NYSE$RBRK

Rubrik Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Rubrik reported Q1 2026 revenue of $278.5M, a net loss of $102.1M.

For Q1 2026, Rubrik reported Revenue was $278.5M, net loss was $102.1M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $278.5M for Q1 2026.
  • Net loss $102.1M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$278M

Previous: $187M+48.7%
EPS (adj)

-$0.15

Previous: -$1.58+90.5%
Subscription ARR

$1.18B

Previous: $856M+37.8%
Customers with $100K+ Subscription ARR

2.4K

Previous: 1.9K+28.0%
Capital Expenditures

-$2.85M

Previous: -$3.64M+21.7%
Free Cash Flow

-$105M

No prior period
Net Income

-$102M

Previous: -$732M+86.1%
Operating Income

-$93.1M

Previous: -$725M+87.2%
Gross Profit

$218M

Previous: $64.7M+237.1%
Cash & Equivalents

$284M

No prior period
Total Assets

$1.47B

No prior period

Revenue & EPS history

Rubrik Inc · Revenue · Quarterly

$278M

Q1 2026+48.7%vs Q1 2025
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Revenue by segment

Rubrik Inc · $175M total across 3 segments · Q4 2024

  • Subscription Revenue
    $159M
  • Other Revenue
    $9.48M
  • Maintenance Revenue
    $6.88M

Forward guidance

Software outlook emphasizes subscription growth, cloud consumption, and operating leverage.

Tailwinds

  • ARR growth and enterprise platform adoption.
  • International expansion and partner ecosystem.

Headwinds

  • IT budget scrutiny and elongated sales cycles.
  • Stock-based compensation and path to sustained profitability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.9%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+5.1%

Avg return

30 days after

57%

8 / 14 earnings

Positive

+27.8%

Q4 2025

Best reaction

-18.2%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-4.7%-7.3%
Q4 2026-0.8%-3.6%-18.9%
Q3 2026+22.3%+27.7%+7.2%
Q2 2026-18.2%-23.2%-16.4%
Q1 2026-0.6%-9.9%-9.6%
Q4 2024+3.8%+2.6%+42.4%
Q4 2025+27.8%+28.4%+6.7%
Q3 2023+2.5%+3.6%-9.9%
Q3 2025+22.8%+31.6%+27.1%
Q2 2023-9.0%-3.8%+18.0%
Q2 2024+2.8%-0.7%+17.2%
Q1 2024+1.2%-4.6%+5.4%
Q1 2023+1.2%-4.6%+5.4%
Q1 2025-10.2%-9.1%-7.7%
Q4 2023

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