Rubrik, Inc. (RBRK) Earnings Call Transcripts

Rubrik, Inc.'s Latest Earnings Call - June 10, 2026

In Q1 fiscal 2027, Rubrik, Inc. reported a significant milestone, crossing $1.5 billion in subscription ARR, reflecting over 30% growth year-over-year. The company emphasized its strong market position in the rapidly evolving cybersecurity landscape, particularly with its new agentic cyber resilience offerings. Management maintained a positive outlook, indicating a commitment to innovation and expansion in AI, identity, and data security markets, while also guiding for continued strong cash flow of approximately $300 million for the year.

Reported metrics

Guidance from management

Rubrik expects continued strong growth in subscription ARR and cash flow, with a focus on expanding its agentic cyber resilience offerings and enhancing product innovation. The company is committed to maintaining operational efficiency while investing in R&D.

What management said

Our session is about to begin. Please take your seats. Please silence all mobile devices at this time as well. We are about to start our program. Please welcome to the stage, Melissa Franchi.

Thank you. Okay. We are just going to take a handful of questions this time. And then after that, we're going to take a very quick break for lunch. Grab your lunch, come back and we will get started on the panel. So I think to start, we'll wait for the microphone, but Brad, you can go first. Thank you. And actually, if you don't mind, let's get the team up.

What analysts pressed on

Analysts expressed concerns about the potential deceleration in core net new ARR growth, particularly excluding the identity segment. There were also questions regarding the adoption and impact of the new Flex model on revenue recognition and customer engagement.

Main topics on the call

• Subscription ARR Growth — Rubrik reported crossing $1.5 billion in subscription ARR, growing over 30% year-over-year. Kiran Choudary stated, "We continue to benefit from what we believe is best-in-class net new ARR of 120%".
• Agentic Cyber Resilience Strategy — Rubrik is positioning itself as a leader in agentic cyber resilience, with a focus on AI-driven recovery solutions. Bipul Sinha noted, "Cyber resilience is the only cybersecurity strategy that has any meaning in the worl...
• Market Expansion Opportunities — Management highlighted significant growth potential, noting that they are only in 40% of the Fortune 500 and over a quarter of the Global 2000. Kiran Choudary remarked, "We have a lot of room to grow and new."
• Flex Model Adoption — Rubrik introduced the Flex model to simplify customer engagements, allowing for flexible product consumption. Kiran Choudary stated, "We believe it will be a ramp... it will start out being pretty measured."

Read the full Rubrik, Inc. transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Rubrik, Inc. earnings call transcripts on record, spanning June 11, 2024 to June 10, 2026. Based on this history, Rubrik, Inc. reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RBRK

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

14

First call

June 11, 2024

Most recent

June 10, 2026

Reporting cadence

quarterly