公司财务表现 - 第二财季订阅收入达到2.97亿美元，同比增长55% [1] - 订阅年度经常性收入超过12.5亿美元，同比增长36%，当季净增7100万美元 [2] - 财年第二季度摊薄后每股收益为1.57美元 [13] 客户与收入构成 - 订阅年度经常性收入超过10万美元的客户数量达到2,505家，同比增长27% [2] - 大客户贡献了总订阅年度经常性收入的85% [2] - 云年度经常性收入增长57%，达到11亿美元 [3] 产品与市场拓展 - 公司专注于网络恢复领域，提供数据安全、身份恢复和云保护等先进解决方案 [1] - 2025年7月为Amazon RDS for PostgreSQL扩展了不可变性功能，并为Amazon DynamoDB提供全面保护 [3] - 2025年9月推出Rubrik Okta Recovery，为Okta身份提供商环境提供自动化备份和精细恢复功能 [4] 行业竞争格局 - 公司在数据管理和保护领域面临来自Commvault和International Business Machines等厂商的竞争压力 [5] - Commvault于2025年9月推出了业界首个针对Apache Iceberg的隔离式网络恢复解决方案Clumio on AWS [6] - International Business Machines的长期增长预计由分析、云计算和安全驱动，其子公司Neudesic于2025年7月续签了微软的云安全专业化认证 [7] 股价与估值 - 公司股价年内上涨20.3%，表现优于Zacks计算机与科技行业23%的涨幅和互联网软件行业18%的涨幅 [8] - 公司远期12个月市销率为10.7倍，高于计算机与科技行业6.92倍的平均水平，价值评分为F [11] - 当前Zacks评级为2级，市场对2026财年每股亏损的共识预期为0.49美元 [13]

Key Takeaways Rubrik's subscription ARR grew 36% year over year to $1.25B, signaling strong customer adoption. The company expanded its portfolio with new cloud, identity, and AI-driven data protection solutions. Rubrik's integrations with Amazon, CrowdStrike, and AMD strengthen its cybersecurity capabilities. Rubrik (RBRK) shares have gained 19.6% in the year-to-date period compared with the broader Zacks Computer and Technology sector’s return of 22.8%. The underperformance can be attributed to the challe ...

Rubrik, Inc. (NYSE:RBRK) is one of the Most Promising New Technology Stocks to Buy According to Hedge Funds. On September 24, Rubrik, Inc. (NYSE:RBRK) announced the launch of its Rubrik Okta Recovery at Oktane 2025 in Las Vegas. Management noted that this new solution protects and restores Okta Identity Provider environments by providing automated, immutable backups and granular in-place recovery of key Okta objects. The solution also enables organizations to quickly recover from disruptions caused by mis ...