Core Insights - Commvault is showcasing its latest innovations in cyber resilience and AI-enabled recovery at the Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025, emphasizing unified visibility and control across hybrid and multi-cloud environments [1] - The company introduced new features such as Synthetic Recovery and Identity Resilience, which leverage AI to enhance data recovery and threat detection capabilities [1] Company Innovations - Commvault's Synthetic Recovery utilizes AI to identify corrupted data post-attack and facilitates clean recovery of unaffected data [1] - The Identity Resilience capabilities allow customers to detect hard-to-find threats in identity solutions, log malicious changes, and quickly revert to a secure state [1] Event Participation - Commvault's Global Field CTO, Rahul Pawar, will lead a session titled "Unified Cyber Resilience with AI for Hybrid & Cloud" during the conference, focusing on AI-driven insights for improved recovery and cost efficiency [1] - Attendees at the conference can visit Commvault's booth (344) to learn more about the innovations and enter a raffle for giveaways [1] Additional Resources - Commvault has made available on-demand content from its SHIFT 2025 event, providing insights into advancements in cloud-native data protection, identity resilience, and cyber recovery [1]

Core Insights - Rubrik and Dell Technologies are significant players in the enterprise data protection and cybersecurity market, offering solutions for data backup, recovery, and ransomware protection in hybrid and multi-cloud environments [1][2] Market Overview - The global cybersecurity market was valued at $193.73 billion in 2024 and is projected to grow to $562.77 billion by 2032, representing a CAGR of 14.40% from 2025 to 2032 [2] Rubrik's Performance - Rubrik's subscription ARR surpassed $1.25 billion in Q2 of fiscal 2026, growing 36% year over year, with net new subscription ARR reaching $71 million [4] - The company experienced a 27% year-over-year increase in customers with over $100K in subscription ARR, totaling 2,505 customers as of July 31, 2025 [6] - Rubrik's cloud ARR grew 57% to $1.1 billion, driven by the adoption of its Rubrik Security Cloud platform [6] - The launch of "Rubrik Agent Cloud" aims to enhance AI agent adoption while addressing security and compliance risks [5] Dell's Performance - Dell Technologies is enhancing its position in the enterprise data protection market through its PowerProtect portfolio and data security innovations [7] - The company announced advancements in private cloud infrastructure and improvements to its AI Data Platform, which enhances its capability to transform data into actionable AI insights [8][9] - Dell shares have surged 40.8% year-to-date, outperforming Rubrik's 19.1% gain, attributed to its diversified portfolio and strong AI momentum [11][12] Valuation and Earnings Estimates - Rubrik shares are currently overvalued with a Value Score of F, trading at a forward Price/Sales ratio of 10.52X, while Dell shares are considered cheap with a Value Score of A, trading at 0.96X [15] - For fiscal 2026, Rubrik is expected to report a loss of 49 cents per share, while Dell's earnings estimate is pegged at $9.54 per share, indicating a 17.20% year-over-year increase [17] Conclusion - Both Rubrik and Dell Technologies are positioned to benefit from the growing demand for data protection and AI-driven cybersecurity solutions, but Dell currently has a stronger edge due to its diversified business model, solid earnings growth, and attractive valuation [20]

Company Overview - Commvault Systems, Inc. (NASDAQ: CVLT) focuses on data protection and cybersecurity, particularly in hybrid and multi-cloud environments [1] Competitive Landscape - The business operates in a highly competitive market, facing competition from major technology companies such as IBM [1]