Rubrik and Amazon Web Services (AWS) have entered into a strategic collaboration that will embed Rubrik’s Preemptive Recovery Engine into AWS Bedrock, the managed service for building generative AI applications. The partnership also launches Rubrik Cloud Vault, a managed immutable vault on AWS that delivers off‑site resilience and compliance support. Together, the two companies aim to give customers the ability to detect and recover from cyber attacks in minutes, automatically discover sensitive data, and leverage AI‑powered threat detection while scaling AI workloads safely on the largest cloud platform.
Rubrik’s Q2 FY2026 financial results provide the backdrop for the partnership. The company reported revenue of $309.86 million, up 44.9% year‑over‑year and 51% versus the same quarter a year earlier, beating the consensus estimate of $282.25 million. Earnings per share were –$0.03, a significant beat over the consensus of –$0.34. Gross margin rose to 79.5% from 73.1% a year earlier, while operating and net margins remained negative at –39.58% and –41%, respectively. The company guided for a Q3 FY2026 net loss per share of $(0.18) to $(0.16) and a full‑year 2026 net loss per share of $(0.50) to $(0.44). Rubrik also reaffirmed its subscription annual recurring revenue target of $1.416 billion for FY2026.
The EPS beat can be attributed to disciplined cost management and a high‑margin product mix. Rubrik’s gross margin expansion reflects pricing power in its core cyber‑resilience platform, while the company has kept operating expenses in line with revenue growth, preventing a larger loss. The revenue beat was driven by strong demand in the core data‑protection and AI‑enabled security segments, with the Preemptive Recovery Engine and Cloud Vault attracting new enterprise customers and expanding usage among existing clients. The partnership with AWS is expected to accelerate that demand by making Rubrik’s solutions more accessible to the vast AWS customer base.
Guidance signals cautious optimism. The Q3 net‑loss guidance, slightly higher than the prior quarter’s loss, indicates that Rubrik expects continued investment in product development and sales expansion, particularly around the new AWS integration. The full‑year loss guidance, while still negative, is a modest improvement over the prior year’s guidance, suggesting that the company believes its high‑margin platform and the AWS partnership will gradually improve profitability. Management’s focus on maintaining a high gross margin while investing in growth reflects a strategy to build a sustainable competitive moat.
The collaboration’s strategic significance lies in its ability to combine Rubrik’s cyber‑resilience expertise with AWS’s secure infrastructure and AI platform. By integrating the Preemptive Recovery Engine with Bedrock, Rubrik can offer customers AI‑driven threat detection and clean recovery points that are tightly coupled to the underlying cloud services. The Cloud Vault component extends Rubrik’s immutable backup offering to the AWS environment, providing compliance and off‑site resilience that is critical for regulated industries.
Mike Tornincasa, Rubrik’s Chief Business Officer, said the partnership “deepens our collaboration with AWS, enabling customers to keep data and systems running before, during, and after cyber threats. The combination of our Preemptive Recovery Engine with AWS’s built‑in security lets customers adopt proactive cyber resilience, scale AI safely, automatically find sensitive data, and identify clean recovery points during attacks.” Chris Grusz, Managing Director of Technology Partnerships at AWS, added that the deal “brings Rubrik’s cyber‑resilience expertise to AWS’s secure foundation, giving customers breakthrough capabilities—clean recovery points, sensitive data discovery, and AI‑powered threat detection—so they can recover critical operations in minutes while confidently scaling their AI initiatives.”
Investors welcomed the announcement, reflecting confidence in the partnership’s potential to drive growth and strengthen Rubrik’s position in the cloud security and AI markets. The collaboration is expected to broaden Rubrik’s reach within AWS’s ecosystem, accelerate AI adoption for customers, and reinforce the company’s high‑margin cyber‑resilience platform, all of which are key drivers of future revenue and profitability.
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