Cybersecurity
Rubrik
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Rubrik sells cyber-resilience and security software. Code Guardian uses AI to examine protected source-code copies, while MCP support gives agents access to cyber-resilience data. The commercial question is conversion into paid use and retained subscriptions.
Earnings and disclosures
Latest verified results: Q2 fiscal 2027, ended July 31, 2026 · Released 2026-08-27
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, ended July 31, Rubrik reported $427.3 million of revenue, $76.8 million of operating cash flow and $65.7 million of free cash flow. Cash and short-term investments were approximately $1.75 billion; GAAP loss per share was $0.30.
Delivery and commitments
Rubrik MCP was generally available. Code Guardian was described as a private preview for design partners, with general availability targeted for fall 2026. Rubrik also reported AI adoption among roughly one-third of global customers, which is a customer-count measure rather than a revenue share.
Costs, funding and dependencies
Preview participation, model performance, security validation and customer procurement affect paid adoption. Roadmap statements are expressly conditional. Product availability, customer use and incremental revenue should be tracked separately.
What to watch next
Confirm Code Guardian’s general availability and commercial terms, and follow sustained MCP usage. The company’s adoption proportion does not establish how much customers pay for AI features.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.