Financial Performance - Subscription Annual Recurring Revenue (ARR) reached $1181 million, demonstrating a year-over-year growth of 38%[15] - Cloud ARR grew significantly to $972 million, marking a 60% year-over-year increase[41] - The company's Non-GAAP Gross Margin was 81% in Q1 FY26[41] - The Average Subscription Dollar-Based Net Retention Rate (NRR) exceeded 120%[41] - Customers generating $100k or more in Subscription ARR increased to 2381[41] Guidance - The company projects Subscription ARR to be between $1380 million and $1388 million for the full fiscal year 2026[72] - Total revenue is expected to be in the range of $1179 million to $1189 million for fiscal year 2026[72] - The Subscription ARR Contribution Margin is forecasted to be approximately 6% for fiscal year 2026[72] - Free Cash Flow is projected to be between $65 million and $75 million for fiscal year 2026[72] Revenue Shift - Subscription revenue accounted for 93% of total revenue in Q1 FY26, compared to 92% in Q1 FY25[65]
Rubrik, Inc.(RBRK) - 2026 Q1 - Earnings Call Presentation