Rubrik, Inc.

Filing receipts

“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.”