Rubrik RBRK 2026Q1 Earnings Preview Upside Ahead on SaaS Transition
Generated by AI AgentAinvestweb
Monday, Jun 2, 2025 7:47 pm ET1min read
RBRK--
Forward-Looking Analysis
Rubrik, Inc. (NYSE: RBRK) is expected to report earnings for the first fiscal quarter of 2026 on June 5, 2025. Analysts forecast an EPS of -$0.330 for RubrikRBRK--, indicating a continued focus on its transition towards a SaaS-based model, which significantly boosted subscription Annual Recurring Revenue (ARR) by 39% to $1.1 billion in fiscal 2025. The company's revenue is projected to grow by 18.7% annually, while EPS is expected to increase at a remarkable rate of 64.3% per annum. These projections underscore Rubrik's strategic shift and its potential for significant growth, supported by strong analyst forecasts predicting 49.5% earnings growth per annum. No recent downgrades or changes to price targets have been reported, which suggests stable market confidence in Rubrik's ongoing transformation and future prospects.
Historical Performance Review
In the fourth quarter of 2025, Rubrik reported a revenue of $247.10 million and a net income of -$114.89 million, resulting in an EPS of -$0.61. Despite the negative net income, the gross profit was $199.65 million, indicating strong operational performance. The quarter was marked by Rubrik surpassing Wall Street expectations with an EPS of -$0.18, showcasing resilience and adaptability in its transition towards a SaaS-based business model.
Additional News
Rubrik's fiscal year 2025 results highlight a pivotal transition towards a SaaS-based model, with subscription revenue soaring 54% to $828.7 million, compared to $537.9 million in fiscal 2024. This strategic shift is reflected in the significant growth of Rubrik's Annual Recurring Revenue (ARR), which reached $1.1 billion, marking a 39% increase. No additional news regarding mergers, acquisitions, or CEO activities was noted from the provided content. The consistent revenue growth and ARR expansion demonstrate Rubrik's commitment to its SaaS transformation and its potential to capitalize on emerging market opportunities.
Summary & Outlook
Rubrik's overall financial health appears strong, driven by a successful transition to a SaaS-based model that is boosting subscription revenue and ARR. The projected growth in earnings and EPS suggests a bullish outlook for the company, supported by stable market confidence. However, the negative net income remains a risk factor. Despite this, Rubrik's strategic focus on SaaS is a significant growth catalyst, positioning it well for future expansion. The company's ability to exceed Wall Street expectations in previous quarters further supports a positive future outlook, with continued emphasis on operational efficiency and revenue growth.
Rubrik, Inc. (NYSE: RBRK) is expected to report earnings for the first fiscal quarter of 2026 on June 5, 2025. Analysts forecast an EPS of -$0.330 for RubrikRBRK--, indicating a continued focus on its transition towards a SaaS-based model, which significantly boosted subscription Annual Recurring Revenue (ARR) by 39% to $1.1 billion in fiscal 2025. The company's revenue is projected to grow by 18.7% annually, while EPS is expected to increase at a remarkable rate of 64.3% per annum. These projections underscore Rubrik's strategic shift and its potential for significant growth, supported by strong analyst forecasts predicting 49.5% earnings growth per annum. No recent downgrades or changes to price targets have been reported, which suggests stable market confidence in Rubrik's ongoing transformation and future prospects.
Historical Performance Review
In the fourth quarter of 2025, Rubrik reported a revenue of $247.10 million and a net income of -$114.89 million, resulting in an EPS of -$0.61. Despite the negative net income, the gross profit was $199.65 million, indicating strong operational performance. The quarter was marked by Rubrik surpassing Wall Street expectations with an EPS of -$0.18, showcasing resilience and adaptability in its transition towards a SaaS-based business model.
Additional News
Rubrik's fiscal year 2025 results highlight a pivotal transition towards a SaaS-based model, with subscription revenue soaring 54% to $828.7 million, compared to $537.9 million in fiscal 2024. This strategic shift is reflected in the significant growth of Rubrik's Annual Recurring Revenue (ARR), which reached $1.1 billion, marking a 39% increase. No additional news regarding mergers, acquisitions, or CEO activities was noted from the provided content. The consistent revenue growth and ARR expansion demonstrate Rubrik's commitment to its SaaS transformation and its potential to capitalize on emerging market opportunities.
Summary & Outlook
Rubrik's overall financial health appears strong, driven by a successful transition to a SaaS-based model that is boosting subscription revenue and ARR. The projected growth in earnings and EPS suggests a bullish outlook for the company, supported by stable market confidence. However, the negative net income remains a risk factor. Despite this, Rubrik's strategic focus on SaaS is a significant growth catalyst, positioning it well for future expansion. The company's ability to exceed Wall Street expectations in previous quarters further supports a positive future outlook, with continued emphasis on operational efficiency and revenue growth.
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