Rackspace Technology Inc
Q2 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +2.86%.
Did RXT Beat Earnings? Q2 2025 Results
Rackspace Technology delivered a mixed second quarter for fiscal 2025, beating on the top line while falling short on the bottom line, a split verdict that nonetheless appeared to encourage investors. Revenue of $666.30 million edged past the $658.86 million consensus by 1.13%, though it still represented a 2.7% decline from a year ago as both the Public Cloud segment, down 2.0% to $416.60 million, and Private Cloud, off 4.0% to $249.70 million, continued to contract. The more telling story was profitability, where non-GAAP operating profit surged 34.5% year-over-year to $27.30 million, fueled largely by a 51.4% jump in Public Cloud segment operating profit and a 16.7% reduction in SG&A expenses. Against that progress, the non-GAAP EPS of -$0.06 missed the -$0.05 consensus by 10.70%. CEO Amar Maletira cited 16% bookings growth as evidence of commercial momentum, a claim reinforced by a recently announced cloud services agreement with a major academic medical institution. For Q3, management guided revenue of $660 to $674 million and non-GAAP operating profit of $30 to $32 million, suggesting the turnaround remains methodical but intact.
- Bookings grew 16% year-over-year
- Non-GAAP Operating Profit increased 34% year-over-year
- Public Cloud segment operating profit increased 51.4% year-over-year
- Corporate function costs reduced by 14.9% year-over-year
- SG&A expenses decreased 16.7% year-over-year
- Positive operating cash flow delivered in Q2 2025
“I am pleased with our second quarter results. Revenue and operating profit exceeded the midpoint of guidance and EPS was within our guided range.”
Rackspace Technology CEO, on the earnings call
Forward Guidance & Outlook
For Q3 2025, Rackspace guided total revenue of $660–$674 million, with Private Cloud revenue of $246–$254 million and Public Cloud revenue of $414–$420 million. Non-GAAP Operating Profit is expected to be $30–$32 million, Non-GAAP Loss Per Share of $(0.04)–$(0.06), Non-GAAP Other Income (Expense) of $(47)–$(51) million, a Non-GAAP Tax Expense Rate of 26%, and Non-GAAP Weighted Average Shares of 239–241 million.
RXT YoY Financials
RXT Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.