RBRK
Market read
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
Invalidation: The isolated read changes if RBRK's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“For the six months ended July 31, 2025, net cash provided by financing activities of $727.1 million resulted primarily from $800.2 million in proceeds from issuance of the Convertible Notes, net of full repayment of our 2023 Amended Credit Facility, $13.5 mil…”10-Q · Sep 1, 2026 ↗
“Research and development expenses increased for the six months ended July 31, 2026 which was primarily attributable to a $39.7 million increase in employee related costs driven by an increase in headcount, which included a $25.1 million increase in stock-base…”10-Q · Sep 1, 2026 ↗
“Q2 2027 Form 10-Q 25 Table of Contents commodity servers that are compatible with our solutions have been, and continue to be, affected by global chip shortages and allocation constraints, in part due to elevated industry demand, which in certain cases have r…”10-Q · Sep 1, 2026 ↗
“Q2 2027 Form 10-Q 25 Table of Contents commodity servers that are compatible with our solutions have been, and continue to be, affected by global chip shortages and allocation constraints, in part due to elevated industry demand, which in certain cases have r…”10-Q · Sep 1, 2026 ↗
Valuation discipline
Price/sales 12.9× · EV/sales 12.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RBRK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-05 against the comparable filing from 2025-06-09.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
No thresholded deterioration was identified.
“Gross Profit and Gross Margin Three Months Ended April 30, 2026 2025 $ Change % Change (dollars in thousands) Gross profit Subscription $ 307,430 $ 213,749 $ 93,681 44 % Other 4,353 4,249 104 2 % Total gross profit $ 311,783 $ 217,998 $ 93,785 43 % Three Months Ended April 30, 2026 2025 Gross margin Subscription 82 % 80 % Other 34 % 33 % Total gross margin 81 % 78 % Subscription gross margin increased for the three months ended April 30, 2026, primarily driven by economies of scale as our subscription revenue base expanded faster than our associated cost of revenue.”
“Sales and Marketing Three Months Ended April 30, 2026 2025 $ Change % Change (dollars in thousands) Sales and marketing $ 193,098 $ 169,993 $ 23,105 14 % Sales and marketing expenses increased for the three months ended April 30, 2026 primarily due to an increase of $11.5 million in marketing expense as a result of advertising costs, marketing events and related costs to promote and expand our market presence, and an increase of $7.0 million in employee related costs driven by an increase in headcount.”
“83 $ 217,998 $ 93,785 43 % Three Months Ended April 30, 2026 2025 Gross margin Subscription 82 % 80 % Other 34 % 33 % Total gross margin 81 % 78 % Subscription gross margin increased for the three months ended April 30, 2026, primarily driven by economies of scale as our subscription revenue base expanded faster than our associated cost of revenue.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Manufacturing We rely on a limited number of contract manufacturers, including Super Micro Computer, Inc., or Supermicro, to assemble, test, and load our software onto Supermicro servers to deliver Rubrik-branded commodity servers, or Rubrik-branded Appliance…”
“Our main competitors fall into the following categories: • Data management and protection vendors, such as Commvault, Dell EMC, IBM, Veeam, and Cohesity; • Smaller cloud and SaaS data management vendors with products that compete in some of our markets;”
Depended on by
“We have several key partnerships, including with Amazon Web Services, Broadcom, Cisco, Dell, Dynatrace, Google Cloud, HPE, Microsoft, NVIDIA, Oracle, Palo Alto Networks, Red Hat, Rubrik, SAP and ServiceNow that accelerate market participation, joint solution…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
RBRK is currently a Early Follower in the organic co-movement group Cybersecurity Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.