Cohesity, Inc.: Business Overview, Financials & Competitive Analysis
Cohesity is a data management and security company that provides data protection, data security, and data insights services. The company is valued at $9 billion and is known for its cloud data management and anti-rans...
Cyborg Score thesis
Cohesity is a well-capitalized, high-growth data protection leader with expanding customer concentration and emerging AI...
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Get Current Report FreeCohesity, Inc. Overview
Pro stress-test →Cohesity is a data management and security company that provides data protection, data security, and data insights services. The company is valued at $9 billion and is known for its cloud data management and anti-ransomware software used by customers including Nasdaq, Salesforce and Delta Airlines.
Strategic Profile
Pro stress-test →Cohesity has over 13,600 enterprise customers, including over 85 of the Fortune 100 and nearly 70% of the Global 500. The company has become the fastest data protection company to cross $1.5 billion in revenue in the data protection industry, reaching that milestone in 11 years. The company differentiates through unified data consolidation, ransomware recovery, and emerging AI-driven analytics capabilities.
Competitive Landscape
Pro stress-test →Cohesity competes in the enterprise data protection and backup software market against Rubrik, Commvault, Druva, and Veritas Technologies. The company differentiates through hyperconverged architecture, unified data platform consolidation, AI-driven analytics, and ransomware-specific capabilities. Competitors include traditional backup vendors (Commvault, Veritas) and newer cloud-native entrants (Rubrik, Druva).
Industry Context
Cohesity, Inc. operates in Enterprise Software.
Key facts
Founded: 2013 · Headquarters: Santa Clara, US · Employees: 7,700 (as of May 2026) · Revenue: Over $1.7 billion (pro forma for fiscal year ending July 2024); estimated $1.5+ billion annual recurring revenue · Market cap: Estimated $9 billion (private equity valuation as of 2026)