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High materiality9/10

Rubrik delivers strong Q1 FY2027; raises 2027 outlook and ARR growth

Jun 4, 2026, 4:10 PM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Financials surpassed guided metrics, ARR growth accelerates, and raised FY2027 guidance suggest credible upside; positives likely to translate into a material near-term stock move.

AI summary

What happened, with direct paths to the underlying reporting

Rubrik reported a strong first quarter of fiscal 2027, with subscription ARR reaching $1.57B, up 32% year over year, and total revenue of $387.1M (+39% YoY). The company raised its full-year targets, highlighting improving operating leverage and robust free cash flow margins (19%). Strategic AI- and security-related partnerships and product expansions underpin the upbeat outlook and suggests durability in ARR growth.

Q1 FY2027 ended April 30, 2026; subscription ARR $1.57B, +32% YoY.
Revenue $387.1M; subscription revenue $374.2M; YoY growth robust.
GAAP gross margin 80.5%; non-GAAP gross margin 82.9%.
Free cash flow margin 19%; CFO $81.7M; FCF $73.6M; cash $1.75B.
Outlook: Q2 revenue $395–397M; FY27 ARR $1.854–1.862B; free cash flow $293–303M.

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