Core Insights - Rubrik Inc. (NYSE:RBRK) experienced a significant stock price increase of 22.49% week-on-week following a strong earnings report for Q3 of fiscal year 2026 [1][3] Financial Performance - The company reduced its net loss by 51.3%, reporting a loss of $63.8 million compared to $130.9 million in the same quarter last year [2] - Revenues surged by 48% year-on-year, reaching $350.17 million, up from $236.18 million, surpassing expectations of $319 million to $321 million [2] - Subscription revenues saw a remarkable 52% increase, totaling $336.4 million compared to $221.5 million in the same quarter last year [2] - Annual recurring revenues (ARR) grew by 34% year-on-year, amounting to $1.35 billion [2] Future Outlook - Following the positive results, the company raised its full fiscal year revenue outlook to a range of $1.28 billion to $1.282 billion, up from the previous guidance of $1.227 billion to $1.237 billion [4] - Subscription ARR is now expected to be between $1.439 billion and $1.443 billion, an increase from the prior guidance of $1.408 billion to $1.416 billion [4] Market Position - The CEO of Rubrik, Bipul Sinha, highlighted the company's exceptional quarter, emphasizing record net new subscription ARR and free cash flow generation, as organizations increasingly seek to secure their businesses in the context of AI transformation [3]

Pure Storage (NYSE:PSTG) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsCharles Giancarlo - CEORobert Lee - CTOTarek Robbiati - CFOPaul Ziots - VP of Investor RelationsConference Call ParticipantsKrish Sankar - AnalystAsiya Merchant - AnalystSamik Chatterjee - AnalystMatt Klypka - AnalystEric Martinuzzi - AnalystWamsi Mohan - AnalystHoward Ma - AnalystErik Woodring - AnalystAmit Daryanani - AnalystJames Fish - AnalystVictor Chiu - AnalystMehdi Hosseini - AnalystAaron Rakers - Analys ...

Financial Highlights - Total Annual Recurring Revenue (ARR) reached $1043 million[8] - Subscription ARR grew by 30% year-over-year[8] - Subscription ARR constitutes 86% of the total ARR[8] - Non-GAAP Gross Margin is 80.5%[8] - SaaS Net Dollar Retention Rate (NRR) is 125%[8] - Non-GAAP EBIT Margin is 18.6%[8] Growth Metrics - SaaS ARR experienced a 56% year-over-year growth[9] - Total revenue increased by 18% year-over-year, reaching $276 million in Q2'26[47] - Subscription revenue increased by 29% year-over-year, reaching $173 million in Q2'26[49] Market and Customer Base - The company estimates a $24 billion Total Addressable Market (TAM) across Data Security, Cloud Security, and Core Data Protection[10] - The company has over 13,000 subscription customers[8, 11]

Group 1 - The core message of the article emphasizes the importance of data in the digital transformation process and the launch of Huawei's AI data lake solution to accelerate AI industry implementation [2][3] - Huawei's AI data lake solution integrates data storage, management, resource management, and AI toolchains to provide high-quality AI training data, enhancing model training and inference efficiency [2] - The company continues to innovate in data storage, focusing on performance, capacity, and resilience with products like OceanStor A series for high-performance AI storage and OceanStor Pacific for massive AI data storage [2][3] Group 2 - In data management, Huawei's DME storage data management platform integrates Omni-Dataverse to eliminate data silos and enable efficient data processing and value release [3] - The resource management aspect includes diversified xPU resource pooling and intelligent scheduling, enhancing resource utilization through virtualization and container technology [3] - Huawei aims to provide AI-Ready data infrastructure through continuous technological and storage innovation, supporting global customers in entering the intelligent era [3]

Financial Performance Highlights - Total Annual Recurring Revenue (ARR) reached $930 million, a 21% year-over-year increase[30, 56] - Subscription ARR grew by 31% year-over-year, reaching $780 million and representing 84% of Total ARR[10, 32, 56] - Subscription revenue increased by 45% year-over-year to $173 million[10, 35] - SaaS ARR experienced significant growth, increasing by 68% year-over-year to $281 million[10, 43] - The company maintained a consistent Non-GAAP EBIT margin of 21.5%[10, 54] and generated $204 million in Free Cash Flow[41] Market and Strategic Positioning - The company operates in a large and growing Total Addressable Market (TAM) estimated at $24 billion[8, 15] - The company's platform addresses a wide range of use cases across various environments, offering choice and flexibility[8] - The company is recognized as an innovation leader with over 1,100 active patents[9] Growth and Future Outlook - The company anticipates Total Revenue between $1.13 billion and $1.14 billion for FY'26, representing a 14% year-over-year increase at the midpoint[57] - The company projects Subscription Revenue between $727 million and $732 million for FY'26, a 24% year-over-year increase at the midpoint[57] - The company expects Free Cash Flow between $210 million and $215 million for FY'26[57]