Rubrik Posts Strong Earnings Beat and Upbeat Outlook

Core Insights - Rubrik Inc. reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings of $0.04 per share, surpassing the estimated loss of $0.11 per share by $0.15 [1] - The company's revenue for the quarter reached $377.7 million, which is a 46% increase year over year and above the consensus estimate of $350.56 million [1] Subscription Revenue - Subscription annual recurring revenue (ARR) increased by 34% year over year to $1.46 billion, with a record addition of $115 million in net new subscription ARR during the quarter [2] - For the first quarter of fiscal 2027, Rubrik anticipates revenue between $365 million and $367 million, with a midpoint of $366 million exceeding the analyst consensus estimate of $349.5 million [2] Fiscal 2027 Guidance - For fiscal 2027, the company forecasts total revenue between $1.597 billion and $1.607 billion, with a midpoint of $1.602 billion above the consensus estimate of $1.58 billion [3] - Full-year adjusted earnings per share are expected to range from $0.07 to $0.27, with the low end matching analyst forecasts [3]