The earnings call reflects a mixed performance with notable strengths in cash flow generation and growth in detection and response, but also challenges in ARR growth and extended deal cycles. While the company is making strategic investments in new products and market expansion, the cautious approach to ARR guidance reflects ongoing uncertainties.

Company Guidance -

Q3 2025

During Rapid7's Q2 2025 earnings call, the company reported an ARR of $841 million, reflecting a 3% year-over-year growth. Revenue for the quarter reached $214 million, surpassing expectations, with product subscription revenue increasing by 4% to $208 million. The detection and response business, representing over half of the ARR, continued to grow in the mid-teens. The company generated a strong free cash flow of $42 million. For the full fiscal year 2025, Rapid7 narrowed its ARR guidance to a range of $850 million to $865 million, while maintaining its revenue forecast between $853 million and $863 million. The company is focusing on accelerating revenue growth, particularly in its detection and response segment, and has appointed a new Chief Commercial Officer to enhance go-to-market strategies. Despite the mixed customer spending environment, Rapid7 is optimistic about its platform strategy, which includes the launch of its new Incident Command product, integrating AI-driven security operations with a unified risk and response platform.

Strong Free Cash Flow

Rapid7 generated strong free cash flow of $42 million in Q2 2025, with year-to-date free cash flow totaling $67 million.

Detection and Response Business Growth

The detection and response business represents over half of Rapid7's ARR and continues to grow in the mid-teens year-over-year.

New Product Launch: Incident Command

Rapid7 announced the launch of Incident Command, a new addition to the Command platform, enhancing the integration of AI and security operations.

International Revenue Growth

International revenue represented 25% of total revenue and grew 10% over the prior year.

High-Value Deals and Market Validation

Rapid7 won several high-value consolidation opportunities at higher ASPs, validating its strategic position in the market.

Rapid7 (RPD) 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

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RPD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.45 / -	0.66	―	―	―
Aug 07, 2025	2025 (Q2)	0.44 / 0.58	0.58	0.00% (0.00)
May 12, 2025	2025 (Q1)	0.34 / 0.49	0.55	-10.91% (-0.06)
Feb 12, 2025	2024 (Q4)	0.50 / 0.48	0.72	-33.33% (-0.24)
Nov 06, 2024	2024 (Q3)	0.52 / 0.66	0.5	32.00% (+0.16)
Aug 06, 2024	2024 (Q2)	0.53 / 0.58	0.18	222.22% (+0.40)
May 07, 2024	2024 (Q1)	0.54 / 0.55	0.16	243.75% (+0.39)
Feb 07, 2024	2023 (Q4)	0.48 / 0.72	0.35	105.71% (+0.37)
Nov 01, 2023	2023 (Q3)	0.42 / 0.50	0.14	257.14% (+0.36)
Aug 08, 2023	2023 (Q2)	0.11 / 0.18	-0.01	1900.00% (+0.19)

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
Aug 07, 2025	$19.82	$17.88	-9.79%
May 12, 2025	$26.74	$24.56	-8.15%
Feb 12, 2025	$36.79	$34.82	-5.35%
Nov 06, 2024	$41.60	$41.28	-0.77%

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.