Rubrik, Inc.
Rubrik, Inc. Q1 FY26 Results — Earnings Call Analysis
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY26 call signalled
3 of 4 strong
The short version
- Fiscal 2027 guidance projects subscription ARR growth of approximately 25% to 26%, reaching $1.829 billion to $1.839 billion. - For Q1 fiscal 2027, Rubrik expects non-GAAP earnings per share (EPS) of negative $0.04 to negative $0.02.
From Rubrik, Inc.'s Q1 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Fiscal 2027 guidance projects subscription ARR growth of approximately 25% to 26%, reaching $1.829 billion to $1.839 billion.
- Total revenue expected to grow about 27% to 28%, totaling $1.597 billion to $1.607 billion.
- Q1 fiscal 2027 revenue is forecasted between $365 million to $367 million, up roughly 31% to 32% year-over-year.
- Momentum driven by strong customer adoption, including scaling of emerging products like Identity Resilience and Rubrik Agent Cloud.
- Continued investments planned in R&D and go-to-market efforts targeting high ROI regions and verticals.
- Strong pipeline with record net new subscription ARR in Q4 ($115 million) signifying accelerated growth.
2 more points from Rubrik, Inc.'s call on revenue
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Profitability & Margins
See what Rubrik, Inc. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Rubrik plans to continue making operational investments focused on two key areas:
- R&D Investment: To accelerate innovation in large but developing markets of data, security, and AI.
- Go-to-Market Investment: Specifically targeting regions and verticals offering the most attractive ROI, scaling newer innovations such as Identity Resilience platform and Rubrik Agent Cloud.
- There is also active development and product adaptation underway for emerging opportunities such as:
- Sovereign Cloud, addressing data sovereignty requirements influenced by geopolitical shifts.
2 more points from Rubrik, Inc.'s call on capex
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Fundraising & Capital Structure
See what Rubrik, Inc. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention a specific current or expected order book or pending orders value.
- There is emphasis on record net new subscription ARR growth, with $115 million added in Q4, reflecting strong demand and sales momentum.
- The company highlights broad momentum in both large and small deals, indicating a healthy pipeline.
- Management notes the nature of enterprise software sales with deals closing both earlier and later, suggesting variability in order timing but consistent net new ARR annually.
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Continue your research
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Frequently Asked Questions
What were Rubrik, Inc. Q1 FY26 results?
- Fiscal 2027 guidance projects subscription ARR growth of approximately 25% to 26%, reaching $1.829 billion to $1.839 billion. - For Q1 fiscal 2027, Rubrik expects non-GAAP earnings per share (EPS) of negative $0.04 to negative $0.02.
What is Rubrik, Inc. share price analysis?
Rubrik, Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 117.2 with a market cap of $14,473. Investors should review the full earnings analysis for detailed insights.
Is Rubrik, Inc. planning capital expenditure?
- Rubrik plans to continue making operational investments focused on two key areas: - R&D Investment: To accelerate innovation in large but developing markets of data, security, and AI.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.