Analysts Offer Insights on Technology Companies: Canaan (NASDAQ: CAN) and Okta (NASDAQ: OKTA)We hosted Monty Gray, EVP Genarelli, SVP IR, for a meeting during our west coast software bus tour. Further building on OKTA's successful Oktane user conference, we left encouraged and see NT trends as supporting ongoing improved momentum. These include, among others, the following: Becoming A Stack: Our recent visits to Okta's Oktane user conference and SAIL's Navigate event support our view that IAM became a stand-alone stack. Given its mission criticality and ranking high from a CISO's viewpoint, we see OKTA as a LT beneficiary of ongoing product consolidation efforts. In that context, we see OIG (Okta Access (OPA) as garnering attention with new logos and existing customers.