TLDR:
- Rubrik sees 34% growth in subscription ARR, hitting $1.35B in Q3 2026.
- Q3 FY 2026: Rubrik’s revenue jumps 48%, reaching $350.2M.
- Subscription revenue up 52% for Rubrik in Q3 FY 2026.
- Rubrik’s cash flow surges to $85.5M in Q3 FY 2026, from $23.1M.
- Rubrik raises its FY 2026 outlook, expecting strong AI-driven growth.
Rubrik, Inc. (RBRK) shares closed at $70.43, down by 1.37%.
Rubrik, Inc., RBRK
Rubrik announced strong results for the third quarter of fiscal year 2026, showing impressive growth in both revenue and subscription metrics. The company’s subscription Annual Recurring Revenue (ARR) increased by 34%, reaching $1.35 billion, while total revenue grew by 48%, totaling $350.2 million. This growth reflects Rubrik’s significant role in the ongoing digital transformation, where businesses increasingly rely on AI and secure data solutions.
Rubrik Achieves Record Revenue and Robust Cash Flow
Rubrik reported a substantial 52% increase in subscription revenue, which reached $336.4 million in the third quarter of fiscal 2026. This marks a significant jump from $221.5 million during the same period in 2025. Additionally, total revenue surged by 48%, from $236.2 million last year to $350.2 million.
The company also demonstrated strong cash flow performance. Cash flow from operations grew significantly to $85.5 million, up from $23.1 million in the third quarter of fiscal 2025. Rubrik’s free cash flow for the quarter reached $76.9 million, a notable increase from $15.6 million in the previous year.
Rubrik’s AI-Driven Subscription ARR Growth and Operating Leverage
Subscription ARR continues to be a driving force behind Rubrik’s impressive performance. The company’s subscription ARR grew by 34% year-over-year, reaching $1.35 billion by October 31, 2025. Notably, Rubrik’s subscription ARR contribution margin improved, rising to 10.3% from a negative 3.3% in the third quarter of fiscal 2025.
Rubrik’s operational efficiency also saw improvement, as the company benefited from increased operating leverage. This success underscores the positive impact of its strategic shift toward AI solutions, positioning Rubrik as a leader in the intersection of data protection and enterprise AI acceleration.
Rubrik Maintains Strong Cash Reserves and Raises Outlook for Fiscal 2026
Rubrik’s cash position remains strong, with cash, cash equivalents, and short-term investments totaling $1.60 billion as of October 31, 2025. The company also raised its fiscal 2026 outlook, with expected total revenue ranging between $1.28 billion and $1.28 billion. Rubrik projects subscription ARR for the full year to be between $1.44 billion and $1.44 billion.
Rubrik’s forecasted free cash flow for the full year is between $194 million and $202 million. With strong financial performance in Q3 and an optimistic outlook, Rubrik is well-positioned to continue capitalizing on its AI-driven growth strategy.
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