Rubrik, Inc.

RBRK Technology Software Infrastructure

Rubrik, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.3 billion, up 48.5% from fiscal 2025.

Revenue
+37.9%
EPS
+38.8%
Free cash flow
+14.1%
Total debt
+0.39%

Quarter to July 2026, against a year earlier

116.40 1.73 +1.51%
Market cap
$23.8B
P/E
0.0×
Fwd P/E
−97.6×
Dividend yield
—
F-score
5/9
Altman Z
0.85
Beneish M
−3.20
Dividend safety
n/a

Rubrik, Inc. 10-Q filed Sep 1, 2026

Fiscal Q2 2027 · Period ended Jul 31, 2026 · Filed · accepted 7:06 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jun 5, 2026: 15 added · 7 removed · 42 modified; 18 with only figures updated; 2 moved without change

  1. Modified · Overview

    We began transitioning customers from our legacy CDM capabilities to RSC, which is offered on a subscription basis, in fiscal 2023. As part of this business transition, we began transitioning the sale of Rubrik-branded Appliances from us to our contract manufacturers, while still offering support services, and stopped offering the Refresh Rights as part of our subscription offerings. In lieu of offering Refresh Rights, we offered Subscription Credits to qualifying customers (which are customer options that are accounted for as material rights). We recognize ratable revenue upon utilization or upfront revenue upon expiration of Subscription Credits, and utilization of Subscription Credits also offsets Subscription ARR for the applicable period. Since the end of fiscal 2024, RSC has represented a majority of our total revenue.

63 more changes in this Item, word by word, in Powerpack.