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Rapid7 (RPD)
NASDAQ:RPD
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.3Last Year’s EPS
0.49Same Quarter Last Year
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of constructive operational and financial fundamentals—beating guidance on ARR, revenue and profitability, generating strong free cash flow, and advancing AI, MDR and partnership initiatives—while flagging near-term headwinds including flat ARR, modest revenue growth, margin pressure in Q1, and reduced visibility (no full-year ARR guidance). Management emphasized strategic investments intended to drive medium-term growth but acknowledged execution and timing risks in exposure management, professional services transition, and sales conversion. Overall, the company shows durability in cash generation and strategic positioning but faces meaningful near-term execution and growth challenges.Company Guidance
ARR and Revenue Exceeded Guidance at Year-End
Exited fiscal 2025 with ARR of $839.9M (reported as ~$840M) and total revenue of $859.8M (reported as $860M), both ahead of company guidance.
Positive Quarterly Results and Profitability
Q4 2025 total revenue of $217.4M (+0.5% year-over-year) and Q4 non-GAAP operating income of $30.1M representing a 13.9% margin; Q4 non-GAAP EPS of $0.44 (high end of guidance). Full-year non-GAAP operating income was $135.7M (15.8% margin) and non-GAAP EPS was $2.08.
Strong Free Cash Flow and Balance Sheet
Generated $32.3M free cash flow in Q4 and $130M for full-year 2025. Ended 2025 with over $659M in cash, cash equivalents and government securities and a $200M undrawn revolver, supporting ability to address March 2027 convertible debt maturity.
MDR and Exposure Command Momentum
Sustained new deal activity for managed detection and response (MDR) with DNR ARR growth ~7% YoY and MDR portion growing in the high single digits; Exposure Command saw rapid adoption in Q4 by new and existing customers.
Strategic AI & Partnership Investments
Made targeted investments in AI-enabled security operations, launched closer Microsoft integrations (e.g., MDR for Microsoft) and expanded vendor-agnostic MDR coverage and AI SOC capabilities to improve detection, prioritization and response.
Notable Customer Wins Demonstrating Differentiation
Competitive customer wins include a six-figure offshore drilling customer re-win, a high six-figure sovereign tribal government deal, and an MSSP consolidation win, emphasizing value of combined technology, data breadth and expert-led services.
Operational Priorities and Organizational Changes
Completed a major sales kickoff and implemented go-to-market leadership changes aimed at improving sales/marketing alignment, retention focus, refreshed incentive structures and cross-sell execution—expected to yield benefits through 2026.
RPD 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
RPD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $10.39 | $7.38 | -28.97% |
Nov 04, 2025 | $17.80 | $14.25 | -19.94% |
Aug 07, 2025 | $19.82 | $17.88 | -9.79% |
May 12, 2025 | $26.74 | $24.56 | -8.15% |
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 Rapid7 (RPD) report earnings?
Rapid7 (RPD) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Rapid7 (RPD) earnings time?
Rapid7 (RPD) earnings time is at Apr 30, 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 RPD EPS forecast?
RPD EPS forecast for the fiscal quarter 2026 (Q1) is 0.3.
