Dead already - Looks like with AWS Backup, this company is finished.
Main business is secondary backups, AWS released backup very recently, in few months what is stopping AWS to release similar better product than Cohesity / Rubrik?
AFAIK, both of these companies will market themselves as data management systems rather than pure backup ; they will certainly move up the stack, drive data insights about data, be super enterprisey in their offerings and hence do well. Indeed, AWS backup announcement certainly means some customers will end up using that rather than but their solutions. But any responsible enterprise should never rely on the same cloud (for disaster recovery) where their primary storage resides. Even if you use in prem or multi cloud for one of the various reasons (backup, disaster recovery, archival etc), you are likely to find their products almost indispensable. Just my take.
That's much better than their own sales execs. What do you (at) Google? And why are you so drunk on their koolaid?
Why ? It hit $ 200M annual revenue doubling every 2 quarters. Employees love the place. Founder said bigger opportunity than nutanix. Like nutanix they are in the on-prem side of things unlike aws which is public cloud.
If onprem business was so lucrative, oracle top management wouldn’t be shitting bricks right now.
Then why does nutanix mgmt find onprem lucrative ? Cohesity will make a lot of money for its founders and early employees even at its current unicorn valuation.
I do agree cohesity sucks. I don’t get the love for it. Horrible interface and product.
It’s so ironic that people who know nothing about a product and it’s market speak so much about it. No organization will ever backup their workloads to cloud atleast primary backups as recovery is really slow also they would be paying for extra copy because no dedup between cloud and onprem. And never forget no enterprise trusts cloud only for backups due to DR and data security. AWS coming out with a backup solution is good for Cohesity because Cohesity can now use the clean API than a bandaid solution.
Huh? While I am bullish these companies, as commented above, your points make no sense whatsoever! Enterprises world over are rushing to move to cloud. And why not? Cloud backup is super cheap (s3, glacier), no cost for ingress, egress only if you are restoring etc. These solutions also ensure data is deduped before it is sent to cloud so that argument is mostly nonsensical.
Ugh, meant this to be a reply to Apcera post above.
I guess you missed about RPO and RTO. Companies usually need a mix of both. Direct cloud backups from onprem data center without onprem presence provide very little value in my opinion.
Explain? Pretty vague post