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Rubrik, Inc. Class A (RBRK)
NYSE:RBRK
RESEARCH TOOLSreports
Earnings Data
Report Date
Mar 13, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.39Last Year’s EPS
-1.52Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Dec 05, 2024
|% Change Since: 29.89%
|Next Earnings Date:Mar 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong positive trajectory for Rubrik, with significant growth in subscription ARR, revenue, and profitability metrics. The company highlighted its innovative capabilities and market leadership in cyber resilience. However, challenges remain in achieving non-GAAP profitability and maintaining gross margins.Company Guidance
During the third quarter fiscal 2025 earnings call, Rubrik provided an optimistic financial outlook, highlighting significant achievements and forward-looking guidance. The company reported a substantial 38% year-over-year growth in subscription Annual Recurring Revenue (ARR), surpassing $1 billion, and added $83 million in net new subscription ARR. Their subscription revenue reached over $221 million, marking a 55% year-over-year increase. The number of customers with $100,000 or more in subscription ARR grew by 32% to 2,085. Rubrik also achieved a notable improvement in subscription ARR contribution margin, up by 1,100 basis points year-on-year, and reported over $15 million in free cash flow for the quarter. Looking forward, Rubrik raised its fiscal 2025 guidance, expecting subscription ARR to be between $1.057 billion and $1.061 billion, reflecting approximately 35% growth, and total revenue to range from $860 million to $862 million, indicating approximately 37% growth. They anticipate breakeven or better subscription ARR contribution margin and modestly positive free cash flow for fiscal 2026.Record Subscription ARR Achievement
Rubrik surpassed $1 billion in subscription ARR, growing 38% year-over-year, marking a significant milestone since its founding.
Strong Subscription Revenue Growth
Subscription revenue reached $221 million, showing a 55% year-over-year increase.
Improved Profitability Metrics
Subscription ARR contribution margin improved by 1,100 basis points year-over-year, and free cash flow increased to over $15 million.
Enterprise Customer Growth
Customers with $100,000 or more in subscription ARR grew by 32% year-over-year, reaching 2,085 customers.
Expansion of Rubrik Security Cloud
Cloud ARR increased by 69%, driven by the adoption of Rubrik Security Cloud.
Innovative Product Development
Rubrik announced 'Annapurna', a new service to support trusted gen AI applications, enhancing their long-term innovation strategy.
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RBRK Earnings History
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
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RBRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Dec 05, 2024 | $53.66 | $64.63 | +20.44% |
| Sep 09, 2024 | $32.06 | $31.58 | -1.50% |
| Jun 11, 2024 | $35.26 | $32.12 | -8.91% |
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.
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FAQ
When does Rubrik, Inc. Class A (RBRK) report earnings?
Rubrik, Inc. Class A (RBRK) is schdueled to report earning on Mar 13, 2025, TBA Not Confirmed.
What is Rubrik, Inc. Class A (RBRK) earnings time?
Rubrik, Inc. Class A (RBRK) earnings time is at Mar 13, 2025, TBA Not 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 2025 (Q4) is -0.39.
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