Rubrik, Inc. · RBRK · Next earnings

Rubrik, Inc. next earnings report

RBRK's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Rubrik raises FY2027 outlook as agentic cyber resilience gains traction

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where RBRK left off: FY2027 Q2

Full report

Rubrik raises FY2027 outlook as agentic cyber resilience gains traction

EPS surprise +411.8% Reported $0.20 vs $0.04
Revenue surprise +7.8% Reported $427.3M vs $396.3M
Stock move -13.1% Event window
Subsequent drift +14.7% Up to 20 sessions

Raised: FY2027 outlook now targets approximately 29% ARR growth and 15.5% non-GAAP ARR contribution margin.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI-driven attacks may evolve faster than product development.
  • Cloud net-new ARR growth could remain slower than total ARR growth.
  • Point-solution competition may pressure expansion across backup, identity and observability.
  • Geopolitical and sovereign-data requirements may affect non-cloud deployments.
  • The outlook depends on platform cross-sell without material inorganic ARR contribution.

Questions analysts left open

  • How much ARR growth is organic versus contributed by Strata Identity, which added zero ARR this quarter.
  • Cloud net-new ARR growth of 20% year over year trails total net-new ARR growth.
  • Execution risk as FY2027 guidance implies deceleration from the first half to the second half.
  • Competition from point solutions across backup, identity and observability.
  • Hardware pricing and supply constraints affecting non-cloud deployments.

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Recent RBRK quarters

All RBRK earnings
-13.1%FY2027 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.