What changedvs. the 10-Q for 2027 Q1 — 5 notable changesView full comparison
    • Note 9 – Stockholders’ Deficit — Added: “Previously, upon vesting of awards, the Company sold a portion of the shares that employees received to fund the required withholding taxes (“sell-to-cover”). During the second quarter of fiscal 2027, the Company transitioned from a sell-to-cover process to net share settlement…”
    • Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations — Added: “Subscription ARR Contribution Margin was 14% and 9% for the 12 months ended July 31, 2026 and 2025, respectively. The increase in Subscription ARR Contribution Margin was primarily driven by the strong year-over-year Subscription ARR growth outpacing the year-over-year growth in…”
    • Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations — Added: “We had 3,084 customers with $100,000 or more in Subscription ARR as of July 31, 2026, increasing from 2,505 as of July 31, 2025. Other revenue consists primarily of sales of Rubrik-branded Appliances and professional services. Growth in other revenue for the three and six months…”
    • Note 3 – Revenue by Geography — Added: “In June 2026, the Company completed two immaterial acquisitions for aggregate purchase consideration of $27.2 million and accounted for them as business combinations from the respective dates of acquisition. $3.8 million of the purchase consideration was allocated to intangible…”
    • Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations — Added: “Free cash flow was $139.3 million and $90.9 million for the six months ended July 31, 2026 and 2025, respectively. The improvement in free cash flow was primarily due to higher sales, including timing of renewals, improved operating leverage and optimizing our capital structure.…”

    Company

    Rubrik, Inc.

    Form

    10-Q

    Timestamp

    7:06 PM Aug 31, 2026

    Views

    21

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