NYSE$RBRK
Rubrik Inc · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
Rubrik's Q3 2025 results showed strong growth and exceeded expectations, with Subscription ARR surpassing $1 billion and revenue increasing significantly.
Rubrik reported strong Q3 FY2025 results, with Subscription ARR growing 38% year-over-year to $1,002.3 million and revenue increasing 43% year-over-year to $236.2 million. The company exceeded all guided metrics and raised its full-year guidance. Additionally, Rubrik generated positive free cash flow and improved its Subscription ARR Contribution Margin.
- Subscription ARR grew 38% year-over-year to $1,002.3 million.
- Revenue grew 43% year-over-year to $236.2 million.
- Customers with $100K or more in Subscription ARR increased by 32% year-over-year, reaching 2,085.
- The company exceeded all guided metrics and raised full-year guidance.
Headline financials
Revenue & EPS history
Rubrik Inc · Revenue · Quarterly
$236M
Revenue by segment
Rubrik Inc · $175M total across 3 segments · Q4 2024
- Subscription Revenue$159M—90.7%
- Other Revenue$9.48M—5.4%
- Maintenance Revenue$6.88M—3.9%
Forward guidance
Rubrik provided guidance for the fourth quarter of fiscal year 2025 and the full fiscal year 2025.
Tailwinds
- Fourth Quarter Fiscal 2025 Revenue of $231.5 million to $233.5 million.
- Fourth Quarter Fiscal 2025 Non-GAAP Subscription ARR contribution margin of approximately (3)% to (2)%.
- Fourth Quarter Fiscal 2025 Non-GAAP EPS of $(0.41) to $(0.37).
- Full Year 2025 Subscription ARR between $1,057 million and $1,061 million.
- Full Year 2025 Revenue of $860 million to $862 million.
Headwinds
- Fourth Quarter Fiscal 2025 Weighted-average shares outstanding of approximately 187 million.
- Full Year 2025 Non-GAAP Subscription ARR contribution margin of approximately (3)% to (2)%.
- Full Year 2025 Non-GAAP EPS of $(1.86) to $(1.82).
- Full Year 2025 Weighted-average shares outstanding of approximately 154 million.
- Full Year 2025 Free cash flow of $(45) million to $(39) million, including $22.8 million in employer payroll taxes due to the vesting of certain equity awards in connection with our initial public offering.
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 Q3 2025
+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
| Quarter | Report date | Reaction (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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro