RUBRI: YOUNG COMPANY IN CYBERSECURITY
- ARR over USD 1 billion (as of 31 Jan), +39% YoY
- IPO 13 months ago, but already showing signs of stability and growth
- Positive free cash flow, a very important signal in the cloud software segment (especially compared to companies still burning cash)
The $RBRKrubric doesn't try to prevent attacks, but provides solutions for data and infrastructure recovery after an incident - i.e. "cyber insurance in action".
Meaning for clients: quick return to service, minimizing losses
Technology: advanced backups, snapshots, change detection, AI for fast recovery
- Rubrik $RBRK has partnered with CrowdStrike, a leader in attack prevention (EDR/XDR)
- This shows that Rubrik $RBRK is not a direct competitor, but complements the defense ecosystem
- Model: CrowdStrike stops attacks → Rubrik helps recover what it failed to protect
- Dependence on hyperscalers (AWS, Azure) - can reduce margins
- Market is still young and competitive (Veeam, Cohesity, Druva)
- Higher valuation post IPO = potential volatility in growth slowdown
Rubrik $RBRK is a significant young player in the cyber recovery space and a suitable complement to the security ecosystem led by firms like CrowdStrike and Palo Alto Networks.
For investors looking for:
- Growth potential,
- a scalable SaaS model,
- and a long-term trend (cyber resilience).
It's interesting how it works, but I also have the $CRWD in my portfolio.
The company is growing nicely but the problem is the price, which is now too high.
That looks good. I have $CRWD, but I like the indirect link between them.