earnings
confidence high
sentiment positive
materiality 0.75
Rubrik Q3 FY2026: Sub ARR up 34% to $1.35B, revenue +48% to $350.2M, raises FY guidance
Rubrik, Inc.
2026-Q3 EPS reported
-$1.34
revenue$938,507,000
- Subscription ARR grew 34% YoY to $1.35B; total revenue $350.2M, +48% YoY.
- GAAP net loss per share $(0.32) improved from $(0.71); non-GAAP EPS $0.10 vs $(0.21) loss.
- Free cash flow $76.9M, up from $15.6M; operating cash flow $85.5M vs $23.1M.
- Raised FY2026 outlook: subscription ARR $1.439-1.443B, revenue $1.280-1.282B, FCF $194-202M.
- Customers with $100K+ subscription ARR: 2,638, up 27% YoY.