---
schema_version: "secwatch.filing_event.v1"
accession: "0001943896-26-000004"
form_type: "8-K"
ticker: "RBRK"
cik: "0001943896"
company_name: "Rubrik, Inc."
filed_at: "2026-03-12T23:59:59+00:00"
generated_at: "2026-05-15T13:55:58.411397+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Rubrik Q4 FY2026 beat: sub ARR $1.46B (+34% YoY), revenue $377.7M (+46% YoY)

## Summary
- Subscription ARR grew to $1.46B (+34% YoY); Q4 total revenue $377.7M (+46% YoY).
- GAAP net loss per share improved to $(0.43) from $(0.61); non-GAAP net income per share $0.04 vs $(0.18) loss.
- Free cash flow $70.1M in Q4; full-year FY2026 FCF $237.8M.
- FY2027 guidance: revenue $1.597-1.607B, non-GAAP EPS $0.07-$0.27, FCF $265-275M.
- Promoted Jesse Green to Chief Revenue Officer; now leading global revenue organization.

## SEC filing metadata
- accession: 0001943896-26-000004
- form_type: 8-K
- ticker: RBRK
- cik: 0001943896
- company_name: Rubrik, Inc.
- filed_at: 2026-03-12T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/rbrk-20260312.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001943896-26-000004
- JSON: https://secwatch.observer/filing/0001943896-26-000004.json
- Plain text: https://secwatch.observer/filing/0001943896-26-000004.txt

## Key facts
- Earnings Releases
  Rubrik, Inc. reported Full fiscal year 2027 results: revenue Revenue of $1,597 million to $1,607 million., EPS Non-GAAP net income per share of $0.07 to $0.27.. Guidance initiated.
  - Period: Full fiscal year 2027
  - Revenue: Revenue of $1,597 million to $1,607 million.
  - EPS: Non-GAAP net income per share of $0.07 to $0.27.
  - Guidance: initiated
  - Result: guidance update
  source text: Full Year 2027 Outlook: ▪ Subscription ARR between $1,829 million and $1,839 million. ▪ Revenue of $1,597 million to $1,607 million. ▪ Non-GAAP subscription ARR contribution margin of approximately 13%. ▪ Non-GAAP net income per share of $0.07 to $0.27. ▪ Weighted-average shares outstanding of approximately 232 million. ▪ Free cash flow of $265 million to $275 million.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- Earnings Releases
  Rubrik, Inc. reported First quarter fiscal 2027 results: revenue Revenue of $365 million to $367 million., EPS Non-GAAP net loss per share of $(0.04) to $(0.02).. Guidance initiated.
  - Period: First quarter fiscal 2027
  - Revenue: Revenue of $365 million to $367 million.
  - EPS: Non-GAAP net loss per share of $(0.04) to $(0.02).
  - Guidance: initiated
  - Result: guidance update
  source text: First Quarter Fiscal 2027 Outlook: ▪ Revenue of $365 million to $367 million. ▪ Non-GAAP subscription ARR contribution margin of 10% - 11%. ▪ Non-GAAP net loss per share of $(0.04) to $(0.02). ▪ Weighted-average shares outstanding of approximately 204 million.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- Earnings Releases
  Rubrik, Inc. reported Fourth quarter fiscal 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8.
  - Period: Fourth quarter fiscal 2026 ended January 31, 2026
  - EPS: GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8
  - Result: reported results
  source text: Total revenue was $377.7 million, a 46% increase compared to $258.1 million in the fourth quarter of fiscal 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- Earnings Releases
  Rubrik, Inc. reported Fourth quarter fiscal 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8.
  - Period: Fourth quarter fiscal 2026 ended January 31, 2026
  - EPS: GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $8
  - Result: reported results
  source text: GAAP net loss per share was $(0.43), compared to $(0.61) in the fourth quarter of fiscal 2025. GAAP net loss includes $84.9 million in stock-based compensation expense, compared to $86.0 million in the fourth quarter of fiscal 2025. Non-GAAP net income per share, diluted, was $0.04, compared to non-GAAP net loss per share, diluted, of $(0.18) in the fourth quarter of fiscal 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- Earnings Releases
  Rubrik, Inc. reported Fiscal year 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-.
  - Period: Fiscal year 2026 ended January 31, 2026
  - EPS: GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-
  - Result: reported results
  source text: Total revenue was $1.32 billion, a 48% increase, compared to $886.5 million in fiscal 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm
- Earnings Releases
  Rubrik, Inc. reported Fiscal year 2026 ended January 31, 2026 results: EPS GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-.
  - Period: Fiscal year 2026 ended January 31, 2026
  - EPS: GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-
  - Result: reported results
  source text: GAAP net loss per share was $(1.78), compared to $(7.48) in fiscal 2025. GAAP net loss includes $329.4 million in stock-based compensation expense, compared to $913.9 million in fiscal 2025. Non-GAAP net loss per share was $(0.01), compared to $(1.57) in fiscal 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1943896/000194389626000004/0001943896-26-000004-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.