Rubrik Inc Earnings Reports

Rubrik delivered a solid Q1 FY26 with strong growth in subscription ARR and total revenue, driven by enterprise demand for cyber resilience. Net losses decreased significantly compared to the previous year, and positive cash flow reflects operational efficiency gains.

Rubrik reported total revenue of $258.1 million, reflecting a 47% year-over-year increase. Subscription ARR grew 39% to $1.09 billion, demonstrating strong demand for the company's cybersecurity solutions. While the company continued to operate at a loss, non-GAAP EPS improved from the prior year. Free cash flow turned positive at $75.2 million, reflecting improved operational efficiency.

Rubrik reported strong Q3 FY2025 results, with Subscription ARR growing 38% year-over-year to $1,002.3 million and revenue increasing 43% year-over-year to $236.2 million. The company exceeded all guided metrics and raised its full-year guidance. Additionally, Rubrik generated positive free cash flow and improved its Subscription ARR Contribution Margin.

Rubrik reported a strong second quarter, exceeding expectations across all guided metrics. Subscription ARR grew 40% year-over-year to $919.1 million, and revenue increased by 35% year-over-year to $205.0 million. The company also raised its full-year guidance across all metrics.

Rubrik reported a strong start to fiscal year 2025 with a 46% year-over-year increase in Subscription ARR, reaching $856.1 million. Total revenue grew by 38% year-over-year to $187.3 million. However, GAAP net loss per share was $(11.48), impacted by significant stock-based compensation expenses related to the company's IPO.