Where do you see the advantages over other cyber security companies
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@Multibagger Rubrik represents the goalkeeper after the defense has already been overcome.
$CVLT and $NTAP are probably the most direct competitors, but I think Rubrik has the best chance of generating returns. And I think the subscription model in particular is great, as you can rely on recurring revenue.
The still negative P/E ratio also appeals to me.
$CVLT and $NTAP are probably the most direct competitors, but I think Rubrik has the best chance of generating returns. And I think the subscription model in particular is great, as you can rely on recurring revenue.
The still negative P/E ratio also appeals to me.
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8Mês
@HoldTheMike $NTAP is not a direct competitor, they are a storage manufacturer with a slight "backup/cybersecurity focus". Direct competitors are rather $CVLT as you wrote, and Veeam, as well as Cohesity (but they are not listed on the stock exchange).
I am also invested in $RBRK and like their products because they have a different perspective on backup (cybersecurity).
I am also invested in $RBRK and like their products because they have a different perspective on backup (cybersecurity).
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