Rubrik celebrated a major milestone, surpassing $1 billion in annual recurring revenue, while beating earnings expectations in Q3 2025. But with their success heavily reliant on cloud subscriptions and facing a competitive landscape, analysts are questioning the sustainability of their growth. Tune in for a deep dive into Rubrik's cloud security strategy, their foray into generative AI, and the challenges and opportunities they face in this rapidly evolving market.

Rubrik is a rather new public company, and it's interesting to learn more about especially new players in the data security domain!