Cohesity
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.1)
Summary
* Rubrik has transformed traditional backup into a high-value cyber resiliency platform, capturing a fast-growing market driven by cloud adoption, ransomware, and regulatory mandates.
* Its focus on hack-driven recovery, metadata contextualization, and integrated DSPM gives it a competitive advantage over broader but less targeted platforms like Cohesity.
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
IPO: Rubrik - Last Line Of Defense (Pt.1)
Summary
* Rubrik's IPO marks the first cybersecurity vendor to go public in two years.
* The way Rubrik approaches cybersecurity, while not a game-changer, is a much needed layer of defense that promises to prevent ransomware attacks on its customers.
* Rubrik has become a differentiated category definer of