The following is a summary of the Rubrik, Inc. (RBRK) Q2 2025 Earnings Call Transcript:

Financial Performance:

• Rubrik reported significant growth in Q2 with a Subscription ARR of $919 million, marking a year-over-year increase of 40%.

• Subscription revenue for the quarter was $191 million, a 50% increase year-over-year.

• Reported a robust subscription ARR contribution margin improvement of over 1300 basis points year-over-year.

Business Progress:

• Rubrik continues to lead in the cyber resilience market, focusing on integrating DSPM with cyber recovery.

• Enhanced partnerships, notably with Mandiant and recognition as Microsoft's Healthcare and Life Sciences Partner of the Year.

• Introduced AI agent, Ruby, as part of the Enterprise Edition for advancing IT and security operations productivity.

Opportunities:

• Strong emphasis on AI and machine learning within its architecture for data security and cyber recovery, providing a competitive edge in fast cyber recovery times.

• Expanded cloud-native protection services, notably for Azure, boosting its presence in both datacenter and cloud workloads.

Risks:

• The majority of potential risks are mitigated by Rubrik's advanced cyber resilience solutions, however, global IT disruptions could pose challenges, emphasizing the need for robust cyber resilience strategies.

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