Rubrik（RBRK）2026财年第四季度及全年业绩报告「NYSE」（英文版）（13页）.pdf

1、 Rubrik Reports Fourth Quarter and Fiscal Year 2026 Financial Results Results exceeded all guided metrics Fourth quarter subscription ARR grew 34%year-over-year to$1.46 billion Fourth quarter revenue grew 46%year-over-year to$377.7 million 2,805 customers with$100K or more in subscription ARR,up 25%

2、year-over-year Palo Alto,California,March 12,2026 Rubrik,Inc.(NYSE:RBRK),the Security and AI Operations company,today announced financial results for the fourth quarter and fiscal year 2026,ended January 31,2026.The acceleration in net new subscription ARR growth in Q4 at our scale demonstrates that

3、 Rubrik is an increasingly critical platform for the AI era.We are moving beyond traditional data security to mission control for the AI enterprisedelivering risk and recovery critical to safely scale AI transformations,”said Bipul Sinha,Rubriks Chief Executive Officer,Chairman,and Co-Founder.Commen

4、ting on the companys financial results,Kiran Choudary,Rubriks Chief Financial Officer,added,“We concluded fiscal 2026 with an exceptionally strong performance,highlighted by a record$115 million in net new subscription ARR and significant free cash flow.We look forward to continuing to execute in ou

5、r large and growing market opportunity in fiscal 2027 and beyond.”Fourth Quarter Fiscal 2026 Financial Highlights Subscription Annual Recurring Revenue(ARR):Subscription ARR was up 34%year-over-year,growing to$1.46 billion as of January 31,2026.Revenue:Subscription revenue was$364.9 million,a 50%inc

6、rease compared to$243.7 million in the fourth quarter of fiscal 2025.Total revenue was$377.7 million,a 46%increase compared to$258.1 million in the fourth quarter of fiscal 2025.This includes$18 million in revenue from material rights.Revenue excluding material rights increased 43%year-over-year in