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Jun 30, 2024

Rapid7 Q2 2024 Earnings Report

Solid results delivered in line with expectations, with continued innovation in security operations data platform.

Key Takeaways

Rapid7 announced its Q2 2024 financial results, reporting a 9% year-over-year increase in ARR to $816 million and total revenue of $208 million, also up 9% year-over-year. The company's GAAP operating income was $7 million, and non-GAAP operating income was $39 million. They also introduced the Command Platform, to bring customers comprehensive visibility to risks across their hybrid attack surface.

Annualized recurring revenue (ARR) reached $816 million, a 9% increase year-over-year.

Total revenue grew to $208 million, up 9% year-over-year, with product subscriptions revenue at $200 million, up 10% year-over-year.

GAAP operating income was $7 million, while non-GAAP operating income was $39 million.

Net cash from operating activities was $33 million, and free cash flow was $29 million.

Total Revenue
$208M
Previous year: $190M
+9.2%
EPS
$0.58
Previous year: $0.18
+222.2%
Annualized Recurring Revenue
$816M
Previous year: $751M
+8.6%
Number of customers
11.48K
Previous year: 11.29K
+1.7%
ARR per customer
$71
Previous year: $66.5
+6.8%
Gross Profit
$147M
Previous year: $132M
+11.3%
Cash and Equivalents
$237M
Previous year: $186M
+27.5%
Free Cash Flow
$29.2M
Previous year: $25.6M
+14.2%
Total Assets
$1.53B
Previous year: $1.36B
+12.6%

Rapid7

Rapid7

Rapid7 Revenue by Segment

Rapid7 Revenue by Geographic Location

Forward Guidance

Rapid7 anticipates annualized recurring revenue, revenue, non-GAAP income from operations, non-GAAP net income per share and free cash flow to be in the following ranges: Third Quarter 2024Full-Year 2024(in millions, except per share data)Annualized recurring revenue$850to$860Year-over-year growth6%to7%Revenue$209to$211$833to$837Year-over-year growth5%to6%7%to8%Non-GAAP income from operations$36to$38$152to$156Non-GAAP net income per share$0.50to$0.53$2.15to$2.20Weighted average shares outstanding74.974.7Free cash flow$150to$160