🥇 Why
$RBRK Wins Deals vs. Competitors: 🧵
1. Rubrik vs. Cohesity Veritas (Combined entity)
-Cohesity strengths:
•Biggest installed base in the industry (Veritas NetBackup legacy Cohesity newer cloud-native).
•~12,000 “enterprise customers” (they don’t specify what makes a customer enterprise)
•85 Fortune 100, & nearly 70% of the Global 500 companies.
•Post-merger, Cohesity reported over $1.5B in ARR and revenue (pro forma) of ~$1.7B.
-However, Why Rubrik Wins:
•Cohesity Veritas now have overlapping products (Cohesity DataProtect, Veritas NetBackup, Veritas Alta). Customers worry which will survive long-term. Rubrik is simpler and more unified.
•Security-first vs. Backup-first:
Rubrik positions as cyber resilience identity protection, while Cohesity/Veritas are still viewed as “backup & recovery” companies with security features bolted on.
•Deployment speed: Rubrik SaaS-like simplicity vs. Cohesity/Veritas’ heavier, often appliance-driven setups.
•Federal advantage: Rubrik already has FedRAMP Moderate Impact Level and deeper DoD traction; Cohesity Veritas are still integrating compliance programs.
•Ransomware recovery credibility: Rubrik has built a stronger reputation around immutable backups rapid ransomware recovery SLAs.
•Partnerships/integrations with the biggest and most trusted names
$crwd $msft $okta etc..