- **Q: What revenue does Rubrik project for the second quarter?
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Yanuki
ARTICLE DETAIL
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Finance / Earnings
Rubrik Q2 2026 Earnings: Revenue Growth and Analyst Outlook
Rubrik (RBRK) is gaining attention as it reports its Q2 fiscal year 2026 earnings. The cybersecurity firm's performance and future outlook are closely monitored by investors and analysts. This article summarizes Rubrik's recent financial re...
Key Insights
- Rubrik's Q2 fiscal 2026 revenue is expected to be between $281 million and $283 million, a 37.7% year-over-year increase.
- The company anticipates a loss of 33 cents per share, an improvement from the 40 cents per share loss in the same quarter last year.
- Rubrik's Subscription Annual Recurring Revenues (ARR) increased by 38% year-over-year, reaching $1.18 billion, with major customers contributing significantly.
- Strategic partnerships with Microsoft and Alphabet are expected to drive revenue growth.
- Recent acquisition of Predibase aims to accelerate AI adoption.
In-Depth Analysis
Rubrik (NYSE: RBRK) has demonstrated robust growth, driven by an expanding customer base and strategic alliances. In Q1 2026, Rubrik reported 2,381 customers with over $100K in Subscription ARR, marking a 28% year-over-year increase. The company's partnerships with tech giants like Microsoft (MSFT) and Alphabet (GOOGL) further solidify its market presence. For example, Rubrik is Microsoft’s partner of the year in healthcare and life sciences and Alphabet’s partner of the year in infrastructure modernization.
Moreover, Rubrik's collaboration with Google Cloud and Mandiant to develop a cloud-based isolated recovery solution highlights its focus on innovation. The recent acquisition of Predibase is set to enhance Rubrik's capabilities in AI-driven cybersecurity solutions.
Analyst ratings have been largely positive, with firms like Wedbush, CIBC, Roth Capital, BMO Capital, and Truist Securities maintaining favorable ratings and raising price targets. For instance, Wedbush analyst Daniel Ives raised the price target to $120, while CIBC analyst Todd Coupland increased it to $125.
<center><img src='https://via.placeholder.com/600x400'></center>
*Trend chart illustrating Rubrik's revenue growth over the past year.*
FAQ
- **Q: What was Rubrik's ARR growth?
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- **Q: Who are Rubrik's key partners?
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Takeaways
- Strong revenue growth driven by expanding clientele and strategic alliances.
- Positive analyst outlook with raised price targets.
- Focus on AI and cloud-based solutions through acquisitions and partnerships.
Discussion
Do you think Rubrik's strategic partnerships and AI acquisitions will sustain its growth trajectory? Share your thoughts in the comments below!
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Sources
Disclaimer
This article was compiled by Yanuki using publicly available data and trending information. The content may summarize or reference third-party sources that have not been independently verified. While we aim to provide timely and accurate insights, the information presented may be incomplete or outdated.
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