RBRK Rubrik (RBRK) Q4 FY26 earnings call
Rubrik concluded FY26 with a strong Q4, driven by record net new subscription ARR and significant free cash flow generation, exceeding all guided metrics. The company is leveraging its platform to address cyber resilience and AI transformation, with strong competitive win rates and rapid growth in its Identity business. Management is focused on continued investment in R&D and go-to-market strategies to capitalize on market opportunities in cybersecurity and AI.
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RBRK operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) Subscription | $1.46BFirst, subscription ARR reached $1.46 billion, growing 34% year-over-year.Source: earnings call transcript | $1.57BFirst, subscription ARR reached $1.57 billion, growing 32% year-over-year.Source: earnings call transcript | $1.66BFirst, subscription ARR reached $1.66 billion, growing 33% year-over-year.Source: earnings call transcript | +5.7% |
| Net revenue retention rate Subscription | 120%+Third, our subscription NRR remained strong, once again above 120%.Source: earnings call transcript | ~120%Third, our subscription NRR remained strong at approximately 120%.Source: earnings call transcript | 119%+Fourth, our subscription NRR remained strong at over 119%.Source: earnings call transcript | — |
| Customers above an annual spend threshold Subscription ARR of $100,000 or more | 2,805Fourth, customers with $100,000 or more in subscription ARR reached 2,805, growing 25% year-over-year.Source: earnings call transcript | 2,946Fourth, customers with $100,000 or more in subscription ARR reached 2,946 growing 24% year-over-year.Source: earnings call transcript | 3,084Customers with 100,000 or more in subscription ARR reached 3,084, growing 23% year-over-year.Source: earnings call transcript | +4.7% |
| Annual recurring revenue (ARR) Cloud | $1.29BContinued adoption of Rubrik Security Cloud resulted in $1.29 billion of cloud ARR up 48%.Source: earnings call transcript | $1.39BContinued adoption of Rubrik Security Cloud resulted in $1.39 billion of cloud ARR up 43%.Source: earnings call transcript | — | +7.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.