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Rapid7
Rapid7 (RPD) investor relations material
Rapid7 Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Exceeded Q4 and FY2025 guidance for ARR, revenue, and profitability, with ARR at $840M and total revenue at $860M, both ahead of targets and flat year-over-year for ARR.
Ended 2025 with over 11,500 customers and an average ARR per customer of ~$72,000.
Strategic investments in AI-enabled security operations, product innovation, and MDR/Exposure Command platforms.
Recognized as a leader by Gartner, Forrester, Frost & Sullivan, and IDC in multiple security categories.
Leadership changes and organizational realignment to drive operational efficiency and growth.
Financial highlights
Q4 2025 revenue: $217.4M, up 0.5% year-over-year; full-year revenue: $859.8M–$860M, up 1.9%–2% year-over-year.
Q4 product revenue: $209.1M, up 1.4% year-over-year; full-year product revenue: $831M, up 3% year-over-year.
Q4 non-GAAP operating income: $30.1M (13.9% margin); full-year non-GAAP operating income: $135.7M (15.8% margin).
Q4 non-GAAP EPS: $0.44; full-year non-GAAP EPS: $2.08.
Q4 free cash flow: $32.3M; full-year free cash flow: $130M–$130.1M.
Ending 2025 with $659M in cash, cash equivalents, and government securities.
Outlook and guidance
Q1 2026 ARR expected at ~$830M, down 1% year-over-year; Q1 revenue guidance: $207–$209M.
FY2026 revenue guidance: $835M–$843M, down 2%–3% year-over-year; non-GAAP operating income: $108M–$116M.
FY2026 non-GAAP EPS: $1.50–$1.60; free cash flow: $125M–$135M.
No full-year ARR guidance due to leadership changes and ongoing business transformation.
Reconcile 2026 negative growth with AI strategy
Detail customer count and average ARR trends
Impact of recent partnerships on 2026 revenue guidance?
What drives 2026 operating margin expansion?
How does AI shift SOC operational workloads?
Explain the 'singles and doubles' GTM strategy.
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Next Rapid7 earnings date
Q1 202611 May, 2026
Rapid7
Next Rapid7 earnings date
Q1 202611 May, 2026
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Frequently asked questions
Rapid7, Inc. provides cyber security solutions for the enterprise, government organizations and small to mid-sized businesses. The company offers InsightVM to deliver real-time visibility into all of an organization's assets and enables IT administrators to set policies and update vulnerable assets by leveraging threat data from a variety of industry-leading vendors. Its software products include Metasploit, Nexpose, Vulnerability Intelligence Manager and InsightIDR. The company's flagship product is the InsightVM which provides visibility into customers' IT infrastructure and applications. Rapid7, Inc. is based in Boston, Massachusetts.
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