Key Takeaways Rubrik's subscription ARR rose 36% year over year to $1.25B, showing strong customer growth. Dell expanded its PowerProtect and AI Data Platform offerings to boost cyber resilience and AI use. Dell shares have surged 40.8% YTD, outperforming Rubrik's 19.1% gain, aided by stronger AI momentum. Rubrik (RBRK) and Dell Technologies (DELL) are major players in the enterprise data protection and cybersecurity market. Both companies provide solutions for data backup, recovery, and protection against ...