Marios Valiandes @zizujr: "$RBRK 𝐑𝐮𝐛𝐫𝐢𝐤: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 +𝟒𝟔% 𝐘𝐨𝐘;..."

Cyprus

$RBRK (Rubrik Inc) 𝐑𝐮𝐛𝐫𝐢𝐤: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 +𝟒𝟔% 𝐘𝐨𝐘; 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 𝐀𝐑𝐑 +𝟑𝟒% 𝐭𝐨 $𝟏.𝟒𝟔𝐁 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • Q4 Revenue: $377.7M (+46% YoY)✅ • Subscription ARR: $1.46B (+34% YoY)✅ • Q4 Gross Margin: 81.5%✅ • Non-GAAP EPS: $0.04 (vs $(0.18) YoY)✅ • Free Cash Flow: $70.1M✅ • Cash & Investments: $1.68B✅ • FY Revenue: $1.32B (+48% YoY)✅ • FY Free Cash Flow: $237.8M✅ 📈 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐆𝐫𝐨𝐰𝐭𝐡 • 2,805 customers with $100K+ subscription ARR (+25% YoY)✅ ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • FY2027 Revenue: $1.597B–$1.607B • FY2027 Subscription ARR: $1.829B–$1.839B • FY2027 Non-GAAP EPS: $0.07–$0.27 • FY2027 Free Cash Flow: $265M–$275M ⠀ 💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲 CEO Bipul Sinha said strong net new ARR growth shows Rubrik becoming a critical data security platform for the AI era, positioning the company as “mission control” for enterprise AI risk and recovery. $CRWD (Crowdstrike Holdings) $S.US (SentinelOne Inc.) $PANW (Palo Alto Networks) $NET (Cloudflare)

Not investment advice. The author may have financial interests in the mentioned instruments.