Cybersecurity

Rubrik

Medium0/1 relationships sourcedProfile verified Aug 29, 2026

30-Second Executive Brief

Executive Assessment

Rubrik functions as a regional institution within Cybersecurity, backed by 0% sourcing coverage, though its relative influence is cooling.

  • Maintains 1 mapped relationship across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as regional institution within the Cybersecurity category

Executive Snapshot

Strategic Role
Regional Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
Moderate
Strategic Momentum
Decelerating

Coverage

Mapped Relationships
1
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Strong subscription ARR growth (34% year-over-year) and deepening Google Cloud partnership on Gemini Enterprise Agent Platform integration position Rubrik at the intersection of data protection and enterprise AI security.

Top Risks

Rapid 48% revenue growth carries execution risk as the company scales its AI governance and cyber resilience product lines simultaneously across enterprise customers.

Critical Dependencies

Continue to Dependency Graph ↓

Data security and cyber resilience platform positioning as 'the Security and AI Operations Company'; reported fiscal 2026 revenue guidance of $1.28-1.282 billion with Q3 FY2026 revenue of $350.2 million (up 48% year-over-year) and subscription ARR reaching $1.46 billion as of January 31, 2026, while expanding its AI governance offerings including Rubrik Agent Cloud for Google's Gemini Enterprise Agent Platform.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Coolingdriven mostly by insider filing activity, down 5 since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentions Google Cloud

Launched Rubrik Agent Cloud (RAC) for Google Cloud s Gemini Enterprise Agent Platform, designed to enable organizations to auto-discover AI agents, apply real-time intent-based guardrails, and use Rubrik s Agent Rewind capability to instantly reverse destructive agentic actions.

SEC 8-K exhibit (0001943896-26-000041) · Jun 4, 2026

Mentions Microsoft

Announced a new integration with Microsoft Defender that connects Microsoft s real-time identity threat detection with Rubrik s automated identity rollback and recovery, enabling response times measured in hours rather than days.

SEC 8-K exhibit (0001943896-26-000041) · Jun 4, 2026

Mentions Anthropic

Announced access to Anthropic s Mythos Research Preview as part of Project Glasswing.

SEC 8-K exhibit (0001943896-26-000041) · Jun 4, 2026

Mentions Wipro, Anthropic, HCLTech

Launched Rubrik Agent Cloud for Anthropic s Claude Code and unveiled Project Hourglass, a GSI alliance with Cognizant, Deloitte, HCLTech, NTT DATA and Wipro to deploy it across enterprises.

SEC 8-K exhibit (0001943896-26-000055) · Aug 27, 2026

Mentioned by Rackspace Technology

The best-of-breed partnerships we have signed during 2026 with AMD, Palantir, Rubrik, Uniphore and VMware by Broadcom combined with the data center capacity and 25+ years of expertise that Rackspace brings to the table, represent a unique positional advantage for Rackspace.

SEC 8-K exhibit (0001810019-26-000078) · Jul 9, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

  • RubrikRubrik Reports Third Quarter Fiscal Year 2026 Financial Resultscompany

Insider Filing Activity

16Form 4 filings, trailing 90 days-5 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Rubrik — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far

Jan 2026: Rubrik Reports Third Quarter Fiscal Year 2026 Financial ResultsApr 2026: Expands cyber resilience and AI governance offerings

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Rubrik's Timeline

A sourced, dated history of Rubrik's key moments — founding to present.

  1. Apr 2026 · Expands cyber resilience and AI governance offerings

    Rubrik expanded its cyber resilience and AI governance offerings in April 2026 with new Google Cloud SQL protection, Rubrik Agent Cloud for the Gemini Enterprise Agent Platform, and the launch of the Rubrik Practitioner Community, following subscription ARR growth of 34% year-over-year to $1.35 billion in the prior quarter.