Rubrik Inc. (NYSE:RBRK) posted its second-quarter results after Thursday’s closing bell, beating analyst estimates on the top and bottom lines. Here’s a look inside the report.
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Rubrik Q2 Details
Rubrik reported quarterly earnings of 22 cents per share, which blew past the analyst consensus estimate of four cents, according to Benzinga Pro data.
Quarterly revenue came in at $427.26 million, which beat the analyst consensus estimate of $396.278 million. Subscription revenue was $407.2 million, a 37% increase compared to $297 million in the second quarter of fiscal 2026.
Subscription ARR grew 33% year-over-year to $1.66 billion as of July 31, 2026, with net new Subscription ARR up 35% year-over-year.
Cloud ARR grew 39% year-over-year to $1.48 billion as of July 31, 2026. Adjusted net new Cloud ARR grew 20% year-over-year in the second quarter of fiscal 2027.
“Mythos and frontier AI models have fundamentally changed the cybersecurity landscape. This new reality demands not only machine-speed cyber recovery but also autonomous runtime AI agent security,” said Bipul Sinha, Rubrik’s CEO.
“Rubrik’s Agentic Cyber Resilience delivers on both to enable trusted AI transformation. We are more confident than ever that we are in the early innings of the AI acceleration opportunity,” Sinha added.
Looking Ahead
Rubrik raised its fiscal 2027 adjusted EPS guidance to 47 cents to 53 cents, versus the 31 cent analyst estimate, and raised its revenue outlook to $1.685 billion to $1.693 billion, versus the $1.65 billion estimate.
RBRK Stock Price Activity: According to data from Benzinga Pro, Rubrik stock was down 9.73% to $97 in Thursday’s extended trading.
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