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Rubrik, Inc. Class A (RBRK)
NYSE:RBRK
Earnings Data
Report Date
Sep 15, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.34Last Year’s EPS
-0.4Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 05, 2025
|% Change Since: -8.39%
|Next Earnings Date:Sep 15, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong performance with significant growth in subscription ARR and revenue, a high net retention rate, and positive free cash flow. The company demonstrated strong product innovation and strategic customer wins, reinforcing its market position in cyber resilience. However, challenges remain in achieving GAAP profitability, as indicated by the negative earnings per share guidance.Company Guidance
During the first quarter of fiscal year 2026, Rubrik exceeded all guided metrics across top-line and profitability measures. Key performance indicators include a 38% year-over-year growth in subscription annual recurring revenue (ARR), reaching approximately $1.2 billion, and net new subscription ARR of $89 million. The company's subscription revenue increased by 54% year-over-year to $266 million, while the subscription net retention rate (NRR) remained strong at over 120%. Rubrik also reported significant growth in its customer base, with 2,381 customers having $100,000 or more in subscription ARR, marking a 28% year-over-year increase. Additionally, the company improved its subscription ARR contribution margin by over 1,800 basis points year-over-year and generated over $33 million in free cash flow. Rubrik's strong performance has led the company to raise its guidance for the year, indicating confidence in its market opportunities and growth strategy.Impressive Subscription ARR Growth
Subscription Annual Recurring Revenue (ARR) reached approximately $1.2 billion, growing 38% year-over-year.
Strong Subscription Revenue Increase
Subscription revenue was $266 million, representing a 54% year-over-year growth.
High Subscription Net Retention Rate
Subscription Net Retention Rate (NRR) remained strong, above 120%.
Expansion in Customer Base
Customers with $100,000 or more in subscription ARR reached 2,381, a growth of 28% year-over-year.
Significant Contribution Margin Improvement
Subscription ARR contribution margin improved over 1,800 basis points year-over-year.
Positive Free Cash Flow
Reported free cash flow of over $33 million for the quarter.
Product Innovation and Market Expansion
Rubrik introduced several innovations including code-to-cloud cyber resilience and expanded cyber resilience capabilities for Google Cloud and Oracle Cloud Infrastructure.
Successful Customer Wins
Rubrik secured significant wins with major U.S. pharmacy solutions company and a large European insurer, showcasing its competitive edge in cyber resilience.
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 |
|---|---|---|---|
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 15, 2025, TBA Not Confirmed.
What is Rubrik, Inc. Class A (RBRK) earnings time?
Rubrik, Inc. Class A (RBRK) earnings time is at Sep 15, 2025, TBA Not 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.