Rubrik, Inc. — Cyborg Score 8/10

Strategic Profile

Rubrik has become synonymous with advanced ransomware recovery, immutable data protection, and streamlined data operations. Their platform is widely adopted by Global 2000 companies, government agencies, and educational institutions across various sectors.

Cyborg Score Rationale

Q3 FY2026 showed 34% year-over-year growth in subscription ARR and over $76 million in free cash flow. Rubrik was named a leader in the IDC MarketScape for Cyber-Recovery with strengths in threat detection, DSPM and identity resilience.

Top Insights

• Q3 FY2026 delivered 34% YoY subscription ARR growth and $76M+ free cash flow
• Strategic positioning at intersection of data protection and AI acceleration with new Rubrik Agent Cloud for enterprise AI monitoring
• Partnership with Cognizant for Business Resilience-as-a-Service shifts model from reactive to proactive recovery
• Path to profitability evident with non-GAAP net income per share of $0.10 and cash flow from operations at $85.5M

Named Competitors

• Veeam — Backup and disaster recovery platform
• Commvault — Enterprise data management and cyber resilience
• Zerto — Disaster recovery and ransomware protection
• Varonis — Data security and ransomware response

Recent Developments

• (December 2025) IDC MarketScape recognized Rubrik as leader in Cyber-Recovery with strength in DSPM and identity resilience
• (December 2025) Partnership with Cognizant for Business Resilience-as-a-Service offering
• (October 2025) Q3 FY2026 results exceeded guidance with record net new subscription ARR and 34% YoY growth

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