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Rubrik, Inc. Class A (RBRK)
NYSE:RBRK
Earnings Data
Report Date
Jun 17, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.32Last Year’s EPS
-1.58Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: 23.35%
|Next Earnings Date:Jun 17, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, significant growth in subscription ARR, and improved profitability. However, there is some caution in the outlook for fiscal 2026 with a moderation in net new ARR growth. Overall, the company shows robust growth and strategic positioning in the cyber resilience market.Company Guidance
In the fourth quarter of fiscal year 2025, Rubrik, Inc. surpassed all guided metrics, showcasing substantial growth and profitability. Subscription ARR reached $1.093 billion, marking a 39% year-over-year increase, with net new subscription ARR exceeding $90 million. Subscription revenue grew to $244 million, a 54% increase from the previous year. The company maintained a strong subscription NRR above 120% and saw customers with $100k or more in subscription ARR grow by 29% to 2,246, while those with $1 million or more increased by 64% to 162. Rubrik also improved its subscription ARR contribution margin by over 1,400 basis points year-over-year. On the cash front, Rubrik generated over $75 million in free cash flow this quarter and $22 million for the full fiscal year, achieving a 29% free cash flow margin. Total revenue climbed 47% year-over-year, reflecting the company's robust performance in the cyber resilience market. Looking forward, Rubrik is guiding fiscal 2026 numbers ahead of consensus, indicating confidence in continued growth driven by strategic investments, product innovation, and market demand for cyber resilience solutions.Strong Subscription ARR Growth
Subscription ARR reached $1.093 billion, growing 39% year over year, with net new subscription ARR of over $90 million in Q4.
Subscription Revenue Surge
Subscription revenue was $244 million, growing 54% year over year.
High Customer Retention and Expansion
Subscription NRR remained strong above 120%, with customers spending $100k or more in subscription ARR growing 29% year over year.
Improved Profitability
Material improvement in subscription ARR contribution margin, up over 1,400 basis points year over year.
Free Cash Flow Growth
Reported over $75 million in free cash flow for the quarter and approximately $22 million for the full fiscal year.
Exceptional Revenue Growth
Total revenue grew 47% year over year.
Strategic Partnerships and Customer Wins
Notable customer wins and partnerships, including a European insurance company and a Fortune 50 organization.
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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 |
|---|---|---|---|
| Mar 13, 2025 | $55.28 | $70.64 | +27.79% |
| 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 Jun 17, 2025, TBA Not Confirmed.
What is Rubrik, Inc. Class A (RBRK) earnings time?
Rubrik, Inc. Class A (RBRK) earnings time is at Jun 17, 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 2026 (Q1) is -0.32.
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