Rubrik, Inc. 8K

Rubrik, Inc. announced better‑than‑expected Q2 FY2027 results, raised full‑year guidance, and outlined major AI/cyber resilience product, strategic, and international expansion initiatives, including an identity-focused acquisition and a £375 million UK investment.

Rubrik, Inc. reported second quarter fiscal 2027 results for the period ended July 31, 2026, highlighting that performance exceeded guidance with subscription ARR up 33% year-over-year to $1.66 billion, total revenue up 38% to $427.3 million, improved subscription ARR contribution margin to 14%, positive non-GAAP net income per share of $0.20, and strong operating and free cash flow margins of 18% and 15%, respectively. The company raised full-year fiscal 2027 guidance for subscription ARR, revenue, contribution margin, non-GAAP EPS, and free cash flow, and detailed significant AI- and security-focused product launches (including Rubrik AI, Rubrik Agent Cloud for Anthropic’s Claude Code, and Autonomous Business Recovery), strategic initiatives such as the acquisition of Strata.io to enhance identity resilience, a £375 million ($500 million) UK investment with London as its EMEA headquarters, and the appointment of Rakefet Russak-Aminoach to its board. Management emphasized Rubrik’s positioning at the intersection of data protection, cyber resilience, and AI operations, and provided forward-looking commentary and non-GAAP reconciliations to support its growth and profitability outlook.

Filing Facts

CIK

1943896

Ticker

RBRK

Form

8K

Source Type

sec

Accession

0001943896-26-000055

Alert Tier

7