earnings
confidence high
sentiment positive
materiality 0.85
Rubrik Q2 FY2025 beats guidance; Subscription ARR $919.1M (+40% YoY), raises outlook
Rubrik, Inc.
2025-Q2 EPS
reported -$7.42
vs consensus -$0.33
▼ miss
(-2181.7%)
- Subscription ARR $919.1M (+40% YoY); total revenue $205.0M (+35% YoY)
- GAAP net loss per share $(0.98); non-GAAP net loss per share $(0.40)
- 1,969 customers with $100K+ Subscription ARR, up 35% YoY
- Subscription ARR Contribution Margin improved to (8)% from (22)%, showing operating leverage
- Raised full year guidance: Subscription ARR $1,026M-$1,032M, revenue $830M-$838M