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Research Note: HPE’s New Storage SLAs and Edge-Ready Backup Appliances

HPE recently introduced new service-level guarantees and product innovations focused on cyber resilience, energy efficiency, and zero data loss for its flagship HPE Alletra Storage MP B10000 platform.

It also expanded its StoreOnce data protection portfolio with new appliances tailored to remote offices and SMBs.

Research Note: Veeam’s VeeamOn Announcements

Veeam

At its annual VeeamON 2025 event, Veeam Software announced three significant expansions to its data resilience platform. The updates focus on identity protection, AI integration, and security partnerships.

Research Note: Scality-Veeam Unified Software Appliance

Scality-Veeam Appliance

Scality and Veeam have developed a unified software appliance that runs on commodity x86 servers. It combines Scality’s ARTESCA object storage with Veeam’s Backup and replication software.

The new integration promises to streamline deployment, enhance security, and reduce implementation costs. It also eliminates the need for separate physical or virtual infrastructure for Veeam while providing a hardened security environment with reduced attack surface.

Research Note: Cohesity’s Updates Cyber-Resilience for Google Cloud

Abstract image representing cybersecurity

At Google Cloud Next 2025, Cohesity announced several enhancements to its cyber resilience portfolio that provide deeper integrations with Google Cloud’s security capabilities. The announcements focus on AI-driven threat intelligence, incident response, secure recovery environments, and operational integration with Google Security Operations.

Research Note: Rubrik Expands Annapurna to GCP

Rubrik Annapurna

At Google Cloud Next 2025, Rubrik announced the expansion of Rubrik Annapurna, its API-driven AI data security and governance platform, to Google Cloud. The announcement sees Rubrik delivering Annapurna as a secure data access layer for AI-driven application development within Google’s Agentspace framework.

Research Note: Cohesity & Veritas Complete Merger

Deal

Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.

Research Note: Veeam Cloud Data Vault v2

Veeam Cloud Data Vault

Veeam Software recently announced the release of its Veeam Data Cloud Vault v2, a fully managed, secure cloud storage solution that builds on its predecessor with enhanced durability, affordability, and integration.

Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships

Commvault

Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.

Research Note: Commvault’s Clumio Acquisition

Commvault

Commvault Systems announced its acquisition of Clumio,, a startup specializing in backup solutions for public cloud environments, with a primary focus on AWS and Microsoft 365 environments.

The deal’s financial terms were not disclosed, though Commvault has stated that the acquisition price is “not material” and will be financed using its existing cash reserves.

Quick Take: Veeam Acquires Alcion

Veeam

Veeam, the world’s largest provider of enterprise backup and recovery solutions, announced its acquisition of Alcion, a startup focused on protecting Microsoft 365 environments from data loss. The financial details of the deal were not disclosed.

Quick Take: CommVault FQ1 2025 Earnings

Commvault FQ1 2025 Investment Thesis

Commvault Systems delivered robust Q1 FY2025 earnings numbers, marked by significant growth in revenue and ARR, along with a strong emphasis on cyber resilience and cloud modernization. The company reported total revenue of $225 million, a 13% year-over-year increase, and an impressive 66% surge in SaaS ARR to $188 million.

Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP

HPE Zerto

Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault’s immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.

Quick Take: Clumio’s $75M Series D Round

Abstract image of earnings.

Clumio, an emerging leader in the public cloud backup and recovery space, announced that it raised $75M in series D funding, showcasing strong investor confidence in its innovative cloud data management solutions.

Research Note: Inside the New Commvault Cloud Platform

Commvault

Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.