earnings
confidence high
sentiment positive
materiality 0.85
Rubrik Q3 FY25: Subscription ARR tops $1B (+38% YoY), revenue $236.2M (+43%), raises FY25 guidance
Rubrik, Inc.
2025-Q3 EPS
reported -$7.27
vs consensus -$0.35
▼ miss
(-1999.3%)
- Subscription ARR reached $1,002.3M (+38% YoY); 2,085 customers with $100K+ ARR (+32%).
- Total revenue $236.2M (+43%); subscription revenue $221.5M (+55%).
- GAAP net loss per share $(0.71) vs $(1.41) YoY; non-GAAP EPS $(0.21) vs $(1.39).
- Free cash flow positive at $15.6M vs $3.5M YoY; subscription ARR contribution margin improved to (3)% from (14)%.
- Raised FY25 revenue guidance to $860-862M and Subscription ARR to $1,057-1,061M; Q4 revenue guided $231.5-233.5M.