In an interview with CRN, Rubrik CEO Bipul Sinha discusses the company’s expansion into identity security and its expectations-beating quarterly results.
Rubrik has seen strong early demand for its recently launched offering bringing together identity security with data security, as the vendor begins its second year as a publicly traded company, Rubrik co-founder and CEO Bipul Sinha told CRN.
In late April, Rubrik debuted its new Identity Resilience product in a bid to begin providing identity security to complement its core data security offerings. Identity Resilience provides defense against threats impacting both human and non-human identities, the company has said, starting with identity recovery capabilities.
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Identity recovery is “our opening salvo in this space,” Sinha said.
Additional identity security capabilities will be added by Rubrik over time, as part of a larger strategy of merging identity and data context for improved security — a combination no one else has in the industry right now, Sinha said in an interview with CRN Friday.
“What we are doing is, we are bringing the data and identity together on a single platform,” he said. “Our vision is to go build identity resilience [more broadly] and really bring the identity together with the data context. And that’s our future.”
Sinha made the comments to CRN a day after Rubrik reported financial results for the first quarter of its fiscal year 2026, ended April 30, which surpassed Wall analyst expectations. Subscription revenue surged 54 percent, from the same period a year earlier, to reach $265.7 million, while subscription ARR (annual recurring revenue) climbed 38 percent to $1.18 billion.
In April 2024, Rubrik became the first cybersecurity vendor to go public in more than two years, with its initial public offering that saw high demand from investors. The company’s market capitalization has since more than tripled, reaching approximately $19 billion as of mid-day Friday from $5.6 billion following the IPO.
Looking ahead, the widespread need among partners and customers for unifying identity and data security will be a key theme, according to Sinha. And customers are already signaling major interest in the approach, he said.
“It’s early days, but so far, we have seen strong demand,” Sinha said.
Other highlights of Rubrik’s latest quarter included significant growth for its data security posture management (DSPM) offering, which provides visibility into the locations and security of data stored in an organization’s cloud environments.
Rubrik — which entered the space with its acquisition of Laminar in 2023 — saw year-over-year ARR growth of 300 percent for its DSPM business as of the end of its most recent quarter, Sinha said.
Ultimately, Rubrik plans to continue investing heavily across data security as well as identity resilience on the understanding that both are essential to create a “true platform for data security,” he said.
“We will continue to innovate on our data platform — data security, resilience, recovery — but we are going to layer more and more of a holistic understanding of the risk. Otherwise, we can’t remediate you,” Sinha said.
