Rubrik reported strong Q4 2025 results

Rubrik Inc. reported impressive Q4 2025 earnings, highlighting a subscription ARR of $1.093 billion with a year-over-year growth of 39%, driven by strong demand reflected in a 54% increase in subscription revenue. The company achieved record net new subscription ARR of over $90 million in the fourth quarter and demonstrated substantial profitability with over $75 million in free cash flow. Some challenges going forward, however, may include a moderation in cash flow and intensifying competition in a rapidly evolving market.