Rapid7 Exceeds Q4 Guidance, Focuses on AI-Powered Security Operations

Cybersecurity firm reports strong revenue, ARR and profitability in fiscal 2025, plans further investments in AI and services.

Published on Feb. 13, 2026

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Rapid7 (NASDAQ:RPD) executives highlighted strategic investments in AI-enabled security operations during the company's fiscal fourth-quarter 2025 earnings call, reporting results that exceeded guidance for revenue, annual recurring revenue (ARR) and operating income. CEO Corey Thomas said Rapid7 exited fiscal 2025 with 'outperformance against our Q4 ARR revenue and profitability guidance,' ending the year with ARR of $840 million and total revenue of $860 million, both ahead of expectations.

Why it matters

Rapid7's strong Q4 and full-year 2025 performance underscores the company's position as a leader in the cybersecurity market, as organizations increasingly turn to AI-powered security solutions to detect and respond to evolving threats. The company's focus on expanding its managed detection and response (MDR) offerings and integrating more AI into its security platform positions it to capitalize on growing demand for proactive, AI-driven security services.

The details

Rapid7 reported non-GAAP operating income of $30.1 million in Q4, representing a 13.9% margin and coming in 'incrementally ahead of expectations.' The company also delivered non-GAAP earnings of $0.44 per diluted share, at the high end of guidance. For the full year, Rapid7 reported non-GAAP operating income of $135.7 million (15.8% margin) and non-GAAP earnings of $2.08 per diluted share. The company's free cash flow was $32.3 million in Q4 and $130 million for the full year.

  • Rapid7 reported its fiscal fourth-quarter and full-year 2025 results on February 13, 2026.
  • The company's fiscal year 2025 ended on December 31, 2025.

The players

Rapid7, Inc.

A publicly traded cybersecurity company headquartered in Boston, Massachusetts that specializes in delivering cloud-based security data and analytics solutions.

Corey Thomas

The CEO of Rapid7.

Jeff Brown

The CFO of Rapid7.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.