Congratulations on the numbers.
Analysts are really liking what you've been able to show in terms of cross-selling
here; many are saying, 'Look, you're the only game in town when it comes to cyber
and data security.' How are you seeing your clients pick up?
Thanks, Caroline.

We had another outstanding quarter, and
we are very pleased to not only have strong growth at the top line, but
we also improved profitability and generated free cash flow.
So, exciting time. Exciting time for us.
What is fueling Rubik's demand is really

this realization that folks have to
spend a lot of dollars stopping attacks across network and point cloud.
But you can't stop the unstoppable. You need a resilient strategy to
ensure that when the inevitable breach happens, you can still run your
business; that groups can go to school

because the schools are open, the
hospitals can admit patients. And that's what we are focused on.
And we are helping businesses ensure continued operation even when
confronted with a cyberattack. And that's what is fueling our demand.
It's interesting; today, a really well-

written story on Bloomberg by Ryan Gallagher
is all about ransomware gangs targeting not just large
institutions, but small and medium-sized enterprises.
And with ransomware attacks up 70% in 2023, what is the outlook for
everyone having to adopt some sort of

protection here, Rubik?
Ransomware continues to be a huge problem because it's a monetizable way
for cyber gangs and criminals to profit from cyberattacks.
So the issue is, who are they targeting?
And they are targeting the weakest link,

which is are local governments, local schools; they are targeting hospitals and other health care institutions because these organizations are not properly protected. If you just think about health care, there's so much sensitive data in health care—three times more sensitive data

than the average enterprise. The amount of digital transformation happening in the health care space to reduce the cost of health care and deliver better services is creating more surface area of attack. As we are focused on protecting the unprotected, we're going to break some news.

Hold on for a minute. But we have news from our own Mark Gurman regarding Apple, with breaking news that Apple is preparing to finally bring one of its most ambitious projects to market: the cellular modem chips we've been hearing about that will

replace components for its partners and, basically, its adversary, Qualcomm. Qualcomm is off by a percentage point; Apple is up 3/10 of a percent. For more than five years, they've been focused on this in-house modem system.

And it's going to debut next spring, according to people familiar with the matter. We will bring you more on that story. But let's get back to Rubrik, because we were just talking about the expansive nature of ransomware attacks. Can you paint a picture of what it

looks like going into the next administration in 2025? Are we likely to see a change in the narrative around data protection and data security?

cybersecurity? The next administration will be an America First administration, and that will actually spur more industrial espionage, more cyber warfare, more cyber activities, more insider attacks, and more cyberattacks. And so we believe that as we are digitizing faster, and the next administration will be quite business-

focused, the outlook for cybersecurity is obviously grim, and we are ready and prepared to help businesses protect themselves as they expand internationally, as they expand their business, and as they create more digital transformation. Our goal is to help every business confidently transform digitally without worrying about how they can keep their services up and running.

We haven't mentioned JennAir yet. How much are you having to reference it to your clients? Look, JennAir is a big driver for our business because JennAir applications

are actually data-hungry, and they are pulling data from all the nooks and crannies of business applications into a centralized place and ensuring that that data doesn't fall into the wrong hands. Who uses these JennAir applications? You don't want salespeople in a hospital to have access to patient records.

And this is where we are focused on really delivering data security, ensuring that the JennAir applications are trusted and responsible.

Rubrik CEO Says 'America First' to Spur Cyber Warfare

Welcome to the Bloomberg Technology YouTube channel. Subscribe for original series and mini-docs on game-changing technologies, profiles on innovators, live conversations with experts, and breaking technology news & analysis from Bloomberg TV.

Bloomberg Technology

Rubrik의 강력한 재무 성과와 시장 입지

분석가들은 루브릭의 교차 판매 성공과 사이버 및 데이터 보안 분야에서 선도적인 입지를 높이 평가합니다.

Rubrik은 강력한 매출 성장, 수익성 개선, 잉여 현금 흐름 창출로 또 한 번 뛰어난 분기를 보였습니다.

Rubrik의 수요는 사이버 공격 시 비즈니스 연속성을 보장하기 위한 탄력적인 전략의 필요성에서 비롯되었습니다.

Rubrik은 사이버 공격 이후에도 기업이 운영을 유지할 수 있도록 지원하는 데 중점을 둡니다.

랜섬웨어 공격의 증가와 루브릭의 대응

중소기업을 노리는 랜섬웨어 공격이 증가하고 있습니다.

랜섬웨어는 지방 정부, 학교, 병원과 같은 취약한 조직을 노리는 금전적 범죄입니다.

의료 분야는 대량의 민감한 데이터와 디지털 전환의 증가로 인해 특히 취약합니다.

곧 출시될 애플의 셀룰러 모뎀 칩과 퀄컴에 미치는 영향

Apple은 퀄컴의 부품을 대체하는 자체 셀룰러 모뎀 칩을 출시할 준비를 하고 있습니다.

출시는 내년 봄에 예정되어 있습니다.

사이버 보안 및 데이터 보호의 향후 전망

향후 행정부의 '미국 우선주의' 접근 방식은 사이버 위협을 증가시킬 것으로 예상됩니다.

디지털화의 증가와 비즈니스 중심의 행정은 사이버 보안 전망을 더욱 악화시킬 것입니다.

Rubrik은 기업이 서비스 가동 시간을 저하시키지 않고 자신 있게 디지털 전환을 진행할 수 있도록 지원하는 것을 목표로 합니다.

데이터 보안에서 젠에어 애플리케이션의 역할

JennAir 애플리케이션은 데이터를 많이 사용하므로 데이터를 중앙 집중화하여 보호합니다.

JennAir는 데이터 보안에 중점을 두어 민감한 정보에 대한 무단 액세스를 방지합니다.

Rubrik은 신뢰할 수 있고 책임감 있는 JennAir 애플리케이션의 중요성을 강조합니다.