Howard Ma's questions to Rubrik (RBRK) leadership • Q2 2026
Question
Howard Ma asked for a better understanding of Rubrik's leverage to data growth, specifically regarding the mix of volume-tiered versus user-based pricing and the potential for a consumption-driven component.
Answer
Rubrik CEO Bipul Sinha explained that Rubrik's pricing combines data volume and data security features, with growth driven by organic data growth, new workloads, and additional data security products. He clarified that products like M365 utilize a user-based licensing model.