Rubrik demonstrated strong financial performance with significant year-over-year growth in subscription revenue and ARR, robust customer growth, and improvements in profitability and cash flow. The company is expanding its innovation efforts and cloud offerings, positioning itself as a leader in cyber resilience. However, there are ongoing challenges with competition and anticipated earnings losses, which highlight areas for further strategic focus.

Company Guidance -

Q2 2026

During the Rubrik First Quarter Fiscal Year 2026 results conference call, the company presented strong financial performance and raised its guidance for the year. Key metrics highlighted include a subscription annual recurring revenue (ARR) of approximately $1.2 billion, marking a 38% year-over-year growth, with net new subscription ARR reaching $89 million. Subscription revenue was reported at $266 million, a 54% increase year-over-year, and the subscription net retention rate (NRR) remained robust at over 120%. The number of customers with $100,000 or more in subscription ARR increased to 2,381, reflecting a 28% year-over-year growth. Rubrik also achieved significant improvements in profitability, with the subscription ARR contribution margin up by over 1,800 basis points year-over-year, and generated over $33 million in free cash flow for the quarter. The company emphasized its strategic focus on cyber resilience, innovative product offerings, and the integration of data and identity security as key drivers of its success.

Strong Financial Performance

Rubrik's subscription ARR reached approximately $1.2 billion, growing 38% year-over-year, with net new subscription ARR at $89 million in the first quarter. Subscription revenue was $266 million, growing 54% year-over-year.

Customer Growth and Retention

Customers with $100,000 or more in subscription ARR reached 2,381, growing 28% year-over-year, and subscription NRR remained strong above 120%.

Profitability and Cash Flow

Material improvements in subscription ARR contribution margin, up over 1,800 basis points year-over-year, and over $33 million in free cash flow reported.

Innovation and Market Expansion

Continued innovation across data security and AI vectors with new products such as Rubrik Annapurna and identity resilience solutions.

Expansion of Cloud Offerings

Introduced code-to-cloud cyber resilience and expanded capabilities for Google Cloud and Oracle Cloud Infrastructure, strengthening coverage of all major hyperscalers.

Rubrik, Inc. Class A (RBRK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RBRK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2026 (Q2)	-0.34 / -	-0.4	―	―	―
Jun 05, 2025	2026 (Q1)	-0.32 / -0.15	-1.58	90.51% (+1.43)
Mar 13, 2025	2025 (Q4)	-0.39 / -0.18	-1.52	88.16% (+1.34)
Dec 05, 2024	2025 (Q3)	-0.40 / -0.21	-0.49	57.14% (+0.28)
Sep 09, 2024	2025 (Q2)	-0.49 / -0.40	-0.461	13.23% (+0.06)
Jun 11, 2024	2025 (Q1)	-1.84 / -1.58	-0.507	-211.64% (-1.07)

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
Jun 05, 2025	$98.57	$97.91	-0.67%
Mar 13, 2025	$55.28	$70.64	+27.79%
Dec 05, 2024	$53.66	$64.63	+20.44%
Sep 09, 2024	$32.06	$31.58	-1.50%

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 Sep 09, 2025, After Close (Confirmed).

What is Rubrik, Inc. Class A (RBRK) earnings time?

Rubrik, Inc. Class A (RBRK) earnings time is at Sep 09, 2025, 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 2026 (Q2) is -0.34.

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