META vs OKTA

Meta Platforms continues to demonstrate robust operational performance in its core advertising business, with Q1 2026 showing strong EPS (+62% YoY) and revenue growth (+33% YoY). The company's massive capital expenditure increases (2026 guidance raised to $125B-$145B) reflect a high-conviction bet on future market leadership in AI and spatial computing. However, its colossal market capitalization ...

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...