Apr. 26 at 4:34 PM
$RBRK - Again, I am holding for the very long term.
I have more conviction in this investment than all of my other investments combined.
Unlike the negative posts… here is my thesis.
1) Data has become the most valuable commodity in the world.
2) At least 40% of organizations still utilize legacy backup and recovery solutions.
3) A.I will only increase the demand for the platform.
4) Protection does nothing but delay the inevitable.
5) Cyber insurance now requires immutable backups.
6) Cloud storage providers do not provide any form of data protection.
7) RBRKs differentiator is significant. (purpose built data security platform) not a storage solution with security built on.
8) Essential for all environments from fully On-Prem to hybrid to fully cloud.
Coming from a first hand user, I would terminate all of my other vendor contracts before I terminated RBRK.