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Jan 31
Rubrik Inc Q4 2025 Earnings Report
Rubrik achieved strong revenue growth and a significant increase in subscription ARR in Q4 FY25.
Key Takeaways
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.
Total revenue increased 47% YoY to $258.1 million.
Subscription ARR grew 39% YoY to $1.09 billion.
Non-GAAP EPS improved to $(0.18) from $(1.52) in Q4 FY24.
Free cash flow turned positive at $75.2 million, compared to $8.7 million last year.
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 expects continued revenue growth in FY26, with further improvements in ARR and operating leverage.
Positive Outlook
- Subscription ARR expected to reach $1.35B to $1.36B in FY26.
- Total revenue projected between $1.145B and $1.161B.
- Non-GAAP Subscription ARR contribution margin expected to improve to 4.5%-5.5%.
- Non-GAAP EPS projected to improve to $(1.23) to $(1.13).
- Free cash flow expected to be positive, ranging from $45M to $65M.
Challenges Ahead
- Company remains unprofitable with continued GAAP net losses.
- Stock-based compensation expenses remain high post-IPO.
- Potential macroeconomic headwinds could impact enterprise cybersecurity spending.
- Competitive pressures in the cybersecurity market may require higher investment in R&D.
- Increased costs from expanding cloud-based services could affect gross margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income