Earnings summaries and quarterly performance for Rubrik.
Executive leadership at Rubrik.
Board of directors at Rubrik.
Research analysts who have asked questions during Rubrik earnings calls.
Andrew Nowinski
Wells Fargo
7 questions for RBRK
Also covers: CHKP, CRWD, CYBR +14 more
Eric Heath
KeyBanc Capital Markets
7 questions for RBRK
Also covers: CFLT, CRWD, CVLT +8 more
Gregg Moskowitz
Mizuho
7 questions for RBRK
Also covers: CFLT, CHKP, CRWD +12 more
Saket Kalia
Barclays Capital
7 questions for RBRK
Also covers: ADBE, ADSK, ALRM +24 more
James Fish
Piper Sandler Companies
5 questions for RBRK
Also covers: AKAM, ANET, BAND +15 more
Todd Coupland
CIBC
5 questions for RBRK
Also covers: BB, CLS, LSPD +1 more
Brad Zelnick
Credit Suisse
4 questions for RBRK
Also covers: ADBE, CFLT, CHKP +19 more
Fatima Boolani
Citi
4 questions for RBRK
Also covers: AKAM, AVPT, CHKP +16 more
Howard Ma
Guggenheim Securities, LLC
4 questions for RBRK
Also covers: BASE, CFLT, CVLT +7 more
John DiFucci
Guggenheim Securities
4 questions for RBRK
Also covers: AKAM, ARM, CHKP +11 more
Junaid Siddiqui
Truist Securities
4 questions for RBRK
Also covers: CHKP, CVLT, CYBR +7 more
Matthew Martino
Goldman Sachs
4 questions for RBRK
Also covers: BSY, DDOG, DT +4 more
Zach Schneider
Baird
4 questions for RBRK
Also covers: FROG, S
Joel Fishbein
Truist Securities
3 questions for RBRK
Also covers: CHKP, CRWD, ESTC +10 more
Keith Bachman
BMO Capital Markets
3 questions for RBRK
Also covers: ACN, ADBE, CHKP +16 more
Shrenik Kothari
Robert W. Baird & Co.
3 questions for RBRK
Also covers: CHKP, ESTC, FROG +9 more
Kasthuri Rangan
Goldman Sachs
2 questions for RBRK
Also covers: ADBE, BASE, CFLT +21 more
Paramveer Singh
Oppenheimer & Co. Inc.
2 questions for RBRK
Also covers: CVLT, FSLY, NTAP +2 more
Daniel Ives
Wedbush Securities
1 question for RBRK
Also covers: BUKS, CRWD, PEGA +2 more
Jonathan Ruykhaver
Cantor Fitzgerald
1 question for RBRK
Also covers: CRWD, FROG, GTLB +5 more
Kash Rangan
Goldman Sachs
1 question for RBRK
Also covers: ADBE, CRM, CRWV +17 more
Saket Kaliya
Barclays
1 question for RBRK
Thomas Ingham
CIBC
1 question for RBRK
Also covers: BB, CLS, LSPD +2 more
Yi Fu Lee
Cantor Fitzgerald
1 question for RBRK
Also covers: COUR, CSGS, DCBO +4 more
Recent press releases and 8-K filings for RBRK.
Rubrik Reports Strong Q3 2026 Results and Introduces AI Product Suite
RBRK
Earnings
Guidance Update
Product Launch
- Rubrik reported strong Q3 2026 financial results, with subscription ARR reaching $1.35 billion, a 34% year-over-year increase, and cloud ARR growing 53% to $1.17 billion.
- For Q4 2026, the company expects revenue between $341 million and $343 million and non-GAAP EPS between negative $0.12 and negative $0.10.
- Full year fiscal 2026 guidance includes subscription ARR in the range of $1,439 million to $1,443 million and total revenue between $1,280 million and $1,282 million.
- Rubrik launched Rubrik Agent Cloud (RAC), a new product suite for AI resilience currently in beta, and reported its identity line of business reached approximately $20 million in subscription ARR.
- The company noted accelerated bookings from legacy replacements year-on-year in Q3 2026 and highlighted its successful cloud transformation, with cloud ARR representing 87% of total subscription ARR.
4 days ago
Rubrik Announces Strong Q3 2026 Results and Raises Full-Year Guidance
RBRK
Earnings
Guidance Update
Product Launch
- Rubrik reported strong Q3 2026 financial results, with subscription ARR reaching $1.35 billion, a 34% year-over-year increase, and net new subscription ARR hitting a record $94 million. Subscription revenue grew 52% year over year to $336 million, and the company generated a record $77 million in free cash flow.
- The company launched Rubrik Agent Cloud (RAC), a new product suite designed for safe AI agent deployment, and expanded its identity business, which achieved $20 million in subscription ARR and saw 40% of new identity customers in Q3 being net new to Rubrik.
- Rubrik provided Q4 2026 guidance, expecting revenue of $341-$343 million and non-GAAP EPS between negative $0.12 and negative $0.10. For the full fiscal year 2026, the company anticipates subscription ARR in the range of $1,439 million-$1,443 million and total revenue of $1,280 million-$1,282 million.
4 days ago
Rubrik Reports Strong Q3 Fiscal Year 2026 Financial Results and Raises Full-Year Outlook
RBRK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Rubrik's subscription Annual Recurring Revenue (ARR) grew 34% year-over-year to $1.35 billion as of October 31, 2025.
- Total revenue for the third quarter of fiscal year 2026 increased 48% year-over-year to $350.2 million.
- The company reported non-GAAP net income per share, diluted, of $0.10 for Q3 FY2026, a significant improvement from a non-GAAP net loss per share, diluted, of $(0.21) in the third quarter of fiscal year 2025.
- Free cash flow for Q3 FY2026 was $76.9 million, compared to $15.6 million in the third quarter of fiscal year 2025.
- Rubrik raised its outlook for fiscal year 2026, projecting full-year subscription ARR between $1,439 million and $1,443 million and revenue of $1,280 million to $1,282 million.
4 days ago
Rubrik Signs Strategic Collaboration Agreement with AWS
RBRK
New Projects/Investments
Product Launch
- Rubrik has signed a Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to deliver cyber resilience and enhance data protection for organizations using AWS environments.
- The collaboration integrates Rubrik's Preemptive Recovery Engine with AWS's secure foundation, aiming to provide capabilities such as clean recovery points, sensitive data discovery, and AI-powered threat detection for rapid operational restoration.
- The SCA also seeks to accelerate secure AI adoption by combining Rubrik's expanding AI portfolio with Amazon Bedrock, enabling customers to scale their AI initiatives safely.
Nov 10, 2025, 2:00 PM
Rubrik proposes $1.0 billion convertible senior notes offering
RBRK
Debt Issuance
Convertible Preferred Issuance
- Rubrik, Inc. intends to offer $1.0 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030, with an option for initial purchasers to purchase an additional $150.0 million within 13 days.
- The unsecured notes will accrue interest payable semiannually and be convertible into cash, shares of Class A common stock or a combination thereof at Rubrik’s election; final terms (interest rate, conversion rate) will be set at pricing.
- Rubrik expects to use net proceeds to pay for capped call transactions, repay in full $327.9 million of outstanding credit agreement loans, and for general corporate purposes, including acquisitions, working capital and capital expenditures.
- The company will enter capped call transactions to offset potential dilution upon any conversion of the notes.
Jun 13, 2025, 12:00 AM
Rubrik Q1 2026 Financial Results Exceed Expectations
RBRK
Earnings
Revenue Acceleration/Inflection
- Subscription ARR increased 38% YoY to $1.18 billion and revenue grew 49% YoY to $278.5 million, signaling strong top-line growth.
- GAAP net loss per share improved dramatically from $(11.48) to $(0.53) while operating cash flow turned positive at $39.7 million.
- Customer count reached 2,381 with over $100K in Subscription ARR, a 28% YoY increase, confirming robust market traction.
Jun 5, 2025, 12:00 AM
Rubrik Reports Q4 2025 Strong Financial Performance
RBRK
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Rubrik achieved subscription ARR of $1.093 billion, marking a 39% YoY growth and record net new subscription ARR of over $90 million, underscoring its leadership in cyber resilience.
- Subscription revenue reached $244 million (+54% YoY), contributing to total revenue growth, driven by strong cloud transformation initiatives.
- The company posted solid profitability with free cash flow of $75 million in Q4 and $22 million for full FY 2025, alongside a 1,400 basis point improvement in subscription ARR contribution margin.
- Fiscal 2026 guidance projects Q1 revenues of $259–261 million and full-year revenues between $1.145–1.161 billion, indicating robust future growth.
Mar 13, 2025, 9:01 PM
Rubrik Q4 2025 Earnings Call Results
RBRK
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Subscription revenue performance strengthened as FY25 reached $829M in subscription revenue with subscription revenue comprising 94% of total revenue in Q4 FY25.
- Robust customer growth was evidenced by 2,246 customers with over $100K in Subscription ARR by FY25.
- Operational improvements include enhanced non-GAAP free cash flow performance, with Q4 FY25 showing positive free cash flow and improved margins.
- Forward guidance for Q1 FY26 includes subscription ARR of $1,350M–$1,360M and total revenue of $259M–$261M.
Mar 13, 2025, 9:00 PM
Rubrik Inc Reports Q4 2025 Financial Results
RBRK
Earnings
Revenue Acceleration/Inflection
- The company reported subscription ARR of $1,092.6 million with 39% YoY growth and total revenue of $258.1 million with a 47% increase compared to Q4 2024.
- Rubrik achieved improved operating leverage and generated positive free cash flow, with Q4 operating cash flow at $83.6 million.
- The report highlighted customer growth, with 2,246 customers attaining $100K+ in subscription ARR—a 29% YoY increase.
Mar 13, 2025, 12:00 AM
Quarterly earnings call transcripts for Rubrik.
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