Okta, Inc. · NASDAQ:OKTA
Okta — Merger or Acquisition (March 2021)
15 slides from Okta's merger presentation, Mar 3, 2021
Slide 1: Building the Identity Cloud
Building the Identity Cloud March 3, 2021
Slide 2: Safe Harbor
Safe Harbor This presentation contains “forward-looking statements” within the otherwise, the parties to the acquisition of Auth0, Inc. may fail to satisfy meaning of the “safe harbor” provisions of the Private Securities any closing conditions to the proposed acquisition; risks associated with Liti
Slide 3: Strategic Rationale
Strategic Rationale Strengthens Our Position as the World’s Leading Independent Identity Cloud Accelerates Our Penetration into $55B Identity Market Expands Our Customer Value Proposition with More Data, Deeper Signals and Enhanced Use Cases Complements Okta’s Enterprise-Focused Strength with Auth0’
Slide 4: Okta + Auth0: Making Identity a Primary Cloud
Okta + Auth0: Making Identity a Primary Cloud CRM Infrastructure HR Collaboration ERP Identity Cloud 4
Slide 5: More Data & Use Cases, More Value to Customers
More Data & Use Cases, More Value to Customers Deeper Signals More Users & Integrations Growing Value to Customers Enhanced Use Cases 5
Slide 6: Identity is a $55B Market Opportunity
Identity is a $55B Market Opportunity Workforce Identity Customer Identity $30B $25B Methodology: $30B Workforce Identity TAM based on over 50,000 U.S. businesses with more than 250 employees (per 2019 U.S. Bureau of Labor Statistics) multiplied by 12-month ARR assuming adoption of all our current p
Slide 7: Auth0 Accelerates Penetration into $55B Identity TAM
Auth0 Accelerates Penetration into $55B Identity TAM Identity $55B Workforce Identity Customer Identity $30B $25B SYNERGIES Note: Figures are not drawn to scale. 7
Slide 8: Auth0: Attractive Financial Profile and Accretive to Growth
Auth0: Attractive Financial Profile and Accretive to Growth >$200M >50% >95% >120% ARR Growth Recurring NRR Growth Accretive and Significant Synergies Accelerated TAM Penetration | Cross Sell | International Note: Represents Auth0’s estimates for the 12 months ended January 31, 2022 8
Slide 9: Auth0 is the Developer-First Solution for Identity
Auth0 is the Developer-First Solution for Identity Payments Communications Identity 9
Slide 10: Auth0 is an Easy to Implement, Customizable Authentication and Authorization Platform for Developers
Auth0 is an Easy to Implement, Customizable Authentication and Authorization Platform for Developers 10
Slide 11: Auth0's Developer-First Strengths
Auth0’s Developer-First Strengths Customization Extensibility Security and Analytics Any Application Many Systems Anomaly Detection Any Language Any Edge Case Breached PW Detection Any Stack Wealth of Sample Code Brute Force Protection 11
Slide 12: Addressing Broadest Range of Customers & Users with Flexible GTM Model
Addressing Broadest Range of Customers & Users with Flexible GTM Model Personas Go To Market Developer CIO / CSO Direct Customers Self Sales Product IT Admins Service Manager Chief CTO Digital Officer VP Eng Inside Global Mid SIs Global Sales Market 2000 Marketplace Technology (e.g. AWS) Partnership
Slide 13: Our Culture and Values are Aligned
Love our customers; Act with integrity Give a sh*t (Obsessed with delivering customer value) Never stop innovating N + 1 > N (Continuously experiment, learn & innovate) Empower our people; Be transparent One Team, One Score (Transparency of decisions) Our Culture and Values are Aligned © Okta and/or
Slide 14: Transaction Overview
Transaction Overview • $6.5 billion in Okta Class A common stock, on a fully diluted and cash free debt free basis1 TRANSACTION • Fixed number of Okta shares based on Okta share price of $276.21 per share1 CONSIDERATION • Represents 14% pro forma ownership1 ORGANIZATIONAL • Auth0 will be run as an i
Slide 15: okta
okta