EarningsManagement delivered FY26 Subscription ARR and FCF guidance meaningfully above the Street, and the shares are trading up a large 16%.
Financial PerformanceRubrik posted strong fourth-quarter results and issued upbeat fiscal 2026 guidance as the company’s cyber-resilience value proposition increasingly resonates with customers.
Market PositionManagement highlighted that its new Identity Provider Protection and Orchestrated AD Forest Recovery products have shown strong early enterprise traction, and both products represent sizable longer-term market opportunities.