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Jan 31, 2025
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.
Revenue by Segment
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.
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
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