Cohesity - IT Press Tour #62 June 2025

Transcript

1. The New Leader in AI-Powered Data Security IT Press Tour June 5, 2025
2. © 2025 Cohesity Inc. All rights reserved. 2 11:00 – 11:10 Welcome, Overview of the Day, Introductions 11:10 – 11:40 Sanjay Poonen, President and CEO • Cohesity Company Overview 11:40 – 11:50 Mark Nutt, SVP, International Sales • Delivering Value as a Combined Company • International View 11:50 – 12:20 Vasu Murthy, Chief Product Officer • Cohesity Product Roadmap • The Cohesity Five Steps to Cyber Resilience • Cohesity RecoveryAgent and our Vision for Clean Application Recovery 12:20 – 12:40 Gregory Statton, VP, AI Solutions • Cohesity Gaia Overview and Demo 12:40 – 1:00 Cohesity Executive Q&A (and Lunch) • Vasu Murthy, Chief Product Officer • Mark Nutt, SVP, International Sales • Brian Spanswick, Chief Information Officer • Greg Statton, VP, AI Solutions • Dale “Dr. Z” Zabriskie, Field CISO AGENDA
3. THE NEW LEADER IN AI-POWERED DATA SECURITY
4. © 2025 Cohesity Inc. All rights reserved. 4 Our mission: To protect, secure and provide insights into the world’s data. The largest organizations rely on us for their resilience.
5. © 2025 Cohesity Inc. All rights reserved. 5 Data Is Exploding And Sprawl Has Created A Mess Today Container Backup Compliance Cloud Archiving Legacy Backup Cloud ETL Disaster Recovery File Storage Deduplication Dev/Test Data Object Storage Cloud Archiving File Storage Data Governance Legacy Tape Anti-Virus M365 Backup PII Search Cloud Analytics VM Backup SaaS Backup Copy Data Mgt Cloud Backup PII Search UNSECURE COMPLEX UNINTELLIGENT CLOSED
6. © 2025 Cohesity Inc. All rights reserved. 6 270+ Days to Identify & Recover from a Data Breach 20 Ransomware Attacks Every Second 68% of Business Data Available Goes Underleveraged 48% Store Confidential and Sensitive Data in the Cloud (Proactive) Policy Management (Reactive) Monitoring + Response Data Security Is The Last Line Of Defense Identify Detect Respond Recover Protect
7. © 2025 Cohesity Inc. All rights reserved. 7 Security Multicloud AI Three Vectors of Technology Focus
8. © 2025 Cohesity Inc. All rights reserved. 8 Estimated exabytes under management, company estimates Protecting, Securing, and Providing Insights into Data is a Massive Opportunity Primary Data Secondary Data VMs, DBs, Files, Emails 100s of EBs 1000s of EBs Structured / Unstructured
9. © 2025 Cohesity Inc. All rights reserved. 9 PRIMARY DATA SECONDARY DATA VMs, DBs, FILES, APPS 100s OF EBs 1000s OF EBs STRUCTURED / UNSTRUCTURED Data Gravity is the Key to Winning in the Market Data presented are internal estimates using industry data and have not been independently verified | Company Estimates, does not include Dell, IBM 100s OF EB 18 EB 10 EB 1 EB DATA UNDER MANAGEMENT
10. © 2025 Cohesity Inc. All rights reserved. 10 5 Ss of Differentiation SPEED SCALE SIMPLICITY SECURITY SMARTS Fastest speed of cyber recovery of any DP vendor Some of the largest data protection estates run on Cohesity Control plane, and UX rated by analysts and designers as among the best Built-in zero-trust principles, strongest security capabilities, largest security ecosystem First to invent GenAI RAG for secondary data and only DP vendor invested in by Nvidia 1 2 3 4 5
11. © 2025 Cohesity Inc. All rights reserved. 11 Pro Forma Fiscal 2024 Combined Cohesity Key Metrics Over 100x nearest modern competitor Data Protected 12,000+ Customers 85+% Fortune 100 ~70% Global 500 3,000+ Partners 2x Nearest Modern Competitor R&D Investment Customers and Partners Enterprise Customers 100+ Exabytes $1.7B Revenue1 $1.5B ARR1 79% Gross Margins1 28% Adj Cash EBITDA Margins1 Notes: 1. 2024 pro forma metrics after acquisition of Veritas data protection business
12. © 2025 Cohesity Inc. All rights reserved. 12
13. © 2025 Cohesity Inc. All rights reserved. 13
14. © 2025 Cohesity Inc. All rights reserved. 14
15. © 2025 Cohesity Inc. All rights reserved. 15 Mark Nutt, SVP, International Sales
16. COHESITY INTERNATIONAL ~50% of Cohesity business Growth 55% of Cohesity sellers 63% of Cohesity staff >138 countries 17 time zones >100 currencies >100 languages © 2025 Cohesity Inc. All rights reserved. 14 85 CYBER THREAT BUSINESS RESILIENCE DATA SOVEREIGNTY ARTIFICIAL INTELLIGENCE Customer Themes
17. INTERGRATION WITH HELIOS COMMON CONNECTOR PLATFORM > 1100 INTERGRATION WITH COHESITY FILE SYSTEM NEW RECOVERY AGENT Customer centric, UI innovation delivering market leading simplicity Addressing current and future customer workloads, matched to all INTL markets Increasing speed of recovery for our customers Accelerating secure recovery for our customers 6 Months after the Veritas acquisition what benefits are being delivered to our key customers?
18. © 2025 Cohesity Inc. All rights reserved. 18 Product Strategy Vasu Murthy, Chief Product Officer
19. © 2025 Cohesity Inc. All rights reserved. 19 Cohesity Platform Data Platform Data Protection Data Security Data Insights The Platform is unique
20. © 2025 Cohesity Inc. All rights reserved. 20 Quickly bounce back from any cyber-attack and prevent data theft Drive growth and profit with unstructured data using GenAI Protect all data and guarantee recovery DATA PLATFORM DATA PROTECTION DATA SECURITY DATA INSIGHTS The Opportunity 100s of Exabytes of Data
21. © 2025 Cohesity Inc. All rights reserved. 21 Architecture for the Cyber Resilience Era Cohesity Data Cloud Unified Management Data Center | Public Cloud | Backup as a Service Cohesity File System (SpanFS) Microservices on Containerized Runtime Environment DataProtect NetBackup OST REST API SDK Threat Protection Cyber Recovery Cyber Vault IT Analytics GAIA & Copilot • NetBackup Cloud Scale Technology provides basis for elastic, componentized platform • Service-oriented architecture allows for services to be added quickly, easily • Managed by a single, unified user experience • Leverage the performance and scale of SpanFS • Recover from NetBackup data forever • Continued support for broad selection of workloads Any Source
22. Ensure data is always recoverable 2 The Cohesity 5 Steps to Cyber Resilience Protect all data 1 Detect and investigate threats 3 Practice application resilience 4 Optimize data risk posture 5 Protect Strengthen Respond Practice Optimize
23. © 2025 Cohesity Inc. All rights reserved. 23 Our Vision for Clean Application Recovery Clean Config Clean Data Clean Room Testing DevOps Config + Validated backups Backups + Threat Hunting Malware Scanning Application Validation Incidence Response Automation, Partners, Cohesity Response Team Business up and Running AI Automation
24. © 2025 Cohesity Inc. All rights reserved. 24 Cohesity RecoveryAgent
25. © 2025 Cohesity Inc. All rights reserved. 25 Cohesity Gaia Greg Statton VP, AI Solutions
26. © 2025 Cohesity Inc. All rights reserved. 26 GenAI can boost productivity up to 44%, leading to significant cost savings and operational efficiencies Organizations are realizing an average return of $3.70 for every $1 invested in GenAI, highlighting its substantial economic benefits GenAI’s Impact on the Enterprise by Numbers GenAI in support care can enhance productivity by 30% to 45%, through faster response times, and increased sales. 30% - 45% 44% $3.70
27. © 2025 Cohesity Inc. All rights reserved. 27 The State of Enterprise Data ~80% of Enterprise Data is Unstructured Enterprise data is siloed: on-prem, cloud, and endpoints Enterprise data lacks wholistic governance and visibility
28. © 2025 Cohesity Inc. All rights reserved. 28 Typical Conversations Start Like... How do we secure our data? Should we build it ourselves? Or buy it? What models do we need to use?
29. © 2025 Cohesity Inc. All rights reserved. 29 29 GenAI Is Powered By Data…Your Data to Unlock Potential
30. © 2025 Cohesity Inc. All rights reserved. 30 Cohesity AI The 3 Pillars of Cohesity AI Platform AI used to take care of our customers' data and offer operational intelligence Insights AI we use to create rich insights from data stored on the platform Ecosystem Providing tools & services for our customers to deliver AI to their business Protect Secure Access Mobility 30 © 2025 Cohesity Inc. All rights reserved. Cohesity DataCloud
31. © 2025 Cohesity Inc. All rights reserved. 31 E-Discovery & Compliance Augmentation Enterprise Knowledge Discovery Business Intelligence Cohesity Gaia Use Cases Enabling rich insights from data stored inside the platform CDO, CIO Searching through contracts, policies to benefit business function, smart data management) CFO, CIO,CDO Extract Insights for healthcare/life-sciences, financial data, unlock data searches in backups, unify silos CIO, Legal, IT Search-co-pilot for existing processes to find improprieties, violations through contextual discovery method © 2025 Cohesity Inc. All rights reserved. 31
32. © 2025 Cohesity Inc. All rights reserved. 32 Cohesity Gaia | Under the Hood Bedrock FMs Azure OpenAI Question Answer Extract Refresh Ingest Index Retrieve Response Encode Embed Relevance Reorder Summarize Citation Backups LLMs Cohesity Gaia Private Inference Endpoint Unstructured Data *
33. © 2025 Cohesity Inc. All rights reserved. 33 New: Cohesity Gaia On-Prem Cohesity Gaia Pioneers AI-Powered Insights from On-Premises Backup Data • Complete control and security Allows enterprises to retain full control over backup data while harnessing AI to extract meaningful insights. • High-performance AI with NVIDIA accelerated computing Delivers the speed, accuracy, and efficiency of AI capabilities using accelerated computing. • Multi-lingual indexing and querying Allows global enterprises to search and analyze data in multiple languages. • Customizable and scalable infrastructure Making it easy for customers to tailor their data intelligence environment to specific business needs. • Reference architectures Provides a prescriptive way for enterprises to deploy the solution on-premises across multiple hardware platforms. • Pre-packaged on-premises LLMs Eliminates the need for any customer backup data to be transferred to the cloud. • Optimized architecture Enables efficient searches of petabyte-level volumes of data. Built with NVIDIA AI; Features Validated Reference Architectures for Use with Cisco UCS, Hewlett Packard Enterprise, and Nutanix Platforms © 2025 Cohesity Inc. All rights reserved. 33
34. © 2025 Cohesity Inc. All rights reserved. 34 © 2025 Cohesity Inc. All rights reserved. 34 Threat Intelligence Anomaly Detection Data Classification Ransomware Detection Data Entropy Capacity Planning & Prediction Operational Insights AI Retrieval Augmented Generation AI Cohesity AI/ML Capabilities
35. © 2025 Cohesity Inc. All rights reserved. 35 What is Gaia? • Gaia stands for Generative AI Application • Allows users to talk directly to their data using natural language • Provides insights and enhances decision-making • Support NAS, Onedrive, Sharepoint, Files Servers • Can help search and summarize across millions of documents instantly © 2025 Cohesity Inc. All rights reserved. 35
36. © 2025 Cohesity Inc. All rights reserved. 36 Executive Q&A
37. © 2025 Cohesity Inc. All rights reserved. 37 Brian Spanswick, Chief Information Officer Dale “Dr. Z” Zabriskie, Field CISO Executive Q&A: Additional Guests
38. © 2025 Cohesity, Inc. All rights reserved. Cohesity, the Cohesity logo, SnapTree, SpanFS, DataPlatform, DataProtect, Helios, the Helios logo, DataGovern, SiteContinuity, DataHawk, and other Cohesity marks are trademarks or registered trademarks of Cohesity, Inc. in the US and/or internationally. Other company and product names may be trademarks of the respective companies with which they are associated. This material (a) is intended to provide you information about Cohesity and our business and products; (b) was believed to be true and accurate at the time it was written, but is subject to change without notice; and (c) is provided on an “AS IS” basis. Cohesity disclaims all express or implied conditions, representations, warranties of any kind. THANK YOU