Rubrik, Inc. (RBRK) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.29K FollowersFollow5ShareSaveCommentsQ3: 2025-12-04 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.10 beats by $0.27 | Revenue of $350.17M (48.26% Y/Y) beats by $29.66M Rubrik, Inc. (RBRK) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:15 PM EST Company Participants Bipul Sinha - Co-Founder, CEO & ChairmanKiran Choudary - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Presentation Saket KaliaBarclays Bank PLC, Research Division Okay. All set? Bipul SinhaCo-Founder, CEO & Chairman All right. Saket KaliaBarclays Bank PLC, Research Division Okay. Excellent. Good morning, everyone. Welcome to day 1 of the Barclays Tech Conference. My name is Saket Kalia. I cover software here. Honored to have with us the team here from Rubrik. We've got Bipul Sinha, CEO. Bipul SinhaCo-Founder, CEO & Chairman It only goes downhill from here. Saket KaliaBarclays Bank PLC, Research Division Bipul Sinha, CEO; as well as Kiran Choudary, CFO. We've also got Head of Investor Relations, Melissa Franchi, somewhere here in the back, there in the back. Just to frame today's time, we've got about 30 minutes together. Let's take the first 20 minutes or so and do some fireside chat, which I know is going to be fun with these guys. But then, listen, there's a lot going on with the business. We'd love to make it interactive. If you've got any questions, just pop up your hand, and we'll get a mic runner going around. So maybe with that, Bipul, Kiran, thanks so much for being with here today. It wouldn't be a tech conference without you. Question-and-Answer Session Saket KaliaBarclays Bank PLC, Research Division Maybe just to start off with you, Bipul. I think an increasing number of investors are familiar with Rubrik. But maybe for those that aren't, can you just give us a brief description of Rubrik's market opportunity? And Kiran, maybe just to follow up on that. Can you just give us some of the financial highlights from the last Recommended For You