Rapid7, Inc. · NASDAQ:RPD

Rapid7 — Q1 2026 Earnings Presentation

23 slides from Rapid7's earnings presentation, May 5, 2026

  1. Slide 1: Company overview

    Company overview May 5, 2026 1

  2. Slide 2: Disclaimers

    Disclaimers 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

  3. Slide 3: Rapid7 Overview

    Rapid7 Overview FINANCIAL SCALE GLOBAL SCOPE MASSIVE Opportunity to $52bn+ 11.5k+ Consolidate SecOps Total Addressable Market Global Customers SubStANTIAL RECURRING 300T+ 60M+ REVENUE BASE $840m 2025 ARR Events Collected & Analyzed by R7 Threat Engine Automation Workflows $130m+ 500+ Platform Integr

  4. Slide 4: Expanding Market Opportunity for Security Operations

    Expanding Market Opportunity for Security Operations $ in billions AL CAGR $97 $52 16% TOT Managed Detection and 17% $21 Response $11 Detection SIEM & Threat Intel and $10 14% $17 Response Vulnerability $3 12% $5 management Exposure $17 20% $36 CNAPP Management $11 13% Application security $18 2025

  5. Slide 5: Reactive Security is Over: Preemptive MDR

    Reactive Security is Over: Preemptive MDR AI-driven integration of exposure, detection and response disrupts attackers Identify your risks: Fix what matters: Scale with AI and partner Respond with agility: Stop critical threats: Understand posture Dynamic exposure expertise: Increase AI-driven inves

  6. Slide 6: Marketecture

    MANAGED CYBERSECURITY OPERATIONS fag = MANAGEDDETECTION& RESPONSE saaugia) | i {SIEM Ht asoc | COMMAND PLATFORM DETECTIONHUB* Mf THREATINTELLIGENCE JM ATTACK SURFACE MANAGEMENT AUTOMATION REMEDIATION HUB RAIE RAPID? Al ENGINE DETECT = PRIORITIZE = INVESTIGATE RESPOND CONTEXTUALIZE te. RTLABS EXTERNA

  7. Slide 7: Rapid7 Labs: Global Threat Intelligence Community

    Rapid7 Labs: Global Threat Intelligence Community Ingestion Sources Intelligence built into our products & services 01 ● Proprietary research Active Risk for vulnerability prioritization, custom ● IR and Rapid7 SOC detection in MDR, and more ● Commercial threat feeds ● Strategic government and indus

  8. Slide 8: Extensive Partner Integration Ecosystem

    Extensive Partner Integration Ecosystem 500+ Platform Integrations 8

  9. Slide 9: Technology Leadership: Industry Analyst Recognition

    Technology Leadership: Leader Strong Performer Leader Challenger Industry Analyst 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms The Forrester Wave™: Unified Vulnerability Management Solutions, Frost RadarTM : Managed Detection and Response, 2025 Magic Quadrant™ for Security Informa

  10. Slide 10: Rapid7 for Social Good Beyond ESG

    Rapid7 for Social Good Beyond ESG Employee Engagement & Inclusion Data-driven focus to advance a multi-dimensional workforce, Rapid7 Core Values inclusive culture, and equitable pay. Recognized in Bloomberg Gender Equality Index 2019, 2020, 2021, 2022, 2023, and Bring You 2024. Thrive by celebrating

  11. Slide 11: Financial overview

    RAPIDS) FINANCIAL OVERVIEW

  12. Slide 12: Annualized Recurring Revenue

    Annualized Recurring Revenue Annualized recurring revenue ARR) is displayed in millions ARR of $832 million in Q1 2026 ARR CAGR of 7% from q1 2022 to q1 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GAAP guidance excludes estimates for stock-bas

  13. Slide 13: ARR per Customer of Approximately $72K

    ARR per Customer of Approximately $72K ARR per customer was approximately $72k in q1 2026 ARR per customer cagr of 5% from q1 2022 to q1 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GAAP guidance excludes estimates for stock-based compensation e

  14. Slide 14: Investing to Drive Medium-term Growth and Scale

    Investing to Drive Medium-term Growth and Scale Expenses and Operating Income (non-GAAP Displayed as % of Fiscal Year Revenue Gross Margin Sales & Marketing Research & General & Operating Income (non-GAAP (non-GAAP Development Administrative (non-GAAP (non-GAAP (non-GAAP Please see the Supplem

  15. Slide 15: Guidance

    RAPIDS) GUIDANCE

  16. Slide 16: Q2 2026 and Full Year 2026 Guidance

    Q2 2026 and Full Year 2026 Guidance Rapid7 anticipates Annualized Recurring Revenue, Revenue, Non-GAAP Income from Operations, Non-GAAP Net Income per Share and Free Cash Flow as follows: Q2 2026 Full Year FY 2026 Annualized Recurring Revenue (‘ARRʼ) Approximately $820 million Not provided ARR Growt

  17. Slide 17: Supplemental

    RAPIDS) SUPPLEMENTAL

  18. Slide 18: GAAP to Non-GAAP Reconciliations: Q1 2026

    GAAP to Non-GAAP Reconciliations: Q1 2026 Unaudited, in thousands, except share and per share data) 18

  19. Slide 19: GAAP to Non-GAAP Reconciliations: Q1 2025

    GAAP to Non-GAAP Reconciliations: Q1 2025 Unaudited, in thousands, except share and per share data) 19

  20. Slide 20: GAAP to Non-GAAP Guidance Reconciliation: Q2 & FY 2026

    GAAP to Non-GAAP Guidance Reconciliation: Q2 & FY 2026 1 The anticipated GAAP net loss per share is calculated using basic weighted average shares for periods in which the Company anticipated a GAAP net loss. The anticipated GAAP net income per share is calculated using GAAP diluted weighted average

  21. Slide 21: GAAP to Non-GAAP Guidance Reconciliation: FY 2026

    GAAP to Non-GAAP Guidance Reconciliation: FY 2026 All amounts in millions) 21

  22. Slide 22: End Notes

    End Notes Annualized Recurring Revenue ARR • ARR is defined as the annual value of all recurring revenue related to active contracts as of the last day of the period. ARR is measured at a specific point in time and does not incorporate consideration of any anticipated contract terminations or othe

  23. Slide 23: Thank You

    RAPIDS) THANK YOU

Rapid7 — Q1 2026 Earnings Presentation on 6ix