Revenue: As of FY2026 Q3, the actual value is USD 350.17 M, beating the estimate of USD 320.51 M.EPS: As of FY2026 Q3, the actual value is USD -0.32, beating the estimate of USD -0.5339.EBIT: As of FY2026 Q3, the actual value is USD -90.99 M.<h3>Segment Revenue</h3><ul><li>Subscription Revenue: $336.4 million for the three months ended October 31, 2025, compared to $221.5 million for the same period in 2024, representing a 52% increase. For the nine months ended October 31, 2025, subscription revenue was $899.0 million, up from $585.0 million in 2024, a 54% increase.</li><li>Maintenance Revenue: $1.5 million for the three months ended October 31, 2025, down from $4.3 million in 2024, a 65% decrease. For the nine months ended October 31, 2025, maintenance revenue was $5.8 million, down from $15.0 million in 2024, a 61% decrease.</li><li>Other Revenue: $12.3 million for the three months ended October 31, 2025, compared to $10.3 million in 2024, a 19% increase. For the nine months ended October 31, 2025, other revenue was $33.7 million, up from $28.4 million in 2024, a 19% increase.</li></ul><h3>Operational Metrics</h3><ul><li>Gross Profit: $282.0 million for the three months ended October 31, 2025, compared to $180.0 million in 2024, a 57% increase. For the nine months ended October 31, 2025, gross profit was $746.3 million, up from $421.2 million in 2024, a 77% increase.</li><li>Net Loss: - $63.8 million for the three months ended October 31, 2025, compared to - $130.9 million in 2024. For the nine months ended October 31, 2025, net loss was - $261.9 million, compared to - $1,039.9 million in 2024.</li></ul><h3>Cash Flow</h3><ul><li>Net Cash Provided by Operating Activities: $189.9 million for the nine months ended October 31, 2025, compared to - $35.4 million used in 2024.</li><li>Net Cash Used in Investing Activities: - $811.5 million for the nine months ended October 31, 2025, compared to - $387.6 million in 2024.</li><li>Net Cash Provided by Financing Activities: $736.0 million for the nine months ended October 31, 2025, compared to $396.1 million in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Subscription ARR: $1.35 billion as of October 31, 2025, representing a 34% increase from $1.00 billion as of October 31, 2024.</li><li>Cloud ARR: $1.17 billion as of October 31, 2025, representing a 53% increase from $768.8 million as of October 31, 2024.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company expects new and existing customers to continue adopting Rubrik Security Cloud (RSC). The transition of existing customers to RSC is expected to be largely completed by the end of fiscal 2026, with subscription revenue continuing to benefit from customers exercising or forfeiting their Subscription Credits for the remainder of fiscal 2026.</li><li>Non-Core Business: The transition of the sale of Rubrik-branded Appliances from the company to contract manufacturers was largely completed in fiscal 2025, and other revenue is expected to be largely driven by sales of professional services in the future.</li></ul>

Rubrik | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 350.17 M