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Okta reported FY2026 revenue of $2.9 billion, FY2026 operating income of $149 million and FY2026 operating cash flow of $884 million. The thesis depends on identity demand, retention, remaining performance obligations, margin discipline and security-platform c
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AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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