RUBICON

What Rubicon Research promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 10 tracked 1 delivered 0 missed 9 open
  • R&D Productivity Multiplier delivered said Q3 FY26 Promised: upward of 5x Q1 FY27: Stands at 5.5x, which meets the 'upward of 5x' target.
  • EBITDA Margin revised up said Q2 FY26 Promised: Sustain at current levels (~22.9%) Q1 FY27: Achieved 24.2% margin in Q1. Management revised full-year FY27 guidance upwards from the previous 22-23% range.
  • R&D Spend as % of Revenue on track said Q2 FY26 Promised: 10-11% over 5 years Q1 FY27: 10.9% for the quarter, remaining within the long-term target range.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Rubicon Research — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens