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Rubrik, Inc. Class A (RBRK)
NYSE:RBRK
US Market

Rubrik, Inc. Class A (RBRK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 12, 2026
After Close (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
-0.11
Last Year’s EPS
-0.18
Same Quarter Last Year
Based on 19 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Dec 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted Rubrik's record-breaking performance in subscription ARR and free cash flow, as well as strong growth in subscription and cloud revenues. The expansion of the identity business and successful cloud transformation are positive indicators. However, challenges remain with negative EPS guidance and expected headwinds in fiscal 2027 revenue growth. Despite these challenges, the overall sentiment leans towards positive due to the significant achievements and growth metrics.
Company Guidance
During the Rubrik Third Quarter Fiscal Year 2026 Results Conference Call, the company reported exceptional performance, surpassing all guided metrics. Key highlights included a subscription ARR of $1.35 billion, representing a 34% year-over-year increase, and net new subscription ARR reaching a record $94 million. Subscription revenue rose to $336 million, a 52% year-over-year growth, while the subscription NRR remained robust at over 120%. The number of customers with $100,000 or more in subscription ARR increased by 27% to 2,638. Rubrik also achieved a notable improvement in subscription ARR contribution margin, which rose by about 1,400 basis points year-over-year. The company generated a record $77 million in free cash flow. These results reinforced Rubrik's commitment to leading the market in cyber resilience and AI operations, prompting an upward revision of its outlook for the fiscal year.
Record Net New Subscription ARR
Net new subscription ARR reached a record $94 million, showcasing strong growth and demand for Rubrik's offerings.
Strong Subscription Revenue Growth
Subscription revenue was $336 million, growing 52% year-over-year, demonstrating robust demand and customer expansion.
High Free Cash Flow
Rubrik generated a record $77 million in free cash flow for the quarter, highlighting strong financial health and operational efficiency.
Cloud ARR Growth
Cloud ARR grew 53%, reaching $1.17 billion, indicating successful cloud transformation and strong market demand.
Identity Business Growth
Identity line of business reached about $20 million in subscription ARR, with the total number of identity customers more than doubling in Q3.

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

RBRK Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 12, 2026
2026 (Q4)
-0.11 / -
-0.18
Dec 04, 2025
2026 (Q3)
-0.17 / 0.10
-0.21147.62% (+0.31)
Sep 09, 2025
2026 (Q2)
-0.34 / -0.03
-0.492.50% (+0.37)
Jun 05, 2025
2026 (Q1)
-0.32 / -0.15
-1.5890.51% (+1.43)
Mar 13, 2025
2025 (Q4)
-0.39 / -0.18
-1.5288.16% (+1.34)
Dec 05, 2024
2025 (Q3)
-0.40 / -0.21
-0.4957.14% (+0.28)
Sep 09, 2024
2025 (Q2)
-0.49 / -0.40
-0.46113.23% (+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
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%
Mar 13, 2025
$55.28$70.64+27.79%
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 Mar 12, 2026, After Close (Confirmed).
    What is Rubrik, Inc. Class A (RBRK) earnings time?
    Rubrik, Inc. Class A (RBRK) earnings time is at Mar 12, 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 2026 (Q4) is -0.11.