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Oct 31, 2024
Rubrik Inc Q3 2025 Earnings Report
Rubrik's Q3 2025 results showed strong growth and exceeded expectations, with Subscription ARR surpassing $1 billion and revenue increasing significantly.
Key Takeaways
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.
Subscription ARR grew 38% year-over-year to $1,002.3 million.
Revenue grew 43% year-over-year to $236.2 million.
Customers with $100K or more in Subscription ARR increased by 32% year-over-year, reaching 2,085.
The company exceeded all guided metrics and raised full-year guidance.
Rubrik Inc
Rubrik Inc
Rubrik Inc Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comMaintenance Revenue
CapyFin.comOther Services Revenue
CapyFin.com Forward Guidance
Rubrik provided guidance for the fourth quarter of fiscal year 2025 and the full fiscal year 2025.
Positive Outlook
- Fourth Quarter Fiscal 2025 Revenue of $231.5 million to $233.5 million.
- Fourth Quarter Fiscal 2025 Non-GAAP Subscription ARR contribution margin of approximately (3)% to (2)%.
- Fourth Quarter Fiscal 2025 Non-GAAP EPS of $(0.41) to $(0.37).
- Full Year 2025 Subscription ARR between $1,057 million and $1,061 million.
- Full Year 2025 Revenue of $860 million to $862 million.
Challenges Ahead
- Fourth Quarter Fiscal 2025 Weighted-average shares outstanding of approximately 187 million.
- Full Year 2025 Non-GAAP Subscription ARR contribution margin of approximately (3)% to (2)%.
- Full Year 2025 Non-GAAP EPS of $(1.86) to $(1.82).
- Full Year 2025 Weighted-average shares outstanding of approximately 154 million.
- Full Year 2025 Free cash flow of $(45) million to $(39) million, including $22.8 million in employer payroll taxes due to the vesting of certain equity awards in connection with our initial public offering.