earnings
confidence high
sentiment positive
materiality 0.80
Rubrik Q4 revenue up 47% to $258.1M; subscription ARR $1.09B, +39% YoY; guides FY26 rev $1.15B
Rubrik, Inc.
2025-FY EPS
reported -$7.48
vs consensus -$0.17
▼ miss
(-4223.7%)
- Q4 total revenue $258.1M (+47% YoY); subscription revenue $243.7M (+54%); GAAP net loss per share $(0.61), non-GAAP $(0.18).
- Subscription ARR reached $1,092.6M (+39% YoY); customers with $100K+ ARR grew 29% to 2,246.
- Full FY2025 revenue $886.5M (+41%); positive free cash flow $21.6M vs $(24.5M) prior year.
- Q1 FY26 guidance: revenue $259-261M, non-GAAP EPS $(0.33)-(0.31). Full FY26: subscription ARR $1,350-1,360M, revenue $1,145-1,161M, FCF $45-65M.
- Results exceeded all guided metrics; management cites strong growth and improving operating leverage.