Core Insights - CFOs are increasingly using terms like "uncertainty" and "unprecedented" to describe the current economic landscape, reflecting a sense of fatigue with ongoing unpredictability [1] - The focus for CFOs is on taking actionable steps to build resilience in the face of uncertainty, rather than succumbing to inaction [1][2] - There is a significant shift in resource allocation towards technology functions within companies, although uncertainty remains regarding AI's full impact on financial performance [3][4] Financial Strategies - Key questions for CFOs include improving liquidity, operational efficiency, and determining essential versus non-essential investments [2] - Despite uncertainty, it is crucial for companies to review long-standing strategies and seize competitive opportunities, particularly in AI investments [2] - The recommended focus for AI efforts is 80% on productivity for growth and 20% on productivity for efficiency, emphasizing better time utilization rather than headcount reduction [5] Future Outlook - McKinsey's research suggests that by 2030, profound changes in work processes will necessitate a reorganization of value creation and activities [4] - Managing uncertainty effectively involves planning for both positive and negative scenarios, highlighting the importance of a cross-functional approach within the C-suite [6] - The global economic outlook indicates that AI-driven investments are supporting better-than-expected growth, despite underlying demand remaining soft [9]

Core Insights - Rubrik, Inc. reported better-than-expected first-quarter results, with losses of 15 cents per share, surpassing the analyst consensus estimate of 32 cents losses. Quarterly revenue reached $278.48 million, exceeding the Street estimate of $260.35 million [1][3]. Financial Performance - The company raised its fiscal 2026 adjusted EPS guidance to a range of losses between $1.02 and $0.96, compared to the previous estimate of losses of $1.15. Additionally, Rubrik increased its fiscal revenue outlook to between $1.18 billion and $1.19 billion, up from the $1.16 billion estimate [3]. Market Reaction - Following the earnings announcement, Rubrik shares gained 2.6%, trading at $100.93 [3]. Analyst Ratings - Rosenblatt analyst Blair Abernethy maintained a Buy rating on Rubrik and raised the price target from $82 to $110. Keybanc analyst Eric Heath also maintained an Overweight rating, increasing the price target from $98 to $113 [8]. CEO Commentary - CEO Bipul Sinha emphasized the strong first-quarter results, highlighting the company's focused innovation and execution in the cyber resilience market, suggesting that the opportunity for growth is larger than ever [2].