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Rubrik10-K: Supply chain disruption

Rubrik notes recent shortages and supply chain disruptions for compatible server hardware

What happened

The company identifies a specific risk related to its hardware-compatible server manufacturers, stating they have 'recently experienced shortages of key components'. This is an active pain point that could impact their ability to meet demand and affect business results.

Source

SEC EDGARMar 19, 2026

Annual report (Form 10-K)

Rubrik 10-K for FY2026

Filing excerpt

The limited number of contract manufacturers and original equipment manufacturers that produce commodity servers that are compatible with our solutions are susceptible to supply chain disruptions and have recently experienced shortages of key components for their servers...

sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 19, 2026

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The full record

From the Signal API record

Details

CIK
1943896
Accession number
0001943896-26-000013
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • Hardware

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/02460fa8-77ee-45ec-8da6-d4b88835c404 returns this record as JSON. POST /v1/companies/enrich returns every signal for rubrik.com.

{
  "signal_id": "02460fa8-77ee-45ec-8da6-d4b88835c404",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-03-24T05:54:46.49+00:00",
  "company": {
    "name": "Rubrik",
    "domain": "rubrik.com"
  },
  "data": {
    "detail": "The company identifies a specific risk related to its hardware-compatible server manufacturers, stating they have 'recently experienced shortages of key components'. This is an active pain point that could impact their ability to meet demand and affect business results.",
    "summary": "Rubrik notes recent shortages and supply chain disruptions for compatible server hardware",
    "excerpts": "The limited number of contract manufacturers and original equipment manufacturers that produce commodity servers that are compatible with our solutions are susceptible to supply chain disruptions and have recently experienced shortages of key components for their servers...",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1943896/000194389626000013/rbrk-20260131.htm",
    "filing_date": "2026-03-19",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "technologies_mentioned": [
      "Hardware"
    ]
  }
}

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