Rubrik Inc at Barclays Global Technology Conference Summary - Thomson StreetEvents

Rubrik Inc at Barclays Global Technology Conference Summary

Rubrik Inc at Barclays Global Technology Conference Summary - Thomson StreetEvents
Rubrik Inc at Barclays Global Technology Conference Summary
Published Dec 10, 2025
6 pages (2481 words) — Published Dec 10, 2025
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About This Report

  
Abstract:

Edited Brief of RBRK.N presentation 10-Dec-25 5:15pm GMT

  
Brief Excerpt:

...The two things I wanted to highlight specifically were we had a record quarter in net new ARR, $94 million, which resulted in $1.35 billion of ARR, growing 34%, which is strong growth at scale....

  
Report Type:

Brief

Source:
Company:
Rubrik Inc
Ticker
RBRK.N
Time
5:15pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Saket Kalia - Barclays Services Corp - Analyst : That's a great perspective and makes a ton of sense. I want to move to some questions just around ARR and revenue kind of broad brushes for the year. But before we do that, any questions here from the audience? One there in the back, if we can just move the mic over Unidentified Participant Great. Can you guys hear me okay?


Question: Saket Kalia - Barclays Services Corp - Analyst : Any follow-ups here? Maybe going on that point, Kiran, maybe for you. I don't want to spend the last few minutes on accounting dynamics necessarily. I think a lot of us understand the material rights point. But you've been very clear from the beginning of the year, right, that material rights impacts the revenue comp, right, for next year. It does not impact ARR. But you gave some really helpful broad brushes in this call in terms of how to think about the relative growth rates between the two conceptually, right? So maybe just for the benefit of everybody, can you just remind us what you've said as we sort of find fine-tune our models going into next year?


Question: Saket Kalia - Barclays Services Corp - Analyst : Absolutely. Take a look at our note for some of the estimates that we put around it, hopefully, if that can be helpful. In the last minute or two that we've got here, I want to wrap up here with Bipul. Bipul, visionary CEOs like you tend to think about, as two and three earlier than most, right? And so as we think about sitting here together again next year at this time, right, what are some of the milestones that you want to be talking about with identity, with agentic as we kind of go through the next year? Open-ended question.


Question: Saket Kalia - Barclays Services Corp - Analyst : I couldn't think of a better way to end right there. Bipul, Kiran, thank you so much for the time. I appreciate it.

Table Of Contents

Rubrik Inc at Barclays Global Technology Conference Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of RBRK.N presentation 10-Dec-25 5:15pm GMT

Rubrik Inc Q3 2026 Earnings Call Summary – 2025-12-04 – US$ 54.00 – Edited Brief of RBRK.N earnings conference call or presentation 4-Dec-25 10:00pm GMT

Rubrik Inc Q3 2026 Earnings Call Transcript – 2025-12-04 – US$ 54.00 – Edited Transcript of RBRK.N earnings conference call or presentation 4-Dec-25 10:00pm GMT

Rubrik Inc at Goldman Sachs Communacopia & Technology Conference Transcript – 2025-09-10 – US$ 54.00 – Edited Transcript of RBRK.N presentation 10-Sep-25 4:30pm GMT

Rubrik Inc Q2 2026 Earnings Call Transcript – 2025-09-09 – US$ 54.00 – Edited Transcript of RBRK.N earnings conference call or presentation 9-Sep-25 9:00pm GMT

Rubrik Inc Annual Shareholders Meeting Transcript – 2025-06-25 – US$ 54.00 – Edited Transcript of RBRK.N shareholder or annual meeting 25-Jun-25 9:00pm GMT

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Thomson StreetEvents. "Rubrik Inc at Barclays Global Technology Conference Summary" Dec 10, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Rubrik-Inc-at-Barclays-Global-Technology-Conference-B16596397>
  
APA:
Thomson StreetEvents. (2025). Rubrik Inc at Barclays Global Technology Conference Summary Dec 10, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Rubrik-Inc-at-Barclays-Global-Technology-Conference-B16596397>
  
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