earnings
confidence high
sentiment positive
materiality 0.75
Rubrik beats Q1 FY27 guidance; subscription ARR $1.57B (+32% YoY), revenue $387M (+39% YoY)
Rubrik, Inc.
- Subscription ARR reached $1.57B, up 32% YoY; total revenue $387.1M (+39% YoY), exceeding guided ranges.
- GAAP net loss per share narrowed to $(0.21) from $(0.53) YoY; non-GAAP EPS was $0.16 vs $(0.15) loss.
- Cash flow from operations $81.7M; free cash flow $73.6M (19% margin).
- Raised FY27 guidance: subscription ARR $1.854-1.862B, revenue $1.638-1.648B, non-GAAP EPS $0.25-0.35, FCF $293-303M.
- Customer count with $100k+ subscription ARR up 24% YoY to 2,946; new product integrations with Microsoft Defender and Google Workspace.