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Rubrik, Inc. (RBRK) Q4 2025 Earnings Call Transcript

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Rubrik, Inc. (NYSE:RBRK) Q4 2025 Earnings Conference Call March 13, 2025 5:00 PM ET

Company Participants

Melissa Franchi – Vice President, Head-Investor Relations
Bipul Sinha – Co-Founder, Chairman and Chief Executive Officer
Kiran Choudary – Chief Financial Officer

Conference Call Participants

Saket Kalia – Barclays
Kash Rangan – Goldman Sachs
Fatima Boolani – Citigroup
John DiFucci – Guggenheim Securities
Andrew Nowinski – Wells Fargo
Brad Zelnick – Deutsche Bank
Eric Heath – KeyBanc Capital Markets
Gregg Moskowitz – Mizuho
Joel Fishbein – Truist
Keith Bachman – BMO
James Fish – Piper Sandler
Shrenik Kothari – Baird
Param Singh – Oppenheimer

Operator

Good afternoon, ladies and gentlemen, and welcome Rubrik’s Fourth Quarter and Fiscal Year 2025 Results Conference Call. At this time all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. [Operator Instructions] This call is being recorded on Thursday March 13, 2025.

I would now like to turn the conference over to Melissa Franchi. Please go ahead.

Melissa Franchi

Hello, everyone. Welcome to Rubrik’s fourth quarter and fiscal year 2025 financial results conference call. On the call with me today are Bipul Sinha, CEO, Chairman and Co-Founder of Rubrik; and Kiran Choudary, Chief Financial Officer. Our earnings press release was issued today after the market closed and may be downloaded from the Investor Relations page at www.ir.rubrik.com. Also on this page, you’ll be able to find a slide deck with financial highlights that, along with our earnings release, includes a reconciliation of GAAP to non-GAAP financial results. These measures should not be considered in isolation from or as a substitute for financial information prepared in accordance with GAAP.

During this call, we will make forward-looking statements, including statements regarding our financial outlook for the first quarter and full fiscal year 2026, our expectations regarding market trends, our market

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