智通财经APP获悉，网络安全公司Rubrik(RBRK.US)周二美股盘后公布了其2026财年第二季度财务业 绩。财报显示，该公司当季总收入达3.099亿美元，远超预期的2.8226亿美元;订阅收入同比增长55%， 达到2.97亿美元;订阅年度经常性收入(ARR)同比增长36%，达到12.5亿美元。调整后每股亏损0.03美 元，而市场普遍预期为每股亏损0.34美元。自由现金流达到5750万美元，而上年同期为-3200万美元。 展望未来，Rubrik预计第三季度营收为3.21亿美元，此前预期为3.02亿美元;预计每股亏损将在0.18美元 至0.16美元之间，此前预期每股亏损为0.26美元。此外，该公司预计全年订阅经常性收入将在14.1亿美 元至14.2亿美元之间，超过13.8亿美元的预期。 Rubrik第二季度业绩及业绩展望显示了其在数据安全领域的领导地位，促使多家华尔街大行上调了对该 股的目标价。虽然该股周三暴跌逾18%，但一些人指出，部分原因在于该股过去一年股价已大幅上涨。 高盛重申对Rubrik的"买入"评级，目标价由117美元上调至120美元。以Kash Rangan为代表的高盛分析 师在一份报告中表示 ...

Rubrik posted better-than-expected quarterly results. So, why did its stock get crushed?Rubrik (RBRK -17.68%) stock suffered a big valuation pullback in Wednesday's trading. The company's share price sank 18.1% the day of trading following the release of its second-quarter report.Rubrik published its Q2 results after the market closed yesterday and posted mixed performance. The data-security specialist posted sales and earnings that were much better than expected, but investors seem to have concerns about i ...

业务增长与未来前景评估 - 公司近期快速增长可能无法预示未来增长 且快速增长使评估未来前景变得困难[17] - 公司近期快速增长可能不代表未来增长 快速增长使评估未来前景变得困难[17] 经营历史与业绩预测 - 公司经营历史有限 特别是Rubrik Security Cloud产品 导致难以预测未来经营业绩[17] - 公司经营历史有限 特别是Rubrik Security Cloud产品 难以预测未来经营业绩[17] 盈利能力与亏损风险 - 公司存在经营亏损历史 未来可能无法实现或维持盈利[17] - 公司存在运营亏损历史 未来可能无法实现或维持盈利能力[17] 收入确认与业务结构 - 公司收入结构和业务因素预计将影响各期间确认的收入金额 使期间收入比较失去意义且难以预测[17] 第三方云服务依赖风险 - 公司依赖第三方云提供商托管数据安全解决方案 任何使用中断或干扰都将对业务产生不利影响[17] - 依赖第三方云提供商托管数据安全解决方案 服务中断将不利影响业务[17] 增长管理风险 - 公司可能无法有效管理增长 如果增长效率低下将对业务和财务状况造成损害[17] - 可能无法成功管理增长 低效增长将损害业务和财务状况[17] 市场竞争风险 - 公司所处市场竞争激烈 若无法有效竞争将对业务和经营业绩产生不利影响[17] - 市场竞争激烈 竞争失利将损害业务和财务状况[17] 股权结构与治理风险 - 公司A类普通股的双层股权结构将投票权集中在B类普通股持有人手中 限制了投资者对公司事务的影响力[17] - 双重股权结构使B类普通股股东集中投票权 限制A类股东对公司事项影响力[17] 宏观经济影响 - 公司运营可能受到宏观经济条件演变的影响 包括高通胀、银行倒闭和相关不确定性或经济衰退环境[15] 客户续订风险 - 客户不续订平台和数据安全产品订阅可能损害经营业绩[17] 产品性能与品牌风险 - 数据安全解决方案故障或性能问题可能损害品牌声誉[17] 信息技术安全风险 - 信息技术系统或数据过去曾受损害 未来可能再次受损 导致监管调查 诉讼 业务中断等后果[17] 债务与资金管理 - 公司对2030年6月到期的可转换优先票据的预期 包括所得款项用途和满足票据要求的能力[15]

PresentationThis is a very special session. Can you hear me loud and clear? Welcome to Day 3 of Goldman Sachs Communacopia Technology Conference. This is the fourth year in a row that we rebranded this conference and merged 2 or 3 business units, not just coverage areas together to create Communacopia Technology, and registration is up very nicely. We crossed 3,000. I know in the industry that's not the [indiscernible] 3,000-plus, up mid-single digit...It's a really big deal. I will turn it over to Bipul in ...

Rubrik (NYSE:RBRK) 2025 Conference September 10, 2025 12:30 PM ET Company ParticipantsKash Rangan - Managing DirectorBipul Sinha - Co-Founder, CEO & ChairmanKash RanganThis is a very special session.This is a very special session. Can you hear me loud and clear? Welcome to day three of the Golden Star Community Copyright Technology Conference. This is the fourth year in a row that we rebranded this conference and merged two or three business units, not business coverage areas, together to create Community C ...

财务表现 - 第二季度每股亏损0.03美元 显著优于市场预期的0.34美元亏损 [1] - 季度收入达3.099亿美元 超出市场共识预期的2.82亿美元 [1] - 净新增订阅年经常性收入7100万美元 超过市场预期的4400万美元 [2] 业绩指引 - 上调2026财年收入指引至12.3-12.4亿美元 高于市场预期的11.9亿美元 [2] - 预计2026财年每股亏损收窄至0.50-0.44美元 显著优于市场预期的0.97美元亏损 [2] 运营指标 - 净新增订阅年经常性收入环比下降 从上一季度的8900万美元降至7100万美元 [2] - 盘前股价下跌超过4% 反映市场对客户流失和销售动能的担忧 [1][2]

On the stock market today, Rubrik stock retreated 17% to near 82 in morning trading. Rubrik sells a cloud computing-based data backup and recovery platform aimed at protecting companies from ransomware attacks. About 85% of Rubrik's revenue comes from subscription software sales. Key Financial Metric BREAKING: Indexes Mixed As Oracle Skyrockets Rubrik (RBRK) stock collapsed on Wednesday after the company reported a narrower-than-expected second- quarter loss while revenue topped expectations. The company's ...

Rubrik Inc. RBRK reported second-quarter financial results that beat expectations and raised its full-year fiscal 2026 outlook on Tuesday.Rubrik reported second-quarter revenue of $309.86 million, up 51% year-over-year. The revenue total beat a Street consensus estimate of $282.22 million according to data from Benzinga Pro. The company reported a loss of three cents per share in the quarter, beating a Street consensus estimate of a loss of 34 cents per share.“We continue to build towards a highly profitabl ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Chewy Inc. CHWY to report quarterly earnings at 14 cents per share on revenue of $3.08 billion before the opening bell, according to data from Benzinga Pro. Chewy shares gained 3.8% to $43.70 in after-hours trading.Rubrik Inc. RBRK reported second-quarter financial results that beat expectations and raised its full-year fiscal 2026 outlook. The company exp ...