AAPL vs OKTA

Apple continues to demonstrate exceptional operational and financial performance, highlighted by its Fiscal Q2 2026 results with revenue up 17% YoY and EPS up 22% YoY, both beating estimates. The company reported record March quarter revenue for the total company and iPhone, strong Services growth, and authorized a new $100 billion share repurchase program, alongside a 4% dividend increase. Its un...

Okta continues to demonstrate robust execution and strategic positioning in the critical identity management and evolving AI security sectors. The Q4 FY2026 earnings, reported on 2026-03-03 and already considered in the previous analysis, showed strong revenue growth of 11% YoY, significant GAAP net income ($63 million vs $23 million YoY), and impressive positive free cash flow ($252 million). The...