Cloud Annual Recurring Revenue (ARR)
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Rubrik, Inc. (NYSE:RBRK) Quarterly Earnings Preview
Financial Modeling Prep· 2026-03-12 02:00
Core Viewpoint - Rubrik, Inc. is set to report quarterly earnings on March 12, 2026, with analysts predicting a loss of $0.11 per share and revenue of $342.4 million, driven by a significant increase in cloud Annual Recurring Revenue (ARR) [1][5] Financial Performance - Revenue forecast for Rubrik ranges between $341 million and $343 million, reflecting a robust 33% year-over-year growth attributed to the adoption of the Rubrik Security Cloud platform [2] - The company has added 23 new customers contributing $1 million in subscription ARR during the quarter, indicating successful expansion of its customer base [2] - The Zacks Consensus Estimate aligns with Rubrik's revenue forecast at $342.11 million, marking a substantial year-over-year increase of 332.55% [3] Challenges and Projections - Rubrik faces challenges from increasing competition and rising costs, projecting a non-GAAP loss per share between 10 cents and 12 cents, an improvement from a loss of 18 cents per share in the same quarter last year [3] - Despite these challenges, the company anticipates strong year-over-year revenue growth of 33% [5] Valuation Metrics - Rubrik's financial health is indicated by a negative price-to-earnings (P/E) ratio of -30.29, reflecting current losses, while the price-to-sales ratio is at 9.62, showing the premium investors are willing to pay for sales [4] - The enterprise value to sales ratio stands at 10.31, indicating the company's market valuation relative to its sales [4] - A negative debt-to-equity ratio of -2.15 is noted, but a current ratio of 1.78 suggests a relatively healthy liquidity position [4]