How did Rubrik's revenue and ARR growth perform in the second quarter of fiscal 2026?

Subscription ARR was $1.25 billion, up 36% year-over-year. Total revenue was $309.9 million, up 51% from $205.0 million, and subscription revenue was $297.0 million, up 55% from $191.3 million.

What is Rubrik's updated fiscal 2026 guidance?

Full-year subscription ARR is expected between $1,408 million and $1,416 million, revenue between $1,227 million and $1,237 million, non-GAAP subscription ARR contribution margin of about 7.0%, non-GAAP net loss per share of $(0.50) to $(0.44), and free cash flow of $145 million to $155 million. For the third quarter, revenue is expected at $319 million to $321 million.

Did Rubrik's profitability improve compared with the prior year?

GAAP net loss was $95.9 million in the quarter, or $(0.49) per share, compared with a net loss of $176.9 million, or $(0.98) per share, a year earlier. GAAP net loss included $88.5 million of stock-based compensation expense. Non-GAAP net loss per share was $(0.03) versus $(0.40).

What acquisition did Rubrik complete, and what does it add?

Rubrik closed its acquisition of Predibase, which the company says accelerates agentic AI adoption from pilot to production. The company also announced Agent Rewind, which is powered by Predibase's AI infrastructure and is designed to undo mistakes made by agentic AI.

What is Rubrik's cash position and cash generation?

Cash, cash equivalents, and short-term investments were $1,523.0 million as of July 31, 2025. Operating cash flow was $64.7 million in the quarter, and free cash flow was $57.5 million, with a 19% free cash flow margin.

RBRK 8-K: Earnings & Results

01—Abstract

Summary

Summary of the 8-K filed September 9, 2025. Cited figures are marked; the original filing is the authoritative source.

Rubrik, Inc. (NYSE: RBRK) filed this Form 8-K on September 9, 2025 under Item 2.02 to furnish its press release reporting results for the second quarter of fiscal year 2026, ended July 31, 2025.

The company reported subscription ARR of $1.25 billion^a, up 36% year-over-year, and total revenue of $309.9 million, up 51% from $205.0 million in the prior-year quarter. GAAP net loss per share narrowed to $(0.49) from $(0.98), while non-GAAP net loss per share was $(0.03) versus $(0.40). Cash flow from operations was $64.7 million and free cash flow was $57.5 million, compared with negative figures in the year-earlier quarter.

Management raised its fiscal 2026 outlook, guiding full-year subscription ARR to $1,408 million to $1,416 million^b, revenue to $1,227 million to $1,237 million, and free cash flow to $145 million to $155 million. For the third quarter, the company expects revenue of $319 million to $321 million and non-GAAP net loss per share of $(0.18) to $(0.16). The filing also notes the closing of the Predibase acquisition, which the company says supports its GenAI and agentic AI offerings.

The balance sheet shows cash, cash equivalents, and short-term investments of $1,523.0 million^c as of July 31, 2025, alongside $1,128.5 million of convertible senior notes, net. Stockholders' deficit was $(564.3) million at quarter end. The filing furnishes the press release under Item 2.02 and states that this information is not deemed filed for purposes of Section 18 of the Exchange Act.

02—Key points

Key Highlights

Subscription ARR grew 36% year-over-year to $1.25 billion as of July 31, 2025.
Total revenue rose 51% year-over-year to $309.9 million; subscription revenue was $297.0 million, up 55%.
GAAP net loss per share improved to $(0.49) from $(0.98); non-GAAP net loss per share was $(0.03) versus $(0.40) a year earlier.
Cash flow from operations was $64.7 million and free cash flow was $57.5 million, compared with $(27.1) million and $(32.0) million in the prior-year quarter.
Customers with $100,000 or more in subscription ARR reached 2,505, up 27% year-over-year.
Fiscal 2026 outlook was raised, with full-year revenue guidance of $1,227 million to $1,237 million and free cash flow guidance of $145 million to $155 million.
Cash, cash equivalents, and short-term investments totaled $1,523.0 million at quarter end; convertible senior notes, net, were $1,128.5 million.

03—Questions

Frequently Asked Questions

How did Rubrik's revenue and ARR growth perform in the second quarter of fiscal 2026?
Subscription ARR was $1.25 billion, up 36% year-over-year. Total revenue was $309.9 million, up 51% from $205.0 million, and subscription revenue was $297.0 million, up 55% from $191.3 million.
What is Rubrik's updated fiscal 2026 guidance?
Full-year subscription ARR is expected between $1,408 million and $1,416 million, revenue between $1,227 million and $1,237 million, non-GAAP subscription ARR contribution margin of about 7.0%, non-GAAP net loss per share of $(0.50) to $(0.44), and free cash flow of $145 million to $155 million. For the third quarter, revenue is expected at $319 million to $321 million.
Did Rubrik's profitability improve compared with the prior year?
GAAP net loss was $95.9 million in the quarter, or $(0.49) per share, compared with a net loss of $176.9 million, or $(0.98) per share, a year earlier. GAAP net loss included $88.5 million of stock-based compensation expense. Non-GAAP net loss per share was $(0.03) versus $(0.40).
What acquisition did Rubrik complete, and what does it add?
Rubrik closed its acquisition of Predibase, which the company says accelerates agentic AI adoption from pilot to production. The company also announced Agent Rewind, which is powered by Predibase's AI infrastructure and is designed to undo mistakes made by agentic AI.
What is Rubrik's cash position and cash generation?
Cash, cash equivalents, and short-term investments were $1,523.0 million as of July 31, 2025. Operating cash flow was $64.7 million in the quarter, and free cash flow was $57.5 million, with a 19% free cash flow margin.

04—Continue

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