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Rubrik (RBRK) investor relations material
Rubrik Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Market opportunity and business overview
Focus on delivering cyber resilience and recovery to organizations globally, evolving into a data and identity cyber resilience platform.
Launched Rubrik Agent Cloud, a new platform in beta, aimed at securing and accelerating agentic work adoption.
Positioned as a security and AI operations company, targeting both cyber resilience and AI acceleration.
Financial performance and highlights
Achieved a record quarter in net new ERR of $94 million, reaching $1.35 billion in ERR, up 34%.
Subscription ERR contribution margin improved to over 10% year-over-year.
Record free cash flow exceeded $75 million, with net retention rate above 120% and strong customer growth.
Industry trends and legacy displacement
Accelerating displacement of legacy players like Dell, Veritas, and IBM Tivoli, driven by differentiated cyber resilience offerings.
Large market opportunity remains, with current penetration just over $1 billion in a $50 billion market.
Recent mergers among legacy competitors have led to increased customer migration to newer solutions.
What drives legacy displacement acceleration?
On-prem to SaaS conversion: uplift or 1:1?
Rubrik Agent Cloud monetization path?
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Frequently asked questions
Rubrik Inc. is a U.S.-based cybersecurity and data management company that provides a unified platform called Rubrik Security Cloud. The company helps enterprises secure, manage, and recover their data across hybrid and multi-cloud environments, including on-premises systems, cloud platforms, SaaS applications, and unstructured data sources. Rubrik's core mission is to deliver comprehensive cyber resilience, enabling organizations to protect against ransomware, detect anomalies, recover quickly from cyber incidents, and maintain compliance.
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