The earnings call reflects a strong quarter for Rubrik with significant growth in subscription ARR, revenue, and customer expansion. The company has shown impressive improvement in profitability and continues to lead in the cyber resilience market with innovative solutions. However, the guidance for non-GAAP earnings per share remains negative, and there is some dependency on non-recurring material rights revenue. Overall, the positive aspects significantly outweigh the challenges.

Company Guidance

During Rubrik's second quarter fiscal year 2026 conference call, the company reported surpassing all guided metrics, highlighting a subscription ARR of over $1.25 billion, which marks a 36% year-over-year increase. Net new subscription ARR was $71 million, and subscription revenue reached $297 million, reflecting a 55% growth. The subscription net retention rate (NRR) remained robust at over 120%, while the number of customers with $100,000 or more in subscription ARR grew by 27% to over 2,500. The company also reported an improvement of approximately 1,800 basis points in subscription ARR contribution margin. Furthermore, Rubrik generated over $57 million in free cash flow, underscoring its strong cash flow generation capabilities. The company raised its full-year outlook, driven by its focus on evolving into a security and AI company and capturing opportunities in the cyber resilience and enterprise AI acceleration markets.

Strong Subscription ARR Growth

Subscription ARR surpassed $1.25 billion, growing 36% year over year, with net new subscription ARR reaching $71 million in the second quarter.

Impressive Subscription Revenue Increase

Subscription revenue was $297 million, growing 55% year over year.

High Customer Engagement

Customers with $100,000 or more in subscription ARR reached 2,500, growing 27% year over year.

Significant Improvement in Profitability

Material improvement in subscription ARR contribution margin, up about 1,800 basis points year over year, with over $57 million in free cash flow generated this quarter.

Successful Cloud ARR Growth

Cloud ARR reached $1.1 billion, up 57%, driven by adoption of the Rubrik Security Cloud.

Expansion in Cyber Resilience Market

Rubrik continues to win in the cyber resilience market with new customer wins, including a major North American oil and gas company and a Fortune 50 pharma leader.

Innovations in Cloud Protection

Expanded cyber protection for AWS RDS database and added comprehensive protection for Amazon DynamoDB.

Notable AI Initiatives

Acquisition of Predibase enhances Rubrik's AI capabilities, with new solutions like Agent Rewind built on secure data platform.

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
Dec 04, 2025	2026 (Q3)	-0.20 / -	-0.21	―	―	―
Sep 09, 2025	2026 (Q2)	-0.34 / -0.03	-0.4	92.50% (+0.37)
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
Sep 09, 2025	$98.50	―	―
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%

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 Dec 04, 2025, After Close (Confirmed).

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

Rubrik, Inc. Class A (RBRK) earnings time is at Dec 04, 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 (Q3) is -0.2.

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