Rubrik Earnings Call Transcripts
Fiscal Year 2027
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Record Q1 results with 32% subscription ARR growth and 41% subscription revenue growth, driven by strong demand for cyber resilience and AI security solutions. Raised full-year outlook, with continued investment in R&D and go-to-market for Identity Resilience and Rubrik Agent Cloud.
Fiscal Year 2026
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The event outlined a strategic shift to AI-driven cyber resilience, integrating data, identity, and agent security into a unified platform. Financial performance remains strong, with ARR over $1.5B, high margins, and robust customer expansion. Product innovation and the Flex licensing model are driving larger deals and operational simplicity.
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The meeting covered director elections, auditor ratification, and executive compensation vote frequency. All proposals passed, with directors elected, KPMG ratified, and annual compensation votes chosen. No questions were submitted during the meeting.
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Delivered record Q4 and FY26 results with 34% ARR growth, 50% subscription revenue growth, and strong free cash flow. Identity and AI offerings accelerated, with high win rates and robust FY27 guidance for continued growth and margin expansion.
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Record Q3 results with 34% ARR growth, 52% subscription revenue growth, and strong free cash flow. Raised full-year guidance, driven by robust demand for cyber resilience, cloud, and identity solutions, and launched new AI and identity products with strong early adoption.
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Q2 FY26 saw strong growth with subscription ARR up 36% and revenue up 51% year-over-year, driven by leadership in cyber resilience and expansion into AI. Profitability improved, with free cash flow at $57.5M and margins up significantly. Full-year guidance was raised on continued demand and execution.
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Q1 FY26 saw 38% ARR growth, 54% subscription revenue growth, and a positive $33M free cash flow, with strong customer expansion and improved margins. Raised FY26 guidance reflects confidence in cyber resilience demand and platform differentiation.
Fiscal Year 2025
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The conference highlighted strong financial growth, rapid cloud adoption, and accelerating legacy displacement in the cyber resilience market. New identity and AI platforms are gaining traction, with a focus on innovation, profitability, and expanding market share.
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The conference highlighted strong registration growth and a focus on innovation, particularly in AI and cyber resilience. The company is expanding its platform, leveraging acquisitions, and targeting new markets like identity recovery, while reporting robust financial performance and pursuing growth through partnerships.
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The meeting confirmed a quorum, elected two Class 1 directors, and ratified KPMG LLP as auditor for the next fiscal year. No shareholder questions were submitted, and voting results will be reported on Form 8-K within four business days.
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Q4 and fiscal 2025 saw record growth in ARR, revenue, and profitability, with strong customer expansion and major product innovations. Fiscal 2026 guidance projects continued robust growth, margin improvement, and cash flow, supported by secular demand for cyber resilience.
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Achieved record $1B subscription ARR, up 38% YoY, with strong revenue and margin improvements. Raised FY25 guidance, launched new GenAI and DSPM offerings, and saw robust demand for cyber resilience solutions across cloud and enterprise segments.
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Q2 saw 40% YoY subscription ARR growth to $919M and 50% YoY subscription revenue growth, with improved margins and raised full-year guidance. Strong customer wins, expanded partnerships, and robust demand for cyber resilience and DSPM drove results.
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Q1 FY25 saw 46% subscription ARR growth to $856M, strong net retention, and expanding large customer base. Guidance for FY25 points to 25–27% ARR growth and continued investment in innovation, with robust demand for cyber resilience solutions despite macro uncertainties.
Fiscal Year 2024
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Management highlighted strong ARR growth, improved margins, and a successful transition to cloud-based subscriptions. The platform's unique architecture and focus on cyber resilience drive competitive wins and customer expansion, with future growth expected from AI and data security innovation.
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A transformative approach to backup and recovery has driven rapid growth and market leadership in cyber resilience, with a purpose-built cloud platform and disciplined financial execution. The company is well-positioned for continued expansion, leveraging operational improvements and industry trends.