IPO: Rubrik - Last Line Of Defense (Pt.2)
Summary
* Rubrik's IPO marks the first cybersecurity vendor to go public in two years.
* In Part 2 we conduct a deep dive into Rubrik's competition, making comparisons vs. Commvault, Cohesity, Veeam, and cloud-native backup vendors.
* We also share a DCF valuation analysis.
How Did Rubrik Scale So Fast?
2014 to Pre-Pandemic
To have scaled to $600m+ of revenue in 10 years is no mean feat, though there has been a confluence of factors contributing to Rubrik's early success. The timing of
