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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.US$432.5BA+
PANWPalo Alto Networks, Inc.US$263.4BA
CRWDCrowdStrike Holdings, Inc.US$232.1BA
NETCloudflare, Inc.US$109.6BA-
FTNTFortinet, Inc.US$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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Subscriptions for data protection and security software97%
- Appliances and other services3%
매출 비중은 quarter ended 2026-04-30 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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).
- 본사
- Palo Alto, California
- 설립
- 2014
- 임직원 수
- 3,797 (January 31, 2026, high)
- 상장 시장
- NYSE
- 회계연도 종료
- January 31
Rubrik, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
