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Rapid7
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Latest analysis
Updated Nov 4, 2026
Rapid7 Q3 2026: ARR stabilization holds at $820M while Autonomous SOC targets RSAC 2027 GA, with full-year revenue guiding to ~2% decline
Rapid7 delivered Q3 2026 ARR of $820 million, $8 million above guidance, with core platform ARR (85% of total) growing approximately 1% year-over-year while non-core ARR declined 19%, producing a 2% total ARR decline. The company is executing a deliberate portfolio reset — end-of-sale on standalone cloud, AppSec, and digital risk protection products — while concentrating investment on detection and response (D&R) and exposure management under a unified Command Platform. The defining forward bet is Autonomous SOC, an AI-first managed security model using red, blue, and orange agents governed by human oversight, targeting a first generally available release around RSAC 2027.
Tone: cautiousRevenue
$859.8M
RPD 10-K · FY 2025
Employees
2,613
Revenue FY2024
$844M
Headquarters
Boston, MA
Profile
RPD 10-K Item 1 · Feb 19, 2026Rapid7 is a global cybersecurity operations software and managed services provider serving more than 11,500 customers across 150 countries. The company's Command Platform unifies exposure management, threat detection and response, and AI-driven SOC capabilities into a single integrated platform. Its flagship Managed Threat Complete offering and next-generation SIEM product anchor a portfolio designed to help security teams consolidate fragmented point products.
Read filing description ↓ Collapse description ↑
Rapid7 is a global cybersecurity operations software and service provider on a mission to create a safer digital world by making cybersecurity simpler and more accessible. For twenty-five years, Rapid7 has partnered with customers across the globe representing a diverse range of industries and sizes to improve the efficacy and productivity of their security operations ('SecOps'). In today's rapidly evolving IT environment, customers are encountering escalating challenges due to the widening spectrum of attackers and techniques, including the proliferation of cyberattacks leveraging AI. We empower security professionals to manage a modern attack surface through our best-in-class AI-driven technology, leading-edge research, and broad, strategic expertise. Rapid7's comprehensive security solutions, including our market-leading managed detection and response ('MDR') services, next-gen security information and event management ('SIEM'), and exposure management help our global customers unify exposure management with threat detection and response to prioritize and reduce material risk, and eliminate threats with greater speed, precision, and consistency. We believe that Rapid7 is poised to expand the capabilities of today's SecOps teams through our integrated, open data security operations platform which is powered by our AI enabled detection and response, automation, and exposure management capabilities. Rapid7 enables the Security Operations Center ('SOC') to understand their fragmented attack surface through an attacker's perspective, thereby allowing them to proactively reduce exposures and better detect and respond to threats.
Primary products
- Managed Threat Complete (MTC)
- Incident Command
- Surface Command
- Exposure Command
- Vector Command
- Rapid7 Cloud Security
Business segments
End markets
Geographies
Named customers
Our revenue is not concentrated with any individual customer, and no customer represented more than 1% of our revenue in 2025, 2024 or 2023.
“We primarily compete with established and emerging security product vendors, including the following: large companies that incorporate security products into their products; security platform providers; managed detection and response service providers; XDR and SIEM vendors; cloud security vendors; exposure management vendors; vulnerability risk management vendors; application security vendors; threat intelligence vendors; and legacy security, systems management, MSSPs, and other IT vendors.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenue increased from $844.0 million in 2024 to $859.8 million in 2025, driven primarily by growth in product subscriptions.
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