Rubrik beats Q1 estimates, raises full-year guidance as cyber resilience demand rises
Key takeaways
- The data security firm posted adjusted earnings per share of $0.16 for its fiscal first quarter, well above analyst estimates of a $0.53 loss.
- Subscription revenue climbed 41% to $374.2 million, while subscription annual recurring revenue reached $1.57 billion, up 32% year-over-year and slightly above consensus estimates of $1.55 billion.
- The company s high-value customer base continued to expand, with 2,946 customers now spending more than $100,000 in subscription ARR, up 24% from a year ago.
Rubrik beats Q1 estimates, raises full-year guidance as cyber resilience demand rises Proactive Fri, June 5, 2026 at 9:40 PM GMT+7 2 min read RBRK Cybersecurity company Rubrik Inc (NYSE:RBRK) reported first-quarter results that topped Wall Street estimates aftermarket Thursday, lifted by strong subscription growth and improving margins, and raised its full-year outlook as demand for AI-era cyber resilience solutions continues to build.
The data security firm posted adjusted earnings per share of $0.16 for its fiscal first quarter, well above analyst estimates of a $0.53 loss. Total revenue rose 39% year-over-year to $387.1 million, beating the Street s $366.3 million estimate and topping the company s own guidance range of $365 million to $367 million.
Subscription revenue climbed 41% to $374.2 million, while subscription annual recurring revenue reached $1.57 billion, up 32% year-over-year and slightly above consensus estimates of $1.55 billion. Cloud ARR grew 43% to $1.39 billion, with the company noting its cloud migration is nearing completion. Subscription net revenue retention held at 120%.