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Rubrik(RBRK)2026财年第四季度及全年财务业绩投资者演示材料「NYSE」(英文版)(37页).pdf

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1、1Copyright Rubrik 20261Copyright Rubrik 2026Investor PresentationFourth Quarter Fiscal 2026Copyright Rubrik 20262Copyright Rubrik 20262Copyright Rubrik 2026Important Notice and DisclaimersForward-Looking StatementsThis press release and the related conference call contain express and implied“forward

2、-looking statements”within the meaning of the Private Securities Litigation Reform Act of 1995,including statements regarding Rubriks financial outlook for the first quarter of fiscal year 2027 and full fiscal year 2027,changes to Rubriks global revenue organization and the impact on continued growt

3、h,Rubriks market position,market opportunities,and growth strategy,product initiatives,go-to-market motions and market trends.In some cases,you can identify forward-looking statements by terms such as“anticipate,”“believe,”“estimate,”“expect,”“intend,”“may,”“might,”“plan,”“project,”“will,”“would,”“s

4、hould,”“could,”“can,”“predict,”“potential,”“target,”“explore,”“continue,”“outlook,”“guidance,”or the negative of these terms,where applicable,and similar expressions intended to identify forward-looking statements.By their nature,these statements are subject to numerous uncertainties and risks,inclu

5、ding factors beyond Rubriks control,that could cause actual results,performance or achievement to differ materially and adversely from those anticipated or implied in the statements.Risks include but are not limited to Rubriks limited operating history,the growth rate of the market in which Rubrik c

6、ompetes,Rubriks ability to effectively manage and sustain its growth,Rubriks ability to introduce new products on top of its platform,Rubriks ability to compete with existing competitors and new market entrants,Rubriks ability to effectively manage the leadership transition in its global revenue org

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1. **核心使命**:Rubrik致力于保障和加速全球AI转型,提出“网络弹性=AI弹性”理念。 2. **财务表现**: - Q4 FY26订阅ARR达14.62亿美元(同比+34%),云ARR 12.93亿美元(同比+48%)。 - 非GAAP毛利率82%,自由现金流2.378亿美元(占收入18%)。 3. **业务增长**: - 订阅ARR贡献收入93%以上,客户留存率>120%。 - FY27指引:订阅ARR目标18.29亿-18.39亿美元,收入增长27%-28%(剔除材料权利影响)。 4. **产品优势**: - 整合数据安全、身份恢复与AI代理平台,支持多云环境,提供威胁检测与成本优化。 - 身份弹性解决方案覆盖AD、EntraID等,防御登录攻击。
**AI转型如何保障?** **云成本如何优化?** **身份安全如何防护?**
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