Okta’s RPOs Rise 17% to $4.29B as Company Plans Indian Data Residency Launch
Okta will deploy in-country platform tenants in India in early 2026, providing data residency, enhanced disaster recovery and compliance support for banking, financial services and healthcare. In the quarter ended Oct. 31, 2025, Okta’s remaining performance obligations rose 17% to $4.29 billion, with over 5,000 customers spending at least $100,000 annually.
1. Launch of In-Country Okta Platform Tenants in India
Okta has announced the deployment of in-country Platform tenants hosted on AWS in India, scheduled for early 2026. This initiative delivers true data residency by storing identity data within Indian borders, a critical requirement under the Digital Personal Data Protection Act (DPDP Act). The company’s local footprint is designed to serve enterprises across banking, financial services, insurance and healthcare, enabling them to meet regulatory mandates without routing sensitive authentication and authorization information through overseas data centers.
2. Strengthening Disaster Recovery and Resilience
Alongside data residency, Okta is rolling out enhanced disaster-recovery capabilities for its Indian customers. The advanced business continuity service is engineered to maintain operational integrity during regional infrastructure outages, with multi-zone failover across two distinct AWS Availability Zones in Mumbai. Okta’s internal testing demonstrates failover recovery times of under five minutes for core identity services, ensuring enterprises can sustain uninterrupted access to cloud applications and internal resources during disruptions.
3. Bridging the AI Identity Governance Gap
Okta research indicates that 91% of Indian organizations have deployed AI agents, yet only 10% possess a formal roadmap for managing non-human identities. To address this shortfall, Okta’s identity security fabric provides a unified control plane for human and machine identities across all applications, APIs and infrastructure. Features include automated lifecycle management for AI agents, contextual access policies driven by real-time risk scoring, and audit-ready reporting—capabilities that help enterprises limit lateral movement of threats and maintain least-privilege access as AI workloads proliferate.
4. Implications for Investors and Enterprise Adoption
By investing in local platform tenants and advanced recovery services, Okta is positioning itself to capture growth in India’s large regulated market, which Deloitte estimates will spend over $5 billion on identity and access solutions by 2028. Early commitments from three major Indian banks and two national health insurers, each piloting Okta’s in-country offering in Q1 2026, signal strong customer demand. For investors, this localized expansion supports Okta’s strategy to drive subscription revenue growth—its remaining performance obligations exceeded $4.3 billion globally in Q3 2025—and to increase average annual contract value by addressing compliance-driven use cases unique to India.