Rubrik (NYSE:RBRK) used its Forward Conference in Las Vegas to roll out a wave of AI-powered products and lay out long-term profitability targets, drawing a positive reception from Wedbush analysts.<\/p>\n
The cybersecurity firm launched its Agentic Cyber Suite, a set of AI-focused resilience tools built within a single platform that consolidates data and identity management across enterprise ecosystems.<\/p>\n
At the centre of the launch is Rubrik AI, a reasoning and autonomous agent designed to deliver operational insights and recovery solutions, which the company positions within a $45 billion addressable opportunity.<\/p>\n
Rubrik AI ships with three new integrations: an agent mode spanning Rubrik Security Cloud and Rubrik Agentic Cloud; agent guardrails with built-in controls to contain risks from autonomous AI actions; and orchestrated workflows capable of executing multi-step recovery sequences.<\/p>\n
Customer adoption metrics presented at the conference pointed to growing cross-product engagement. Rubrik said 75% of its customers now use multiple products across new categories, and 70% of new customers are landing with two or more products. The average deal size for that cohort stood at approximately $157,000, representing a 50% compound annual growth rate since the first quarter of fiscal 2025.<\/p>\n
On the financial side, management outlined long-term targets including non-GAAP gross margins in the 77% to 82% range and non-GAAP operating income margins above 20%, with AI adoption cited as a driver of further operating leverage at scale.<\/p>\n
Wedbush noted the company is targeting a total addressable market exceeding $125 billion with its expanding resilience portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"Rubrik (NYSE:RBRK) used its Forward Conference in Las Vegas to roll out a wave of AI-powered products and…\n","protected":false},"author":2,"featured_media":1020706,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3163],"tags":[323,1942,282339,282338,282337,282336,53,16,15,282335],"class_list":["post-1020705","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-autonomous-agent","tag-multiple-products","tag-profitability-targets","tag-rubrik","tag-technology","tag-uk","tag-united-kingdom","tag-wedbush"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/116734006975734119","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1020705","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=1020705"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1020705\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/1020706"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=1020705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=1020705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=1020705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}