Rapid7, Inc. · NASDAQ:RPD
Rapid7 — Q3 2026 Earnings Presentation
13 slides from Rapid7's earnings presentation, Nov 4, 2026
Slide 1: Company overview
Iliana Romanul <iliana_romanul@rapid7.com> Company overview November 4, 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 $820M $46M 11,800 $69k Q3 2026 ARR Q3 2026 Non- Global Customers Q3 2026 ARR GAAP Operating Per Customer 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
RAPID*) FINANCIAL OVERVIEW
Slide 5: Annualized Recurring Revenue
Annualized Recurring Revenue Annualized recurring revenue (ARR) is displayed in millions ARR of $820M in Q3 2026 ARR CAGR of 5% from Q3 2022 to Q3 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GAAP guidance excludes estimates for stock-based comp
Slide 6: ARR per Customer of Approximately $69k
ARR per Customer of Approximately $69k Annualized recurring revenue (ARR) is displayed in thousands ARR Per Customer was approximately $69k in Q3 2026 ARR per customer CAGR of 2% from Q3 2022 to Q3 2026 Please see the Supplemental section for a full reconciliation of GAAP to Non-GAAP metrics. Non-GA
Slide 7: Guidance
RAPID*) GUIDANCE
Slide 8: Q4 and Full Year 2026 Guidance
Q4 and Full Year 2026 Guidance Q4 2026 Full Year FY 2026 Annualized Recurring Revenue (‘ARR’) Approximately $812 million ARR Growth YoY (3)% Revenue $208 to $210 million $841 to $843 million Revenue Growth YoY (4)% - (3)% (2)% Non-GAAP Operating Income 1,2 $40 to $42 million $140 to $142 million Non
Slide 9: Supplemental Disclosure and Reconciliation
Supplemental Disclosure and Reconciliation 9
Slide 10: GAAP to Non-GAAP Reconciliation Q3 2026
GAAP to Non-GAAP Reconciliation Q3 2026 10
Slide 11: GAAP to Non-GAAP Reconciliation Q3 2025
GAAP to Non-GAAP Reconciliation Q3 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 ● Non-GAAP gross margins represent the GAAP gross profit, excluding stock-based as of the last day of the period. ARR is measured at a specific point
Slide 13: Thank You
RAPID*) THANKYOU