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Sep 30, 2022

Rapid7 Q3 2022 Earnings Report

Announced third quarter 2022 financial results, demonstrating growth in ARR and revenue.

Key Takeaways

Rapid7 announced strong third quarter results with a 24% year-over-year increase in ARR to $684 million and a 26% increase in total revenue to $176 million. The company's focus on delivering effective security solutions and scaling profitability contributed to a non-GAAP operating income of $13 million.

Annualized recurring revenue (ARR) of $684 million, an increase of 24% year-over-year

Total revenue of $176 million, up 26% year-over-year; Products revenue of $166 million, up 27% year-over-year

GAAP operating loss of $23 million; Non-GAAP operating income of $13 million

Total ARR per customer growth of 14% year-over-year

Total Revenue
$176M
Previous year: $140M
+25.6%
EPS
$0.14
Previous year: $0.06
+133.3%
Annualized Recurring Revenue
$684M
Previous year: $550M
+24.3%
Number of customers
10.79K
Previous year: 9.91K
+8.9%
ARR per customer
$63.4
Previous year: $55.5
+14.2%
Gross Profit
$122M
Previous year: $96.4M
+26.4%
Cash and Equivalents
$168M
Previous year: $227M
-25.9%
Free Cash Flow
$9.66M
Previous year: $14.3M
-32.6%
Total Assets
$1.3B
Previous year: $1.26B
+2.7%

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:

Revenue & Expenses

Visualization of income flow from segment revenue to net income