Rubrik Inc
RBRK
ISIN null / Valor 134200812
Rubrik Inc
UMushroom community rating:
About company
Rubrik Inc., founded in 2014, is a prominent player in the data security and management industry, known for its innovative approach to backup and recovery solutions. The company has pioneered Zero Trust Data Security™, a framework designed to protect organizations against data threats. Rubrik's offerings include the Rubrik Security Cloud, a comprehensive platform that enhances cyber resilience through cyber posture and recovery capabilities. The company has expanded its operations globally, including a development center in Bangalore, India, and has established a strategic partnership with Microsoft. Rubrik has also introduced industry-first solutions like the Ransomware Recovery Warranty, emphasizing its commitment to data security. With a workforce of over 1,600 employees, Rubrik continues to grow, driven by significant funding rounds and a focus on product innovation.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (18.11.2025):
Rubrik Inc reported its financial results for the second quarter of fiscal year 2026 (ended July 31, 2025), showcasing exceptional top-line growth and improved operational metrics. The company exceeded guided metrics with significant increases in subscription ARR and total revenue, alongside improvements in gross margins, customer expansion, and positive cash flow outcomes. Their strategic acquisition of Predibase further reinforces their ambition to integrate advanced AI capabilities into a profitable growth trajectory.
Strong Subscription ARR Growth
Rubrik Inc’s subscription ARR grew by 36% year-over-year to reach $1.25 billion, underscoring robust recurring revenue performance.
Robust Revenue Increase
The total revenue for the quarter increased by 51% year-over-year to $309.9 million, while subscription revenue itself saw a 55% increase, marking a notable improvement over the prior year.
Enhanced Margins and Profitability
GAAP gross margins improved to 79.5% compared to 73.1% last year, and the subscription ARR contribution margin turned positive at 9.4% (up from a negative -8.2%), with GAAP net loss per share reducing to $(0.49) from $(0.98).
Improved Cash Flow Performance
Rubrik Inc turned around its cash flow with operating cash flow rising to $64.7 million, and free cash flow reaching $57.5 million, a significant improvement over the previous quarter’s negative results.
Customer Expansion and Strategic Acquisitions
The company expanded its customer base by achieving 2,505 customers with $100K or more in subscription ARR, up 27% year-over-year, and closed the acquisition of Predibase to enhance its AI infrastructure and market positioning.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
12108 M
Market cap (USD)
2,529,161
Daily traded volume (Shares)
71.25 / 65.99
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Ratings & reviews
Etienne Chen
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