Thoughts From Veeam's Investor Session

RBC provides highlights from Veeam's investor session, focusing on the launch of the DataAI Command Platform and the company's strong $2.1B ARR profile.

Key Takeaways

• 1.Veeam introduced the DataAI Command Platform, integrating its Securiti AI acquisition to create a new governance and security layer for AI infrastructure.
• 2.Veeam demonstrates robust scale with $2.1B in total ARR and high-teen growth, underpinned by a 25%+ adjusted EBITDA margin.
• 3.Growth is increasingly driven by expansion within a dominant market share of the Fortune 500, with a focus on simplified cloud upgrades and ResOps.

Table of Contents

• A quick overview and sizing update
• The DataAI Command Platform
• Looking at the next leg of growth
• Companies mentioned
• Required disclosures
• Distribution of ratings
• Conflicts policy
• Dissemination of research
• Analyst certification
• Third-party disclaimers
• Disclaimer

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