Rubrik Inc. (NYSE: RBRK) reported fourth-quarter results that surpassed analyst expectations and issued guidance that exceeded consensus estimates.
The cybersecurity company posted adjusted earnings of $0.04 per share, beating the analyst estimate of a $0.11 loss per share by $0.15. Revenue reached $377.7 million, topping the $350.56 million consensus estimate and marking a 46% increase year over year.
Subscription annual recurring revenue rose 34% year over year to $1.46 billion, and the company added a record $115 million in net new subscription ARR during the quarter.
For the first quarter of fiscal 2027, Rubrik expects revenue between $365 million and $367 million. The midpoint of $366 million exceeds the analyst consensus estimate of $349.5 million. Adjusted EPS is projected between a loss of $0.04 and a loss of $0.02 per share, compared with the consensus forecast of a $0.07 loss.
For fiscal 2027, the company forecast total revenue between $1.597 billion and $1.607 billion, with the midpoint of $1.602 billion above the $1.58 billion consensus estimate. Full-year adjusted earnings per share are expected to range from $0.07 to $0.27, with the low end matching analyst forecasts.
