RPDNasdaqServices-Prepackaged SoftwareUS GAAP · USD

Rapid7, Inc.

Rapid7 is a U.S.-based cybersecurity software and services company focused on helping organizations manage exposure, detect threats, and respond to incidents across modern IT environments. Its platform combines cloud security, SIEM, vulnerability management, managed detection and response, and professional services for customers in many industries and countries.

Liikevaihto860milj. USD
+1,9 %v/v
Liikevoitto (EBIT)11,6milj. USD
−67,0 %v/v
EBIT-marginaali1,3%
−2,8 %-yks.v/v
Nettotulos23,4milj. USD
−8,4 %v/v
Vapaa kassavirta146milj. USD
−13,1 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−20002004006008001 000milj. USD2020: 411 milj. USD2020: EBIT −74 milj. USD20202021: 535 milj. USD2021: EBIT −120 milj. USD20212022: 685 milj. USD2022: EBIT −112 milj. USD20222023: 778 milj. USD2023: EBIT −84 milj. USD20232024: 844 milj. USD2024: EBIT 35 milj. USD20242025: 860 milj. USD2025: EBIT 12 milj. USD202586012
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Security software platform70 %

Cloud and on-prem security tools for exposure management, SIEM, and detection/response.

Managed security services20 %

Managed detection and response services that monitor, detect, and help contain threats.

Professional services10 %

Pen testing, assessments, incident response, threat modeling, and training services.

Tuotteet

Raportoitu · osuus liikevaihdosta
96,7%FY2025100 %
  • Products96,7 %
  • Services3,3 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Rapid7 sells to organizations of all sizes, with a mix of enterprises, mid-market businesses, small organizations, non-profits, educational institutions, and government agencies. Customers buy the platform to consolidate security tools, improve SecOps productivity, and reduce material cyber risk across a fragmented attack surface.

Enterprise organizations

Large companies buying integrated exposure management, SIEM, and MDR to standardize security operations.

Mid-market businesses

Mid-sized firms that want a consolidated security platform without building large in-house teams.

Government and public sector

Agencies and public institutions buying security tools and services for compliance and threat response.

Regulated industries

Healthcare, financial services, and other regulated buyers using vulnerability and incident-response offerings.

Professional services and technology customers

Organizations that purchase testing, assessments, and platform services to mature security programs.

Strategia

Rapid7’s strategy centers on unifying exposure management with threat detection and response in a single security operations platform. It also emphasizes managed services, AI-infused technology, and research-backed expertise to help customers consolidate vendors and improve security outcomes.

Platform consolidationKeskipitkä aikaväli

Customers want fewer security vendors and integrated workflows, which favors broader platforms.

Managed services growthKeskipitkä aikaväli

Managed offerings deepen customer relationships and increase the value of the platform.

AI-enabled security operationsLyhyt aikaväli

AI-driven analysis helps customers prioritize risk and respond faster to threats.

Maantiede

Q2/2026

Rapid7 operates globally and serves customers in 150 countries, with a broad international footprint rather than reliance on one market. The company’s customer base spans North America, Europe, and other regions, and its global reach matters because cyber risk, compliance needs, and buying patterns differ by jurisdiction and industry.

USA70 %
Other countries (US filing)30 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Rapid7 faces intense competition in fragmented cybersecurity markets, where customers can switch among platform vendors, MDR providers, and point solutions. Its results also depend on renewal rates, new customer additions, and the ability to keep pace with fast-changing threats, regulations, and customer expectations for integrated security operations.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer consolidation and longer sales cycles1Competitive pressure from platform and point-solution vendors2Rapid technology and threat evolution3Regulatory and compliance dependence4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer consolidation and longer sales cyclesVaikutus: KorkeaTodennäköisyys: Korkea

    Fewer strategic vendors can lengthen buying decisions and increase scrutiny of platform fit.

    Kohdistuu: Revenue growth and conversion rates

  2. Competitive pressure from platform and point-solution vendorsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Customers compare Rapid7 against large security suites, MDR providers, and niche tools.

    KohdistuuPricingRenewalsMarket share
  3. Rapid technology and threat evolutionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    AI-driven attacks and new techniques require constant product updates and research investment.

    Kohdistuu: Product relevance and customer retention

  4. Regulatory and compliance dependenceVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Demand for vulnerability and security tools is tied to privacy, security, and industry rules.

    KohdistuuHealthcarePaymentsGovernment

Kirjanpito

Harkinnanvaraiset erät
ARR versus revenue recognition

ARR measures recurring contract value at period-end, while revenue depends on timing of delivery and contract terms.

Vaikutus: Can create differences between operating momentum and reported revenue

Deferred revenue and contract timing

Subscription billing and service delivery timing can shift revenue between quarters.

Vaikutus: Quarterly comparability and cash conversion

Non-GAAP restructuring and impairment adjustments

Management excludes these items from adjusted results, affecting perceived operating performance.

Vaikutus: Adjusted margin and earnings comparisons

Capped call and diluted EPS treatment

Convertible note hedges can affect share dilution presentation in non-GAAP EPS.

Vaikutus: Per-share earnings comparability

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026