All analysis was generated autonomously, without human review. Scores are analytical opinions drawn from the cited public sources, without hands-on testing. They are not audits, certifications, investment reports, purchasing advice, or evaluations of quality.
Rubrik runs a large cyber-recovery business, restoring clean data for enterprises after ransomware, yet its differentiators are reproducible by a funded rival. Its standing is real: a regulatory filing counts 2,946 customers paying six figures, up from 2,381 a year earlier, revenue up 39 percent, and Gartner and IDC both rank it a Leader. Rubrik does not have a category to itself. Gartner places Veeam, Commvault, Cohesity, Dell, and Druva in the same top group, the backup snapshots are switching cost for one customer at a time rather than a shared dataset, and no regulation forces the purchase. What is hardest to take away is the recovery platform already deployed across thousands of enterprises, a head start on install-base depth, not yet a durable lead.
| Description | Rubrik is a public cyber-resilience company. Rubrik Security Cloud secures, monitors, and recovers data, identities, and workloads across cloud, SaaS, and on-prem with immutable backups and rapid cyber recovery, and Rubrik Agent Cloud extends it to AI agent security. | [f1] |
|---|---|---|
| Founded | 2014 | [f2] |
| HQ | Palo Alto, California, United States | [f3] |
| Funding | $2,329.9M total | [f2] |
| Subsidiaries | Predibase (AI agent fine-tuning and serving platform Rubrik acquired and closed on August 12, 2025; runs as a separate unit and powers Agent Rewind.) | |
| Latest funding | IPO on the NYSE (RBRK) in April 2024, raising $752M at a $5.6B valuation | [f4] |
| Deployment | SaaS | [f5] |
| Compliance | GDPR, HIPAA, HITRUST, ISO 27001, ISO 27017, ISO 27018, ISO 27701, ISO 42001, SOC 1 Type 2, SOC 2 Type 2 | [f5] |
| Product | What it does |
|---|---|
| Rubrik Security Cloud | Cyber-resilience platform: air-gapped immutable backups for cloud, SaaS, and on-prem data, plus monitoring and recovery. |
| Rubrik Cyber Recovery | Rapid recovery to a clean state with threat analytics, threat containment, and recovery simulation after a cyberattack. |
| Rubrik Data Protection | Zero-trust, air-gapped, immutable backup for on-prem, cloud, and SaaS data including Microsoft 365 and Google Workspace. |
| Rubrik DSPM | Data security posture management: discovers and classifies sensitive data and reduces its exposure and blast radius. |
| Rubrik Identity Recovery | Fast hybrid recovery for Active Directory, Entra ID, and Okta with immutable backups and clean-room restore. |
| Rubrik Agent Cloud | Monitors enterprise AI agents, applies SAGE semantic guardrails in real time, and rewinds destructive agent actions. |
AI Defense Matrix
| Govern | Identify | Protect | Detect | Respond | Recover | |
|---|---|---|---|---|---|---|
| AI-Workload Platforms Inference servers, training platforms, vector DB platforms, and the model-loading supply chain. | ||||||
| AI Orchestration Tools Agentic orchestration tools, plus their plugins, skills, hooks, system prompts, scaffolding, harnesses, configuration settings, and MCP clients on user devices. | ||||||
| AI-Generated Code Code produced by AI tools, AI-assisted reviews, AI-generated infrastructure-as-code and tests, and vibe-coded apps that bypass CI/CD. | ||||||
| AI Gateways & Routers MCP proxies and gateways, LLM routers, outbound AI-service traffic, shadow AI egress, and model-registry traffic. | ||||||
| AI Model Model weights, fine-tuning checkpoints, model cards, registries, AIBOM, and the third-party LLMs your enterprise consumes. | ||||||
| Training Data Datasets used for training, fine-tuning, and continued learning. | ||||||
| Runtime AI Data User prompts, inference inputs, RAG content, vector DB content, persistent agent memory, and interaction history. | ||||||
| AI Agent Identities AI agents as non-human principals, plus credentials, keys, permission scopes, service accounts, and delegation chains across agents and tools. |
Rubrik Agent Cloud monitors enterprise AI agents, applies SAGE semantic guardrails in real time, and rewinds destructive agent actions. These capabilities are mapped to the AI Defense Matrix. [f6]
Cyber Defense Matrix
| Identify | Protect | Detect | Respond | Recover | |
|---|---|---|---|---|---|
| Devices Workstations, servers, phones, tablets, storage, network devices, IoT infrastructure, and similar hardware. | |||||
| Applications Software, interactions, and application flows on the devices. | |||||
| Networks Connections and traffic flowing among devices and apps, plus communication paths. | |||||
| Data Content at rest, in transit, or in use across devices, apps, and networks. | |||||
| Users The people using the devices, apps, networks, and data. |
The Data Protection, Data Threat Analytics, Cyber Recovery, and Identity Security product lines secure conventional data, application, and identity assets. These lines are mapped to the Cyber Defense Matrix. [f7]
How well the company can compete in its security market, scored across eight dimensions against public evidence.
| Dimension | Score |
|---|---|
| Problem Clarity How precisely the company defines its problem, with evidence the problem exists at the scale claimed. | 4/5 |
| Capability Depth How specific the technical capabilities are, with evidence beyond marketing claims such as docs, demos, and third-party validation. | 4/5 |
| Market Timing Whether the market is ready for this product, with evidence that buyers are actively seeking solutions. | 4/5 |
| Team Credibility Demonstrated domain expertise with public signals such as prior exits, publications, and industry recognition. | 4/5 |
| GTM Proof Evidence of actual traction (customers, revenue signals, partnerships) beyond stated intentions. | 5/5 |
| Funding Efficiency Whether funding matches go-to-market ambition, with signs of capital-efficient growth. | 4/5 |
| Category Clarity Whether the company creates or fits a recognizable category that buyers can quickly place in their stack. | 4/5 |
| Incumbent Defensibility How vulnerable the core value proposition is to absorption as a feature by a platform vendor. | 3/5 |
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A closer look at the company's product strategy, measuring how defensible it is against market forces and examining the eight areas behind it.
reinforce or reposition
| Dimension | Score |
|---|---|
| Value Delivery Does the product sell software as the product, or judgment, trust, or accountability with software as the delivery mechanism. | 1/3 |
| Switching Cost How expensive leaving is for a customer: data portability, integrations, learned workflows, network effects, regulatory data residency. | 3/3 |
| Compliance Moat Whether certifications, liability acceptance, or audit trails block an easy replacement. | 1/3 |
| Problem Complexity Whether the product requires ML, optimization, real-time systems, or years of specialized expertise. | 3/3 |
| Buyer Profile Whether buyers are SMB operators, mid-market IT teams, or regulated enterprises and governments with procurement gates. | 3/3 |
| Layer Whether the product is an end-user application, a platform with application features, or infrastructure other applications depend on. | 2/3 |
| Proprietary Data, Content, or IP Whether the product accumulates datasets, content licenses, or IP that a rival cannot recreate from scratch. | 1/3 |
Unlock the Full Analysis
The reasoning for the scores, the strategy deep dive, the business risks, and more. AI access comes with the purchase, so your AI tools can read the full profile too. You keep 12 months of access.
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UnlockReading several? Unlock the entire catalog.
| Id | Source | Tier | Accessed |
|---|---|---|---|
| f1 | Rubrik Q1 fiscal 2027 results, company description | official | 2026-06-23 |
| f2 | Exa company research aggregate (founding year and headquarters) | research | 2026-06-14 |
| f3 | Rubrik Q1 fiscal 2027 financial results dateline | official | 2026-06-14 |
| f4 | CNBC: Rubrik starts trading on the NYSE | press | 2026-06-28 |
| f5 | AI Defense Matrix Catalog entry | other | 2026-06-13 |
| f6 | AI Defense Matrix Catalog mapping | other | 2026-06-23 |
| f7 | Rubrik products overview page | official | 2026-06-12 |
| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | Rubrik 10-Q for the quarter ended April 30, 2026 (customer count) “We had 2,946 customers with $100,000 or more in Subscription ARR as of April 30, 2026, increasing from 2,381 as of April 30, 2025.” | regulatory | 2026-06-28 |
| s2 | Rubrik 10-K for fiscal year ended January 31, 2026 (competition risk) “The data security market is new and intensely competitive, characterized by rapidly changing technology and evolving standards, changing customer requirements, and frequent new product introductions.” | regulatory | 2026-06-28 |
| s3 | Rubrik 10-K fiscal year 2026 (Rubrik Security Cloud description) “We built the Rubrik Security Cloud suite with Zero Trust design principles to secure data across enterprise, cloud, SaaS, unstructured data, and identity providers.” | regulatory | 2026-06-28 |
| s4 | Virtualization Review: Rubrik, Veeam lead in changing backup and data protection market “In research firm Gartner's latest Magic Quadrant report ... Rubrik leads the axis for completeness of vision, while Veeam is tops for the ability to execute ... closely grouped with Commvault and Cohesity, with Dell Technologies and Druva filling out the topmost quadrant.” | press | 2026-06-28 |
| s5 | CNBC: Rubrik starts trading on the NYSE “Rubrik priced its IPO at $32 a share, raising $752 million at a $5.6 billion valuation, above its expected range.” | press | 2026-06-28 |
| s6 | Calcalist: Rubrik acquiring cloud security startup Laminar for $200-250 million “Israeli cloud security startup Laminar has been acquired by U.S. company Rubrik for an estimated amount of $200-250 million, Calcalist has learned.” | press | 2026-06-28 |
| s7 | TechCrunch: Rubrik says hackers used Fortra zero-day to steal internal data “Rubrik's confirmation comes just hours after a listing naming the company appeared on the dark web leak site of the Clop ransomware gang ... The Russia-linked Clop gang claims to have exploited the zero-day flaw to steal data from more than 130 organizations.” | press | 2026-06-28 |
| s8 | NVD: CVE-2024-36068, Rubrik CDM incorrect access control “An incorrect access control vulnerability in Rubrik CDM versions prior to 9.1.2-p1, 9.0.3-p6 and 8.1.3-p12, allows an attacker with network access to execute arbitrary code.” | research | 2026-06-28 |
| s9 | Rubrik Q1 fiscal 2027 financial results “First quarter subscription ARR grew 32% year-over-year to $1.57 billion ... First quarter revenue grew 39% year-over-year to $387.1 million ... free cash flow margin of 19%” | official | 2026-06-28 |
| s10 | Rubrik named a Leader in IDC MarketScape for Worldwide Cyber-Recovery “patented Turbo Threat Hunting for rapid clean snapshot identification ... scans 75,000 backups in just 60 seconds.” | official | 2026-06-28 |
| s11 | Rubrik Data Protection product page “Cyber-proof your backup data with an air-gapped, immutable file system, secure from deletion, modification, or encryption by attackers.” | official | 2026-06-28 |
| s12 | Rubrik Identity Recovery page, INTEGRIS Health reference “Trusted by more than 6,000 leading organizations ... that resilience allows us to stay focused on what matters most: our patients, Thomas McQuillan, Chief Technology Officer, INTEGRIS Health” | official | 2026-06-28 |
| s13 | Rubrik DSPM product page “Reduce your blast radius by hardening security posture. Proactively identify and mitigate risks before exploitation by adversaries or rogue AI ... recovery speeds up to 100x faster than native recovery.” | official | 2026-06-28 |
| s14 | Rubrik Q1 FY27 results, American Hospital Association selection “Selected as an American Hospital Association (AHA) Preferred Cybersecurity Provider, giving nearly 5,000 AHA members” | official | 2026-06-28 |
| s15 | Rubrik Q1 FY27 results, SAGE and Agent Cloud “Unveiled SAGE (Semantic AI Governance Engine), Rubrik's proprietary AI governance engine underpinning real-time, intent-based agentic guardrails in Rubrik Agent Cloud.” | official | 2026-06-28 |
| s16 | Rubrik IDC release, Agent Rewind powered by Predibase “in August 2025 Rubrik announced the launch of Agent Rewind, following the close of its acquisition of Predibase. Agent Rewind, powered by Predibase AI infrastructure, will enable organizations to undo mistakes made by agentic AI.” | official | 2026-06-28 |
| s17 | Rubrik Cyber Recovery product page “creating, testing and validating your cyber recovery plans in isolated environments ... Isolate infected snapshots to reduce the recovery risk of reintroducing the malware into the environment during a recovery operation.” | official | 2026-06-28 |
| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | Rubrik 10-Q for the quarter ended April 30, 2026 (customer count) “We had 2,946 customers with $100,000 or more in Subscription ARR as of April 30, 2026, increasing from 2,381 as of April 30, 2025.” | regulatory | 2026-06-28 |
| s2 | Rubrik 10-K for fiscal year ended January 31, 2026 (competition risk) “The data security market is new and intensely competitive, characterized by rapidly changing technology and evolving standards, changing customer requirements, and frequent new product introductions.” | regulatory | 2026-06-28 |
| s3 | Rubrik 10-K fiscal year 2026 (Rubrik Security Cloud description) “We built the Rubrik Security Cloud suite with Zero Trust design principles to secure data across enterprise, cloud, SaaS, unstructured data, and identity providers.” | regulatory | 2026-06-28 |
| s4 | Virtualization Review: Rubrik, Veeam lead in changing backup and data protection market “In research firm Gartner's latest Magic Quadrant report ... Rubrik leads the axis for completeness of vision, while Veeam is tops for the ability to execute ... closely grouped with Commvault and Cohesity, with Dell Technologies and Druva filling out the topmost quadrant.” | press | 2026-06-28 |
| s5 | CNBC: Rubrik starts trading on the NYSE “Rubrik priced its IPO at $32 a share, raising $752 million at a $5.6 billion valuation, above its expected range.” | press | 2026-06-28 |
| s6 | Calcalist: Rubrik acquiring cloud security startup Laminar for $200-250 million “Israeli cloud security startup Laminar has been acquired by U.S. company Rubrik for an estimated amount of $200-250 million, Calcalist has learned.” | press | 2026-06-28 |
| s7 | TechCrunch: Rubrik says hackers used Fortra zero-day to steal internal data “Rubrik's confirmation comes just hours after a listing naming the company appeared on the dark web leak site of the Clop ransomware gang ... The Russia-linked Clop gang claims to have exploited the zero-day flaw to steal data from more than 130 organizations.” | press | 2026-06-28 |
| s8 | NVD: CVE-2024-36068, Rubrik CDM incorrect access control “An incorrect access control vulnerability in Rubrik CDM versions prior to 9.1.2-p1, 9.0.3-p6 and 8.1.3-p12, allows an attacker with network access to execute arbitrary code.” | research | 2026-06-28 |
| s9 | Rubrik Q1 fiscal 2027 financial results “First quarter subscription ARR grew 32% year-over-year to $1.57 billion ... First quarter revenue grew 39% year-over-year to $387.1 million ... free cash flow margin of 19%” | official | 2026-06-28 |
| s10 | Rubrik named a Leader in IDC MarketScape for Worldwide Cyber-Recovery “patented Turbo Threat Hunting for rapid clean snapshot identification ... scans 75,000 backups in just 60 seconds.” | official | 2026-06-28 |
| s11 | Rubrik Data Protection product page “Cyber-proof your backup data with an air-gapped, immutable file system, secure from deletion, modification, or encryption by attackers.” | official | 2026-06-28 |
| s12 | Rubrik Identity Recovery page, INTEGRIS Health reference “Trusted by more than 6,000 leading organizations ... that resilience allows us to stay focused on what matters most: our patients, Thomas McQuillan, Chief Technology Officer, INTEGRIS Health” | official | 2026-06-28 |
| s13 | Rubrik DSPM product page “Reduce your blast radius by hardening security posture. Proactively identify and mitigate risks before exploitation by adversaries or rogue AI ... recovery speeds up to 100x faster than native recovery.” | official | 2026-06-28 |
| s14 | Rubrik Q1 FY27 results, American Hospital Association selection “Selected as an American Hospital Association (AHA) Preferred Cybersecurity Provider, giving nearly 5,000 AHA members” | official | 2026-06-28 |
| s15 | Rubrik Q1 FY27 results, SAGE and Agent Cloud “Unveiled SAGE (Semantic AI Governance Engine), Rubrik's proprietary AI governance engine underpinning real-time, intent-based agentic guardrails in Rubrik Agent Cloud.” | official | 2026-06-28 |
| s16 | Rubrik IDC release, Agent Rewind powered by Predibase “in August 2025 Rubrik announced the launch of Agent Rewind, following the close of its acquisition of Predibase. Agent Rewind, powered by Predibase AI infrastructure, will enable organizations to undo mistakes made by agentic AI.” | official | 2026-06-28 |
| s17 | Rubrik Cyber Recovery product page “creating, testing and validating your cyber recovery plans in isolated environments ... Isolate infected snapshots to reduce the recovery risk of reintroducing the malware into the environment during a recovery operation.” | official | 2026-06-28 |
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