{"id":2231,"date":"2022-12-01T21:30:29","date_gmt":"2022-12-01T12:30:29","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2231"},"modified":"2022-12-01T21:30:29","modified_gmt":"2022-12-01T12:30:29","slug":"%e3%82%aa%e3%82%af%e3%82%bf-okta-2023%e5%b9%b4%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2231","title":{"rendered":"\u30aa\u30af\u30bf (OKTA )2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30aa\u30af\u30bf (OKTA )2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u597d\u6c7a\u7b97\u3067\u30d7\u30ec\u3067\uff0b13\uff05\u3068\u682a\u4fa1\u3082\u9ad8\u9a30\u3057\u3066\u307e\u3059\u306d\u3002\u58f2\u308a\u4e0a\u3052\u3092\u4e0a\u65b9\u4fee\u6b63\u3057\u3066\u304a\u308a\u826f\u3044\u611f\u3058\u3067\u3059\u3002<\/p>\n<p>\u30af\u30e9\u30a6\u30c9\u95a2\u9023\u3067\u306f\u975e\u5e38\u306b\u826f\u3044\u306e\u3067\u671f\u5f85\u3057\u305f\u3044\u3067\u3059\u304c\u3053\u308c\u307e\u3067\u306e\u682a\u4fa1\u304c\u9177\u3059\u304e\u3066\u3053\u306e\u7a0b\u5ea6\u306f\u8aa4\u5dee\u7bc4\u56f2\u306b\u611f\u3058\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/p>\n<p>\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u898b\u308b\u9650\u308a\u4ee5\u524d\u306e\u682a\u4fa1\u3078\u306e\u9053\u306f\u307e\u3060\u307e\u3060\u967a\u3057\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n<div id=\"attachment_2232\" style=\"width: 1486px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2232\" class=\"wp-image-2232 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30.png\" alt=\"\u30aa\u30af\u30bf (OKTA )\u682a\u4fa1\" width=\"1476\" height=\"743\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30.png 1476w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30-300x151.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30-1024x515.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30-768x387.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/12\/OKTA_2022-12-01_21-24-30-940x473.png 940w\" sizes=\"auto, (max-width: 1476px) 100vw, 1476px\" \/><p id=\"caption-attachment-2232\" class=\"wp-caption-text\">\u30aa\u30af\u30bf (OKTA )\u682a\u4fa1<\/p><\/div>\n<p>\u524d\u56de\u306e<a href=\"https:\/\/1up-life.blog\/?p=2012\">2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30aa\u30af\u30bf (OKTA )2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nDave Gennarelli<br \/>\nTodd McKinnon &#8212; Chief Executive Officer and Co-Founder<br \/>\nBrett Tighe &#8212; Chief Financial Officer<br \/>\nMatt Hedberg &#8212; RBC Capital Markets &#8212; Analyst<br \/>\nGray Powell &#8212; BTIG &#8212; Analyst<br \/>\nJonathan Ho &#8212; William Blair &amp; Company &#8212; Analyst<br \/>\nHamza Fodderwala &#8212; Morgan Stanley &#8212; Analyst<br \/>\nRob Owens &#8212; Piper Sandler &#8212; Analyst<br \/>\nJoe Gallo &#8212; Jefferies &#8212; Analyst<br \/>\nJohn DiFucci &#8212; Guggenheim Securities &#8212; Analyst<br \/>\nEric Heath &#8212; KeyBanc Capital Markets &#8212; Analyst<br \/>\nPeter Weed &#8212; Bernstein &#8212; Analyst<br \/>\nAlex Henderson &#8212; Needham and Company &#8212; Analyst<br \/>\nJosh Tilton &#8212; Wolfe Research &#8212; Analyst<br \/>\nAdam Tindle &#8212; Raymond James &#8212; Analyst<br \/>\nShrenik Kothari &#8212; Baird &#8212; Analyst<br \/>\nFatima Boolani &#8212; Citi &#8212; Analyst<br \/>\nRudy Kessinger &#8212; D.A. Davidson &#8212; Analyst<br \/>\nKeith Bachman &#8212; BMO Capital Markets &#8212; Analyst<br \/>\nAdam Borg &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nSterling Auty &#8212; MoffettNathanson &#8212; Analyst<br \/>\nPeter Levine &#8212; Evercore ISI &#8212; Analyst<br \/>\nTrevor Walsh &#8212; JMP Securities &#8212; Analyst<br \/>\nBrad Zelnick &#8212; Deutsche Bank &#8212; Analyst<br \/>\nMore OKTA analysis<\/p>\n<p>2022\u5e7411\u670830\u65e5\u5348\u5f8c5\u664200\u5206<\/p>\n<p>\u30c7\u30a4\u30f4\u30fb\u30b8\u30a7\u30f3\u30ca\u30ec\u30c3\u30ea<\/p>\n<p>\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002Okta \u306e 2023 \u5e74\u5ea6\u7b2c 3 \u56db\u534a\u671f\u6c7a\u7b97\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u306b\u3088\u3046\u3053\u305d\u3002\u79c1\u306f\u30aa\u30af\u30bf\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577\u3001\u30c7\u30a4\u30d6\u30fb\u30b8\u30a7\u30f3\u30ca\u30ec\u30ea\u3067\u3059\u3002\u672c\u65e5\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u306f\u3001\u5f53\u793e\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u8a2d\u7acb\u8005\u306e\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\u3001\u305d\u3057\u3066\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30d6\u30ec\u30c3\u30c8\u30fb\u30bf\u30a4\u30ac\u304c\u540c\u5e2d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u65e5\u306e\u8aac\u660e\u4f1a\u3067\u306f\u30011995\u5e74\u79c1\u52df\u8a3c\u5238\u8a34\u8a1f\u6539\u9769\u6cd5\u306e\u30bb\u30fc\u30d5\u30cf\u30fc\u30d0\u30fc\u898f\u5b9a\u306b\u57fa\u3065\u304d\u3001\u5f53\u793e\u306e\u8ca1\u52d9\u898b\u901a\u3057\u3084\u5e02\u5834\u3067\u306e\u4f4d\u7f6e\u3065\u3051\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u542b\u3080\uff08\u305f\u3060\u3057\u3001\u3053\u308c\u306b\u9650\u5b9a\u3055\u308c\u306a\u3044\uff09\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u884c\u3044\u307e\u3059\u3002\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3001\u65e2\u77e5\u304a\u3088\u3073\u672a\u77e5\u306e\u30ea\u30b9\u30af\u304a\u3088\u3073\u4e0d\u78ba\u5b9f\u6027\u3092\u5185\u5305\u3059\u308b\u3082\u306e\u3067\u3042\u308a\u3001\u5f53\u793e\u306e\u5b9f\u969b\u306e\u696d\u7e3e\u3001\u7d4c\u55b6\u7d50\u679c\u3001\u6210\u679c\u306f\u3001\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b \u3088\u3063\u3066\u660e\u793a\u307e\u305f\u306f\u9ed9\u793a\u3055\u308c\u308b\u3082\u306e\u3068\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u3054\u627f\u77e5\u304a\u304d\u304f\u3060\u3055\u3044\u3002\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3001\u4f5c\u6210\u65e5\u6642\u70b9\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u7d4c\u55b6\u9663\u306e\u8003\u3048\u3068\u4eee\u5b9a\u3092\u8868\u3057\u3066\u3044\u308b\u306b\u3059\u304e\u307e\u305b\u3093\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u8981\u56e0\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u304c\u4ee5\u524d\u306b\u63d0\u51fa\u3057\u305f\u30d5\u30a9\u30fc\u30e0 10-Q\u306e\u300c\u30ea\u30b9\u30af\u8981\u56e0\u300d\u306e\u9805\u3092\u542b\u3081\u3001\u5f53\u793e\u304c\u9069\u5b9cSEC\u306b\u63d0\u51fa\u3059\u308b\u66f8\u985e\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u672c\u65e5\u306e\u4f1a\u8b70\u306b\u304a\u3044\u3066\u3001\u5f53\u793e\u306f\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u8a0e\u8b70\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u975e GAAP \u8ca1\u52d9\u6307\u6a19\u306f\u3001GAAP \u306b\u57fa\u3065\u3044\u3066\u4f5c\u6210\u3055\u308c\u305f\u8ca1\u52d9\u696d\u7e3e\u306e\u6307\u6a19\u306b\u8ffd\u52a0\u3055\u308c\u308b\u3082\u306e\u3067\u3042\u308a\u3001\u4ee3\u7528\u3055\u308c\u308b\u3082\u306e\u3067\u3082\u512a\u8d8a\u3055\u308c\u308b\u3082\u306e\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002GAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u306e\u8abf\u6574\u8868\u3001\u304a\u3088\u3073\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u6700\u3082\u8fd1\u3044GAAP\u30d9\u30fc\u30b9\u306e\u540c\u7b49\u6307\u6a19\u3068\u306e\u4f7f\u7528\u4e0a\u306e\u5236\u9650\u306b\u95a2\u3059\u308b\u8aac\u660e\u306f\u3001\u5f53\u793e\u306e\u6c7a\u7b97\u767a\u8868\u8cc7\u6599\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u3001\u50be\u5411\u5206\u6790\u3055\u308c\u305f\u8ca1\u52d9\u8af8\u8868\u3084\u4e3b\u8981\u306a\u6307\u6a19\u3092\u542b\u3080\u88dc\u8db3\u8ca1\u52d9\u8cc7\u6599\u306b\u3082\u8a73\u7d30\u306a\u60c5\u5831\u304c\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u65e5\u306e\u8aac\u660e\u4f1a\u3067\u306f\u3001\u696d\u7e3e\u306b\u95a2\u3059\u308b\u8aac\u660e\u306e\u4e2d\u3067\u3001\u3044\u304f\u3064\u304b\u306e\u6570\u5024\u306e\u63a8\u79fb\u3092\u5f15\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7279\u8a18\u3057\u3066\u3044\u306a\u3044\u3059\u3079\u3066\u306e\u91d1\u984d\u306f\u7c73\u56fd\u4f1a\u8a08\u539f\u5247\u306b\u5247\u3063\u3066\u7b97\u51fa\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\u306b\u4f1a\u8b70\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30c8\u30c3\u30c9\uff1f<\/p>\n<p>&nbsp;<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 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\u3067\u518d\u691c\u8a0e\u3059\u308b\u3053\u3068\u304c\u8ce2\u660e\u3067\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u79c1\u305f\u3061\u306f\u3001\u3053\u308c\u307e\u3067\u306e\u9032\u6357\u3092\u8e0f\u307e\u3048\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u3055\u3089\u306b\u62e1\u5927\u3059\u308b\u305f\u3081\u306e\u9069\u5207\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u30d7\u30e9\u30f3\u304c\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002Q&amp;A\u306f\u30c7\u30a4\u30d6\u306b\u623b\u3057\u307e\u3059\u3002\u30c7\u30a4\u30d6<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30d6\u30ec\u30c3\u30c8\u3002\u30d6\u30ec\u30c3\u30c8\uff1a\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001\u8ffd\u52a0\u3067\u8cea\u554f\u3057\u3066\u3044\u305f\u3060\u3044\u3066\u3082\u304b\u307e\u3044\u307e\u305b\u3093\u3002\u3067\u306f\u3001\u6700\u521d\u306e\u8cea\u554f\u306fRBC\u306e\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30de\u30c3\u30c8\u3055\u3093\uff1f<\/p>\n<p>\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0 &#8212; RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u3067\u306e\u56de\u5fa9\u3092\u795d\u798f\u3057\u307e\u3059\u3002\u30d6\u30ec\u30c3\u30c8\u3055\u3093\u3001\u30ec\u30d9\u30cb\u30e5\u30fc\u30fb\u30ac\u30a4\u30c9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u901f\u5831\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u306e\u4e2d\u3067\u3001\u57fa\u672c\u7684\u306a\u30a4\u30f3\u30d7\u30c3\u30c8\u3092\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u9867\u5ba2\u6570\u3001NRR\u306a\u3069\u3001\u3069\u306e\u3088\u3046\u306b\u7b97\u51fa\u3055\u308c\u305f\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u5177\u4f53\u7684\u306b\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u300216%\u304b\u308917%\u306e\u6210\u9577\u7387\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3048\u3048\u3001\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u6700\u521d\u306b&#8230;<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>Matt\u3001Brett\u306b\u805e\u3044\u305f\u306e\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u79c1\u304c\u7c21\u5358\u306b\u8a71\u3057\u3066\u3001Brett\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u5f37\u6c17\u3067\u3001\u9577\u671f\u7684\u306a\u30c1\u30e3\u30f3\u30b9\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u3001\u6280\u8853\u306e\u63a1\u7528\u3001\u9867\u5ba2\u5bfe\u5fdc\u7b56\u306e\u69cb\u7bc9\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u614b\u52e2\u306e\u5f37\u5316\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u5834\u9762\u3067\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306f\u91cd\u8981\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u3084\u6765\u5e74\u306e\u696d\u7e3e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u306f\u3001\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u308b\u3053\u3068\u3082\u3042\u308a\u3001\u3053\u306e\u3088\u3046\u306a\u898b\u901a\u3057\u3092\u7acb\u3066\u305f\u7d4c\u7def\u306b\u3064\u3044\u3066\u3082\u304a\u8a71\u3057\u3057\u307e\u3059\u304c\u3001\u9577\u671f\u7684\u306a\u6a5f\u4f1a\u306f\u975e\u5e38\u306b\u5f37\u6c17\u3067\u3001\u76ee\u306e\u524d\u306b\u3042\u308b\u30c1\u30e3\u30f3\u30b9\u306b\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u305d\u3053\u304b\u3089\u5148\u306f\u79c1\u304c\u627f\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30c8\u30c3\u30c9\u300224\u5e74\u5ea6\u306e\u8a71\u3092\u3059\u308b\u524d\u306b\u3001\u524d\u56db\u534a\u671f\u306e\u8a71\u3092\u307e\u3068\u3081\u308b\u3068\u3053\u3093\u306a\u611f\u3058\u3067\u3057\u3087\u3046\u304b\u3002\u524d\u56db\u534a\u671f\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u308b\u3068\u3001\u3044\u304f\u3064\u304b\u8a71\u984c\u306b\u306a\u3063\u305f\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u7279\u306b\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u95a2\u3059\u308b\u7d71\u5408\u306e\u8ab2\u984c\u30022\u3064\u76ee\u306f\u3001\u5f93\u696d\u54e1\u6570\u306e\u6e1b\u5c11\u3067\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001\u30de\u30af\u30ed\u7684\u306a\u89b3\u70b9\u304b\u3089\u306e\u8ab2\u984c\u3067\u3057\u305f\u306d\u3002\u3067\u306f\u300190\u65e5\u5f8c\u306e\u4eca\u65e5\u3001\u3053\u308c\u3089\u306e\u8ab2\u984c\u306f\u3069\u306e\u3088\u3046\u306b\u9032\u5c55\u3057\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u305d\u308c\u304c\u30de\u30af\u30ed\u7684\u306a &#8212; 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&#8212; 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&#8212; RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002BTIG\u306eGray Powell\u306b\u8a71\u3092\u805e\u3044\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Gray Powell &#8212; BTIG &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>OK\u3001\u7d20\u6674\u3089\u3057\u3044\u3002\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3048\u3048 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McKinnon\uff09\uff1a\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u30b0\u30ec\u30a4\u3002\u79c1\u306f\u3001\u4eca\u306f\u975e\u5e38\u306b\u614e\u91cd\u306b\u306a\u308b\u3079\u304d\u6642\u671f\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002Brett\u306e\u30b3\u30e1\u30f3\u30c8\u3067\u3001\u4fdd\u5b88\u7684\u3067\u73fe\u5b9f\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u5c06\u6765\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u3066\u3044\u308b\u3053\u3068\u304c\u304a\u5206\u304b\u308a\u3044\u305f\u3060\u3051\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u306f\u3001\u4e16\u754c\u4e2d\u306e\u4ed6\u306e\u4f01\u696d\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u3082\u6295\u8cc7\u3001\u7279\u306b\u6210\u9577\u5206\u91ce\u3078\u306e\u6295\u8cc7\u3092\u691c\u8a0e\u3057\u3001\u305d\u308c\u3089\u3092\u30e9\u30f3\u30ad\u30f3\u30b0\u3057\u3066\u3001ROI\u306e\u9ad8\u3044\u3082\u306e\u306f\u4f55\u304b\u3001\u305d\u308c\u3092\u500d\u5897\u3055\u305b\u308b\u3079\u304d\u3082\u306e\u306f\u4f55\u304b\u3001\u3068\u3044\u3046\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u6700\u3082\u751f\u7523\u6027\u304c\u9ad8\u3044\u3068\u601d\u308f\u308c\u308b\u3082\u306e\u306b\u306f\u3001\u3055\u3089\u306b\u529b\u3092\u5165\u308c\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002\u904e\u53bb\u6570\u5e74\u9593\u3067\u3042\u308c\u3070\u3001\u3088\u308a\u9ad8\u3044ROI\u306e\u53ef\u80fd\u6027\u304c\u306a\u3044\u3082\u306e\u306b\u7740\u624b\u3057\u3066\u3044\u305f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001\u4f1a\u793e\u306e\u53d6\u308a\u7d44\u307f\u306b\u96c6\u4e2d\u3057\u3001\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u3067\u3001\u30de\u30fc\u30b8\u30f3\u3084\u6210\u9577\u306e\u6a5f\u4f1a\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u30b0\u30ec\u30a4\u30fb\u30d1\u30a6\u30a8\u30eb &#8212; BTIG &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002OK\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3053\u308c\u3082\u3042\u306a\u305f\u306e\u8cea\u554f\u306e\u4e00\u90e8\u3060\u3063\u305f\u3068\u8a18\u61b6\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30af\u30ed\u306b\u3064\u3044\u3066\u8003\u3048\u3001\u72b6\u6cc1\u304c\u60aa\u5316\u3057\u3001\u826f\u304f\u306a\u308b\u524d\u306b\u60aa\u304f\u306a\u308b\u3068\u3044\u3046\u898b\u901a\u3057\u3092\u7acb\u3066\u308b\u3068\u3001\u9867\u5ba2\u3068\u5f93\u696d\u54e1\u306e\u4e21\u65b9\u306e\u30d3\u30b8\u30cd\u30b9\u30e9\u30a4\u30f3\u3067\u3001\u305d\u306e\u5f71\u97ff\u306f\u304b\u306a\u308a\u5747\u8861\u304c\u53d6\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001SMB\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u306f\u3001\u4e21\u30d3\u30b8\u30cd\u30b9\u30e9\u30a4\u30f3\u5168\u4f53\u3067\u3088\u308a\u5927\u304d\u306a\u5f71\u97ff\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u7d4c\u6e08\u74b0\u5883\u306e\u60aa\u5316\u306b\u3088\u308a\u3001\u4e88\u7b97\u3092\u7cbe\u67fb\u3057\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u9032\u3081\u306a\u3044\u3068\u3044\u3046\u30b1\u30fc\u30b9\u3082\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u7d4c\u8cbb\u7ba1\u7406\u3084\u30d9\u30f3\u30c0\u30fc\u30921\u793e\u306b\u307e\u3068\u3081\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u305f\u3081\u3001\u3088\u308a\u7a4d\u6975\u7684\u306a\u6295\u8cc7\u3084\u7d71\u5408\u3092\u671b\u3093\u3067\u3044\u308b\u30b1\u30fc\u30b9\u3082\u898b\u3089\u308c\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u3061\u3087\u3063\u3068\u96e3\u3057\u3044\u3093\u3067\u3059\u3002\u3053\u308c\u306f\u7279\u5b9a\u306e\u88fd\u54c1\u306b\u9650\u3063\u305f\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u4fdd\u5b88\u7684\u306a\u7d4c\u6e08\u72b6\u6cc1\u3084\u4e0d\u6cc1\u304c\u3001\u3042\u308b\u5834\u5408\u306b\u306f\u52a9\u3051\u306b\u306a\u308a\u3001\u3042\u308b\u5834\u5408\u306b\u306f\u5bb3\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3001\u4e88\u6e2c\u3059\u308b\u306e\u306f\u5c11\u3057\u96e3\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u898b\u901a\u3057\u3092\u7acb\u3066\u308b\u306b\u306f\u975e\u5e38\u306b\u614e\u91cd\u3067\u3042\u308b\u3079\u304d\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3055\u3089\u306b\u4ed8\u3051\u52a0\u3048\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u30de\u30af\u30ed\u7684\u306a\u89b3\u70b9\u3067\u306f\u3001\u5148\u307b\u3069\u79c1\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306e\u3069\u3061\u3089\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u304b\u306f\u3001\u304a\u305d\u3089\u304f\u3042\u307e\u308a\u95a2\u4fc2\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u3001\u3069\u306e\u3088\u3046\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5c5e\u3059\u308b\u304b\u3001\u3068\u3044\u3046\u3053\u3068\u306b\u91cd\u304d\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u306d\u3002\u5317\u7c73\u306e\u4e2d\u5805\u30fb\u4e2d\u5c0f\u4f01\u696d\u3067\u306f\u9700\u8981\u304c\u8edf\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u306f\u3001\u5927\u53e3\u9867\u5ba2\u306e\u7372\u5f97\u304c\u3042\u308a\u307e\u3057\u305f\u300210\u4e07\u53f0\u4ee5\u4e0a\u306e\u9867\u5ba2\u6570\u306f\u975e\u5e38\u306b\u5805\u8abf\u306b\u63a8\u79fb\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u7684\u306b\u306f2\u3064\u306e\u4e16\u754c\u306e\u7269\u8a9e\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u88fd\u54c1\u5225\u3068\u3044\u3046\u3088\u308a\u3001\u304a\u305d\u3089\u304f\u6700\u3082\u5927\u304d\u306a\u5dee\u5225\u5316\u304c\u898b\u3089\u308c\u308b\u306e\u306f\u3053\u306e\u5206\u91ce\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>Gray Powell &#8212; BTIG &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u304b\u3002\u672c\u5f53\u306b\u52a9\u304b\u308a\u307e\u3057\u305f\u3002\u4eca\u671f\u306e\u696d\u7e3e\u5411\u4e0a\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u3088\u3057 \u6b21\u306fWilliam Blair\u306eJonathan Ho\u3067\u3059\u3002<\/p>\n<p>Jonathan Ho &#8212; William Blair &amp; Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u3002\u3059\u307f\u307e\u305b\u3093\u3001\u5c11\u3057\u5f85\u3063\u3066\u304f\u3060\u3055\u3044\u3002\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u5e02\u5834\u53c2\u5165\u3068\u8ca9\u58f2\u518d\u7de8\u306e\u6539\u5584\u306b\u95a2\u3059\u308b\u9032\u6357\u306b\u3064\u3044\u3066\u8003\u3048\u59cb\u3081\u305f\u3068\u304d\u3001\u9054\u6210\u3057\u305f\u3053\u3068\u306e\u4e2d\u3067\u6700\u3082\u8a87\u308a\u306b\u601d\u3046\u3053\u3068\u3068\u3001\u5e02\u5834\u53c2\u5165\u306e\u5074\u9762\u306b\u95a2\u3057\u3066\u307e\u3060\u9032\u884c\u4e2d\u306e\u3053\u3068\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u6700\u3082\u30a4\u30f3\u30d1\u30af\u30c8\u304c\u3042\u3063\u305f\u306e\u306f\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u660e\u78ba\u306b\u3057\u305f\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002Oktane\u3067\u306f\u3001\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u6570\u30ab\u6708\u524d\u304b\u3089\u3001\u3042\u308b\u3044\u306f\u3082\u30464\u30015\u30ab\u6708\u524d\u304b\u3089\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u660e\u78ba\u306b\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u300cOktane\u300d\u3067\u306f\u3001\u305d\u308c\u3092\u5b9f\u969b\u306b\u793a\u3059\u6a5f\u4f1a\u3092\u5f97\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3001\u3053\u308c\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3067\u3001\u305d\u308c\u305e\u308c\u30af\u30e9\u30b9\u6700\u9ad8\u306e2\u3064\u306e\u30af\u30e9\u30a6\u30c9\u304c\u3042\u308a\u3001\u4e00\u7dd2\u306b\u4f7f\u3046\u3053\u3068\u3067\u3088\u308a\u826f\u304f\u306a\u308b\u3068\u3044\u3046\u660e\u78ba\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u73fe\u5834\u3060\u3051\u3067\u306a\u304f\u3001\u304a\u5ba2\u69d8\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u4f01\u696d\u306b\u3082\u975e\u5e38\u306b\u3088\u304f\u97ff\u304d\u307e\u3057\u305f\u3002\u8ab0\u3082\u304c\u305d\u308c\u3092\u7406\u89e3\u3057\u3001\u6226\u7565\u3092\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u6226\u7565\u3082\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3059\u3067\u306b\u3001\u72ec\u7acb\u3057\u305f\u4e2d\u7acb\u7684\u306a\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u5727\u5012\u7684\u306a\u30c8\u30c3\u30d7\u4f01\u696d\u3067\u3042\u308b\u3053\u3068\u3092\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u305d\u306e\u30ea\u30fc\u30c9\u3092\u3055\u3089\u306b\u5f37\u56fa\u306a\u3082\u306e\u306b\u3057\u3001\u9577\u671f\u7684\u306b\u30ea\u30fc\u30c9\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306e\u6e96\u5099\u304c\u6574\u3063\u305f\u306e\u3067\u3059\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u306e\u5370\u8c61\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u969b\u306bCustomer Identity Cloud\u306e\u53d6\u5f15\u3092\u884c\u3063\u305f\u30bb\u30fc\u30eb\u30b9\u62c5\u5f53\u8005\u306e\u6570\u304c\u3001\u76f4\u8fd13\u56db\u534a\u671f\u3067\u9806\u6b21\u5897\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u306a\u3069\u3001\u5b9a\u91cf\u7684\u306a\u6307\u6a19\u306b\u3082\u53cd\u6620\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u96e2\u8077\u7387\u306e\u4f4e\u4e0b\u3082\u826f\u3044\u5146\u5019\u3067\u3059\u3002\u3053\u308c\u304c\u6700\u3082\u30a4\u30f3\u30d1\u30af\u30c8\u306e\u3042\u308b\u5909\u5316\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30ca\u30b5\u30f3\u306f\u3001\u5e02\u5834\u958b\u62d3\u62c5\u5f53\u8005\u304c\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3001\u88fd\u54c1\u306b\u7cbe\u901a\u3059\u308c\u3070\u3059\u308b\u307b\u3069\u3001\u304a\u5ba2\u69d8\u306e\u554f\u984c\u3084\u4fa1\u5024\u306e\u3042\u308b\u5c0f\u9053\u5177\u3092\u7406\u89e3\u3057\u3001\u6642\u9593\u3092\u304b\u3051\u3001\u3055\u307e\u3056\u307e\u306a\u6253\u6483\u3092\u4e0e\u3048\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u5f37\u3055\u3068\u80fd\u529b\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30b4\u30fc\u30fb\u30c4\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u512a\u79c0\u306a\u4eba\u6750\u306b\u3082\u3063\u3068\u6642\u9593\u3092\u4e0e\u3048\u3001\u6253\u5e2d\u306b\u7acb\u305f\u305b\u308b\u3053\u3068\u304c\u6539\u5584\u3059\u3079\u304d\u70b9\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30c1\u30fc\u30e0\u306f\u7d20\u6674\u3089\u3057\u3044\u30c1\u30fc\u30e0\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u660e\u78ba\u306b\u3057\u305f\u3053\u3068\u3067\u3001\u4ee5\u524d\u306f\u30c6\u30b9\u30c8\u30b9\u30dd\u30c3\u30c8\u3068\u3057\u3066\u7f6e\u3044\u3066\u3044\u305f\u3082\u306e\u304c\u3001\u4eca\u3067\u306f\u672c\u5f53\u306b\u305d\u3046\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u306f\u3063\u304d\u308a\u3055\u305b\u305f\u306e\u3067\u3059\u3002<\/p>\n<p>\u4eca\u3001\u5f7c\u3089\u306f\u6253\u5e2d\u306b\u7acb\u3061\u3001\u7b4b\u8089\u3092\u3064\u3051\u3001\u5c06\u6765\u306f\u9a5a\u304f\u307b\u3069\u751f\u7523\u7684\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>Jonathan Ho &#8212; William Blair &amp; Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u305d\u308c\u3067\u306f Morgan Stanley\u306eHamza Fodderwala\u306b\u8a71\u3092\u4f3a\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Hamza Fodderwala &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u305d\u3057\u3066\u3001\u30ac\u30a4\u30c9\u306b\u30ad\u30c3\u30c1\u30f3\u30b7\u30f3\u30af\u3092\u6295\u3052\u308b\u65b9\u6cd5\u3002\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u6765\u5e74\u306f\u30cf\u30a4\u30c6\u30a3\u30fc\u30f3\u306b\u6210\u9577\u3059\u308b\u4e88\u5b9a\u3067\u3059\u306d\u3002\u4eca\u5e74\u306f\u4eba\u54e1\u524a\u6e1b\u304c\u3042\u3063\u305f\u305f\u3081\u3001\u307e\u3060\u751f\u7523\u80fd\u529b\u306e\u5897\u5f37\u304c\u5fc5\u8981\u306a\u3088\u3046\u3067\u3059\u306d\u3002\u307e\u305f\u3001\u55b6\u696d\u90e8\u968a\u306e\u751f\u7523\u6027\u306b\u3064\u3044\u3066\u3082\u3001\u304a\u305d\u3089\u304f\u82e5\u5e72\u306e\u8db3\u304b\u305b\u306b\u306a\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u305d\u3053\u3067\u300124\u5e743\u6708\u671f\u306b\u3069\u306e\u3088\u3046\u306b\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u9ad8\u3081\u3066\u3044\u304f\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u5b9f\u306f\u3001\u80fd\u529b\u5897\u5f37\u306f\u79c1\u304c\u6ce8\u76ee\u3059\u308b\u5206\u91ce\u3067\u306f\u306a\u3044\u306e\u3067\u3059\u3001\u30cf\u30e0\u30b6\u3002\u305d\u308c\u3088\u308a\u3082\u3001\u751f\u7523\u6027\u3067\u3059\u3002\u307e\u3055\u306b\u4ecaTodd\u304c\u8a71\u3057\u3066\u3044\u305f\u3088\u3046\u306b\u3001\u62c5\u5f53\u8005\u3092\u3088\u308a\u9577\u304f\u52e4\u7d9a\u3055\u305b\u3001\u3088\u308a\u591a\u304f\u306e\u751f\u7523\u6027\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u3067\u3059\u306d\uff1fHamza\u3082\u3088\u304f\u77e5\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u30011\u5e74\u3001\u3064\u307e\u308a3\u5e74\u9593\u5728\u7c4d\u3057\u305fMR\u306f\u30019\u30ab\u6708\u5728\u7c4d\u3057\u305fMR\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u751f\u7523\u6027\u304c\u9ad8\u3044\u306e\u3067\u3059\u304b\u3089\u306d\u3002\u3069\u3061\u3089\u3082\u3001\u5c02\u9580\u7528\u8a9e\u3067\u8a00\u3048\u3070\u300c\u6210\u9577\u671f\u300d\u3067\u3059\u304c\u3001\u305d\u306e\u6642\u70b9\u3067\u306f\u3088\u308a\u751f\u7523\u6027\u306e\u9ad8\u3044\u62c5\u5f53\u8005\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306f\u3001\u7d14\u7c8b\u306b\u30bb\u30fc\u30eb\u30b9\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u89b3\u70b9\u304b\u3089\u898b\u305f\u7247\u65b9\u306e\u5074\u9762\u3067\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u7d44\u7e54\u306e\u4ed6\u306e\u90e8\u5206\u3067\u3082\u751f\u7523\u6027\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u306f\u3001\u5178\u578b\u7684\u306a\u4f8b\u3067\u3059\u3002\u73fe\u5834\u3060\u3051\u3067\u306a\u304f\u3001\u79c1\u306e\u30c1\u30fc\u30e0\u3084\u7814\u7a76\u958b\u767a\u30c1\u30fc\u30e0\u306e\u751f\u7523\u6027\u3082\u5411\u4e0a\u3055\u305b\u3001\u3069\u3046\u3059\u308c\u3070\u5168\u54e1\u306e\u751f\u7523\u6027\u3092\u3082\u3046\u5c11\u3057\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Hamza Fodderwala &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u30d1\u30a4\u30d1\u30fc\u793e\u306eRob Owens\u306b\u8a71\u3092\u4f3a\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Rob Owens &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001Dave\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30c8\u30c3\u30c9\u3001\u660e\u3089\u304b\u306b\u3053\u306e6\u30f6\u6708\u3067\u7d4c\u55b6\u9663\u304c\u5927\u52e2\u5165\u308c\u66ff\u308f\u308a\u307e\u3057\u305f\u306d\u3002\u305d\u3053\u3067\u3001\u9ad8\u3044\u30ec\u30d9\u30eb\u3067\u3001\u4f55\u304c\u8d77\u3053\u3063\u305f\u304b\u3092\u8ff0\u3079\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u3053\u306e\u30c1\u30fc\u30e0\u3092\u518d\u5efa\u3059\u308b\u305f\u3081\u306b\u3001\u307e\u305a\u4f55\u3092\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u3055\u3066\u3001\u3053\u306e\u30c1\u30fc\u30e0\u306f &#8212; \u5e83\u3044\u610f\u5473\u3067\u8a00\u3048\u3070\u3001\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u5f37\u529b\u3067\u3059\u3002\u7279\u306b\u30b9\u30fc\u30b6\u30f3\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u79c1\u306f\u3053\u306e\u30c1\u30fc\u30e0\u306b\u3068\u3066\u3082\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u5f7c\u5973\u306f\u7d20\u6674\u3089\u3057\u3044\u4eba\u7269\u3067\u3042\u308a\u3001\u7d20\u6674\u3089\u3057\u3044\u7d4c\u55b6\u8005\u3067\u3059\u3002\u5f7c\u5973\u306f\u7d20\u6674\u3089\u3057\u3044\u4eba\u7269\u3067\u3042\u308a\u3001\u7d20\u6674\u3089\u3057\u3044\u7d4c\u55b6\u8005\u3067\u3059\u300230\u5e74\u9593\u7d4c\u55b6\u306b\u643a\u308f\u3063\u305f\u5f8c\u3001\u5f7c\u5973\u306f\u5f15\u9000\u3057\u3001\u53d6\u7de0\u5f79\u3068\u3057\u3066\u6642\u9593\u3092\u904e\u3054\u3059\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u3068\u3053\u308d\u3067\u3001\u5f7c\u5973\u306f&#8230;&#8230;\u3059\u3067\u306b\u5f79\u54e1\u3092\u52d9\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u304b\u3089\u3082\u3063\u3068\u591a\u304f\u306e\u5f79\u54e1\u306b\u306a\u308b\u4e88\u5b9a\u3067\u3059\u3002\u5f7c\u5973\u306f\u7d20\u6674\u3089\u3057\u3044\u5f79\u54e1\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u79c1\u306f\u5f7c\u5973\u306e\u3053\u3068\u3092\u3068\u3066\u3082\u4fe1\u983c\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u306b\u3001\u5f7c\u5973\u304c\u7bc9\u304d\u4e0a\u3052\u305f\u30c1\u30fc\u30e0\u3082\u7406\u7531\u306e\u3072\u3068\u3064\u3067\u3059\u3002<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u30c1\u30fc\u30e0\u304c\u3001\u8c4a\u5bcc\u306a\u4eba\u6750\u3068\u3068\u3082\u306b\u3001\u79c1\u305f\u3061\u306e\u6226\u7565\u3084\u30d3\u30b8\u30e7\u30f3\u3092\u53d7\u3051\u7d99\u3044\u3067\u3044\u304f\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u30c1\u30fc\u30e0\u3068\u30c1\u30fc\u30e0\u5168\u4f53\u304c\u3001\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u304f\u308c\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u3060\u304b\u3089\u3001\u7279\u306b\u30b9\u30fc\u30b6\u30f3\u306e\u3088\u3046\u306a\u6709\u80fd\u306a\u4eba\u304c\u5f15\u9000\u3059\u308b\u306e\u306f\u3001\u3044\u3064\u3082\u3064\u3089\u3044\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30b7\u30e7\u30fc\u306f\u7d9a\u3051\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3001\u5f7c\u5973\u306e\u5f8c\u4efb\u3092\u63a2\u3059\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n<p>\u793e\u5185\u306e\u5019\u88dc\u8005\u3068\u793e\u5916\u306e\u5019\u88dc\u8005\u3092\u691c\u8a0e\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u5f7c\u5973\u306e\u3088\u3046\u306a\u512a\u79c0\u306a\u4eba\u6750\u3092\u898b\u3064\u3051\u308b\u306e\u306f\u96e3\u3057\u3044\u3060\u308d\u3046\u304c\u3001\u5fb9\u5e95\u7684\u306a\u8abf\u67fb\u3092\u884c\u3046\u3064\u3082\u308a\u3060\u3002<\/p>\n<p>Rob Owens &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u30ab\u30e9\u30fc\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>Jefferies\u306eJoe Gallo\u306b\u8a71\u3092\u805e\u3044\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Joe Gallo &#8212; Jefferies &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u30de\u30af\u30ed\u3068\u614e\u91cd\u3055\u3001\u305d\u3057\u3066\u74b0\u5883\u304c\u826f\u304f\u306a\u308b\u524d\u306b\u60aa\u5316\u3055\u305b\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u306f\u611f\u8b1d\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u306b\u57fa\u3065\u3044\u3066\u30012023\u5e74\u306e\u30b5\u30a4\u30d0\u30fc\u4e88\u7b97\u3068\u305d\u308c\u304c\u826f\u304f\u306a\u308b\u6642\u671f\u306b\u3064\u3044\u3066\u3001\u9867\u5ba2\u306f\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u3053\u306e\u72b6\u6cc1\u306f\u9577\u671f\u7684\u306a\u65b0\u5e38\u614b\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\uff08Todd McKinnon\uff09 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u540c\u3058\u3053\u3068\u3092\u7e70\u308a\u8fd4\u3057\u3066\u3044\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3001\u304a\u5ba2\u69d8\u306b\u3088\u3063\u3066\u8a71\u304c\u5c11\u3057\u9055\u3046\u3088\u3046\u306a\u6c17\u304c\u3057\u307e\u3059\u3002\u4eca\u671f\u307e\u305f\u306f\u524d\u671f\u306e\u7b2c3\u56db\u534a\u671f\u306f\u3001\u5927\u578b\u6848\u4ef6\u304c\u6700\u3082\u591a\u304b\u3063\u305f\u56db\u534a\u671f\u306e\u4e00\u3064\u3067\u3057\u305f\u3002\u3053\u306e\u56db\u534a\u671f\u306f\u3001\u5927\u578b\u6848\u4ef6\u304c\u6700\u3082\u591a\u304b\u3063\u305f\u56db\u534a\u671f\u3067\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u4f1a\u793e\u306f\u3053\u3053\u6570\u5e74\u3001Okta\u306e\u9867\u5ba2\u3067\u3042\u3063\u305f\u4f1a\u793e\u3092\u4f55\u793e\u304b\u8cb7\u53ce\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3046\u306a\u308b\u3068\u3001\u3042\u308b\u6642\u70b9\u3067\u3001\u305d\u306e\u6210\u529f\u306f\u5727\u5012\u7684\u306a\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u3053\u3067\u5f7c\u3089\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7d44\u7e54\u5168\u4f53\u3092\u524d\u9032\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u6a19\u6e96\u5316\u304c\u5fc5\u8981\u3067\u3042\u308b\u3053\u3068\u3092\u77e5\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u8cb7\u53ce\u304b\u3089\u6210\u529f\u3001\u793e\u5185\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u5f62\u6210\u307e\u3067\u3001\u4f55\u5e74\u3082\u304b\u3051\u3066\u884c\u308f\u308c\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30de\u30af\u30ed\u74b0\u5883\u304c\u4ed6\u793e\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u5de6\u53f3\u3055\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u5b9f\u73fe\u3055\u308c\u308b\u306e\u3067\u3059\u3002\u3082\u3046\u3072\u3068\u3064\u306e\u4f8b\u306f\u3001KeyBanc\u306e\u8a71\u3067\u3059\u3002\u3053\u308c\u306f\u7d71\u5408\u306e\u8a71\u3067\u3059\u3002\u3053\u306e\u4f1a\u793e\u306b\u306f\u30ec\u30ac\u30b7\u30fc\u30d9\u30f3\u30c0\u30fc\u304c\u8907\u6570\u3042\u308a\u3001ID\u30c4\u30fc\u30eb\u3082\u30d0\u30e9\u30d0\u30e9\u3067\u3057\u305f\u3002\u5f7c\u3089\u306f\u7d4c\u6e08\u72b6\u6cc1\u3092\u898b\u3066\u30011\u3064\u306eID\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u8a00\u3044\u3001\u305d\u308c\u304c\u5f79\u306b\u7acb\u3061\u307e\u3057\u305f\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u4ed6\u306e\u9867\u5ba2\u306f\u3001\u4eca\u3042\u308b\u3082\u306e\u3092\u3082\u3046\u5c11\u3057\u9577\u304f\u4f7f\u3044\u7d9a\u3051\u3088\u3046\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u8a73\u7d30\u304c\u3069\u3046\u306a\u308b\u304b\u3001\u307e\u305f\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u9032\u5c55\u3057\u3066\u3044\u304f\u304b\u306f\u3001\u4e0d\u78ba\u5b9f\u306a\u8981\u7d20\u304c\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Joe Gallo &#8212; Jefferies &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306a\u308b\u307b\u3069\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u6b21\u306f\u30b0\u30c3\u30b2\u30f3\u30cf\u30a4\u30e0\u306e\u30b8\u30e7\u30f3\u30fb\u30c7\u30a3\u30d5\u30c3\u30c1\u3067\u3059\u3002<\/p>\n<p>John DiFucci &#8212; Guggenheim Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30c8\u30c3\u30c9\u3001\u6211\u3005\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u30ef\u30fc\u30af\u3067\u306f\u3001\u9867\u5ba2\u306f\u672c\u5f53\u306bOkta 2\u304b\u3089IGA\u3092\u8cfc\u5165\u3057\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u5f7c\u3089\u306f\u672c\u5f53\u306b\u30b9\u30a4\u30fc\u30c8\u5168\u4f53\u3092\u8cfc\u5165\u3057\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001PAM\u306e\u6e96\u5099\u304c\u6574\u3046\u307e\u3067\u5f85\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n<p>\u307e\u305a\u7b2c\u4e00\u306b\u3001\u3053\u306e\u610f\u898b\u306b\u8cdb\u6210\u3067\u3059\u304b\uff1f\u307e\u305f\u3001PAM\u306e\u88fd\u54c1\u30ea\u30ea\u30fc\u30b9\u306b\u3064\u3044\u3066\u3001\u6700\u65b0\u60c5\u5831\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u308c\u306f\u3001\u591a\u304f\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u6700\u9ad8\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u88fd\u54c1\u3092\u6301\u3061\u3001\u58c1\u4e00\u9762\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u78ba\u7acb\u3057\u305f\u3044\u3068\u3044\u3046\u3001\u79c1\u305f\u3061\u306e\u6226\u7565\u306b\u3074\u3063\u305f\u308a\u3060\u304b\u3089\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3059\u3067\u306b\u6700\u5927\u306e\u72ec\u7acb\u3057\u305f\u4e2d\u7acb\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u305d\u306e\u30ea\u30fc\u30c9\u3092\u3055\u3089\u306b\u5e83\u3052\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u3081\u3050\u308b\u6700\u3082\u91cd\u8981\u306a\u4f01\u696d\u306e\u3072\u3068\u3064\u3092\u7bc9\u304f\u30c1\u30e3\u30f3\u30b9\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u9577\u671f\u7684\u306a\u30d3\u30b8\u30e7\u30f3\u306b\u3001\u79c1\u305f\u3061\u306f\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306bWorkforce\u3067\u306f\u3001\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u88fd\u54c1\u3001\u30b7\u30f3\u30b0\u30eb\u30b5\u30a4\u30f3\u30aa\u30f3\u3001\u9ad8\u5ea6\u306a\u591a\u8981\u7d20\u8a8d\u8a3c\u306a\u3069\u3001\u660e\u3089\u304b\u306b\u30ea\u30fc\u30c0\u30fc\u7684\u5b58\u5728\u3067\u3042\u308a\u3001ID\u30ac\u30d0\u30ca\u30f3\u30b9\u306f\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u65b0\u3057\u3044\u88fd\u54c1\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30ac\u30d0\u30ca\u30f3\u30b9\u306f\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u65b0\u3057\u3044\u88fd\u54c1\u3067\u3059\u3002\u5317\u7c73\u3067\u767a\u58f2\u3055\u308c\u3066\u307e\u30601\u56db\u534a\u671f\u304b2\u56db\u534a\u671f\u3067\u3059\u304c\u3001\u4eca\u5e74\u306e\u5e74\u672b\u306b\u306f\u4e00\u822c\u306b\u767a\u58f2\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u306e\u88fd\u54c1\u306f\u3001\u975e\u5e38\u306b\u901f\u3044\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u671f\u5f85\u3092\u306f\u308b\u304b\u306b\u4e0a\u56de\u308b\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u6210\u529f\u306e\u7406\u7531\u3068\u3044\u3046\u70b9\u3067\u3082\u3001\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u3055\u306b\u79c1\u305f\u3061\u304c\u8003\u3048\u3066\u3044\u305f\u901a\u308a\u3067\u3059\u3002\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u306e\u4ee3\u8868\u7684\u306a\u88fd\u54c1\u306b\u96a3\u63a5\u3057\u3066\u8ca9\u58f2\u3001\u5c55\u958b\u3055\u308c\u308b\u306e\u306f\u3001\u3088\u308a\u826f\u3044\u3053\u3068\u3067\u3059\u3002\u6280\u8853\u7684\u306a\u7d71\u5408\u306f\u3082\u3061\u308d\u3093\u3001\u8cfc\u5165\u8005\u306e\u7d71\u5408\u3068\u3044\u3046\u70b9\u3067\u3082\u3001\u81ea\u7136\u306a\u76f8\u4e57\u52b9\u679c\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u3092\u8cfc\u5165\u3059\u308b\u4eba\u306f\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u8cfc\u5165\u3059\u308b\u4eba\u3001\u30b0\u30eb\u30fc\u30d7\u3001\u307e\u305f\u306f\u305d\u306e\u3054\u304f\u8fd1\u304f\u306b\u3044\u308b\u3053\u3068\u304c\u591a\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u306f\u975e\u5e38\u306b\u5f37\u529b\u3067\u3059\u3002\u307e\u305f\u3001Okta\u3067\u767a\u8868\u3057\u305fPAM\u88fd\u54c1\u306e\u9032\u6357\u306b\u3082\u975e\u5e38\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u88fd\u54c1\u306f\u3001\u6570\u56db\u534a\u671f\u5f8c\u306b\u65e9\u671f\u30a2\u30af\u30bb\u30b9\u3092\u958b\u59cb\u3057\u300124\u5e74\u306e\u7b2c2\u56db\u534a\u671f\u3001\u3064\u307e\u308a\u4eca\u304b\u30896\u30ab\u6708\u5f8c\u304f\u3089\u3044\u306b\u306f\u4e00\u822c\u5229\u7528\u53ef\u80fd\u306b\u306a\u308a\u3001\u6765\u5e74\u672b\u306b\u306f\u4e00\u822c\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u306e\u88fd\u54c1\u306f\u3001\u3055\u3089\u306b\u591a\u304f\u306e\u7a2e\u985e\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u30ab\u30d0\u30fc\u3057\u3001\u30af\u30ec\u30c7\u30f3\u30b7\u30e3\u30eb\u3092\u4fdd\u7ba1\u3057\u3001\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u304a\u3088\u3073IGA\u306e\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3068\u30ea\u30bd\u30fc\u30b9\u306e\u7bc4\u56f2\u3092\u7dca\u5bc6\u306b\u7d71\u5408\u3059\u308b\u3068\u3044\u3046\u70b9\u3067\u3001\u307e\u3055\u306b\u30b5\u30f3\u30c7\u30fc\u306e\u4e0a\u306b\u8f09\u308b\u3088\u3046\u306a\u88fd\u54c1\u306b\u306a\u308a\u307e\u3059\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3060\u3051\u3067\u306a\u304f\u3001\u30b5\u30fc\u30d0\u30fc\u3084\u30eb\u30fc\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8\u3001Kubernetes\u30af\u30e9\u30b9\u30bf\u3082\u30ab\u30d0\u30fc\u3057\u3001\u5168\u4f53\u3092\u4e38\u304f\u307e\u3068\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u9032\u6357\u306b\u3068\u3066\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002PAM\u306f\u4e88\u5b9a\u901a\u308a\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u7d0d\u671f\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u3053\u306e\u88fd\u54c1\u306b\u3064\u3044\u3066\u8a71\u3057\u305f\u9867\u5ba2\u304b\u3089\u306e\u521d\u671f\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306b\u3082\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>John DiFucci &#8212; Guggenheim Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u6765\u5e74\u672b\u3067\u306f\u306a\u304f\u3001\u3082\u3063\u3068\u65e9\u3081\u308b\u65b9\u6cd5\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u9577\u3044\u6642\u9593\u306e\u3088\u3046\u306b\u601d\u3048\u308b\u306e\u3067\u3059\u304c\u3002\u3059\u307f\u307e\u305b\u3093\u3001Dave\u3001\u3082\u3046\u4e8c\u5ea6\u3068\u3084\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u3044\u3048\u3044\u3048\u3001\u5927\u4e08\u592b\u3067\u3059\u3002\u3054\u610f\u898b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3046\u3067\u3059\u306d\u3001\u5927\u304d\u306a\u7126\u70b9\u304c\u5f53\u3066\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u591a\u304f\u306e\u5c06\u6765\u306e\u65e5\u4ed8\u3084\u898b\u7a4d\u3082\u308a\u3001\u30e2\u30c7\u30ea\u30f3\u30b0\u3068\u540c\u69d8\u306b\u3001\u3053\u306e\u65e5\u4ed8\u306f\u975e\u5e38\u306b\u614e\u91cd\u304b\u3064\u9054\u6210\u53ef\u80fd\u306a\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>John DiFucci &#8212; Guggenheim Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>IGA\u306b\u3064\u3044\u3066\u306f\u3001Todd\u306e\u767a\u8a00\u306b\u88dc\u8db3\u3059\u308b\u3064\u3082\u308a\u3067\u3057\u305f\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306fIGA\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e1\u3064\u3067\u3059\u3088\u306d\uff1f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u9577\u3044\u9593\u3001\u79c1\u305f\u3061\u306e\u88fd\u54c1\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u304d\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u6700\u3082\u6210\u529f\u3057\u305f\u88fd\u54c1\u306e\u4e00\u3064\u3067\u3059\u3002IGA\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3042\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u7c98\u7740\u6027\u3001\u52dd\u7387\u3001\u305d\u306e\u4ed6\u3082\u308d\u3082\u308d\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u591a\u304f\u306e\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001Todd\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u901f\u3044\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u308a\u307e\u3057\u305f\u304c\u3001\u4eca\u5f8c\u306e\u5c55\u958b\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>John DiFucci &#8212; Guggenheim Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u3067\u306f \u3067\u306f\u3001\u65b0\u3057\u3044\u304a\u5ba2\u69d8\u3001KeyBanc\u306eEric Heath\u306b\u8a71\u3092\u805e\u3044\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Eric Heath &#8212; KeyBanc Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30c7\u30a4\u30d6\u3002\u30c8\u30c3\u30c9\u3055\u3093\u3001\u4ee5\u524d\u3001\u30c1\u30e3\u30cd\u30eb\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u7a2e\u985e\u3092\u5897\u3084\u3057\u3066\u3001\u65b0\u3057\u3044\u5b66\u6821\u306e\u30c1\u30e3\u30cd\u30eb\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3001GSI\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u3092\u5897\u3084\u3059\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u3053\u306e\u9593\u63a5\u8ca9\u58f2\u306b\u3064\u3044\u3066\u3001\u5f53\u56db\u534a\u671f\u306b\u3069\u306e\u3088\u3046\u306a\u6210\u679c\u3092\u4e0a\u3052\u3089\u308c\u307e\u3057\u305f\u304b\uff1f\u307e\u305f\u3001\u5f93\u6765\u306e\u30c1\u30e3\u30cd\u30eb\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u6bd4\u8f03\u3057\u3066\u3001\u65b0\u3057\u3044\u30c1\u30e3\u30cd\u30eb\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u304b\u3089\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u3069\u306e\u7a0b\u5ea6\u3042\u308b\u306e\u304b\u3001\u6700\u65b0\u60c5\u5831\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; 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Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u9593\u63a5\u30c1\u30e3\u30cd\u30eb\u3067\u306f\u3001\u307e\u3059\u307e\u3059\u591a\u304f\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u9593\u63a5\u30c1\u30e3\u30cd\u30eb\u306b\u5c5e\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5148\u307b\u3069Todd\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u306f\u975e\u5e38\u306b\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304b\u3089\u8cfc\u5165\u3059\u308b\u4eba\u306b\u3068\u3063\u3066\u3001\u975e\u5e38\u306b\u8208\u5473\u6df1\u3044\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n<p>Eric Heath &#8212; KeyBanc Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u6b21\u306fBernstein\u306ePeter Weed\u3067\u3059\u3002<\/p>\n<p>Peter Weed &#8212; Bernstein &#8212; 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Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u524d\u56de\u304a\u8a71\u3057\u305f\u3068\u304d\u306b\u3001\u3044\u304f\u3064\u304b\u306e\u30b3\u30b9\u30c8\u52b9\u7387\u5316\u7b56\u3092\u5b9f\u65bd\u3057\u305f\u3053\u3068\u3092\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30b3\u30b9\u30c8\u52b9\u7387\u5316\u7b56\u306f\u3001\u7b2c3\u56db\u534a\u671f\u306e\u696d\u7e3e\u3060\u3051\u3067\u306a\u304f\u3001\u7b2c4\u56db\u534a\u671f\u306824\u5e743\u6708\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3082\u53cd\u6620\u3055\u308c\u3066\u304a\u308a\u3001\u96c7\u7528\u3092\u6e1b\u901f\u3055\u305b\u307e\u3057\u305f\u3002\u524d\u56db\u534a\u671f\u6bd4\u306e\u5897\u52a0\u7387\u3092\u898b\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u308f\u304b\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u904e\u53bb4\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u7d04\u534a\u5206\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u6210\u9577\u304c\u7de9\u3084\u304b\u306b\u306a\u3063\u305f\u305f\u3081\u3001\u3059\u3079\u3066\u3092\u6e1b\u901f\u3055\u305b\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u6210\u9577\u7387\u3068\u5229\u76ca\u7387\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308b\u3068\u3044\u3046\u30b3\u30f3\u30bb\u30d7\u30c8\u306f\u3001\u904e\u53bb\u306b\u3082\u9069\u7528\u3057\u3066\u304d\u305f\u3053\u3068\u3067\u300123\u5e74\u5ea6\u308424\u5e74\u5ea6\u306b\u3082\u540c\u69d8\u306e\u3053\u3068\u304c\u8d77\u3053\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u7814\u7a76\u958b\u767a\u306b\u306f\u5f71\u97ff\u304c\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u640d\u76ca\u8a08\u7b97\u66f8\u5168\u4f53\u3067\u306f\u3001\u4ed6\u306e\u5206\u91ce\u306b\u3082\u5f71\u97ff\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e0d\u52d5\u7523\u306e\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u5408\u7406\u5316\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u640d\u76ca\u8a08\u7b97\u66f8\u5168\u4f53\u306b\u306f\u914d\u5206\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u306e\u3067\u3001\u305d\u306e\u5f71\u97ff\u3082\u898b\u3089\u308c\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u53d6\u308a\u7d44\u307f\u306b\u3088\u3063\u3066\u53ce\u76ca\u6027\u304c\u5411\u4e0a\u3057\u3001\u4eca\u671f\u306f\u82e5\u5e72\u306e\u30d7\u30e9\u30b9\u3001\u7b2c4\u56db\u534a\u671f\u306f\u30d7\u30e9\u30b9\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u8cea\u554f\u306e\u5f8c\u534a\u306f\u30c8\u30c3\u30c9\u306b\u7b54\u3048\u3066\u3082\u3089\u3044\u307e\u3057\u3087\u3046\u3002\u9069\u5207\u306a\u30ec\u30d9\u30eb\u3068\u306f\uff1f<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u640d\u76ca\u8a08\u7b97\u66f8\u3068\u7814\u7a76\u958b\u767a\u8cbb\u3092\u898b\u308b\u3068\u3001\u79c1\u305f\u3061\u306e\u6226\u7565\u306e1\u3064\u306f\u672c\u5f53\u306b\u91cd\u8981\u3067\u3059\u3002Workforce Identity Cloud\u3068Customer Identity Cloud\u306f\u3001\u3069\u3061\u3089\u3082\u91cd\u8981\u306a\u5e02\u5834\u3067\u3001ID\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3060\u3068\u3001\u79c1\u305f\u3061\u306f\u5f37\u304f\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u305d\u306e\u4e21\u65b9\u306b\u304a\u3044\u3066\u30ea\u30fc\u30c0\u30fc\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u305d\u308c\u306b\u898b\u5408\u3046\u3060\u3051\u306e\u7814\u7a76\u958b\u767a\u8cbb\u3092\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u30022\u3064\u306e\u7814\u7a76\u958b\u767a\u30c1\u30fc\u30e0\u3092\u7d71\u5408\u3057\u3066\u52b9\u7387\u5316\u3092\u56f3\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u304c\u3001\u305d\u308c\u306f\u6b63\u3057\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u3002<\/p>\n<p>\u6b63\u3057\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u3053\u308c\u30892\u3064\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u3001\u30af\u30e9\u30b9\u6700\u9ad8\u306e\u30af\u30e9\u30a6\u30c9\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001Okta Identity\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u4e00\u7dd2\u306b\u3001\u5171\u901a\u5316\u3067\u304d\u308b\u3082\u306e\u306f\u5171\u901a\u5316\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u5171\u901a\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30b5\u30fc\u30d3\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u4e21\u8005\u3067\u4fa1\u5024\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u3053\u306e\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u4eca\u3001\u7814\u7a76\u958b\u767a\u6295\u8cc7\u3092\u62e1\u5927\u3059\u308b\u4fa1\u5024\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u30b7\u30a7\u30a2\u30fc\u30c9\u30b5\u30fc\u30d3\u30b9\u3068\u7814\u7a76\u958b\u767a\u306e\u52b9\u7387\u5316\u304c\u9032\u3080\u3053\u3068\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>Peter Weed &#8212; Bernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3064\u307e\u308a\u3001\u7814\u7a76\u958b\u767a\u304b\u3089\u3088\u308a\u591a\u304f\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u5f97\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001\u305d\u306e\u6c34\u6e96\u304c\u81ea\u5206\u306b\u3068\u3063\u3066\u9069\u5207\u3060\u3068\u611f\u3058\u3066\u304a\u308a\u3001\u305d\u308c\u3092\u7dad\u6301\u3057\u3088\u3046\u3068\u8003\u3048\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u6765\u5e74\u3001\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u52b9\u7387\u5316\u3092\u56f3\u308a\u3001\u305d\u306e\u30b3\u30b9\u30c8\u524a\u6e1b\u5206\u3092\u58f2\u4e0a\u9ad8\u306b\u5360\u3081\u308b\u7814\u7a76\u958b\u767a\u8cbb\u306e\u6bd4\u7387\u3092\u4e0a\u3052\u308b\u305f\u3081\u306b\u3001\u7814\u7a76\u958b\u767a\u8cbb\u3092\u5897\u3084\u3059\u3068\u3044\u3046\u3088\u3046\u306a\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u3067\u3042\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u6b63\u3057\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Peter Weed &#8212; Bernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u3069\u3046\u3044\u305f\u3057\u307e\u3057\u3066\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30a7\u30f3\u30ca\u30ec\u30c3\u30ea<\/p>\n<p>\u6b21\u306b\u3001Needham\u306eAlex Henderson\u306b\u8a71\u3092\u805e\u3053\u3046\u3002<\/p>\n<p>Alex Henderson &#8212; Needham and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u3084\u3042\u3001\u30a2\u30ec\u30c3\u30af\u30b9\u3002\u304a\u4f1a\u3044\u3067\u304d\u3066\u3046\u308c\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>Alex Henderson &#8212; Needham and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4eca\u304a\u8a71\u3057\u305f\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u6398\u308a\u4e0b\u3052\u3066\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5fa1\u793e\u306e\u5f93\u696d\u54e1\u6570\u306f\u524d\u5e74\u540c\u671f\u6bd432\uff05\u5897\u3067\u3059\u304c\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u306f4.5\uff05\u5897\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u307e\u3059\u306d\u3002\u3082\u3057\u6765\u5e74\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u52b9\u304b\u305b\u3088\u3046\u3068\u3059\u308b\u306a\u3089\u3070\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u5f93\u696d\u54e1\u6570\u306e\u4f38\u3073\u7387\u304c\u6a2a\u3070\u3044\u306b\u306a\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u306f\u300116%\u300117%\u300118%\u3068\u3044\u3046\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u30015%\u304b\u308910%\u306e\u7bc4\u56f2\u3067\u306e\u30d8\u30c3\u30c9\u30ab\u30a6\u30f3\u30c8\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3082\u3057\u305d\u3046\u3060\u3068\u3057\u305f\u3089\u3001\u305d\u306e\u982d\u6570\u5897\u3092\u3069\u306e\u3088\u3046\u306b\u914d\u5206\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u88cf\u5074\u3067\u3001\u4eba\u54e1\u524a\u6e1b\u306e\u7a0b\u5ea6\u3084\u8cc3\u91d1\u7387\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u30b3\u30b9\u30c8\u69cb\u9020\u3092\u898b\u308b\u3068\u304d\u3001\u30a2\u30ec\u30c3\u30af\u30b9\u3001\u3064\u307e\u308a\u672c\u5f53\u306b\u5927\u90e8\u5206\u306f\u5f93\u696d\u54e1\u6570\u306a\u3093\u3067\u3059\u306d\u3002\u3064\u307e\u308a\u3001\u5f53\u793e\u306f\u5178\u578b\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f1a\u793e\u3067\u3059\u3002\u305d\u306e\u3046\u3061\u306e\u3069\u308c\u3060\u3051\u304c\u5f93\u696d\u54e1\u6570\u306a\u306e\u304b\u3001\u6a19\u6e96\u7684\u306a\u6bd4\u7387\u306f\u307f\u306a\u3055\u3093\u3054\u5b58\u77e5\u3067\u3057\u3087\u3046\u3002\u3067\u3059\u304b\u3089\u3001\u6765\u5e74\u306b\u5411\u3051\u3066\u306f\u3001\u4eba\u54e1\u5897\u52a0\u306e\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u884c\u3046\u306e\u304c\u9069\u5207\u304b\u3092\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u3060\u8a08\u753b\u306e\u521d\u671f\u6bb5\u968e\u3067\u3059\u3002\u307e\u3060\u8a08\u753b\u306e\u521d\u671f\u6bb5\u968e\u306a\u306e\u3067\u3001\u3042\u3068\u6570\u30ab\u6708\u306f\u304b\u304b\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6700\u7d42\u7684\u306b\u306f\u30b3\u30b9\u30c8\u69cb\u9020\u3092\u8a55\u4fa1\u3057\u3066\u304a\u308a\u3001\u6765\u5e74\u3001\u7b2c4\u56db\u534a\u671f\u306e\u6c7a\u7b97\u767a\u8868\u306e\u969b\u306b\u8a73\u7d30\u3092\u304a\u77e5\u3089\u305b\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3057\u304b\u3057\u6700\u7d42\u7684\u306b\u306f\u3001\u5f93\u696d\u54e1\u6570\u306e\u8a55\u4fa1\u3060\u3051\u3067\u306a\u304f\u3001\u30de\u30fc\u30b8\u30f3\u3092\u6b63\u3057\u3044\u65b9\u5411\u306b\u6210\u9577\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u3001\u4ed6\u306e\u3059\u3079\u3066\u306e\u652f\u51fa\u3082\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Alex Henderson &#8212; Needham and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u306e\u65b9\u5411\u306b\u9032\u307e\u306a\u3044\u306e\u3067\u3042\u308c\u3070\u3001\u56fd\u5185\u3068\u6d77\u5916\u306e\u6210\u9577\u7387\u306e\u5dee\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u7c73\u56fd\u5185\u3068\u6d77\u5916\u306e\u58f2\u4e0a\u9ad8\u306e\u5dee\u306e\u3053\u3068\u3067\u3059\u304b\uff1f<\/p>\n<p>Alex Henderson &#8212; Needham and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>EMEA\u306f\u975e\u5e38\u306b\u597d\u8abf\u306a\u56db\u534a\u671f\u3067\u3057\u305f\u3002EMEA\u3067\u306f\u304b\u306a\u308a\u306e\u91cf\u306e\u5927\u578b\u6848\u4ef6\u304c\u3042\u308a\u3001\u305d\u308c\u304c\u5f53\u56db\u534a\u671f\u306e\u6210\u9577\u306b\u8ca2\u732e\u3057\u307e\u3057\u305f\u3002\u305d\u3053\u306b\u70ba\u66ff\u306b\u3088\u308b\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u307e\u3059\u3002\u5927\u304d\u306a\u5f71\u97ff\u306f\u306a\u304b\u3063\u305f\u306e\u3067\u3059\u304c\u3001\u53ce\u76ca\u9762\u3067\u5c11\u3057\u5f71\u97ff\u304c\u51fa\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001EMEA\u306f\u826f\u3044\u56db\u534a\u671f\u3067\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u6700\u7d42\u7684\u306b\u306f\u3001\u4eca\u5f8c\u3068\u3082\u56fd\u969b\u7684\u306a\u4e8b\u696d\u5c55\u958b\u306b\u6ce8\u529b\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u4eca\u5e74\u306e\u4e3b\u306a\u76ee\u6a19\u30923\u3064\u6319\u3052\u307e\u3057\u305f\u304c\u30011\u3064\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30012\u3064\u76ee\u306f\u9023\u90a6\u653f\u5e9c\u3067\u3059\u30022\u3064\u76ee\u306f\u3001\u9023\u90a6\u653f\u5e9c\u3067\u3059\u30023\u3064\u76ee\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u52a0\u901f\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u307e\u3060\u5b9f\u884c\u4e2d\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306f\u307e\u3060\u5b9f\u884c\u4e2d\u3067\u3001\u7a4d\u6975\u7684\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u30c8\u30c3\u30c9\u306e\u539f\u7a3f\u306b\u3082\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u9023\u90a6\u653f\u5e9c\u306e\u58f2\u4e0a\u306f\u73fe\u5728\u307e\u3067\u306b65%\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u52a0\u901f\u306f\u3001\u56fd\u969b\u7684\u306a\u6570\u5b57\u3067\u304a\u308f\u304b\u308a\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001EMEA\u306f\u975e\u5e38\u306b\u826f\u3044\u56db\u534a\u671f\u3067\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u6848\u4ef6\u3082\u3042\u308a\u3001\u672c\u5f53\u306b\u5b09\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u6d77\u5916\u4e8b\u696d\u306b\u3064\u3044\u3066\u306f\u3001\u307e\u3060\u6c37\u5c71\u306e\u4e00\u89d2\u306b\u904e\u304e\u307e\u305b\u3093\u3002\u305d\u3053\u306b\u306f\u591a\u304f\u306e\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308a\u307e\u3059\u3002\u306a\u305c\u306a\u3089&#8230;&#8230;ID\u306f\u7c73\u56fd\u306e\u554f\u984c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3088\u306d\u3002\u4e16\u754c\u7684\u306a\u554f\u984c\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u305d\u3053\u306b\u7126\u70b9\u3092\u5f53\u3066\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3089\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Alex Henderson &#8212; Needham and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u307e\u3060\u9577\u3044\u5217\u304c\u3067\u304d\u3066\u3044\u308b\u306e\u3067\u30011\u3064\u306e\u8cea\u554f\u306b\u3068\u3069\u3081\u308b\u305f\u3081\u306b\u3082\u3046\u4e00\u5ea6\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u30b8\u30e7\u30b7\u30e5\u3001Wolfe\u306e\u3042\u306a\u305f\u3078\u3002<\/p>\n<p>Josh Tilton &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u3053\u3053\u3067\u6642\u9593\u3092\u5272\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u6765\u5e74\u306e\u30ea\u30b9\u30af\u56de\u907f\u306e\u6570\u5b57\u306b\u306f\u672c\u5f53\u306b\u611f\u8b1d\u3057\u3066\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u79c1\u306b\u3068\u3063\u3066\u306f\u7c21\u5358\u306a\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u65b0\u3057\u3044\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u898b\u305f\u3068\u304d\u3001\u6765\u5e74\u306b\u5411\u3051\u3066\u3053\u306e\u6570\u5b57\u3092\u4e0a\u56de\u308b\u80fd\u529b\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u304c\u300c\u614e\u91cd\u306b\u697d\u89b3\u8996\u3059\u308b\u300d\u3068\u3044\u3046\u8a71\u3092\u3057\u305f\u306e\u3092\u304a\u805e\u304d\u306b\u306a\u3063\u305f\u3067\u3057\u3087\u3046\u304b\uff1f\u3067\u3059\u304b\u3089\u3001\u4eca\u65e5\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u306f\u3001\u53ce\u76ca\u9762\u3067\u3082\u30de\u30fc\u30b8\u30f3\u9762\u3067\u3082\u614e\u91cd\u306a\u59ff\u52e2\u3067\u81e8\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u307e\u3060\u8a08\u753b\u3092\u7df4\u3063\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u4f55\u5e74\u3082\u524d\u304b\u3089\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u4eca\u5e74\u6700\u5927\u306e\u56db\u534a\u671f\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u30de\u30af\u30ed\u74b0\u5883\u3001\u7d71\u5408\u306e\u8ab2\u984c\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u9762\u3067\u614e\u91cd\u3092\u671f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6210\u529f\u306e\u5146\u3057\u306f\u898b\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u4eca\u3059\u3050\u306b\u305d\u308c\u3092\u4fe1\u3058\u3088\u3046\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u304a\u8a71\u3057\u3066\u304d\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u614e\u91cd\u306b\u3001\u614e\u91cd\u306b\u884c\u52d5\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u6b21\u306f\u3001Raymond James\u306eAdam Tindle\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30a2\u30c0\u30e0\u3001\u3042\u306a\u305f\u306e\u58f0\u304c\u805e\u3053\u3048\u306a\u3044\u306e\u3067\u3059\u304c\u3002\u30a2\u30c0\u30e0\u3001\u3042\u306a\u305f\u306f\u30df\u30e5\u30fc\u30c8\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30c6\u30a3\u30f3\u30c9\u30eb &#8212; \u30ec\u30a4\u30e2\u30f3\u30c9\u30fb\u30b8\u30a7\u30fc\u30e0\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3055\u3042\u3069\u3046\u305e \u30c0\u30d6\u30eb\u30df\u30e5\u30fc\u30c8 \u624b\u77ed\u306b\u6e08\u307e\u305b\u307e\u3059 \u30c8\u30c3\u30c9\u306b1\u3064\u3002<\/p>\n<p>\u3042\u306a\u305f\u304c\u8a71\u3057\u3066\u3044\u308b\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u751f\u307f\u51fa\u3059\u30ad\u30fc\u30dd\u30a4\u30f3\u30c8\u3001\u3042\u308b\u3044\u306f\u30ad\u30fc\u30dd\u30a4\u30f3\u30c8\u306e1\u3064\u306fMR\u306e\u5728\u8077\u671f\u9593\u3067\u3059\u304c\u3001\u7b2c3\u56db\u534a\u671f\u306b\u4eba\u54e1\u524a\u6e1b\u304c\u6539\u5584\u3055\u308c\u307e\u3057\u305f\u306d\u3002\u30b9\u30fc\u30b6\u30f3\u306fOktane\u3067\u305d\u306e\u3053\u3068\u3092\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u6d88\u8017\u3092\u6539\u5584\u3055\u305b\u305f\u8981\u56e0\u306e\u3072\u3068\u3064\u3068\u3057\u3066\u3001\u30d7\u30fc\u30eb\u306b\u30b3\u30df\u30c3\u30b7\u30e7\u30f3\u3092\u8ffd\u52a0\u3057\u305f\u3053\u3068\u3092\u6319\u3052\u3066\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u5f53\u7136\u306e\u3053\u3068\u306a\u304c\u3089\u3001\u53ce\u76ca\u6027\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>24\u5e74\u5ea6\u306f\u9b45\u529b\u7684\u306a\u53ce\u76ca\u6027\u3092\u9054\u6210\u3055\u308c\u305f\u3088\u3046\u3067\u3059\u306d\u3002\u7279\u306b\u5e74\u5ea6\u672b\u304c\u8feb\u3063\u3066\u3044\u308b\u4e2d\u3067\u3001\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u306e\u8a71\u3092\u72c2\u308f\u305b\u3066\u3057\u307e\u3046\u3088\u3046\u306a\u4eba\u54e1\u524a\u6e1b\u306e\u30b5\u30d7\u30e9\u30a4\u30ba\u3092\u56de\u907f\u3057\u306a\u304c\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u53ce\u76ca\u6027\u306e\u5909\u52d5\u3092\u9054\u6210\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30b3\u30df\u30c3\u30b7\u30e7\u30f3\u30fb\u30d7\u30fc\u30eb\u4ee5\u5916\u306e\u9078\u629e\u80a2\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\uff08Todd McKinnon\uff09\uff1a\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u5b9f\u306b\u92ed\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u79c1\u304c\u8003\u3048\u308b\u306b\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306b\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30ec\u30d0\u30fc\u304c\u5fc5\u8981\u3067\u3059\u3002\u524d\u56de\u3068\u4eca\u56de\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u58f2\u4e0a\u6e1b\u5c11\u306e\u8a71\u3092\u305f\u304f\u3055\u3093\u3057\u307e\u3057\u305f\u304c\u3001\u58f2\u4e0a\u306f\u69cd\u306e\u5148\u7aef\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u5f7c\u3089\u3092\u6210\u529f\u306b\u5c0e\u304f\u305f\u3081\u306b\u306f\u3001\u5f7c\u3089\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u591a\u304f\u306e\u3053\u3068\u304c\u3046\u307e\u304f\u3044\u304b\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u554f\u984c\u306f\u8ca9\u58f2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u554f\u984c\u306f\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u306e\u660e\u78ba\u3055\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u660e\u78ba\u3067\u8aac\u5f97\u529b\u306e\u3042\u308b\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3001\u80fd\u529b\u958b\u767a\u306b\u304a\u3044\u3066\u3001\u3088\u308a\u826f\u3044\u6210\u679c\u3092\u4e0a\u3052\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u79c1\u305f\u3061\u304c\u3088\u308a\u826f\u304f\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u6765\u5e74\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u5168\u4f53\u3068\u3057\u3066\u3001\u3069\u308c\u3060\u3051\u306e\u6295\u8cc7\u3092\u3059\u308b\u304b\u3001\u4eba\u6750\u3084\u30ab\u30d0\u30ec\u30c3\u30b8\u306e\u9762\u3067\u3069\u3053\u306b\u6295\u8cc7\u3059\u308b\u304b\u3001\u305d\u3057\u3066\u3001\u305d\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3069\u3046\u3068\u308b\u304b\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u73fe\u5834\u306b\u3069\u308c\u3060\u3051\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u6295\u5165\u3059\u308b\u304b\u3068\u3044\u3046\u614e\u91cd\u306a\u8ca1\u52d9\u7ba1\u7406\u3068\u3001\u671f\u5f85\u3055\u308c\u308b\u30ea\u30bf\u30fc\u30f3\u3084\u751f\u7523\u6027\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3069\u3046\u53d6\u308b\u304b\u3067\u3059\u3002\u624b\u6570\u6599\u306f\u91cd\u8981\u306a\u5909\u6570\u306e\u3072\u3068\u3064\u3067\u3059\u304c\u3001\u5e02\u5834\u958b\u62d3\u80fd\u529b\u3078\u306e\u6295\u8cc7\u5168\u4f53\u304b\u3089\u898b\u308c\u3070\u6bd4\u8f03\u7684\u5c0f\u3055\u306a\u3082\u306e\u3067\u3001\u305d\u308c\u304c\u751f\u7523\u6027\u3084\u30e2\u30c7\u30eb\u306b\u304a\u3051\u308b\u30ec\u30d0\u30ec\u30c3\u30b8\u306b\u3064\u306a\u304c\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u30a2\u30c0\u30e0\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u8a71\u3092\u3057\u305f\u3068\u304d\u306b\u3001\u300c1\u56db\u534a\u671f\u306f\u672c\u5f53\u306b\u3044\u308d\u3044\u308d\u306a\u3053\u3068\u304c\u6539\u5584\u3055\u308c\u307e\u3057\u305f\u304c\u30011\u56db\u534a\u671f\u3067\u30c8\u30ec\u30f3\u30c9\u304c\u6c7a\u307e\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u306e\u3067\u3001\u5c06\u6765\u306b\u3064\u3044\u3066\u306f\u614e\u91cd\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u300d\u3068\u8a00\u3063\u305f\u306e\u3092\u805e\u3044\u3066\u3044\u307e\u3059\u306d\u3002\u305d\u3046\u3067\u3042\u308c\u3070\u3001\u79c1\u305f\u3061\u306e\u751f\u6d3b\u306f\u3082\u3063\u3068\u697d\u306b\u306a\u308b\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002Baird\u306eShrenik Kothari\u306b\u8a71\u3092\u79fb\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Shrenik Kothari &#8212; Baird &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u300210\u4e07\u4eba\u4ee5\u4e0a\u306e\u9867\u5ba2\u6570\u304c32\uff05\u3068\u597d\u8abf\u306b\u4f38\u3073\u3001\u65b0\u898f\u9867\u5ba2\u6570\u3082\u56de\u5fa9\u3057\u305f\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u306d\u3002\u307e\u305f\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u306f22%\u5897\u3068\u306a\u308a\u3001\u5168\u4f53\u3068\u3057\u3066\u306f\u524d\u5e74\u540c\u671f\u6bd4\u3067\u3082\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u3042\u306a\u305f\u304c\u304a\u3063\u3057\u3083\u3063\u305f\u3088\u3046\u306b\u3001\u9867\u5ba2ID\u53d6\u5f15\u3092\u6210\u7acb\u3055\u305b\u308b\u55b6\u696d\u62c5\u5f53\u8005\u306e\u6570\u306f\u30013\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u9806\u6b21\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u304c\u30a2\u30c3\u30d7\u30bb\u30eb\u306b\u504f\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u3002\u3082\u3061\u308d\u3093\u3001SMB\u5e02\u5834\u3082\u8edf\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001SMB\u5e02\u5834\u306e\u8edf\u5316\u306f\u3001\u9867\u5ba2\u6570\u5897\u52a0\u306e\u9762\u3067\u3082\u3059\u3067\u306b\u898b\u3048\u59cb\u3081\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u30a2\u30c3\u30d7\u30bb\u30eb\u3068\u65b0\u898f\u4e8b\u696d\u306e\u6bd4\u7387\u304c\u3069\u306e\u7a0b\u5ea6\u8edf\u5316\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u3053\u306e\u56db\u534a\u671f\u306bSMB\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u601d\u3063\u305f\u307b\u3069\u4f38\u3073\u306a\u304b\u3063\u305f\u3053\u3068\u306f\u78ba\u304b\u3067\u3059\u3057\u3001\u4ed6\u306e\u3055\u307e\u3056\u307e\u306a\u8981\u7d20\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u8003\u3048\u308b\u3068\u3001\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u304c\u901a\u5e38\u3088\u308a\u3082\u30a2\u30c3\u30d7\u30bb\u30eb\u4e2d\u5fc3\u306b\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u3053\u308c\u306f\u30de\u30af\u30ed\u7684\u306a\u8981\u56e0\u3067\u3042\u308b\u3068\u5f37\u304f\u611f\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Shrenik Kothari &#8212; Baird &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u4e86\u89e3\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u3082\u3061\u308d\u3093\u3067\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u6b21\u306f\u3001Citi\u306eFatima Boolani\u3067\u3059\u3002<\/p>\n<p>Fatima Boolani &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7686\u3055\u3093\u3001\u3053\u3093\u3070\u3093\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d6\u30ec\u30c3\u30c8\u3001\u3042\u306a\u305f\u3068\u30c8\u30c3\u30c9\u306e\u9593\u3067\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u66f4\u65b0\u30b5\u30a4\u30c9\u306e\u5f37\u3055\u306b\u3064\u3044\u3066\u3044\u308d\u3044\u308d\u3068\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3082\u3061\u308d\u3093\u3001\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6bd4\u91cd\u304c\u9ad8\u304f\u3001\u304a\u305d\u3089\u304f\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u304b\u3089\u6765\u308b\u3082\u306e\u3060\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u305d\u3053\u3067\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u306f\u3001\u66f4\u65b0\u306b\u95a2\u3059\u308b\u4f1a\u8a71\u306b\u3064\u3044\u3066\u3067\u3059\u3002<\/p>\n<p>\u540c\u696d\u4ed6\u793e\u304b\u3089\u805e\u3044\u305f\u8a71\u3067\u306f\u3001\u9867\u5ba2\u306f\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u7ba1\u7406\u3057\u3001\u30aa\u30da\u30c3\u30af\u30b9\u4e88\u7b97\u3092\u7ba1\u7406\u3057\u3088\u3046\u3068\u3059\u308b\u50be\u5411\u304c\u307e\u3059\u307e\u3059\u5f37\u307e\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u5fa1\u793e\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u3068RPO\u306b\u306f\u3001\u305d\u306e\u3088\u3046\u306a\u50be\u5411\u304c\u5c11\u3057\u898b\u3066\u53d6\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u8acb\u6c42\u66f8\u306e\u767a\u884c\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u306f\u3001\u66f4\u65b0\u306e\u969b\u306b\u3069\u306e\u3088\u3046\u306a\u4f1a\u8a71\u3092\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u304b\u3089\u3001\u4ee5\u524d\u306b\u3082\u304a\u805e\u304d\u3057\u305f\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u96c7\u7528\u306e\u7e2e\u5c0f\u3084\u89e3\u96c7\u304c\u3088\u308a\u5e83\u7bc4\u56f2\u3067\u8d77\u3053\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u7279\u5b9a\u306e\u30bb\u30af\u30bf\u30fc\u306b\u5c11\u3057\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u304c\u3069\u306e\u3088\u3046\u306b\u66f4\u65b0\u306e\u8a71\u306b\u53cd\u6620\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u6c17\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u66f4\u65b0\u306b\u95a2\u3057\u3066\u3067\u3059\u304c\u3001\u66f4\u65b0\u306b\u5927\u304d\u306a\u5909\u5316\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u826f\u3044\u30cb\u30e5\u30fc\u30b9\u306f\u3001Investor Day\u3067\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u30b0\u30ed\u30b9\u306e\u7dad\u6301\u7387\u304c90%\u53f0\u534a\u3070\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u5951\u7d04\u671f\u9593\u304c\u9577\u3044\u3053\u3068\u3082\u5e78\u3044\u3057\u3066\u3044\u307e\u3059\u30022\u5e74\u534a\u3092\u5c11\u3057\u8d85\u3048\u305f\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u3053\u308c\u3089\u306e\u5951\u7d04\u306b\u304a\u3044\u3066\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u6a5f\u4f1a\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u521d\u306e30\u65e5\u9593\u306b\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u6bce\u671d\u3001\u3069\u3046\u3059\u308c\u3070\u4fa1\u5024\u3084\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u304b\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u79c1\u304cInvestor Day\u3067\u3001Okta\u306e\u4fa1\u5024\u306e\u9375\u3067\u3042\u308b\u91cd\u8981\u306a\u9867\u5ba2\u3068\u3057\u3066\u3001\u9867\u5ba2\u3092\u611b\u3059\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3057\u305f\u306e\u3092\u805e\u3044\u3066\u3044\u305f\u3060\u3051\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u9867\u5ba2\u7dad\u6301\u7387\u306b\u3082\u8868\u308c\u3066\u3044\u307e\u3059\u306d\uff1f\u3064\u307e\u308a\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u3002\u6700\u65b0\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306b\u306f\u5fc5\u305a\u5fc5\u8981\u3067\u3059\u3088\u306d\uff1f\u3060\u304b\u3089\u3001\u7dcf\u4fdd\u6709\u7387\u306e\u9ad8\u3055\u304c\u308f\u304b\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u3060\u304b\u3089\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3084122%\u3068\u3044\u3046\u30cd\u30c3\u30c8\u30fb\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u304c\u3042\u308b\u308f\u3051\u3067\u3059\u3002\u6700\u521d\u306e\u53d6\u5f15\u306e\u7d04\u675f\u3092\u679c\u305f\u305b\u306a\u3051\u308c\u3070\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3092\u7372\u5f97\u3059\u308b\u306e\u306f\u96e3\u3057\u3044\u306e\u3067\u3059\u304c\u3001\u3060\u304b\u3089\u3053\u305d\u3001\u30b0\u30ed\u30b9\u3067\u3082\u30cd\u30c3\u30c8\u3067\u3082\u5f37\u3044\u6570\u5b57\u304c\u51fa\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u8acb\u6c42\u66f8\u767a\u884c\u306b\u95a2\u3059\u308b\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u3053\u3061\u3089\u3082\u7279\u306b\u5927\u304d\u306a\u5909\u5316\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8acb\u6c42\u66f8\u306e\u767a\u884c\u306b\u95a2\u3057\u3066\u3082\u3001\u7279\u306b\u5927\u304d\u306a\u5909\u5316\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u304c\u5f53\u793e\u306e\u5f37\u307f\u3067\u3042\u308b\u3053\u3068\u306f\u3001\u3053\u308c\u307e\u3067\u306b\u3082\u304a\u8a71\u3057\u3057\u305f\u3068\u304a\u308a\u3067\u3059\u3002\u4e00\u5ea6\u8cfc\u5165\u3057\u305f\u4eba\u305f\u3061\u306f\u3001\u3069\u3093\u3069\u3093\u58f2\u308c\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n<p>\u3060\u304b\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u9ad8\u3044\u7d99\u7d9a\u7387\u304c\u5b9f\u73fe\u3067\u304d\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\uff08Todd McKinnon\uff09\uff1a\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u5168\u62e0\u70b9\u3067\u5e73\u57472\u5e74\u534a\u306e\u5951\u7d04\u671f\u9593\u3067\u8ca9\u58f2\u3055\u308c\u308b\u6307\u540d\u30e6\u30fc\u30b6\u30fc\u30b7\u30fc\u30c8\u5358\u4f4d\u3067\u884c\u308f\u308c\u307e\u3059\u3002\u9867\u5ba2\u306eID\u306f\u3001\u6708\u6b21\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5f93\u696d\u54e1\u6570\u304c\u5c11\u306a\u3044\u5834\u5408\u3001\u5951\u7d04\u66f4\u65b0\u6642\u306b1\u30b7\u30fc\u30c8\u3042\u305f\u308a\u306e\u5358\u4fa1\u304c\u4e0b\u304c\u308b\u3001\u3042\u308b\u3044\u306f1\u30b7\u30fc\u30c8\u3042\u305f\u308a\u3067\u306f\u306a\u304f\u3001\u8cfc\u5165\u3059\u308b\u30b7\u30fc\u30c8\u6570\u304c\u6e1b\u308b\u3001\u3068\u3044\u3046\u8a71\u3092\u3057\u305f\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3060\u304b\u3089\u3068\u3044\u3063\u3066\u3001IGA\u3092\u8cfc\u5165\u3057\u305f\u308a\u3001\u591a\u8981\u7d20\u8a8d\u8a3c\u306b\u95a2\u3059\u308b\u65b0\u3057\u3044\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u5c0e\u5165\u3057\u305f\u308a\u3001\u9867\u5ba2\u306e\u6708\u9593\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u6570\u3092\u5897\u3084\u3057\u305f\u308a\u3059\u308c\u3070\u3001\u3055\u3089\u306b\u88fd\u54c1\u3092\u8ffd\u52a0\u3057\u305f\u308a\u3001\u4fa1\u5024\u3092\u9ad8\u3081\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u3042\u308b\u7a0b\u5ea6\u3001\u30b7\u30fc\u30c8\u306e\u62e1\u5927\u3084\u7e2e\u5c0f\u3068\u7d50\u3073\u3064\u3044\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u4ee5\u5916\u306b\u3082\u62e1\u5927\u306e\u305f\u3081\u306e\u30ec\u30d0\u30fc\u306f\u305f\u304f\u3055\u3093\u3042\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u6b21\u306fD.A. Davidson\u306eRudy Kessinger\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Rudy Kessinger &#8212; D.A. Davidson &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044 \u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u5fa1\u793e\u306e\u55b6\u696d\u62c5\u5f53\u8005\u306e\u4f55\u30d1\u30fc\u30bb\u30f3\u30c8\u304c\u751f\u7523\u6027\u304c\u9ad8\u3044\u3068\u5224\u65ad\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30de\u30af\u30ed\u7684\u306b\u306f\u3001\u4eca\u306f\u307e\u3060\u5341\u5206\u306a\u751f\u7523\u6027\u3092\u4e0a\u3052\u3066\u3044\u308b\u4eba\u306f\u3044\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u73fe\u72b6\u3067\u306f\u4f55\u30d1\u30fc\u30bb\u30f3\u30c8\u304c\u5341\u5206\u306a\u751f\u7523\u6027\u3092\u4e0a\u3052\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u30016\u30f6\u6708\u4ee5\u5185\u306b\u305d\u308c\u3092\u9054\u6210\u3067\u304d\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u6b63\u78ba\u306a\u6570\u5b57\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u524d\u56db\u534a\u671f\u306b\u3082\u304a\u8a71\u3057\u305f\u3088\u3046\u306b\u3001\u5168\u4f53\u306b\u5bfe\u3059\u308b\u5897\u5f37\u6e08\u307fMR\u306e\u5272\u5408\u3067\u306f\u3001\u524d\u56db\u534a\u671f\u306f\u904e\u53bb\u6700\u4f4e\u6c34\u6e96\u3067\u3057\u305f\u3002\u4eca\u65e5\u304a\u8a71\u3057\u3057\u305f\u4eba\u54e1\u524a\u6e1b\u306e\u6570\u5b57\u304c\u5927\u5e45\u306b\u6539\u5584\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u5e95\u3092\u6253\u3063\u305f\u3068\u8a00\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u6b63\u3057\u3044\u65b9\u5411\u3078\u5411\u304b\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u671b\u3080\u3088\u3046\u306a\u72b6\u614b\u306b\u306f\u307b\u3069\u9060\u304f\u3001\u3060\u304b\u3089\u3053\u305d\u3001\u79c1\u305f\u3061\u306f\u614e\u91cd\u304b\u3064\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u7d9a\u3051\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u614e\u91cd\u304b\u3064\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30c8\u30c3\u30c9\u3082\u8a00\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u305d\u308c\u306f\u3001\u300c\u7acb\u3061\u4e0a\u304c\u308a\u300d\u306e\u5b9a\u7fa9\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4ed6\u306e\u4f1a\u793e\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u793e\u5185\u3067\u306e\u5b9a\u7fa9\u304c\u3042\u308a\u307e\u3059\u304b\u3089\u3002\u3042\u308b\u4e00\u5b9a\u306e\u6c34\u6e96\u306b\u5230\u9054\u3055\u305b\u3001\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3001\u305d\u308c\u306f\u901a\u5e38\u3001\u300c\u6b63\u5f0f\u306a\u300d\u7acb\u3061\u4e0a\u3052\u671f\u9593\u304c\u7d42\u4e86\u3057\u305f\u5f8c\u306e\u5728\u8077\u671f\u9593\u306b\u3082\u305f\u3089\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u3088\u3046\u306a\u4eba\u305f\u3061\u306b\u6a5f\u4f1a\u3092\u4e0e\u3048\u3001\u6210\u529f\u3055\u305b\u7d9a\u3051\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3059\u3002\u305d\u3046\u3059\u308c\u3070\u3001\u6700\u7d42\u7684\u306b\u306f\u79c1\u305f\u3061\u306e\u6210\u529f\u306b\u3064\u306a\u304c\u308b\u3067\u3057\u3087\u3046\u3002\u306a\u305c\u306a\u3089\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u3001\u6570\u5e74\u3067\u3001\u3088\u308a\u751f\u7523\u6027\u306e\u9ad8\u3044\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u624b\u306b\u5165\u308c\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30a7\u30f3\u30ca\u30ec\u30c3\u30ea<\/p>\n<p>BMO\u306eKeith Bachman\u306b\u8a71\u3092\u4f3a\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Keith Bachman &#8212; BMO Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u3093\u3070\u3093\u306f\u3002Brett\u3001\u79c1\u306f&#8230;\u3059\u307f\u307e\u305b\u3093\u3001Todd\u3001\u3067\u304d\u308c\u3070\u3042\u306a\u305f\u306b\u76f4\u63a5\u304a\u4f1d\u3048\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>\u307e\u305a\u660e\u78ba\u306b\u3057\u305f\u3044\u306e\u306f\u3001Go-to-market\u306e\u30ea\u30fc\u30c0\u30fc\u304c\u898b\u3064\u304b\u3089\u306a\u3051\u308c\u3070\u3001\u3042\u306a\u305f\u304c\u305d\u306e\u5f79\u5272\u3092\u5f15\u304d\u53d7\u3051\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u305f\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u306f\u3042\u304f\u307e\u3067\u4e00\u6642\u7684\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u3055\u307e\u3056\u307e\u306a\u65b9\u5411\u304b\u3089\u5f15\u304d\u4f38\u3070\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u3042\u306a\u305f\u306f\u63a2\u3057\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u70b9\u3092\u660e\u78ba\u306b\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u305d\u308c\u304b\u3089\u3001\u672c\u5f53\u306e\u7591\u554f\u306f\u3001\u30ac\u30a4\u30c9\u306e\u89b3\u70b9\u304b\u3089\u3001\u7af6\u4e89\u529b\u5b66\u3092\u7406\u89e3\u3057\u3088\u3046\u3068\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u7b2c4\u56db\u534a\u671f\u306eCRPO\u306f21\uff05\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u6b63\u76f4\u306a\u3068\u3053\u308d\u3001\u8cb4\u793e\u306f\u305d\u308c\u3092\u5c11\u3057\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u901a\u671f\u306e\u30ec\u30d6\u30ac\u30a4\u30c9\u306f\u305d\u308c\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u7d4c\u6e08\u304c\u5f31\u4f53\u5316\u3057\u3066\u3044\u308b\u4e2d\u3067\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u7af6\u4e89\u529b\u306b\u5909\u5316\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u6295\u8cc7\u5bb6\u304c\u61f8\u5ff5\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u60aa\u5316\u306b\u3088\u3063\u3066\u3001\u30b3\u30b9\u30c8\u304c\u5b89\u3051\u308c\u3070\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306b\u79fb\u884c\u3059\u308b\u30e6\u30fc\u30b6\u30fc\u3082\u51fa\u3066\u304f\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u3044\u3046\u3053\u3068\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u7406\u89e3\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u30b9\u30fc\u30b6\u30f3\u306e\u9000\u8077\u3068\u305d\u306e\u6642\u671f\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u4e88\u5b9a\u3067\u306f\u3001\u5f7c\u5973\u306f1\u6708\u672b\u307e\u3067\u4ed5\u4e8b\u3092\u3059\u308b\u3053\u3068\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u5f8c\u4efb\u3092\u63a2\u3057\u3001\u793e\u5185\u5916\u306e\u5019\u88dc\u8005\u3092\u691c\u8a0e\u3057\u3001\u4e16\u754c\u3067\u6700\u3082\u512a\u308c\u305f\u4eba\u7269\u3092\u898b\u3064\u3051\u308b\u4e88\u5b9a\u3067\u3059\u30022\u67081\u65e5\u307e\u3067\u306b\u8ab0\u3082\u898b\u3064\u304b\u3089\u306a\u304b\u3063\u305f\u3089\u3001\u5f15\u304d\u7d9a\u304d\u63a2\u3057\u307e\u3059\u304c\u3001\u8ab0\u304b\u304c\u898b\u3064\u304b\u308b\u307e\u3067\u306f\u79c1\u304c\u66ab\u5b9a\u7684\u306b\u62c5\u5f53\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>Keith Bachman &#8212; BMO Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3060\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u5927\u307e\u304b\u306b\u8a00\u3048\u3070\u3001\u7af6\u4e89\u74b0\u5883\u306f\u3053\u3053\u6570\u5e74\u4e00\u8cab\u3057\u3066\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8a71\u306f\u3001\u3053\u306e\u8a71\u3092\u9577\u304f\u805e\u3044\u3066\u304f\u308c\u3066\u3044\u308b\u4eba\u305f\u3061\u306b\u3088\u304f\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u4eba\u3005\u306f\u3001\u30af\u30e9\u30a6\u30c9\u304c\u3044\u3044\u304b\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30a2\u304c\u3044\u3044\u304b\u3092\u6c7a\u3081\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3092\u6c42\u3081\u308b\u4eba\u306b\u306f\u3001Ping\u3084ForgeRock\u306e\u3088\u3046\u306a\u512a\u308c\u305f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3042\u308a\u307e\u3059\u3057\u3001\u305d\u3046\u3057\u305f\u5e02\u5834\u306e\u4e00\u90e8\u306f\u3001\u4eca\u306f\u307e\u3060\u5c0f\u3055\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u6700\u65b0\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u4eba\u304c\u5897\u3048\u3066\u3044\u308b\u305f\u3081\u3001\u6642\u9593\u3068\u3068\u3082\u306b\u6e1b\u5c11\u50be\u5411\u306b\u3042\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u3082\u3046\u3072\u3068\u3064\u306e\u5927\u304d\u306a\u7af6\u4e89\u8981\u56e0\u306f\u3001\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u5165\u624b\u3057\u305f\u3044\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u4ed6\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u30b5\u30fc\u30d3\u30b9\u3082\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3044\u3044\u306e\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u72ec\u7acb\u3057\u305f\u4e2d\u7acb\u306e\u7acb\u5834\u3067\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u5c02\u5ff5\u3057\u3066\u304f\u308c\u308b\u4eba\u304c\u6b32\u3057\u3044\u3067\u3059\u304b\uff1f\u3053\u308c\u306f\u9577\u3044\u9593\u3001\u5909\u308f\u3089\u306a\u3044\u3084\u308a\u65b9\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u6226\u7565\u306f\u3001\u3053\u306e\u30ea\u30fc\u30c9\u3092\u9577\u671f\u7684\u306b\u62e1\u5927\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u73fe\u5b9f\u554f\u984c\u3068\u3057\u3066\u3001\u4e0d\u666f\u6c17\u306a\u74b0\u5883\u3067\u306f\u3001\u3042\u306a\u305f\u306e\u304a\u3063\u3057\u3083\u308b\u3053\u3068\u306f\u4e8b\u5b9f\u3067\u3057\u3087\u3046\u3002\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3092\u9078\u629e\u3059\u308b\u4eba\u3082\u3044\u308b\u3067\u3057\u3087\u3046\u3002\u3068\u3053\u308d\u3067\u3001\u3069\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u3082\u3001\u3044\u305a\u308c\u306fOkta\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u660e\u3089\u304b\u306b\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308a\u3001\u5f7c\u3089\u306f\u3053\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u305f\u3044\u3068\u601d\u3046\u306f\u305a\u3067\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u72ec\u7acb\u3057\u305f\u4e2d\u7acb\u6027\u304c\u6700\u9ad8\u306e\u6226\u7565\u7684\u6a5f\u4f1a\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4e0d\u666f\u6c17\u306a\u74b0\u5883\u3067\u306f\u3001\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u4eba\u3082\u51fa\u3066\u304f\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3060\u304b\u3089\u3001\u305d\u308c\u306f\u3042\u308b\u7a2e\u3001\u30de\u30a4\u30ca\u30b9\u307f\u305f\u3044\u306a\u3082\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u9762\u3067\u306f\u3001KeyBanc\u306e\u4f8b\u3092\u6319\u3052\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u56db\u534a\u671f\u306b\u3001\u540c\u3058\u3088\u3046\u306a\u7406\u7531\u3067ID\u30d9\u30f3\u30c0\u30fc\u306e\u7d71\u5408\u3092\u884c\u3044\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u72ec\u7acb\u7cfb\u306e\u4e2d\u7acb\u7684\u306a\u30ea\u30fc\u30c0\u30fc\u3092\u9078\u3073\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u5f7c\u3089\u306fOkta\u306e\u65b9\u3092\u9078\u3093\u3060\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u4e0d\u6cc1\u4e0b\u3067\u306f\u3001\u7af6\u4e89\u7684\u306a\u74b0\u5883\u306f\u671f\u5f85\u3067\u304d\u306a\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u3001\u3069\u3061\u3089\u304b\u306b\u8ee2\u3076\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u904e\u53bb4\uff5e5\u5e74\u9593\u3068\u540c\u3058\u3088\u3046\u306b\u4e00\u8cab\u3057\u3066\u63a8\u79fb\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Keith Bachman &#8212; BMO Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30c8\u30c3\u30c9\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3068\u3053\u308d\u3067\u3001Keith\u3055\u3093\u3001\u73fe\u5728\u306eRPO\u3068\u6765\u5e74\u306e\u53ce\u76ca\u30ac\u30a4\u30c9\u306e\u95a2\u4fc2\u306b\u3064\u3044\u3066\u8cea\u554f\u3057\u3066\u304f\u308c\u3066\u3001\u79c1\u306e\u4e00\u65e5\u304c\u7d42\u308f\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>Keith Bachman &#8212; BMO Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>2\u3064\u306e\u8cea\u554f\u304c\u8a31\u3055\u308c\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u305d\u308c\u306b\u5fdc\u3058\u3088\u3046\u3068\u601d\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u30d5\u30ed\u30a2\u3092\u8b72\u308a\u307e\u3059\u3002\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3044\u3044\u3048\u3001\u3067\u3082\u3054\u8cea\u554f\u306b\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u614e\u91cd\u3067\u3059\u3002\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306f\u6b63\u3057\u3044\u65b9\u5411\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u73fe\u6642\u70b9\u3067\u308f\u304b\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u3059\u3079\u3066\u8003\u616e\u3059\u308b\u3068\u3001\u73fe\u6642\u70b9\u3067\u306f\u614e\u91cd\u306a\u59ff\u52e2\u3092\u53d6\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Keith Bachman &#8212; BMO Capital Markets &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3067\u306f\u3001Dave\u3068\u63c9\u3081\u305f\u304f\u306a\u3044\u306e\u3067\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u6700\u5f8c\u306b\u7af6\u4e89\u529b\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001Customer Identity Cloud\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u5e02\u5834\u6a5f\u4f1a\u3068\u3044\u3046\u610f\u5473\u3067\u3082\u3001\u3053\u306e\u5e45\u5e83\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u78ba\u7acb\u3059\u308b\u3068\u3044\u3046\u610f\u5473\u3067\u3082\u3001\u5f53\u793e\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u306a\u6a5f\u4f1a\u3067\u3042\u308b\u3053\u3068\u3092\u5fd8\u308c\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002\u305d\u3053\u3067\u306e\u7af6\u4e89\u529b\u306f\u975e\u5e38\u306b\u7570\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u958b\u767a\u8005\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u305f\u6700\u9ad8\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u672c\u5f53\u306b\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u306a\u6a5f\u4f1a\u3067\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u305d\u3046\u3067\u3059\u304b\u3002\u3053\u3053\u3067\u5c11\u3057\u6642\u9593\u3092\u30aa\u30fc\u30d0\u30fc\u3057\u3066\u3082\u3044\u3044\u306e\u3067\u3059\u304c\u3001\u3067\u304d\u308b\u3060\u3051\u77ed\u304f\u307e\u3068\u3081\u307e\u3057\u3087\u3046\u3002Stifel\u306eAdam Borg\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Adam Borg &#8212; Stifel Financial Corp.\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3059\u3002<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30af\u30ed\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u5e02\u5834\u306e\u30ed\u30fc\u30a8\u30f3\u30c9\u306b\u5727\u529b\u304c\u304b\u304b\u3063\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u306d\u3002\u307e\u305f\u3001\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u308b\u5834\u6240\u3068\u3057\u3066\u3001\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u3068SIEM\u304c\u540c\u7a0b\u5ea6\u3067\u3042\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5317\u7c73\u3084EMEA\u306a\u3069\u3001\u5730\u57df\u3084\u696d\u7a2e\u5225\u306b\u4f55\u304b\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u672c\u5f53\u306b\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001SMB\u304c\u6700\u521d\u306b\u6253\u6483\u3092\u53d7\u3051\u307e\u3057\u305f\u3002\u5317\u7c73\u306f\u660e\u3089\u304b\u306b\u305d\u306e\u50be\u5411\u304c\u9855\u8457\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u305d\u308c\u306f\u3001\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u4e2d\u3067\u6700\u3082\u5927\u304d\u306a\u5272\u5408\u3092\u5360\u3081\u308b\u306e\u304c\u5317\u7c73\u3060\u304b\u3089\u3067\u3082\u3042\u308a\u307e\u3059\u3002EMEA\u306f\u3001\u7279\u306b\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306a\u5927\u578b\u6848\u4ef6\u304c\u591a\u304f\u3001\u597d\u8abf\u306a\u56db\u534a\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u4eca\u898b\u3066\u3044\u308b\u306e\u306f\u305d\u306e\u7a0b\u5ea6\u306e\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30dc\u30fc\u30b0 &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u30c8\u30c3\u30c9\u3001\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30a7\u30ca\u30ec\u30c3\u30ea<\/p>\n<p>MoffettNathanson\u306eSterling Auty\u306b\u79fb\u308a\u307e\u3059\u3002<\/p>\n<p>Sterling Auty &#8212; MoffettNathanson &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u307f\u3093\u306a \u3067\u306f\u3001\u79c1\u306e\u65b9\u304b\u30891\u3064\u88dc\u8db3\u3057\u307e\u3059\u3002Oktane\u3067\u300126\u5e74\u5ea6\u306e\u9577\u671f\u76ee\u6a19\u306b\u3064\u3044\u3066\u304a\u8a71\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u9591\u6563\u671f\u3092\u8003\u3048\u308b\u3068\u3001\u4eca\u3001\u305d\u306e\u3088\u3046\u306a\u8a71\u3092\u3055\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u4eca\u306e\u3068\u3053\u308d\u306f\u4fdd\u7559\u306b\u3057\u3066\u304a\u304d\u307e\u3059\u3002\u30b9\u30bf\u30fc\u30ea\u30f3\u30b0\u306f\u3001\u4e3b\u306b\u5148\u307b\u3069\u304a\u8a71\u3057\u3057\u305f3\u3064\u306e\u4e8b\u67c4\u306b\u95a2\u9023\u3057\u3066\u3044\u307e\u3059\u3002\u7d71\u5408\u306e\u8ab2\u984c\u3001\u30de\u30af\u30ed\u306e\u4e0d\u78ba\u5b9f\u6027\u3001\u305d\u3057\u3066\u5e02\u5834\u53c2\u5165\u306e\u305f\u3081\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306e\u4ea4\u4ee3\u3092\u78ba\u5b9f\u306b\u898b\u6975\u3081\u305f\u3044\u306e\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u3053\u3068\u304c\u5b89\u5b9a\u3057\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u304b\u3089\u3001\u307e\u305f\u3053\u306e\u8a71\u3092\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Sterling Auty &#8212; MoffettNathanson &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306a\u308b\u307b\u3069\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>Evercore\u306ePeter Levine\u3067\u3059\u3002<\/p>\n<p>\u30d4\u30fc\u30bf\u30fc\u30fb\u30ec\u30d0\u30a4\u30f3 &#8212; \u30a8\u30d0\u30fc\u30b3\u30a2ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5931\u793c\u3057\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002ID\u3001\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u3069\u308c\u304c\u3088\u308a\u30df\u30c3\u30b7\u30e7\u30f3\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u3060\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3068\u3044\u3046\u306e\u3082\u3001\u30de\u30af\u30ed\u306e\u30b3\u30e1\u30f3\u30c8\u304b\u3089\u3059\u308b\u3068\u3001\u660e\u3089\u304b\u306b\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u306e\u3088\u3046\u306a\u53d6\u5f15\u306f\u9577\u671f\u5316\u3057\u3066\u304a\u308a\u3001\u305d\u308c\u306f\u8cb4\u793e\u306e\u7af6\u5408\u4ed6\u793e\u3082\u540c\u69d8\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u6848\u4ef6\u306f\u5358\u306b\u62bc\u3057\u51fa\u3055\u308c\u3066\u3044\u308b\u3060\u3051\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u9867\u5ba2\u306f\u4e3b\u306b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30b9\u30bf\u30c3\u30af\u306e\u4ed6\u306e\u9818\u57df\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30b9\u30bf\u30c3\u30af\u306e\u4ed6\u306e\u5206\u91ce\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3\uff08Todd McKinnon\uff09 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u79c1\u306f&#8230;&#8230;\u3042\u306a\u305f\u304c\u9078\u3093\u30603\u3064\u306e\u5206\u91ce\u306f\u3001\u3069\u308c\u3082\u304b\u306a\u308a\u91cd\u8981\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u304c\u9867\u5ba2\u3068\u4ed5\u4e8b\u3092\u3059\u308b\u3068\u304d\u3001\u5f7c\u3089\u306f\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u6226\u7565\u3001\u7279\u306b\u30bc\u30ed\u30fb\u30c8\u30e9\u30b9\u30c8\uff08Zero Trust\uff09\u5468\u8fba\u306e\u6226\u7565\u3092\u5f37\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002Zero Trust\u3092\u5b9f\u73fe\u3059\u308b\u306b\u306f\u3001\u8ab0\u304c\u3069\u3053\u306b\u884c\u3051\u308b\u304b\u3092\u77e5\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3044\u3063\u305f\u3093\u628a\u63e1\u3057\u305f\u3089 &#8212; \u3053\u308c\u304c\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3067\u3059\u304c &#8212; \u8ab0\u304c\u3053\u3053\u306b\u884c\u3051\u308b\u304b\u3092\u628a\u63e1\u3057\u3001\u904e\u5270\u306a\u30d7\u30ed\u30d3\u30b8\u30e7\u30cb\u30f3\u30b0\u3092\u884c\u308f\u306a\u3044\u3088\u3046\u306b\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u62c5\u5f53\u8005\u3068\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u62c5\u5f53\u8005\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u91cd\u8981\u3067\u3059\u3002\u79c1\u304c\u601d\u3046\u306b\u3001\u7269\u4e8b\u3092\u9045\u3089\u305b\u308b\u306e\u306f\u91cd\u8981\u5ea6\u3067\u306f\u306a\u304f\u3001\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u6642\u9593\u306e\u3088\u3046\u306a\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u307e\u3067\u306e\u6642\u9593\u3084\u3001\u3069\u308c\u3060\u3051\u6df1\u304f\u7d71\u5408\u3057\u305f\u3044\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306e\u5834\u5408\u3001Okta\u306f\u975e\u5e38\u306b\u8fc5\u901f\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6df1\u304f\u5c0e\u5165\u3057\u3001\u3059\u3079\u3066\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u7d71\u5408\u3057\u305f\u3044\u5834\u5408\u3001\u3053\u308c\u3089\u306e\u5927\u4f01\u696d\u306b\u306f\u4f55\u5343\u3082\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3001\u90e8\u9580\u3084\u90e8\u7f72\u3092\u307e\u305f\u304c\u308b\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u304c\u3042\u308a\u307e\u3059\u3002\u6df1\u3044\u7d71\u5408\u3068\u5c55\u958b\u306b\u306f\u3001\u304b\u306a\u308a\u306e\u6642\u9593\u304c\u304b\u304b\u308b\u3067\u3057\u3087\u3046\u3002\u4ed6\u306e\u30c4\u30fc\u30eb\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3064\u3044\u3066\u3082\u540c\u3058\u3053\u3068\u304c\u8a00\u3048\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u5c0e\u5165\u3057\u3001\u3069\u306e\u7a0b\u5ea6\u6df1\u304f\u7d71\u5408\u3059\u308b\u304b\u306f\u3001\u4e0d\u6cc1\u4e0b\u3067\u524d\u9032\u3059\u308b\u304b\u5426\u304b\u3092\u5de6\u53f3\u3059\u308b\u8981\u56e0\u3067\u3042\u308a\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u3001\u5358\u306a\u308b\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u904e\u304e\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Peter Levine &#8212; Evercore ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30b8\u30a7\u30ca\u30ec\u30c3\u30ea<\/p>\n<p>JMP\u306e\u30c8\u30ec\u30d0\u30fc\u30fb\u30a6\u30a9\u30eb\u30b7\u30e5\u3067\u3059\u3002<\/p>\n<p>\u30c8\u30ec\u30d0\u30fc\u30fb\u30a6\u30a9\u30eb\u30b7\u30e5 &#8212; JMP\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044 \u3042\u308a\u304c\u3068\u3046\u3001Dave\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u30c8\u30c3\u30c9\u3001\u3042\u306a\u305f\u306b\u3068\u3063\u3066\u6700\u826f\u306e\u8cea\u554f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n<p>Brett\u306f\u4eca\u5e74\u306e3\u3064\u306e\u512a\u5148\u4e8b\u9805\u306e\u3046\u3061\u306e1\u3064\u3068\u3057\u3066\u3001\u9023\u90a6\u653f\u5e9c\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u6319\u3052\u3066\u3044\u307e\u3057\u305f\u3002\u4eca\u6708\u306e\u521d\u3081\u306bOkta for the U.S. Military\u306e\u7acb\u3061\u4e0a\u3052\u3092\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u306d\u3002\u3053\u308c\u306f\u65b0\u3057\u3044\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u3059\u3067\u306b\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306e\u5ef6\u9577\u7dda\u4e0a\u306b\u3042\u308b\u3082\u306e\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Todd McKinnon &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u307e\u305a\u3001\u516c\u5171\u90e8\u9580\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002\u4eca\u5e74\u306e\u7b2c3\u56db\u534a\u671f\u306f\u3001\u6628\u5e74\u306e\u7b2c3\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3057\u306665%\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u4ee5\u524d\u304b\u3089\u6ce8\u76ee\u3057\u3066\u3044\u305f\u5206\u91ce\u306a\u306e\u3067\u3001\u3068\u3066\u3082\u3046\u308c\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u7279\u306b\u9023\u90a6\u653f\u5e9c\u306e\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u306f\u3001Okta\u306e.mil\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u304cIL-4\u306e\u8a8d\u8a3c\u3092\u53d7\u3051\u3066\u8ca9\u58f2\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u56fd\u9632\u7dcf\u7701\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u8ca9\u58f2\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u8ffd\u52a0\u7684\u306a\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u5927\u304d\u306a\u65b0\u3057\u3044\u6249\u3092\u958b\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u73fe\u5728\u3001FedRAMP High\u306e\u6700\u7d42\u5be9\u67fb\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u3082\u975e\u5e38\u306b\u91cd\u8981\u306a\u9023\u90a6\u8a8d\u8a3c\u3067\u3059\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001\u3042\u3089\u3086\u308b\u7d44\u7e54\u3001\u3042\u3089\u3086\u308b\u6a5f\u4f1a\u3001\u3042\u308b\u3044\u306f\u3042\u3089\u3086\u308b\u30bb\u30af\u30bf\u30fc\u304c\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u653f\u5e9c\u3082\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u76f8\u5bfe\u7684\u306b\u8a00\u3048\u3070\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u306b\u5bfe\u3057\u3066\u307e\u3060\u65e5\u304c\u6d45\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>Trevor Walsh &#8212; JMP\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u6700\u5f8c\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306eBrad Zelnick\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Brad Zelnick &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u304a\u6642\u9593\u3092\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u307b\u3068\u3093\u3069\u306e\u8cea\u554f\u306f\u51fa\u5c3d\u304f\u3057\u305f\u3088\u3046\u3067\u3059\u304c\u3001\u5927\u5c40\u7684\u306a\u8cea\u554f\u3092\u6295\u3052\u304b\u3051\u307e\u3057\u3087\u3046\u3001\u30c8\u30c3\u30c9\u3002SIEM\u3084\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u3001PAM\u306a\u3069\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u30d3\u30b8\u30e7\u30f3\u306b\u5bfe\u3057\u3066\u3001\u8cb4\u793e\u304c\u5b9f\u884c\u3092\u7d9a\u3051\u3066\u3044\u308b\u306e\u3092\u898b\u308b\u306e\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u307e\u3067\u591a\u304f\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30d9\u30f3\u30c0\u30fc\u304c\u300c\u7d71\u5408\u300d\u3092\u53eb\u3093\u3067\u304d\u307e\u3057\u305f\u304c\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u306f\u4f9d\u7136\u3068\u3057\u3066\u975e\u5e38\u306b\u7d30\u5206\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u4f55\u5e74\u304b\u5148\u306e\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u306a\u305c\u4eca\u65e5\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u304a\u3044\u3066\u7d71\u5408\u304c\u6709\u52b9\u306a\u6226\u7565\u3067\u3042\u308a\u3001Okta\u304c\u52dd\u8005\u3068\u306a\u308b\u3079\u304d\u7acb\u5834\u306b\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u696d\u754c\u306f\u3001\u7d71\u5408\u3068\u5206\u65ad\u306e\u9593\u3092\u81ea\u7136\u306b\u884c\u304d\u6765\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u91cd\u8981\u306a\u306e\u306f\u3001\u300c\u65ad\u7247\u5316\u3057\u305f\u3044\u306e\u304b\u3001\u7d71\u5408\u3057\u305f\u3044\u306e\u304b\u300d\u3092\u8003\u3048\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u300c\u6b63\u3057\u3044\u7d71\u5408\u306e\u30dd\u30a4\u30f3\u30c8\u306f\u3069\u3053\u304b\u300d\u3092\u8003\u3048\u308b\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001ID\u304c\u305d\u306e\u30dd\u30a4\u30f3\u30c8\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3082\u3057\u4f01\u696d\u304c\u9867\u5ba2\u3084\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u5f93\u696d\u54e1\u306a\u3069\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308c\u3070\u3001\u3053\u308c\u3089\u306e\u4f01\u696d\u3084\u7d44\u7e54\u304c\u6301\u3064\u3001\u975e\u5e38\u306b\u5e83\u7bc4\u3067\u591a\u69d8\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u74b0\u5883\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001\u5e83\u7bc4\u3067\u591a\u69d8\u304b\u3064\u7d71\u5408\u3055\u308c\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u74b0\u5883\u3067\u3059\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u6575\u5bfe\u7684\u306a\u3082\u306e\u3067\u3059\u304b\u3089\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u5206\u91ce\u3067\u306f\u7279\u306b\u91cd\u8981\u3067\u3059\u3002<\/p>\n<p>\u3059\u3079\u3066\u30921\u3064\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30d9\u30f3\u30c0\u30fc\u306b\u96c6\u7d04\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3057\u3001\u30ed\u30b0\u89e3\u6790\u3001\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u3059\u3079\u3066\u30921\u793e\u304b\u3089\u8abf\u9054\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u653b\u6483\u8005\u306f\u305d\u306e\u4f01\u696d\u3092\u72d9\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u653b\u6483\u8005\u306f\u305d\u306e\u4f01\u696d\u3092\u72d9\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5404\u90e8\u5206\u3092\u5165\u308c\u66ff\u3048\u3066\u9632\u5fa1\u3092\u3088\u308a\u5f37\u56fa\u306b\u3059\u308b\u67d4\u8edf\u6027\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3082\u3061\u308d\u3093\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u3001\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u3001\u30de\u30eb\u30c1\u30d5\u30a1\u30af\u30bf\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3068\u306e\u7dca\u5bc6\u306a\u7d71\u5408\u3092\u53ef\u80fd\u306b\u3057\u3001\u9577\u671f\u7684\u306b\u304a\u5ba2\u69d8\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u3088\u308a\u5f37\u56fa\u306b\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u3053\u306e2\u3064\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u9069\u5207\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brad Zelnick &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Gennarelli<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3055\u3066\u3001\u4eca\u65e5\u306e\u5348\u5f8c\u306f\u3053\u308c\u3067\u7d42\u308f\u308a\u3067\u3059\u3002\u3067\u3082\u3001\u305d\u306e\u524d\u306b\u3001\u4eca\u671f\u306f\u3044\u304f\u3064\u304b\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a4\u30d9\u30f3\u30c8\u306b\u53c2\u52a0\u3059\u308b\u3053\u3068\u3092\u304a\u77e5\u3089\u305b\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u30021\u670812\u65e5\u306b\u306fNeedham Growth Conference\u306b\u53c2\u52a0\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u300112\u6708\u304b\u30891\u6708\u306b\u304b\u3051\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u5bfe\u9762\u5f0f\u304a\u3088\u3073\u30d0\u30fc\u30c1\u30e3\u30eb\u30d0\u30b9\u30c4\u30a2\u30fc\u306b\u53c2\u52a0\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30a4\u30d9\u30f3\u30c8\u3067\u7686\u69d8\u306b\u304a\u4f1a\u3044\u3067\u304d\u308b\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u4eca\u56de\u306f\u3053\u306e\u8fba\u3067\u3002\u3054\u8cea\u554f\u7b49\u3054\u3056\u3044\u307e\u3057\u305f\u3089\u3001investor@okta.com\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c8\u30c3\u30c9\u30fb\u30de\u30c3\u30ad\u30ce\u30f3 &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u517c\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u307f\u306a\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brett Tighe &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" 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border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30aa\u30af\u30bf (OKTA )2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u4e88\u60f3\u3092\u4e0a\u56de\u308b\u597d\u6c7a\u7b97\u3067\u30d7\u30ec\u3067\uff0b13\uff05\u3068\u682a\u4fa1\u3082\u9ad8\u9a30\u3057\u3066\u307e\u3059\u306d\u3002\u58f2\u308a\u4e0a\u3052\u3092\u4e0a\u65b9\u4fee\u6b63\u3057\u3066\u304a\u308a\u826f\u3044\u611f\u3058\u3067\u3059\u3002 \u30af\u30e9\u30a6\u30c9\u95a2\u9023\u3067\u306f\u975e\u5e38\u306b\u826f\u3044\u306e\u3067\u671f\u5f85\u3057\u305f\u3044\u3067\u3059\u304c\u3053\u308c &#8230; 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