Rubrik, Inc. ( RBRK ) Q3 2026 Earnings Call December 4, 2025 5:00 PM EST Company Participants Melissa Franchi - Head of Investor Relations Bipul Sinha - Co-Founder, CEO & Chairman Kiran Choudary - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Fatima Boolani - Citigroup Inc. Exchange Research John DiFucci - Guggenheim Securities, LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Thomas Ingham - CIBC Capital Markets, Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Keith Bachman - BMO Capital Markets Equity Research Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Rubrik Third Quarter Fiscal Year 2026 Results Conference Call.
Rubrik, Inc. (RBRK) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to a loss of $0.21 per share a year ago.
Rubrik (NYSE: RBRK) reported fiscal third quarter results after the close on Dec.
Rubrik (NYSE: RBRK) reported fiscal third quarter results after the close on Dec.
RBRK's Q3 results are likely to benefit from strong ARR momentum, cloud growth, and rising demand amid increasing competition.
Get a deeper insight into the potential performance of Rubrik, Inc. (RBRK) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Rubrik, Inc. (RBRK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Software specialist Rubrik Inc (NYSE:RBRK) is retreating from its pre-market gains to trade 0.9% lower at $70.93 this morning, despite landing an upgrade to "outperform" from "neutral" at Mizuho.
Rubrik is a leading AI-powered cloud data security company, positioned for continued rapid growth in the expanding cybersecurity market. RBRK posted strong FQ2 2026 results with 51% revenue growth and improved EPS, despite a sharp stock drop on earnings day. Cloud ARR surged 57% year-over-year, and a sticky, growing customer base supports the bullish outlook and premium valuation.
RBRK's rapid ARR growth and expanding AI security portfolio impress, but Dell Technologies' stronger earnings and valuation give it the edge in data protection.
Rubrik is redefining itself as a cybersecurity leader focused on cyber resilience, not just backup and data recovery. Rubrik Security Cloud leverages Zero Trust architecture, addressing modern threats like ransomware and driving strong customer adoption. Key Q2 metrics include 36% subscription ARR growth, 120%+ net retention, and an increase in large enterprise wins, validating its cyber resilience strategy.
RBRK's surging subscription and cloud ARR signal strong customer expansion and growing traction for its data security solutions.