Nvidia(US:NVDA) Ge Long Hui A P P·2025-09-04 08:21Core Insights - Cohesity plans to initiate a potential IPO in 2026, aiming for a valuation comparable to its publicly traded peer Rubrik, which currently has a market capitalization of $17 billion [1] - The CEO Sanjay Poonen indicated that this IPO would mark a significant milestone for Cohesity, especially following its merger with Veritas' data protection division, which is expected to be completed by December 2024 [1] - The merger will position Cohesity as the largest data protection software provider globally, with a post-merger valuation exceeding $7 billion [1] - The company is preparing for the IPO once it can present a full fiscal year's performance data to public market investors, potentially as early as "next year" [1] - Cohesity's fiscal year ends in August, suggesting a possible IPO launch in the fall of 2026 [1] - Poonen expressed optimism that if business performance continues positively, 2026 would be an appropriate time for the IPO [1]