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The themes Rubrik is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.$432.5BA+
PANWPalo Alto Networks, Inc.$263.4BA
CRWDCrowdStrike Holdings, Inc.$232.1BA
NETCloudflare, Inc.$109.6BA-
FTNTFortinet, Inc.$93.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Subscriptions for data protection and security software97%
- Appliances and other services3%
売上構成比はquarter ended 2026-04-30の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか5
Rubrik Security Cloud data protection
Makes secure, access-controlled backup copies of data from company computer systems, databases, cloud services, file storage and business software, so it can be restored after deletion, failure or attack.
Data Threat Analytics and Data Security
Looks for unusual changes, malware and signs of unauthorized access, and helps security teams find sensitive data and determine what may have been affected.
Identity Security
Monitors and protects identity systems, including Microsoft Active Directory, Entra ID and Okta, and helps restore them after an attack.
さらに2件を表示
Cyber Recovery
Helps organizations test recovery plans, isolate infected data and restore systems without bringing malware back.
Rubrik Agent Cloud
Software designed to monitor AI agents, apply rules to their actions and undo unwanted changes.
誰が買っているか4
- Companies of different sizes that need to back up and protect data across their computer systems, cloud services and business software.
- Government agencies and public-sector organizations that need data protection and recovery.
- Organizations in financial services, healthcare, retail, energy, education, technology and other industries.
- Resellers and other channel partners that sell Rubrik subscriptions and related services to end customers.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Rubrik earns substantially all of its revenue from its data security platform, so customer renewals and continued use of that platform matter to the business.
- 2Rubrik relies on outside cloud providers to host its online services.
- 3Rubrik-branded appliances are built on servers designed and supplied by Supermicro; appliance sales are also being shifted to contract manufacturers.
- 4Rubrik uses channel partners and technology partners to help sell, deliver and integrate its products.
うまくいかなくなる可能性
- 1If Rubrik's software fails, has security flaws or cannot restore customer data as expected, customers may lose confidence and decide not to renew or expand their subscriptions.
- 2A disruption at a third-party cloud provider could interrupt Rubrik's hosted services and affect customers' ability to use them.
- 3Shortages or delays in server components, or higher server prices, could delay customer deployments and purchases of appliance-dependent products.
Rubrik, Inc.について
Rubrik Security Cloud backs up and protects company data across on-site computer systems, cloud services, identity systems and software delivered over the internet. It also helps security teams find suspicious activity, identify safe copies of data and restore systems after an attack or disruption. Rubrik Agent Cloud, commercially available since February 2026, is designed to monitor and control actions taken by artificial intelligence (AI) agents. Subscription annual recurring revenue was $1.661 billion (July 31, 2026, high); average subscription dollar-based net retention was over 119% (quarter ended July 31, 2026, high).
- 本社
- Palo Alto, California
- 設立
- 2014
- 従業員数
- 3,797 (January 31, 2026, high)
- 上場市場
- NYSE
- 決算期
- January 31
Rubrik, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
