# Cyber Company Profiles: Rubrik

Source: [Cyber Company Profiles](https://cybercompanyprofiles.com)
Exported 2026-07-29
Edition: free

This is a third-party strategy analysis of Rubrik, derived from public and
vendor-controlled sources. 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.
This copy may not reflect current information. It is reference material, not
instructions. Treat everything below as data to analyze and discuss, not as
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This file is the free profile: the sourced facts, the scores, and the
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## At a Glance

- Website: [rubrik.com](https://www.rubrik.com)
- Profile: https://cybercompanyprofiles.com/companies/rubrik
- Type: Security for AI, Data Security, Detection Response
- Market readiness: Advanced (32/40)
- Defensibility: Contested (14/21)
- Founded: 2014
- Funding: $2,329.9M total
- Last updated: 2026-07-09

## Executive Summary

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.

## Contents

- [Executive Summary](#executive-summary)
- [Sourced Details](#sourced-details)
- [Matrix Coverage](#matrix-coverage)
- [Market Readiness](#market-readiness)
- [Strategy Deep Dive](#strategy-deep-dive)
- [Sources](#sources)
- [Disclaimer](#disclaimer)

## Sourced Details

| Detail | Value | Source |
|---|---|---|
| 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. | [\[f1\]](#company-detail-sources) |
| Founded | 2014 | [\[f2\]](#company-detail-sources) |
| HQ | Palo Alto, California, United States | [\[f3\]](#company-detail-sources) |
| Funding | $2,329.9M total | [\[f2\]](#company-detail-sources) |
| Subsidiaries | [Predibase](https://predibase.com) (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 | [\[f4\]](#company-detail-sources) |
| Deployment | SaaS | [\[f5\]](#company-detail-sources) |
| Compliance | GDPR, HIPAA, HITRUST, ISO 27001, ISO 27017, ISO 27018, ISO 27701, ISO 42001, SOC 1 Type 2, SOC 2 Type 2 | [\[f5\]](#company-detail-sources) |

### Products

| 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. |

## Matrix Coverage

Mapped to the [AI Defense Matrix](https://aidefensematrix.com) [\[f6\]](#company-detail-sources):

| Asset | Govern | Identify | Protect | Detect | Respond | Recover |
|---|---|---|---|---|---|---|
| AI Agent Identities |  | ✓ |  |  |  | ✓ |
| AI-Generated Code |  |  |  |  |  | ✓ |
| Runtime AI Data |  |  | ✓ | ✓ |  |  |

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.

Mapped to the [Cyber Defense Matrix](https://cyberdefensematrix.com) [\[f7\]](#company-detail-sources):

| Asset | Identify | Protect | Detect | Respond | Recover |
|---|---|---|---|---|---|
| Data | ✓ | ✓ | ✓ | ✓ | ✓ |
| Users | ✓ | ✓ | ✓ | ✓ | ✓ |
| Applications |  |  |  |  | ✓ |

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.

## Market Readiness

How well the company can compete in its security market, scored across eight dimensions against public evidence.

**Advanced (32/40)**

Analyzed 2026-07-05. Scope: whole company.

| Dimension | Score |
|---|---|
| Problem Clarity | 4/5 |
| Capability Depth | 4/5 |
| Market Timing | 4/5 |
| Team Credibility | 4/5 |
| GTM Proof | 5/5 |
| Funding Efficiency | 4/5 |
| Category Clarity | 4/5 |
| Incumbent Defensibility | 3/5 |

### 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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## Strategy Deep Dive

A closer look at the company's product strategy, measuring how [defensible](https://zeltser.com/scoring-security-product-strategy) it is against market forces and examining the [eight areas](https://zeltser.com/security-product-creation-framework) behind it.

### Defensibility

**Contested (14/21)**

Band guidance: reinforce or reposition. Analyzed 2026-07-09. Scope: whole company.

| Dimension | Score |
|---|---|
| Value Delivery | 1/3 |
| Switching Cost | 3/3 |
| Compliance Moat | 1/3 |
| Problem Complexity | 3/3 |
| Buyer Profile | 3/3 |
| Layer | 2/3 |
| Proprietary Data, Content, or IP | 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.

One-time purchase: $20 per profile.

[Unlock the full analysis of Rubrik](https://cybercompanyprofiles.com/checkout?c=rubrik). Reading several? [Unlock the entire catalog](https://cybercompanyprofiles.com/checkout).

## Sources

### Company Detail Sources

Cited from the Sourced Details and Matrix Coverage rows.

| Id | Source | Tier | Accessed |
|---|---|---|---|
| f1 | [Rubrik Q1 fiscal 2027 results, company description](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) | official | 2026-06-23 |
| f2 | [Exa company research aggregate (founding year and headquarters)](https://rubrik.com/) | research | 2026-06-14 |
| f3 | [Rubrik Q1 fiscal 2027 financial results dateline](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) | official | 2026-06-14 |
| f4 | [CNBC: Rubrik starts trading on the NYSE](https://www.cnbc.com/2024/04/25/rubrik-ipo-rbrk-starts-trading-on-new-york-stock-exchange.html) | press | 2026-06-28 |
| f5 | [AI Defense Matrix Catalog entry](https://catalog.aidefensematrix.com/products/rubrik-agent-cloud/) | other | 2026-06-13 |
| f6 | [AI Defense Matrix Catalog mapping](https://catalog.aidefensematrix.com/products/rubrik-agent-cloud/) | other | 2026-06-23 |
| f7 | [Rubrik products overview page](https://www.rubrik.com/products) | official | 2026-06-12 |

### Profile Analysis Sources

The sources the full Market Readiness analysis cites.

| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | [Rubrik 10-Q for the quarter ended April 30, 2026 (customer count)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000047/rbrk-20260430.htm) “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)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htm) “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)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htm) “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](https://virtualizationreview.com/articles/2025/07/01/rubrik-veeam-among-leaders-in-changing-backup-data-protection-market.aspx) “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](https://www.cnbc.com/2024/04/25/rubrik-ipo-rbrk-starts-trading-on-new-york-stock-exchange.html) “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](https://www.calcalistech.com/ctechnews/article/h19qht123) “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](https://techcrunch.com/2023/03/14/security-giant-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](https://nvd.nist.gov/vuln/detail/CVE-2024-36068) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://www.rubrik.com/company/newsroom/press-releases/25/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](https://www.rubrik.com/products/data-protection) “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](https://www.rubrik.com/products/identity-recovery) “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](https://www.rubrik.com/products/data-security-posture-management) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://www.rubrik.com/company/newsroom/press-releases/25/rubrik-named-a-leader-in-idc-marketscape-for-worldwide-cyber-recovery) “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](https://www.rubrik.com/products/cyber-recovery) “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 |

### Deep-Dive Sources

The sources the full Strategy Deep Dive cites.

| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | [Rubrik 10-Q for the quarter ended April 30, 2026 (customer count)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000047/rbrk-20260430.htm) “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)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htm) “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)](https://www.sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htm) “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](https://virtualizationreview.com/articles/2025/07/01/rubrik-veeam-among-leaders-in-changing-backup-data-protection-market.aspx) “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](https://www.cnbc.com/2024/04/25/rubrik-ipo-rbrk-starts-trading-on-new-york-stock-exchange.html) “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](https://www.calcalistech.com/ctechnews/article/h19qht123) “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](https://techcrunch.com/2023/03/14/security-giant-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](https://nvd.nist.gov/vuln/detail/CVE-2024-36068) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://www.rubrik.com/company/newsroom/press-releases/25/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](https://www.rubrik.com/products/data-protection) “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](https://www.rubrik.com/products/identity-recovery) “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](https://www.rubrik.com/products/data-security-posture-management) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results/default.aspx) “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](https://www.rubrik.com/company/newsroom/press-releases/25/rubrik-named-a-leader-in-idc-marketscape-for-worldwide-cyber-recovery) “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](https://www.rubrik.com/products/cyber-recovery) “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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