What's your outook on
RBRK
?
RBRK
RBRK
AI-powered data security platform delivering cyber resilience, data protection, and enterprise AI acceleration.
KEY FACTS
Founded
2014
IPO
2024
Headcount
3,200
Rev. per head
$277,301
Market Cap
$10.05B
HQ
California, US
IPO Snapshot
IPO Price
$32
Split-Adj. Price
$32
IPO Headcount
3,100
Market Cap at IPO
$5.63B
IPO Snapshot
IPO Price
$32
Split-Adj. Price
$32
Market Cap at IPO
$10.05B
IPO Headcount
3,100
Our Take
Founder-led with long-term orientation.
Reimagined legacy backup systems into a unified platform.
Deep integration creates high switching costs.
What To Watch
Watch share count changes; if it rises, dilution may reduce ownership value.
Watch NRR and S&M spend; if retention falls or spending rises without growth, demand strength may be fading.
Watch employee growth relative to revenue; if headcount rises faster than sales, scaling efficiency may be weakening.
Key Products - % of total Revenue
Subscription
96%
SaaS subscriptions and term licenses with related support.
Other
4%
Appliance sales, professional services, shipping and handling.
0%
0%
0%
Subscription
96%
SaaS subscriptions and term licenses with related support.
Other
4%
Appliance sales, professional services, shipping and handling.
0%
0%
0%
0%
Subscription
96%
SaaS subscriptions and term licenses with related support.
Other
96%
Appliance sales, professional services, shipping and handling.