RPD
Rapid7·NASDAQ
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RPD fundamentals
Rapid7 (RPD) released its earnings on Feb 10, 2026: revenue was 217.39M (YoY +0.52%), beat estimates; EPS was 0.44 (YoY -8.33%), beat estimates.
Revenue / YoY
217.39M
+0.52%
EPS / YoY
0.44
-8.33%
Report date
Feb 10, 2026
RPD Earnings Call Summary for Q4,2025
- Revenue Resilience: Full-year 2025 revenue growth of 1.9% ($859.8M) despite macro challenges, driven by D&R ARR +7%.
- AI-Driven Differentiation: Strategic investments in AI for MDR and Exposure Command, with Microsoft MDR integration as key win.
- 2026 Caution: Q1 2026 ARR decline (-1% YoY) reflects legacy business headwinds, but D&R growth and AI efficiency gains expected to accelerate.
- Financial Discipline: Free cash flow maintained at $130M annually; $659M cash balance supports debt maturity in 2027.
- Customer Demand: AI adoption in security operations is a key growth driver, with customers seeking outcome-based services over point solutions.
EPS
Actual | -0.09 | 0.05 | 0 | -0.07 | -0.03 | 0.07 | 0.06 | -0.16 | -0.16 | -0.01 | 0.14 | 0.35 | 0.16 | 0.18 | 0.5 | 0.72 | 0.55 | 0.58 | 0.66 | 0.48 | 0.49 | 0.58 | 0.57 | 0.44 | |||||||||||
Forecast | -0.0925 | -0.0088 | -0.0439 | -0.0769 | -0.0629 | 0.0267 | -0.07 | -0.176 | -0.1561 | -0.0409 | 0.0553 | 0.1792 | 0.0861 | 0.1081 | 0.4207 | 0.4759 | 0.538 | 0.5318 | 0.5174 | 0.4967 | 0.3445 | 0.4437 | 0.4747 | 0.4105 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.70% | +668.18% | +100.00% | +8.97% | +52.31% | +162.17% | +185.71% | +9.09% | -2.50% | +75.55% | +153.16% | +95.31% | +85.83% | +66.51% | +18.85% | +51.29% | +2.23% | +9.06% | +27.56% | -3.36% | +42.24% | +30.72% | +20.08% | +7.19% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 94.34M | 98.91M | 105.08M | 113.16M | 117.45M | 126.42M | 139.89M | 151.64M | 157.38M | 167.46M | 175.76M | 184.48M | 183.17M | 190.42M | 198.84M | 205.27M | 205.10M | 207.99M | 214.65M | 216.26M | 210.25M | 214.19M | 217.96M | 217.39M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 93.09M | 95.09M | 101.87M | 108.89M | 114.33M | 122.97M | 134.21M | 145.86M | 154.20M | 164.12M | 175.99M | 179.46M | 181.21M | 188.12M | 197.06M | 201.26M | 204.06M | 205.08M | 210.04M | 212.16M | 207.98M | 211.94M | 216.35M | 215.02M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.35% | +4.02% | +3.14% | +3.92% | +2.73% | +2.80% | +4.24% | +3.96% | +2.07% | +2.03% | -0.13% | +2.80% | +1.08% | +1.23% | +0.91% | +1.99% | +0.51% | +1.42% | +2.20% | +1.94% | +1.09% | +1.06% | +0.74% | +1.10% |
Earnings Call
You can ask Aime
What guidance did Rapid7's management provide for the next earnings period?What is Rapid7's latest dividend and current dividend yield?What were the key takeaways from Rapid7's earnings call?Did Rapid7 beat or miss consensus estimates last quarter?What factors drove the changes in Rapid7's revenue and profit?What is Rapid7's gross profit margin?What is the revenue and EPS growth rate for Rapid7 year over year?What were the key takeaways from Rapid7’s earnings call?
