Two portfolio companies just printed earnings.
Rubrik: Earnings beat + direct agentic AI infrastructure story
Rubrik’s print was strong. Revenue rose 39% YoY to $387.1M, subscription ARR grew 32% to $1.57B, non-GAAP EPS came in at $0.16, and guidance was raised. That confirms two things: the core cyber-resilience business is still compounding, and Rubrik …
