Business Description

We are on a mission to secure and accelerate the world’s AI transformation. Organizations are facing new challenges. Cyberattacks are inevitable. Prevention and detection are not enough. Realizing that cyberattacks ultimately target data, we created Zero Trust Data Security to deliver cyber resilience so that organizations can secure their data across the cloud and recover from cyberattacks. As enterprises embrace the forthcoming AI transformation, they are grappling with a threat landscape that is now amplified at an AI-scale. We believe that cyber resilience will result in AI resilience and that the future of cybersecurity is data security—if your data is secure, your business is resilient. We built the Rubrik Security Cloud (“RSC”) suite with Zero Trust design principles to secure data across enterprise, cloud, SaaS, unstructured data, and identity providers. RSC delivers a cloud native SaaS platform that detects, analyzes, and remediates data security risks and unauthorized user activities. Our platform is architected to help organizations achieve cyber resilience, which encompasses cyber posture and cyber recovery. We enable organizations to confidently accelerate digital transformation and leverage the cloud to realize business agility. In fiscal 2026, we built Rubrik Agent Cloud (“RAC”), to accelerate enterprise AI transformation. RAC is designed to provide a comprehensive AI operations platform that can dynamically monitor, control, and remediate agentic actions. RAC became commercially available in February 2026. Our Rubrik Security Cloud and Rubrik Agent Cloud suites are built on the same technology architecture. Architecture matters when it comes to securing data and accelerating enterprise AI transformation. Our unique SaaS-based architecture combines data and metadata from business applications across enterprise, identity, cloud, and SaaS applications to create self-describing data as a time-series. Self-describing data contains information such as application context, identity, data sensitivity, and application lineage. Our data threat engine, powered by AI and machine learning analyzes the self-describing data time-series to derive security intelligence from data and deliver cyber recovery. This enables our unique Preemptive Recovery Engine to identify clean recovery points in advance of an attack to shorten cyber recovery times. We combined backup and recovery and cybersecurity into a single platform built with a Zero Trust architecture, significantly shrinking the attack surface that exists with legacy solutions. Our Zero Trust Data Security platform assumes that information technology infrastructure will be breached, and nothing can be trusted without authentication. Our architecture’s ability to understand data, application, and identity context allows us to deliver Rubrik Agent Cloud, which serves as an enterprise control layer for managing the AI agent lifecycle. Automation is at the core of our architecture ethos. Our automated policy-driven platform delivers data security enforcement, incident response orchestration, and API integrations with the broader security ecosystem. Our business is indexed to business data growth. Our customers’ need for our solutions grows in lockstep with their business data growth and their need for additional data security capabilities. We primarily sell subscriptions to RSC through our sales team and partner network by employing a land and expand sales strategy. We land new customers by selling subscriptions to RSC to secure any one of five distinct types of data: enterprise, unstructured data, identity, cloud, and SaaS applications. Expansion happens primarily along three vectors: the growth of data from applications already secured by Rubrik; new applications or identities secured; and additional security products. This expansion is driven by a natural flywheel effect in which the value of our platform increases as our customers’ data grows across various applications. As organizations manage more data and identities with RSC, they gain deeper insights into their data, strengthen their overall security posture, and reduce compliance risk. Our Platform and Products Rubrik has a unique and purpose-built Zero Trust Data Security approach to help organizations achieve business resilience against cyberattacks, malicious insiders, operational disruptions, and accelerate AI adoption by reducing risk.…