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Rubrik RBRK Change in Deferred Revenue

Change in Deferred Revenue at other companies

CrowdStrike Holdings, Inc. logo
CrowdStrike Holdings, Inc.CRWD
-$36.72M-186%
Dell Technologies logo
Dell TechnologiesDELL
$664M+389%
Zscaler logo
ZscalerZS
-$191.13M-71.8%

Other financials

Income statement

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Revenue$387.1M+39.0%
Gross profit$311.8M+43.0%
Operating income-$52.6M+43.5%
Net income-$41.9M+59.0%
EPS (diluted)-$0.21+60.4%

Balance sheet

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Cash & equivalents$446.0M+53.0%
Total debt$14.6M-96.0%
Total equity-$481.3M+13.5%
Total assets$2.8B+87.7%

Cash flow

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Operating cash flow$81.7M+106%
CapEx$4.3M+50.1%
Free cash flow$77.4M+110%

Valuation

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Market cap$14.45B-15.4%
Enterprise value$14.02B-19.2%
P/S10.1×-7.3×

Profitability

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Gross margin80.6%+4.1pp
Operating margin-21.4%-7.9pp
Net margin-20.3%-7.8pp
FCF margin20.6%+10.1pp

Returns & leverage

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Return on equity55.6%
Debt / equity-0×
Current ratio1.7×+0.6×

Where this comes from

Reported directly by Rubrik in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Rubrik’s 10-Q, filed June 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Rubrik's change in deferred revenue?
Rubrik (RBRK) reported change in deferred revenue of $43.08M in Q1 2026.
How has Rubrik's change in deferred revenue changed year-over-year?
Rubrik's change in deferred revenue decreased by 52.0% year-over-year, from $89.67M to $43.08M.
What is the long-term trend for Rubrik's change in deferred revenue?
Over 3 years (2023 to 2026), Rubrik's change in deferred revenue has grown at a 7.9% compound annual growth rate (CAGR), from $338.82M to $425.8M.
What does change in deferred revenue mean?
The net change in cash received from customers for services not yet performed.
How do you interpret change in deferred revenue?
An increase is a positive signal of strong bookings and future revenue growth, while a decrease may indicate slowing sales or contract renewals.
How does change in deferred revenue compare across companies?
Highly comparable across SaaS and subscription-based software companies as a proxy for future revenue.