Investing.com -- Rubrik Inc (NYSE: RBRK) reported fourth quarter results that exceeded analyst expectations and issued guidance above consensus, sending shares up 5.4% in after-hours trading Thursday.

The cybersecurity company posted adjusted earnings per share of $0.04, beating the analyst estimate of -$0.11 by $0.15. Revenue reached $377.7 million, surpassing the consensus of $350.56 million and marking a 46% increase YoY. Subscription annual recurring revenue grew 34% YoY to $1.46 billion, with the company adding a record $115 million in net new subscription ARR during the quarter.

"The acceleration in net new subscription ARR growth in Q4 at our scale demonstrates that Rubrik is an increasingly critical platform for the AI era," said Bipul Sinha, Chief Executive Officer, Chairman, and Co-Founder.

For the first quarter of fiscal 2027, Rubrik expects revenue of $365 million to $367 million, with the midpoint of $366 million exceeding the analyst consensus of $349.5 million. The company guided to adjusted EPS of -$0.04 to -$0.02, compared to the consensus of -$0.07.

For the full fiscal year 2027, Rubrik projects revenue of $1.597 billion to $1.607 billion, with the midpoint of $1.602 billion above the consensus of $1.58 billion. Full-year adjusted EPS guidance of $0.07 to $0.27 aligns with the analyst consensus of $0.07 at the low end.

The company reported 2,805 customers with $100,000 or more in subscription ARR as of January 31, 2026, up 25% YoY. Fourth quarter free cash flow was $70.1 million, compared to $75.2 million in the prior-year period.

Rubrik’s adjusted gross margin improved to 83.7% from 79.7% in the fourth quarter of fiscal 2025.