Cohesity
Cohesity Company Stability & Growth
This page was generated by Built In using publicly available information and AI-based analysis of common questions about the company. It has not been reviewed or approved by the company.
What's the stability & growth outlook for Cohesity?
Strengths in analyst-validated positioning and a major scale increase post-combination are accompanied by execution dependencies tied to integration and intense top-tier competition. Together, these dynamics suggest Cohesity offers strong stability and growth potential, while near-term resilience hinges on roadmap clarity and successful consolidation of the combined portfolio.
Positive Themes About Cohesity
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Strong Market Position & Advantage: Independent evaluations consistently place Cohesity in the “Leader” tier for enterprise backup, recovery, and cyber-recovery, supporting a strong competitive standing. The Veritas enterprise data protection combination is described as creating the largest data protection software provider by market share, expanding reach to 12,000+ customers and over $1.7B pro forma revenue.
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Strong Revenue Growth: The company’s scale and revenue base increased materially following the December 2024 combination, with pro forma revenue and ARR cited at over $1.7B and about $1.5B respectively. Pre-combination momentum is also cited via FY2024 revenue around $549M with mid‑20s growth.
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Market Expansion: A announced multi‑year, $1B investment plan in India signals continued geographic and engineering footprint expansion. Broader global reach is also attributed to the expanded distribution and ecosystem following the Veritas portfolio combination.
Considerations About Cohesity
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Short-Term or Unsustainable Growth: A meaningful portion of the recent “step-change” in revenue and customer scale is attributed to the Veritas transaction rather than purely organic expansion. Future growth is explicitly framed as dependent on successful integration and cross-sell execution rather than deal-driven scale alone.
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Strategic Drift: The combination introduces a dual-portfolio reality (e.g., NetBackup/Alta alongside Cohesity Data Cloud) that requires careful roadmap convergence decisions. Customers are advised to monitor migration paths, licensing alignment, and support timelines as the combined roadmap evolves.
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Weak Market Position & Pricing Challenges: The leaders tier is described as crowded, with multiple peer Leaders competing head-to-head, implying sustained competitive pressure. Fit is noted as potentially weaker in highly price-sensitive or SMB-centric scenarios versus alternative leaders or specialists.
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