Rubrik(NYSE) RBRK

Rubrik helps companies protect their digital information from cyberattacks. It makes sure businesses can recover data quickly if a breach happens. The software secures info in offices, the cloud, and apps.

Digital Safety Tools

• Rubrik Security Cloud: Cloud platform that detects and fixes data security risks across various business environments.
• RAC AI Suite: Software that monitors and audits artificial intelligence agents to prevent automated mistakes.
• RSC-Private: Self-managed version of the security platform for customers with strict data control rules.
• Resilience Guardian: Support service that provides dedicated managers to help design and implement security strategies.

Recent Strategic Moves

• Launched the Rubrik Security Cloud in fiscal 2023 to provide a single control point for data security.
• Released the RAC AI agent operations suite in February 2026 to monitor automated systems.
• Introduced the Resilience Guardian subscription support service in the first quarter of fiscal 2027.
• Completed the transition from selling hardware appliances to a software subscription model in fiscal 2026.

What Makes Rubrik Unique

Rubrik uses Zero Trust design principles, which assume every user or device is a threat until verified. The platform focuses on data recovery and resilience rather than just trying to prevent cyberattacks.

Measuring the Numbers

• Total revenue reached $427.3 million in the second quarter of fiscal 2027, up 38% year over year.
• Subscription revenue grew 37% year over year to $407.2 million in the quarter ended July 31, 2026.
• Annual Recurring Revenue, which measures the yearly value of active subscriptions, hit $1.66 billion as of July 31, 2026.
• Free cash flow was $139.3 million for the six-month period ended July 31, 2026.
• Large customers paying over $100,000 in subscription fees grew 23% year over year to 3,084.

Evolution and Outlook

Rubrik has successfully moved from selling hardware and permanent licenses to a recurring software subscription model. This shift helps the company grow as more businesses prioritize data resilience against evolving digital threats.