Okta Inc.的AI代理产品可能要到2028财年才能促进增长 -- 市场观察

投资观察09-27

D.A. Davidson分析师Rudy Kessinger和Andres Miranda Lopez在参加Okta Inc.年度用户大会后发布报告称，该公司面向AI代理的安全产品最早要到2028财年才能对公司增长产生实质性贡献。

分析师表示，这款产品将在2027财年上市，旨在发现风险代理并集中控制代理访问权限等功能。多位客户表示有兴趣了解更多相关信息，但绝大多数客户近期并未计划大规模部署AI代理。

分析师指出，Okta Inc.管理层表示该产品短期内不会成为重要的增长机遇，但从长期来看应该会产生重大影响。

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