Rubrik Revolutionizes Cyber Resilience with Breakthrough Q2 Results
Rubrik, the leading cybersecurity company, has just announced its outstanding second-quarter results for fiscal year 2025. The company has outperformed across all guided top-line and profitability metrics, raising its annual guidance in the process.
In a conference call with investors and analysts, Bipul Sinha, CEO of Rubrik, shared the key highlights from the quarter. Subscription ARR (Annual Recurring Revenue) reached $919 million, growing an impressive 40% year-over-year. Subscription revenue was $191 million, growing 50% year-over-year. The company's subscription NRR (Net Revenue Retention) remained strong above 120%, indicating a high level of customer loyalty and retention.
The real game-changer for Rubrik, however, is its focus on cyber resilience. As more organizations realize that cyber attacks are inevitable, they're turning to companies like Rubrik to help them recover quickly and efficiently in the event of an attack. In his opening remarks, Bipul emphasized that "cyber resilience is becoming the #1 topic in cybersecurity" and that every Board of Directors is now asking for a cyber resilience strategy to ensure their business can get back up and running as fast as possible.
Rubrik's unique platform, Rubrik Security Cloud, combines data security posture management (DSPM) with cyber recovery in a Zero Trust data security platform. This integrated approach enables customers to deal with situations before, during, and after cyber attacks, making it an attractive solution for companies that want to stay ahead of the threat.
The recent global IT outage has highlighted the importance of resilience in our interconnected digital economy. Rubrik's AI-powered architecture delivers data risk, data threat, and rapid cyber recoveries at scale, making it a leader in the market. In contrast, other products often make cyber recovery time up to 100x longer because they can't natively deliver the four things needed for fast cyber recovery: scope of the attack, time of impact, sensitivity of impacted data, and malware hunting and quarantining.
Rubrik's customers choose its platform because it can confidently meet their cyber recovery time objective. The company has transformed cyber recovery from a long-drawn-out existential affair to a simple, short operation. This has led to Rubrik winning the vast majority of deals in head-to-head competition.
A recent example of Rubrik's success is the Fortune 500 European automotive supplier that selected its platform as its de facto cyber resilience solution, replacing their complex legacy data protection solution which they believed was less vulnerable in case of a cyber event. This win demonstrates Rubrik's ability to deliver complete cyber resilience and meet the evolving needs of its customers.
In conclusion, Rubrik's Q2 results are a testament to its commitment to delivering breakthrough solutions for the cybersecurity industry. With its focus on cyber resilience, AI-powered architecture, and unique platform offerings, the company is well-positioned to continue leading the market in the years to come.