Jun. 20 at 12:34 AM
$RBRK $CRWD $PANW $ZS
Data security with all data centers needed by AI companies. They need data security protection
Rubric is the leader.
Rubrik (RBRK) is not a direct competitor to Palo Alto Networks (PANW) or CrowdStrike (CRWD) in the same cybersecurity segments, as it focuses on a distinct niche—data security, backup, and recovery—while PANW and CRWD specialize in network security, endpoint protection, and threat detection. However, there is some overlap in the broader cybersecurity landscape, particularly in areas like cloud security and data protection, which could position Rubrik as a complementary or indirect competitor in certain use cases.
Competitive Dynamics:
- Rubrik operates in the data backup and recovery market, which is distinct but adjacent to the endpoint and network security markets where PANW and CRWD lead. Rubrik’s focus on protecting data from loss or ransomware complements the threat prevention focus of PANW and CRWD. For example, Rubrik’s partnership with CrowdStrike integrates its data security capabilities with CrowdStrike’s Falcon XDR platform to enhance visibility and response to data-targeted attacks
Market Perception:
- Rubrik is considered a fast-growing, niche player with a 39% year-over-year ARR increase to
$1 billion in fiscal 2025
