Rubrik (RBRK) stands out in cybersecurity, delivering a strong quarter and beating expectations despite sector-wide AI disruption fears. RBRK is well-positioned for growth as generative AI increases data volume and the need for resilient cybersecurity solutions. Strategic partnerships with leaders like CRWD, ZS, PANW, MSFT, and OKTA reinforce RBRK's competitive positioning.
With only 10% of surveyed Enterprises having adopted AI agent governance strategies despite 91% already using AI agents, RBRK may continue delivering profitable growth trends ahead. The same has been observed in their FQ4'26 performance, with net retention of >120%, subscription ARR growth by +34% YoY, and expanding gross margins to 84%. RBRK's intensified R&D efforts and accretive acquisition have also triggered the strong enterprise traction, as observed in the larger deals and the expanding customer base.
Rubrik co-founder, chairman and CEO Bipul Sinha discusses stopping hack attempts amid geopolitical unrest on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #cyber #cybersecurity #technology #tech #hacking #hackers #security #datasecurity #internet #global #politics #war #bipulsinha
Rubrik CEO Bipul Sinha joins 'Squawk on the Street' to discuss the company's latest earnings report, the war in Iran, and more.
Rubrik tops Q4 FY26 earnings and revenue estimates as subscription growth and ARR surge, but shares dip slightly in after-hours trading.
Rubrik (NYSE:RBRK) shares rose nearly 5% after the cloud data security company reported fourth quarter and full-year fiscal 2026 results that exceeded Wall Street expectations and issued stronger-than-anticipated guidance for fiscal 2027. For the fourth quarter ended January 31, 2026, the company reported adjusted earnings per share (EPS) of $0.04, compared with analyst expectations for a loss of $0.11 per share.
Rubrik Inc. (NASDAQ: RBRK) shares are up during Friday's premarket session following a strong earnings report that exceeded analyst expectations.
Rubrik (NYSE: RBRK) executives said the company closed fiscal 2026 with what CEO and co-founder Bipul Sinha described as a "spectacular" fourth quarter that exceeded internal expectations, highlighted by record net new subscription annual recurring revenue (ARR), expanding margins, and sharply higher free cash flow. Quarterly and full-year highlights Management said subscription ARR ended the quarter
Rubrik is deeply mispriced after a 30% YTD selloff, despite robust fundamentals and strong Q4 results. RBRK's platform, focused on data resilience and critical integrations, is AI-resistant and likely benefits from rising agentic AI adoption. Q4 revenue grew 46% y/y to $377.7M, beating consensus by 13 points; normalized growth was 43% y/y, the best quarter all year.
Rubrik, Inc. (RBRK) Q4 2026 Earnings Call Transcript
The headline numbers for Rubrik, Inc. (RBRK) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Rubrik, Inc. (RBRK) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.11 per share. This compares to a loss of $0.18 per share a year ago.