Loading...
•
Mar 31, 2025
Rubrik Inc Q1 2025 Earnings Report
Rubrik's Q1 2025 results showed strong subscription ARR growth and overall revenue increase, although profitability metrics were impacted by stock-based compensation expenses related to the IPO.
Key Takeaways
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.
Subscription ARR increased by 46% year-over-year, reaching $856.1 million.
Total revenue grew by 38% year-over-year to $187.3 million.
The company had 1,859 customers with $100K or more in Subscription ARR, up 41% year-over-year.
GAAP net loss per share was $(11.48), impacted by stock-based compensation expenses related to the IPO.
Revenue by Segment
Forward Guidance
Rubrik provided guidance for the second quarter and full fiscal year 2025, including revenue, Non-GAAP Subscription ARR contribution margin, and Non-GAAP EPS.
Positive Outlook
- Second Quarter Fiscal 2025 Revenue is expected to be $195 million to $197 million.
- Full Year 2025 Revenue is expected to be $810 million to $824 million.
- Full Year 2025 Subscription ARR is expected to be between $983 million and $997 million.
- Second Quarter Fiscal 2025 Non-GAAP EPS is expected to be $(0.50) to $(0.48).
- Full Year 2025 Non-GAAP EPS is expected to be $(2.35) to $(2.25).
Challenges Ahead
- Second Quarter Fiscal 2025 Non-GAAP Subscription ARR contribution margin is expected to be approximately (13.5)% to (12.5)%.
- Full Year 2025 Non-GAAP Subscription ARR contribution margin is expected to be approximately (12.5)% to (11.5)%.
- Full Year 2025 Free cash flow is expected to be $(115) million to $(95) million, including $23 million of one-time payroll taxes related to the public offering.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...