Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-09-04 12:27Group 1 - Cohesity is preparing for a potential IPO in 2026, aiming for a valuation comparable to its competitor Rubrik, which has a market cap of $17 billion [1] - The company abandoned its earlier IPO plans to merge with Veritas' data protection division, completing the merger in December 2024, which positioned Cohesity as the largest data protection software provider with a 19% market share [1] - Following the merger, Cohesity's valuation exceeded $7 billion [1] Group 2 - The CEO expressed a desire for Cohesity to become a major player in the industry before going public, indicating that the company is currently a "small fish" compared to competitors like Rubrik and Commvault [1] - Cohesity's fiscal year ends in August, suggesting that the company may not be ready for an IPO until the fall of 2026, contingent on maintaining strong business momentum [1] - The CEO believes that if Cohesity can demonstrate performance metrics similar to Rubrik, its valuation could be "comparable or even higher" [1]