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Rubrik 8-K Report, Financial Results (Mar 12, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed March 12, 2026
Period End
March 12, 2026
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 March 12, 2026. Cited figures are marked; the original filing is the authoritative source.

Rubrik, Inc. (NYSE: RBRK) reported fourth-quarter and full fiscal year 2026 results (year ended January 31, 2026) in a press release furnished under Item 2.02 of this Form 8-K.

Fourth-quarter subscription ARR grew 34% year-over-year to $1.46 billiona, total revenue grew 46% to $377.7 million, and the company added a record $115 million in net new subscription ARR for the fiscal year. GAAP gross margin was 81.5% in the quarter, and GAAP net loss per share narrowed to $(0.43) from $(0.61). Cash flow from operations was $93.0 million in the quarter and $282.9 million for the year, with free cash flow of $237.8 million for fiscal 2026.

For fiscal 2027, Rubrik guided to subscription ARR of $1,829 million to $1,839 millionb, revenue of $1,597 million to $1,607 million, and free cash flow of $265 million to $275 million. Non-GAAP net income per share is guided to $0.07 to $0.27 for the full year, and first-quarter revenue is guided to $365 million to $367 million. The company also reported that 2,805 customers carried $100,000 or more in subscription ARR, up 25% year-over-year, and that it promoted Jesse Green to Chief Revenue Officer.

The balance sheet shows cash, cash equivalents, and short-term investments of $1.68 billionc at January 31, 2026, with $1.13 billion of convertible senior notes outstanding on a net basis. Total stockholders' deficit was $(519.6) million, and GAAP net loss for fiscal 2026 was $(348.8) million, including $329.4 million of stock-based compensation.

02—Key points

Key Highlights

  1. Fourth-quarter subscription ARR grew 34% year-over-year to $1.46 billion; subscription ARR contribution margin improved to 11.6% from 2.1%.
  2. Fourth-quarter total revenue was $377.7 million, up 46% year-over-year; revenue excluding material rights grew 43%, and material rights contributed $18.0 million.
  3. Fiscal 2026 total revenue was $1.32 billion, up 48%, and cash flow from operations rose to $282.9 million from $48.2 million.
  4. GAAP net loss per share improved to $(1.78) for fiscal 2026 from $(7.48); non-GAAP net loss per share was $(0.01) versus $(1.57).
  5. Fiscal 2027 guidance calls for subscription ARR of $1,829 million to $1,839 million, revenue of $1,597 million to $1,607 million, and free cash flow of $265 million to $275 million.
  6. Cash, cash equivalents, and short-term investments were $1.68 billion at January 31, 2026, and the company issued $1.13 billion of convertible senior notes during the year.
  7. Customers with $100,000 or more in subscription ARR reached 2,805, up 25% year-over-year.

03—Questions

Frequently Asked Questions

  1. How did Rubrik perform in the fourth quarter of fiscal 2026?

    Subscription ARR grew 34% year-over-year to $1.46 billion, and total revenue grew 46% to $377.7 million. GAAP gross margin was 81.5%, and GAAP net loss per share was $(0.43), compared with $(0.61) a year earlier.

  2. What is Rubrik's outlook for fiscal 2027?

    Rubrik expects subscription ARR of $1,829 million to $1,839 million, revenue of $1,597 million to $1,607 million, non-GAAP subscription ARR contribution margin of approximately 13%, non-GAAP net income per share of $0.07 to $0.27, and free cash flow of $265 million to $275 million.

  3. How much cash does Rubrik generate and hold?

    Fiscal 2026 cash flow from operations was $282.9 million and free cash flow was $237.8 million. Cash, cash equivalents, and short-term investments totaled $1.68 billion at January 31, 2026.

  4. What is the scale of stock-based compensation and the GAAP loss?

    GAAP net loss for fiscal 2026 was $(348.8) million, which includes $329.4 million of stock-based compensation expense, down from $913.9 million in fiscal 2025.

  5. What leadership change did Rubrik announce?

    Rubrik promoted Jesse Green, previously President of Rubrik Americas, to Chief Revenue Officer, where he will lead the company's global revenue organization.

04—Continue

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