Rubrik, Inc. (RBRK) stock — is it a good business?

Rubrik, Inc. (RBRK) stock — is it a good business? — InspectStocks

How it makes money

Subscriptions for data protection and security software97%
Appliances and other services3%

Shares of revenue are estimates for quarter ended 2026-04-30, not figures from a filing.

Competes with

What it sells5

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.

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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.

Who buys it4

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.

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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.

Full financial statements →

About Rubrik, Inc.

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).

Head office: Palo Alto, California
Founded: 2014
Employees: 3,797 (January 31, 2026, high)
Listed on: NYSE
Financial year ends: January 31

Built from Rubrik, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Keep exploring

The themes Rubrik is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 158 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises