Slide 1: Company overview
Company overview August 10, 2026 1
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including, without limitation, statements regarding our market opportunity, demand for our product and service offerings, expectations regarding
Slide 3: Company Overview
Company Overview $824M $29M 11,500+ $70k Q2 2026 ARR Q2 2026 Global Customers Q2 2026 ARR Non-GAAP Per Customer Operating Income Please see the Supplemental Disclosure section for a full reconciliation of GAAP to Non-GAAP metrics and the definition of Annual Recurring Revenue ARR. 3
Slide 4: Financial Overview
RAPIDS) FINANCIAL OVERVIEW
Slide 5: Annualized Recurring Revenue $824M
Annualized Recurring Revenue Annualized recurring revenue ARR) is displayed in millions ARR of $824M in Q2 2026 ARR CAGR of 6% from Q2 2022 toQ2 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GAAP guidance excludes estimates for stock-based compe
Slide 6: ARR per Customer of Approximately $70k
ARR per Customer of Approximately $70k Annualized recurring revenue ARR) is displayed in thousands ARR Per Customer was approximately $70k in Q2 2026 ARR per customer CAGR of 3% from Q2 2022 to Q2 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GA
Slide 7: Guidance
RAPIDS) GUIDANCE
Slide 8: Q3 and Full Year 2026 Guidance
Q3 and Full Year 2026 Guidance Q3 2026 Full Year FY 2026 Annualized Recurring Revenue (‘ARRʼ) Approximately $812 million Not provided ARR Growth YoY 3% Not provided Revenue $208 to $210 million $837 to $841 million Revenue Growth YoY 5% to 4% 3% to 2% Non-GAAP Operating Income 1,2 $34 to $
Slide 9: Supplemental Disclosure and Reconciliation
Supplemental Disclosure and Reconciliation 9 9
Slide 10: GAAP to Non-GAAP Reconciliation Q2 2026
GAAP to Non-GAAP Reconciliation Q2 2026 10
Slide 11: GAAP to Non-GAAP Reconciliation Q2 2025
GAAP to Non-GAAP Reconciliation Q2 2025 11
Slide 12: Endnotes
Endnotes Annualized Recurring Revenue ARR Non-GAAP metrics ● ARR is defined as the annual value of all recurring revenue related to active contracts as ● Non-GAAP gross margins represent the GAAP gross profit, excluding stock-based of the last day of the period. ARR is measured at a specific point
Slide 13: Thank You
RAPIDS) THANKYOU