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Rubrik 8-K Report, Financial Results (Dec 4, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed December 4, 2025
Period End
December 4, 2025
Security
RBRK
In the record · 2024–202610-K210-Q88-K15

RBRK filed 2 annual reports (10-K), 8 quarterly reports (10-Q) and 15 current reports (8-K) between 2024 and 2026.

  1. Material agreement8-K · Jun ’25Jun ’25
  2. Leadership change8-K · Aug ’26Aug ’26

01—Abstract

Summary

Summary of the 8-K filed December 4, 2025. Cited figures are marked; the original filing is the authoritative source.

Rubrik, Inc. (NYSE: RBRK) reported financial results for its third quarter of fiscal year 2026, ended October 31, 2025, in a press release furnished as Exhibit 99.1 to this Current Report on Form 8-K dated December 4, 2025.

Subscription ARR grew 34% year-over-year to $1.35 billiona, total revenue grew 48% year-over-year to $350.2 million, and the company had 2,638 customers with $100,000 or more in subscription ARR, up 27% year-over-year. GAAP net loss per share narrowed to $(0.32) from $(0.71) a year earlier, and free cash flow was $76.9 million compared with $15.6 million in the prior-year quarter. Cash, cash equivalents and short-term investments totaled $1.60 billion as of October 31, 2025.

Management said the quarter exceeded the high end of its key performance metrics and raised its fiscal 2026 outlook. Full-year guidance calls for subscription ARR of $1,439 million to $1,443 millionb, revenue of $1,280 million to $1,282 million, and free cash flow of $194 million to $202 million.

For the fourth quarter, the company expects revenue of $341 million to $343 millionc and a non-GAAP net loss per share of $(0.12) to $(0.10). The press release also described product launches, including Rubrik Agent Cloud and Rubrik Okta Recovery, and partnerships with CrowdStrike and Cognizant.

02—Key points

Key Highlights

  1. Subscription ARR rose 34% year-over-year to $1.35 billion as of October 31, 2025.
  2. Total revenue grew 48% year-over-year to $350.2 million; subscription revenue was $336.4 million, up 52% from $221.5 million.
  3. GAAP net loss per share was $(0.32) versus $(0.71) in the prior-year quarter; non-GAAP net income per diluted share was $0.10 versus a non-GAAP loss of $(0.21).
  4. Operating cash flow was $85.5 million and free cash flow was $76.9 million, compared with $23.1 million and $15.6 million a year earlier.
  5. Customers with $100,000 or more in subscription ARR reached 2,638, up 27% year-over-year.
  6. Cash, cash equivalents and short-term investments were $1.60 billion at October 31, 2025.
  7. Fiscal 2026 outlook was raised: revenue of $1,280 million to $1,282 million, subscription ARR of $1,439 million to $1,443 million, and free cash flow of $194 million to $202 million.

03—Questions

Frequently Asked Questions

  1. How did Rubrik perform in its third quarter of fiscal 2026?

    Total revenue was $350.2 million, up 48% year-over-year, and subscription ARR reached $1.35 billion, up 34%. Management said the company exceeded the high end of all its key performance metrics in the quarter.

  2. Did Rubrik change its guidance?

    Yes. Management said it raised its fiscal 2026 outlook. The updated full-year guidance includes revenue of $1,280 million to $1,282 million, subscription ARR of $1,439 million to $1,443 million, non-GAAP net loss per share of $(0.20) to $(0.16), and free cash flow of $194 million to $202 million.

  3. What is the company's profitability picture?

    GAAP net loss for the quarter was $63.8 million, or $(0.32) per share, improved from $130.9 million, or $(0.71) per share, a year earlier. GAAP results include $82.5 million of stock-based compensation expense. On a non-GAAP basis, the company reported net income of $22.9 million, or $0.10 per diluted share.

  4. What did the company report about cash flow and liquidity?

    Cash flow from operations was $85.5 million and free cash flow was $76.9 million in the quarter. Cash, cash equivalents and short-term investments totaled $1.60 billion as of October 31, 2025. The filing shows convertible senior notes, net, of $1,129.6 million on the balance sheet.

  5. What product and partnership developments were announced?

    The company launched Rubrik Agent Cloud for managing AI agent risk and introduced Rubrik Okta Recovery for Okta identity environments. It expanded its CrowdStrike partnership to integrate Rubrik Identity Resilience with CrowdStrike Falcon Next-Gen Identity Security, and partnered with Cognizant on a Business Resilience-as-a-Service offering.

04—Continue

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