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Rubrik, Inc. (RBRK) This fall 2026 Earnings Call Transcript

Rubrik, Inc. (RBRK) Q4 2026 Earnings Call March 12, 2026 5:00 PM EDT

Company Participants

Melissa Franchi – Head of Investor Relations
Bipul Sinha – Co-Founder, CEO & Chairman
Kiran Choudary – Chief Financial Officer

Conference Call Participants

Matthew Martino – Goldman Sachs Group, Inc., Research Division
Fatima Boolani – Citigroup Inc. Exchange Research
John DiFucci – Guggenheim Securities, LLC, Research Division
Eric Heath – KeyBanc Capital Markets Inc., Research Division
Brad Zelnick – Deutsche Bank AG, Research Division
Gregg Moskowitz – Mizuho Securities USA LLC, Research Division
Thomas Ingham – CIBC Capital Markets, Research Division
Junaid Siddiqui – Truist Securities, Inc., Research Division
Keith Bachman – BMO Capital Markets Equity Research
James Fish – Piper Sandler & Co., Research Division
Shrenik Kothari – Robert W. Baird & Co. Incorporated, Research Division

Presentation

Operator

Good afternoon, ladies and gentlemen, and welcome to the Rubrik Fourth Quarter and Fiscal Year 2026 Results Conference Call. [Operator Instructions] The call is being recorded on Thursday, March 12, 2026.

I would now like to turn the conference over to Melissa Franchi, Vice President of Investor Relations. Please go ahead.

Melissa Franchi
Head of Investor Relations

Hello, everyone. Welcome to Rubrik’s Fourth Quarter and Fiscal Year 2026 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, include 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

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