Q3 2025 Rubrik Inc Earnings Call Transcript

Dec 5, 2024 / 10:00 PM GMT

Release Date Price: MXN674.91

Transcript 10-Q8-K

Key Points

Positve

Rubrik Inc (RBRK) surpassed $1 billion in subscription ARR, growing 38% year over year.
Subscription revenue grew 55% year over year to over $221 million.
The company achieved a strong subscription net retention rate above 120%.
Rubrik Inc (RBRK) reported over $15 million in free cash flow for the quarter.
The company continues to innovate with new offerings like Rubrik Anona API service, enhancing its position in the market.

Negative

Despite strong growth, Rubrik Inc (RBRK) reported a non-GAAP EPS of negative $0.41 to negative $0.37 for Q4.
The company anticipates total gross margin to stay at the lower end of its long-term target of 75% to 80%.
Free cash flow is expected to be negative $45 million to negative $39 million for the full year fiscal 2025.
There are concerns about the impact of shorter contract terms and invoicing cycles on free cash flow.
The transition from maintenance to subscription is expected to provide no growth benefit in fiscal 2026.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RBRK.N - Rubrik Inc
Q3 2025 Rubrik Inc Earnings Call
Dec 05, 2024 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by. We're about to begin.

Good afternoon, everyone. Welcome to the Rubric third quarter, fiscal year 2025 results conference call at this time, all participants are in a listen-only mode later. You will have the opportunity to ask questions during the question and answer session. You may register to ask a question at any time by pressing star one on your telephone keypad. Also, today's call is being recorded and if you should need any operator assistance during the call today, please press star zero. Now at this time, I'll turn things over to Melissa Frankie, Vice President, head of Investor Relations at Rubric. Please go ahead ma'am.

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