RBRK
Rubrik, Inc.77.91
-1.98-2.48%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
15.59BP/E (TTM)
-Basic EPS (TTM)
-1.55Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
Rubrik's Q2 FY2026 revenue surged 51% y/y to $309.9M, fueled by subscription growth of 55% y/y to $297.0M, while gross margin expanded to 79% from 73% amid RSC adoption. Operating loss narrowed to $94.5M from $168.3M y/y, with diluted EPS improving to $(0.49) from $(0.98), reconciled against 194.9M weighted shares. Free cash flow turned positive at $90.9M for the half-year (derived from $104.4M operating cash minus $13.5M capex), bolstered by $1.52B in cash and short-term investments; debt stands at $1.13B net convertible notes due 2030. The July 2025 Predibase acquisition closed for $109.1M (cash/stock mix), adding $92.9M goodwill and $11.0M intangibles amortized over 2 years to accelerate AI integration. Yet competition in data security remains fierce.
8-K
Rubrik Q2 beats, AI acquisition
Rubrik crushed Q2 fiscal 2026 expectations, with subscription ARR surging 36% year-over-year to $1.25 billion and total revenue climbing 51% to $309.9 million, fueled by robust customer growth to 2,505 accounts over $100K ARR. The Predibase acquisition sharpens its AI edge for secure GenAI deployment, while free cash flow hit a 19% margin. Yet integration risks loom large. Guidance lifts full-year revenue to $1.23–1.24 billion.
8-K
Rubrik acquires Predibase
Rubrik agreed to acquire Predibase on June 24, 2025, turning it into a wholly owned subsidiary with securityholders opting for cash or Class A common stock. About 77% elected stock, totaling 1,371,810 shares at signing, with up to 230,575 more shares expected based on remaining elections. The deal relies on Securities Act exemptions for accredited investors. At the June 25 annual meeting, stockholders elected directors John W. Thompson and Yvonne Wassenaar and ratified KPMG as auditors. Risks could delay closing.
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