Rapid7 ($RPD) has outlined its 2026 revenue guidance at $835M–$843M, driven by AI-enabled security investments and a strong Q4 2025 earnings report. The guidance reflects the company’s focus on AI-driven Managed Detection and Response (MDR) and its integration with Microsoft, which is expected to drive growth in the cybersecurity sector.
Rapid7 ($RPD) has reported its Q4 2025 earnings, beating revenue and Annual Recurring Revenue (ARR) expectations, driven by its AI-enabled MDR services and strategic partnerships, including its integration with Microsoft. The company’s strong performance has led to a cautious 2026 revenue guidance of $835M–$843M, reflecting the ongoing demand for AI-driven cybersecurity solutions.
The Q4 2025 earnings report highlights Rapid7’s strategic focus on AI-driven security investments, which have contributed to its revenue growth. The company’s MDR services, powered by AI and machine learning, have seen significant adoption, driven by the increasing need for businesses to protect themselves from cyber threats. Rapid7’s partnership with Microsoft has also been a key factor in its growth, enabling the company to integrate its MDR services with Microsoft’s security portfolio.
The cybersecurity sector has seen significant growth in recent years, driven by the increasing demand for AI-driven security solutions. Rapid7 has been at the forefront of this trend, investing heavily in AI-driven security research and development. The company’s AI-enabled MDR services have been designed to provide businesses with real-time threat detection and response, leveraging machine learning algorithms to identify and mitigate potential threats.
The market reaction to Rapid7’s Q4 2025 earnings report has been positive, with the company’s stock price increasing by 5% in after-hours trading. The strong earnings report and cautious 2026 revenue guidance have reinforced investor confidence in the company’s ability to drive growth in the cybersecurity sector. Rapid7’s competitors, including Palo Alto Networks ($PANW) and Cyberark ($CYBR), will be closely watching the company’s progress as it continues to invest in AI-driven security solutions.
| Key Metrics | Q4 2025 | 2026 Guidance |
|---|---|---|
| Revenue | $223M | $835M–$843M |
| ARR | $934M | $1.04B–$1.07B |
Looking ahead, Rapid7 is expected to continue investing in AI-driven security research and development, driven by the increasing demand for AI-enabled MDR services. The company’s strategic partnership with Microsoft is expected to play a key role in its growth, enabling Rapid7 to expand its customer base and increase its revenue. As the cybersecurity sector continues to evolve, Rapid7 is well-positioned to drive growth and innovation, driven by its focus on AI-driven security solutions.
⚡ Why it matters: Rapid7’s strong Q4 2025 earnings report and cautious 2026 revenue guidance reflect the company’s strategic focus on AI-driven security investments and its ability to drive growth in the cybersecurity sector. The company’s AI-enabled MDR services and strategic partnerships, including its integration with Microsoft, are expected to continue driving growth and innovation in the sector.
📊 By the numbers:
Q4 2025 revenue: $223M
2026 revenue guidance: $835M–$843M
ARR: $934M
2026 ARR guidance: $1.04B–$1.07B
🔗 Source: Rapid7 Q4 2025 Earnings Report
