Rubrik, Inc. (RBRK)
NYSE NYSE Primary 
Rubrik, Inc. (RBRK) Q1 2026 Earnings Call Transcript
Rubrik, Inc. (NYSE:RBRK ) Q1 2026 Earnings Conference Call June 5, 2025 5:00 PM ET Company Participants Bipul Sinha - Co-Founder, CEO & Chairman Kiran Kumar Choudary - Chief Financial Officer Melissa A. Franchi - Head of Investor Relations Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Eric Michael Heath - KeyBanc Capital Markets Inc., Research Division Gregg Steven Moskowitz - Mizuho Securities USA LLC, Research Division Joel P.
Rubrik, Inc. (RBRK) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Rubrik, Inc. (RBRK) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rubrik, Inc. (RBRK) Reports Q1 Loss, Tops Revenue Estimates
Rubrik, Inc. (RBRK) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to loss of $1.58 per share a year ago.
Will Rubrik, Inc. (RBRK) Report Negative Earnings Next Week? What You Should Know
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.
Rubrik's Addressable Market Is Expected To Explode Through The End Of The Decade
Rubrik, Inc. is well-positioned to benefit from rising enterprise demand for data and identity resiliency, especially as AI adoption accelerates and regulatory pressures increase. The company's new identity resiliency tools and cloud-focused offerings address critical enterprise needs, but competition in identity protection remains intense. Machine identities have far outpaced human identities, potentially driving the need for automated security measures to protect enterprises from cybersecurity threats.
Rubrik: A Potent Cocktail In Cybersecurity
Rubrik is arguably the most compelling software name in the market today due to its attractive growth-adjusted valuation profile. It is a cybersecurity vendor that protects data and helps companies address security breaches of their enterprises. The company is everything we want: unified, multi-product platform, huge TAM, solid free cash flow generation, exceptional growth, a number of moats, and a strong balance sheet.
Rubrik: The Current Cybersecurity Outperformer, But Not Immune To Sentiment
Rubrik crushed FQ4 earnings and provided a fairly decent outlook, providing a good cushion for its valuation. Compared to peers, its growth is higher, and its valuation is lower; it's an outperformer in this sector. While it's still tracking its subscription transition well, the stock chart may not be quite ready to start the next rally.
Spotify, Rubrik Lead Five Growth Stocks Regaining This Key Level
Amid the market correction, few growth stocks are above their 50-day moving averages. Spotify, Rubrik lead five that have reclaimed that level.
Rubrik: Expanding With Business Data Growth; Initiating With 'Buy'
Rubrik went public in April 2024, offering Rubrik Security Cloud for comprehensive data cybersecurity, and I am initiating with a 'Buy' rating and $84 target price. Rubrik's seamless integration with cloud providers and other cybersecurity companies, along with its single policy engine, simplifies data protection and drives subscription growth. Strong recent results include 39% ARR growth and improved subscription ARR contribution margins, driven by operating leverage and efficiency improvements.
Klarna files for US IPO, Rubrik CEO talks earnings after stock skyrockets
In the latest Asking for a Trend, host Julie Hyman reports on the breaking news that buy now, pay later giant Klarna has filed for a US IPO. Plus, Yahoo Finance Executive Editor Brian Sozzi speaks with Rubrik's CEO about the company's Q4 results that sent the stock nearly 28% higher.
Rubrik: Another Marvelous Quarter, But Watch Out
Rubrik, Inc. had strong subscription ARR growth of nearly 40%, but the company guided to a substantial growth slowdown in FY 2026. The data resilience company ended FY 2025 with nearly $1.1 billion in ARR and vastly improving financials with positive contribution margins from the subscription ARR business. RBRK stock is expensive back at 12x forward sales, and investors should consider unloading at $80 due to lower projected growth rates.
Rubrik's Strong Q4: A High-Growth Cybersecurity Play Worth Owning
Rubrik, Inc. excels in cloud data management and cybersecurity, showing strong Q4 performance with 47% revenue growth and improved free cash flow. Despite impressive growth, Rubrik remains unprofitable, with high valuations based on future growth, posing risks if profitability is delayed. Competitive pressures and regulatory challenges, including AI-driven security advancements and new compliance requirements, could impact Rubrik's growth trajectory.
