Rubrik(NYSE) RBRK

Rubrik helps businesses keep their digital data safe from cyberattacks. It uses special technology to lock and restore data quickly. This protects companies when hackers try to steal their information.

Safeguarding Digital Assets

• Subscription Services: Software-as-a-service (SaaS) and licenses that protect data across cloud and local environments; SaaS refers to software provided over the internet.
• Rubrik Security Cloud: Unified platform used to detect and fix security risks; represents the majority of total revenue since fiscal 2024.
• Rubrik Agent Cloud: Suite of tools for monitoring and controlling artificial intelligence (AI) operations.
• Professional Services: Technical support and consulting for businesses setting up data security.
• Branded Appliances: Computer hardware used to run the company's security software.

Expansion and New Tools

• Acquired Predibase in July 2025 to expand artificial intelligence capabilities.
• Launched Rubrik Agent Cloud in February 2026 to monitor and control AI actions.
• Introduced the Resilience Guardian program in the first quarter of fiscal 2027.
• Completed a transition from selling permanent software licenses to subscription-based models.

How the Platform Differs

The company uses Zero Trust design to protect digital information. This security method assumes every user or device could be a threat. The United States market generated 69% of total revenue in Q1 2027.

Growth by the Numbers

• Total revenue reached $387.1 million in Q1 2027, up 39% from Q1 2026.
• Subscription Annual Recurring Revenue (ARR) hit $1.57 billion by April 30, 2026, up 32% year-over-year.
• Net loss narrowed to $41.9 million in Q1 2027, improving by 59% from Q1 2026.
• Free cash flow reached $73.6 million in Q1 2027, up 100% from Q1 2026.

The Big Picture

Rubrik has evolved from selling backup hardware to offering cloud-based data security software. Its focus on resilience and artificial intelligence tools helps businesses face modern digital threats.