Commvault Systems (CVLT) FY Conference June 04, 2025 11:00 AM ET Speaker0 All right. We're going to get started. Thanks everybody for joining. I'm Jason Ader with William Blair and I'm pleased to introduce Jen Derico, CFO of Commvault. Before we begin, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest is available at our website at williamblair.com. Jen's gonna go through some slides, and then we'll have time for q and a. Speaker1 Great. Thanks so muc ...

MIAMI, June 04, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, has once again been recognized as a 2025 Customers’ Choice in the Gartner® Peer Insights™ “Voice of the Customer” for Data Security Posture Management (DSPM). This marks the second consecutive year Varonis received this prestigious distinction. Varonis is proud to be one of the highest scoring vendors, with an impressive 4.9 out of 5 stars out of 149 reviews and more five-star ratings, as of February ...

SOURCE COMMVAULT About Commvault Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience, helping more than 100,000 organizations keep data safe and businesses resilient and moving forward. Today, Commvault offers the only cyber resilience platform that combines the best data security and rapid recovery at enterprise scale across any workload, anywhere—at the lowest TCO. TINTON FALLS, N.J., May 28, 2025 /PRNewswire/ -- Commvault (NASDAQ: CVLT) – Jen DiRico, Chief Financial Officer of Commvault, wi ...

SAN ANTONIO, May 21, 2025 (GLOBE NEWSWIRE) -- Rubrik (NYSE: RBRK), a leading cyber resilience company, and Rackspace Technology (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, have announced Rackspace Cyber Recovery Service – a new managed service for customers operating in public cloud. By combining Rubrik's orchestrated data protection and cyber recovery solutions with Rackspace's DevOps principles and managed services, enterprises can simplify and accelerate recovery from ranso ...

Investment to accelerate France's digital transformation and economic growth with a focus on new hires, AI private cloud services and a digital hub in Sophia-AntipolisPARIS, May 19, 2025 /PRNewswire/ -- As part of "Choose France," Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, announced that it will invest up to €100 million over three years in France to strengthen the country's capabilities in data, artificial intelligence (AI) and cyber resilience."I welcome the ...

业绩总结 - N-able的年度经常性收入（ARR）为4.93亿美元，且约100%为经常性收入[8] - N-able的净保留率为101%，年度ARR增长率为11%[8] - N-able的收入在2024财年达到4.66亿美元，较2023财年的4.22亿美元增长了10.4%[53] - N-able的调整后EBITDA在2024财年为1.69亿美元，较2023财年的1.43亿美元增长了18.1%[53] - 2023年第一季度的调整后EBITDA为3900万美元，EBITDA利润率为36%[75] - 2023年第二季度的调整后EBITDA为3700万美元，EBITDA利润率为35%[75] - 2023年第一季度的客户平均收入（ARR）为2398千美元，较2022年增长26%[58] - 2023年第一季度的美元基础净收入留存率为101%[58] - 2023年第一季度的毛收入留存率为85%[58] 用户数据 - N-able的客户中，60%的IT专业人士表示在管理SaaS扩张方面面临困难[15] - 预计2024年至2028年全球数据量的年均增长率（CAGR）将超过25%[15] 财务展望 - 2025财年第二季度的年化经常性收入（ARR）预期在5.19亿至5.25亿美元之间，同比增长8-9%[60] - 2025财年总收入预期在4.92亿至4.97亿美元之间，同比增长6-7%[60] - 调整后的EBITDA预期在1.34亿至1.39亿美元之间，调整后的EBITDA利润率为27-28%[60] - 2022年到2025年，调整后的EBITDA年复合增长率（CAGR）预计为31%[66] 成本与费用 - GAAP收入成本在2023年Q2为17百万美元，预计在2024年Q4将增至23百万美元，整体增长约35%[76] - GAAP销售和营销费用在2023年Q2为35百万美元，预计在2024年Q4将达到32百万美元，整体变化不大[77] - GAAP一般管理费用在2023年Q2为18百万美元，预计在2024年Q4将增至19百万美元，增长约5.6%[78] - GAAP研发费用在2023年Q2为20百万美元，预计在2024年Q4将增至23百万美元，增长约15%[79] - 非GAAP收入成本在2023年Q2为16百万美元，预计在2024年Q4将增至21百万美元，增长约31.25%[76] - 非GAAP销售和营销费用在2023年Q2为31百万美元，预计在2024年Q4将保持在31百万美元，变化不大[77] - 非GAAP一般管理费用在2023年Q2为13百万美元，预计在2024年Q4将增至14百万美元，增长约7.7%[78] - 非GAAP研发费用在2023年Q2为18百万美元，预计在2024年Q4将增至20百万美元，增长约11.1%[79] - 2022年GAAP总收入成本为59百万美元，2023年预计为68百万美元，增长约15.25%[76] - 2022年GAAP销售和营销费用为125百万美元，2023年预计为135百万美元，增长约8%[77] 市场机会 - N-able的总可寻址市场（TAM）为440亿美元，预计2025年增长率为14%[22] - N-able的产品组合中，数据保护的市场机会约为8亿美元，安全运营的市场机会约为14亿美元[50] 新产品与技术 - N-able的网络安全平台旨在保护企业免受不断演变的网络威胁[6]

Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to BroadridgeNEW YORK, May 7, 2025 /PRNewswire/ -- Growing concerns over operational and cyber resilience were the major theme of the SIFMA Ops 2025 conference, a gathering of top operations and technology leaders from across the capital markets ecosystem.The threat landscape is only becoming increasingly more sophisticated with artificial intelligence and other new tools to automate attacks.  With high-profile data breaches ...

文章核心观点 - 网络安全公司Rubrik与混合云及AI解决方案公司Rackspace Technology宣布战略合作 推出由Rubrik支持的Rackspace Cyber Recovery Cloud服务 帮助企业在网络攻击时实现网络弹性和业务连续性 [1] 合作背景 - 企业面临的勒索软件威胁增加 92%的受害者数据被加密 60%的数据被盗 传统备份和恢复解决方案恢复业务运营需数周或数月 [3] 合作内容 - 结合Rubrik的数据保护和网络恢复软件与Rackspace的混合云专业知识和全球数据中心资源 提供完全托管的隔离恢复服务 [2] 服务特点 - 提供隔离的按需或专用托管解决方案 企业可通过气隙平台恢复关键工作负载 旨在数小时内完成恢复 提供干净、隔离环境下的业务连续性 [4] - 可复制经过验证的备份 确保数据安全并可快速部署 网络攻击时 Rubrik能快速识别安全备份数据 Rackspace可在数小时内将关键工作负载恢复到隔离环境 [6] 服务优势 - 满足不同行业组织的运营连续性需求 填补市场空白 能在干净、隔离环境中快速恢复数据和运营能力 [5] - 提供按需和专用选项 为应对勒索软件威胁和合规要求的组织提供经济高效的灵活性 [7] 服务准备与实施 - 进行网络恢复就绪评估 确定关键应用程序 映射依赖关系 并根据业务影响对工作负载进行优先级排序 制定针对性恢复路线图 [7] - 进行网络恢复云上线服务 确保Rackspace Cyber Recovery Cloud的无缝配置和测试 包括配置隔离恢复环境、构建恢复模板、测试场景和制定业务连续性计划 [8] 公司介绍 - Rackspace Technology是领先的端到端混合云和AI解决方案公司 可设计、构建和运营客户的云环境 助力客户实现应用现代化等 [9] - Rubrik致力于保护全球数据 凭借零信任数据安全帮助组织抵御网络攻击等 其安全云可保护企业、云和SaaS应用程序的数据 [10]

Commvault Systems (CVLT) Q4 2025 Earnings Call April 29, 2025 01:27 PM ET Speaker0 Thank you for standing by. At this time, I would like to welcome everyone to the Commvault Q4 Fiscal Year twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the conference over to Mike Melnick, Head of Investor Relations. Please go ahead. Speaker1 Good morn ...

Commvault Systems (CVLT) Q4 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Michael Melnyk - Head, IRSanjay Mirchandani - President and Chief Executive OfficerJen DiRico - CFOParam Singh - Executive Director Conference Call Participants Eric Heath - Vice President - Equity Research AnalystAaron Rakers - Managing Director & Technology AnalystRudy Kessinger - Managing Director - Senior Equity Research AnalystJames Fish - MD & Senior Research AnalystHoward Ma - Director & Equity Research Ana ...