuav khoom ntsuas thiab $ 80 tus nqi lub hom phiaj ntawm cov khoom lag luam, hu ua tsab ntawv tshaj tawm "Ray of Sunshine In This Gloomy Earnings Season."

Gallo hais tias "Peb tsis txo qis txoj haujlwm ua ntej, tab sis Okta muaj lub zeem muag pom tseeb dua thiab cov txiaj ntsig no yuav tsum txo qis kev sib tw ntshai," Gallo hais.

Ntau tus kws tshuaj ntsuam txhawj xeeb tias cov tuam txhab software loj dua li Microsoft Corp.
MSFT,
-0.18%
tab tom noj rau hauv Okta txoj kev lag luam, tshwj xeeb tshaj yog nyob rau hauv me me- mus rau nruab nrab-kev lag luam qeb.

Nyob rau hauv ib daim ntawv teev npe, "Zoo Clearing Low Hurdles & Thaum kawg Cranking Up Profit Cav, nrog Qee FY24E Surprises," Citi Research tus kws tshuaj ntsuam Fatima Boolani tau hais tias nws tau ua raws li nws qhov kev ntsuam xyuas nruab nrab ntawm cov khoom lag luam, uas "zoo li yuav txaus siab rau qhov kev pab cuam zoo dua / Cov txiaj ntsig huv huv thiab pom tau tias 'chaw ua mov hauv tsev' phau ntawv qhia.

Los ntawm phau ntawv qhia, Boolani tau hais txog qhov tsis muaj ib qho nyiaj txiag 2026 lub hom phiaj txawm hais tias nws hu ua 2024 qhov kev xav "xav tsis thoob." Tus kws tshuaj ntsuam Citi kuj tau hais tias Okta ua tau zoo ntawm kev tswj hwm cov nqi thiab ntiav, uas ua rau "ua rau" ua rau muaj txiaj ntsig zoo.

Ntawm 33 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 20 muaj kev ntsuas qib yuav, 11 tau tuav kev ntaus nqi, thiab ob qho tau muag kev ntaus nqi. Ntawm cov ntawd, 10 tau txo qis lawv lub hom phiaj tus nqi, thaum 77.04 tau nce mus rau lawv, ua rau tus nqi nruab nrab ntawm $ 77.79, piv nrog rau yav dhau los $ XNUMX, raws li FactSet cov ntaub ntawv.

Thaum lub Kaum Ib Hlis, huab software cov khoom lag luam tau pov tseg tab sis rov qab me ntsis mus rau qhov kawg ntawm lub hli. Thaum S&P 500
SPX,
-0.09%
nce 5.4% thiab Nasdaq Composite Index
COMP,
+ 7.36%
nce 4.4% thaum lub Kaum Ib Hlis, iShares Expanded Tech-Software Sector ETF
IGV,
+ 1.11%
nce 1.6%, Ntiaj teb X Cloud Computing ETF
CLOU,
+ 2.21%
zuam nce 0.8%, Thawj Trust Cloud Computing ETF
SKYY,
+ 1.74%
poob 2%, thiab WisdomTree Cloud Computing Fund
WCLD,
+ 2.96%
poob 6.9%.

Rau lub xyoo, S&P 500 poob qis 15%, Nasdaq poob 27%, IGV poob 31%, CLOU tawm 36%, SKYY tau poob 39%, thiab WCLD tau poob 49%.