Loading...
•
Sep 30, 2025
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.
Revenue by Segment
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.
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...