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Rubrik, Inc. Class A (RBRK)
NYSE:RBRK
Earnings Data
Report Date
Jun 16, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.15Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive picture driven by record net new subscription ARR, double-digit ARR and revenue growth, substantial improvement in contribution margin, robust free cash flow generation, strong cloud transition, and rapid identity product traction. Key strategic initiatives (Rubrik Agent Cloud and sovereign cloud) and notable enterprise wins signal continued market momentum. Near-term caveats include reliance on some nonrecurring material rights revenue, early-stage monetization for Agent Cloud, monitoring of supply-chain/hardware risks, and short-term seasonality reflected in Q1 guidance and a small non-GAAP EPS loss. Overall, the positive operating and financial momentum materially outweighs the limited and manageable risks discussed on the call.Company Guidance
Record Net New Subscription ARR
Net new subscription ARR in Q4 reached a record $115,000,000, driving subscription ARR to $1,460,000,000, up 34% year-over-year.
Strong Subscription Revenue Growth
Subscription revenue was $365,000,000 in Q4, up 50% year-over-year; total revenue was $378,000,000, up 46% year-over-year (normalized revenue growth ~43% after adjusting for material rights).
Robust Customer Retention and Expansion
Subscription net retention rate remained above 120%; customers with $100,000+ subscription ARR grew 25% to 2,805 and now represent 87% of subscription ARR; added a record 32 customers with $1,000,000+ in subscription ARR (over 50% growth in that cohort).
Cloud Transition Progress
Cloud ARR reached $1,290,000,000, up 48% year-over-year, and represented 88% of total subscription ARR, indicating continued progress in cloud transition.
Material Improvement in Contribution Margin
Subscription ARR contribution margin improved to 12% LTM from 2% a year ago, an increase of approximately 950 basis points (approximately 730 bps when normalizing for prior-period IPO-related payroll taxes).
Free Cash Flow and Strong Balance Sheet
Generated $70,000,000 free cash flow in Q4 and $238,000,000 for fiscal 2026 (more than 10x prior year); ended Q4 with $1,700,000,000 in cash and marketable securities.
Market Wins and Competitive Momentum
Competitive win rates exceeded 90% in Q4; notable large enterprise replacements (Fortune 500 hospitality and major European financial services firm) and strong SaaS/M365 traction (over 50% of M365 bookings attached to identity solution).
Identity and AI Product Momentum
Identity business accelerated rapidly—crossed ~900 identity customers after ~400 in Q3 and launched Okta Recovery with early deal activity; Rubrik Agent Cloud moved from beta to general availability with multiple POCs across Fortune 500 and AI startups.
Fiscal 2027 Guidance Reflects Continued Growth and Profitability
Fiscal 2027 guidance: subscription ARR $1,829M–$1,839M (+25%–26% YoY); total revenue $1,597M–$1,607M (+27%–28% normalized); expected non-GAAP subscription ARR contribution margin ~13%; free cash flow $265M–$275M; non-GAAP EPS $0.07–$0.27.
RBRK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RBRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $54.02 | ― | ― |
Dec 04, 2025 | $70.43 | $86.27 | +22.49% |
Sep 09, 2025 | $98.50 | $80.72 | -18.05% |
Jun 05, 2025 | $98.57 | $97.91 | -0.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rubrik, Inc. Class A (RBRK) report earnings?
Rubrik, Inc. Class A (RBRK) is schdueled to report earning on Jun 16, 2026, After Close (Confirmed).
What is Rubrik, Inc. Class A (RBRK) earnings time?
Rubrik, Inc. Class A (RBRK) earnings time is at Jun 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBRK EPS forecast?
RBRK EPS forecast for the fiscal quarter 2027 (Q1) is -0.03.