RBRK
Rubrik, Inc.77.91
-1.98-2.48%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Agent Cloud prioritizes monitoring, guardrails
Q&A unpacked Agent Cloud POCs, with Fortune 500s and startups prioritizing agent monitoring and real-time guardrails before rewind capabilities. Identity resilience rocketed to 900 customers in Q4, doubling from Q3 and outpacing expectations as the fastest-growing product ever. Sovereign cloud surfaced as a geopolitical-driven opportunity, though TAM remains fuzzy. Management dismissed memory pricing risks and AI disruption to core cyber resilience, while confirming seamless GTM leadership handover. Win rates held above 90%. Investors will eye Agent Cloud scaling amid reaffirmed momentum.
Key Stats
Market Cap
15.59BP/E (TTM)
-Basic EPS (TTM)
-1.55Dividend Yield
0%Recent Filings
10-K
FY2026 results
Rubrik's FY2026 revenue rocketed 48% to $1.32B, fueled by 34% Subscription ARR growth to $1.46B, with Q4 momentum from RSC adoption outpacing prior quarters. Subscription revenue jumped 53% y/y to $1.26B, while other revenue dipped 10% as appliance transitions wrapped. Gross margins expanded to 80% from 70%, yet operating losses narrowed to $346M from $1.13B, thanks to 64% lower stock-based comp. Free cash flow surged to $238M. Q4 accelerated customer expansions. Debt stands at $1.15B notes due 2030; cash at $1.68B. Supply chain disruptions threaten quarterly deployments.
8-K
Rubrik Q4 crushes estimates
8-K
Green promoted to CRO
Rubrik promoted Jesse Green to Chief Revenue Officer on February 2, 2026, succeeding Brian McCarthy, who resigned effective February 6 to pursue another opportunity. Green, with nearly 25 years of go-to-market experience from MongoDB and AppDynamics, steps up as Q4 preliminary results beat all guidance. Leadership transition supports scaling amid rapid growth. Risks include sales talent retention.
10-Q
Q3 FY2026 results
Rubrik crushed Q3 FY2026 revenue at $350M, up 48% y/y and riding subscription strength to $336M (96% mix). Gross margin hit 81% while operating loss narrowed to $75M from $125M y/y, thanks to 52% topline pop outpacing opex. Cash swelled to $307M with $1.3B short-term investments after $1.15B zero-coupon notes due 2030; free cash flow not disclosed in the 10-Q. Predibase closed July 2025 for $109M (cash/stock), adding $93M goodwill and $11M intangibles (2-year life). Solid runway, yet channel partners dominate 73% sales.
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