"Non-GAAP EPS came in at $0.10, beating the consensus estimate of negative $0.17 by $0.27. This marks a significant inflection point for the cybersecurity company. Revenue reached $350.2 million, topping estimates of $325.6 million by 7.6% and representing 48% year-over-year growth. The real standout was free cash flow, which surged to $76.89 million from just $15.57 million in the prior year quarter. That nearly five-fold improvement demonstrates operating leverage at scale."
"CEO Bipul Sinha emphasized the company's strategic direction in the earnings release: "As the AI transformation unfolds, organizations worldwide are turning to Rubrik to ensure their businesses remain secure and AI ready." The company launched Rubrik Agent Cloud for enterprise AI agent management and expanded its CrowdStrike partnership during the quarter, reinforcing its position at the intersection of data protection and AI acceleration."
Rubrik reported non-GAAP EPS of $0.10, beating consensus by $0.27, and revenue of $350.2 million, up 48% year-over-year. Free cash flow surged to $76.89 million from $15.57 million a year earlier, demonstrating operating leverage at scale. Subscription revenue increased 52% to $336.4 million and non-GAAP gross margin expanded 360 basis points to 82.8%. Management raised full-year revenue guidance to $1.28–1.282 billion and narrowed the expected loss range. The company launched Rubrik Agent Cloud, expanded its CrowdStrike partnership, and positioned offerings around AI readiness and data protection.
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