Okta (NasdaqGS:OKTA) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsIttai Kidron - Managing DirectorEric Kelleher - President and COOAnnick Baumann - VP of Equity ResearchGray Powell - Managing DirectorBrad Zelnick - Managing DirectorJonathan Ho - PartnerBrett Tighe - CFOJosh Tilton - DirectorTomer Zilberman - Equity Research AssociateTodd McKinnon - CEO and Co-founderJohn DiFucci - Senior Managing DirectorJoe Vandrick - Equity Research Associate DirectorShrenik Kothari - Senior Hea ...

Okta (NasdaqGS:OKTA) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsIttai Kidron - Managing DirectorEric Kelleher - President and COOAnnick Baumann - VP of Equity ResearchGray Powell - Managing DirectorBrad Zelnick - Managing DirectorJonathan Ho - PartnerBrett Tighe - CFOJosh Tilton - DirectorTomer Zilberman - Equity Research AssociateTodd McKinnon - CEO and Co-founderJohn DiFucci - Senior Managing DirectorJoe Vandrick - Equity Research Associate DirectorShrenik Kothari - Senior Hea ...

Okta (NasdaqGS:OKTA) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Speaker5Hello everyone, welcome to Okta's third quarter fiscal 2026 earnings webcast. I'm Dave Gennarelli, Senior Vice President of Investor Relations at Okta. Presenting in today's meeting will be Todd McKinnon, our Chief Executive Officer and Co-founder, and Brett Tighe, our Chief Financial Officer. Eric Kelleher, our President and Chief Operating Officer, will join the Q&A portion of the meeting. At around the same time that the ear ...

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Core Insights - Adobe is heavily integrating AI into its Creative Cloud applications, with strong adoption of the Creative Cloud Pro offering, particularly in emerging markets like India, which saw a 50% year-over-year growth in ending units [2][3] - The Firefly application is becoming a central hub for creators, incorporating both Adobe's and third-party AI models, with significant growth in usage metrics such as a 30% increase in monthly active users and 20% growth in first-time subscribers [5][3] - Adobe GenStudio has surpassed $1 billion in annual recurring revenue (ARR), growing 25% year-over-year, and is seen as a comprehensive solution for AI-driven marketing automation [9] - The Adobe Experience Platform (AEP) AI Assistant is being utilized by 70% of eligible customers, indicating a strong adoption of AI capabilities within the platform [10] - Adobe's AI-influenced ARR has exceeded $5 billion, reflecting the company's successful integration of AI across its product offerings [16] Adobe's AI Integration - Adobe's management is infusing AI across flagship applications like Photoshop and Illustrator, with new features such as Harmonize and Project Turntable enhancing user experience and productivity [2][3] - The Firefly application has seen 29 billion generations since its launch, with video generations increasing by 40% sequentially in 2025 Q2 [5][3] - The integration of third-party models into Adobe's applications is a key focus, with management emphasizing the importance of seamless workflows for users [7][8] Marketing Automation and Customer Experience - Adobe GenStudio is positioned as a leading solution for marketing automation, with new capabilities accelerating video and display ad campaign creation [9] - The company is leveraging AI to enhance customer engagement and loyalty, with a focus on hyperpersonalized experiences [11][12] - The launch of Adobe LLM Optimizer aims to improve brand visibility and drive traffic from AI chatbots, reflecting a strategic shift in marketing approaches [19][21] MongoDB's Position in AI - MongoDB is witnessing a surge in AI-native customers, positioning itself as a key component of the AI infrastructure stack [31][34] - The company is seeing strong growth in Atlas consumption, driven by capabilities like Search and Vector Search, which are essential for AI applications [32] - MongoDB's management believes that its JSON database structure is well-suited for handling complex and evolving data structures, making it advantageous for AI applications [44] Adyen's AI-Driven Solutions - Adyen's AI-powered Adyen Uplift technology is enhancing payment processes, improving conversion rates, and reducing costs through intelligent payment routing [25][26] - The company is focusing on agentic commerce, which requires new approaches to fraud prevention and secure information exchange [28][29] - Adyen's modular design allows merchants to adopt specific capabilities relevant to their business needs, with significant adoption rates for its Optimize and Protect modules [26]