earnings
confidence high
sentiment positive
materiality 0.80
Rubrik Q1 FY2026: subscription ARR up 38% to $1.18B, revenue up 49% to $278.5M, all metrics above guidance
Rubrik, Inc.
2026-Q1 EPS
reported -$0.53
vs consensus -$0.11
▼ miss
(-376.2%)
- Subscription ARR grew 38% YoY to $1.18B; revenue $278.5M (+49% YoY).
- Non-GAAP net loss per share $(0.15), narrowed from $(1.58) a year ago.
- Cash from operations $39.7M vs. $(31.4M) prior year; free cash flow $33.3M.
- Customer count with $100K+ Subscription ARR rose 28% to 2,381.
- Q2 FY2026 revenue guided to $281-283M; FY2026 subscription ARR target $1.38-1.388B.
item 2.02item 9.01