Shares in Rubrik Inc. jumped more than 15% in late trading today after the data security software provider impressed investors with revenue and earnings beats in its fiscal 2025 fourth quarter and forecast a stronger-than-expected revenue outlook for the year ahead.

For the quarter that ended on Jan. 31, Rubrik reported an adjusted loss of 18 cents per share, improving on a loss of $1.52 per share in the same quarter of the previous year, on revenue of $258.1 million, up 47% year-over-year. Both figures were solidly ahead of the 39 cents-per-share loss and $233.1 million in revenue expected by analysts.

Rubrik saw subscription revenue in the quarter of $243.7 million, up 54% year-over-year, subscription annual recurring revenue sitting at $1.093 billion as of the end of the quarter, and an average subscription dollar-based net revenue retention rate of over 120%. So it’s a company that’s seeing rapid growth and its customers are sticking around.

The increasing number of subscriptions also saw Rubrik grow its cash flow from operations in the quarter to $83.6 million, up from $12.8 million in the fourth quarter of fiscal year 2024.

Business highlights in the quarter included Rubrik launching Turbo Threat Hunting, a new capability designed to accelerate the identification and recovery from cyberattacks, in December. The feature significantly reduces downtime by allowing security teams to quickly pinpoint affected data and rapidly restore safe snapshots.

Turbo Threat Hunting leverages advanced machine learning and metadata-driven insights to detect anomalies and track threats more efficiently, substantially enhancing Rubrik’s existing cyber resilience offerings.

For its full fiscal year 2025, Rubrik reported an adjusted earnings per share loss of $1.57, up from a loss of $5.72 in fiscal year 2024, on revenue of $828.7 million, up 54% year-over-year.

“Our strong growth at scale demonstrates that we’re winning the cyber resilience market,” co-founder and Chief Executive Bipul Sinha said in the company’s earnings release. “However, we are still very early in Rubrik’s journey to achieve the company’s full potential and I’m confident that what’s ahead of us is even more important and exciting.”

For its fiscal 2026 first quarter, Rubrik expects an adjusted loss of 31 to 33 cents per share on revenue of $259 million to $261 million. For the full year, the company expects an adjusted loss of $1.13 to $1.23 per share on revenue of $1.145 billion to $1.161 billion.

The full-year revenue outlook was ahead of the $1.106 billion expected by analysts.

Photo: Rubrik