사이버 복원력: 비즈니스와 성장을 위한 핵심 초점

### 사이버 회복탄력성: 디지털 세상에서의 성장과 시장 역학 관계
* 📈 구겐하임의 애널리스트들은 회사가 **모든 주요 지표에서 상당한 성과**를 거뒀다고 강조하는 반면, 블룸버그 인텔리전스는 **하반기 성장 동력에 대한 의문**을 제기합니다.
* 💪 이 회사는 사이버 복원력 구독 시장에서 **전년 대비 40%의 괄목할 만한 성장**을 달성하여 **9억 달러 이상의 매출**을 기록했으며, 매출과 수익성 지표 모두에서 강력한 성과를 보여주었습니다.
* 🌐 기업들이 점점 더 클라우드 솔루션으로 전환함에 따라 오늘날의 디지털 환경에서 사이버 복원력의 중요성을 강조하며 **사이버 공격 중에도 기업이 운영을 유지**할 수 있도록 지원하는 데 중요한 역할을 하고 있습니다.
* 📊 30억 달러 매출 달성을 목표로 지속 가능한 비즈니스를 구축하는 데 계속 집중하고 있기 때문에 **상장기업으로의 전환은 회사의 장기적인 비전을 바꾸지 않았습니다.**
* 🔒 최근 전 세계적으로 대규모 IT 중단 사태가 발생하면서 회복탄력성에 대한 논의가 재점화되었고, **사이버 사고 시 비즈니스 연속성 보장에 대한 CEO와 이사회 구성원의 관심**이 높아졌습니다.
* 🤝 Microsoft와의 파트너십은 사이버 복원력 분야에서 **엔드투엔드 보안 솔루션**을 제공하기 위한 공동의 노력을 강조하며 **올해의 의료 파트너**로 선정되는 등 더욱 강화되었습니다.
* 🌏 일본에서는 기업들이 디지털 혁신과 잠재적인 사이버 중단과 관련된 위험을 완화하기 위해 **사이버 보안, 특히 사이버 복원력에 대한 투자**에 진지하게 임하고 있음을 알 수 있습니다.

피할 수 없는 사이버 위협에도 불구하고 기업이 운영 유지에 우선순위를 두면서 사이버 복원력은 상당한 성장을 주도하고 있습니다.

Analysts such as Guggenheim saying you significantly outperformed on all key metrics. But Bloomberg intelligence there flagging perhaps some questions around growth dynamics in the second half. Can you speak to that? Thank you, Caroline, for this opportunity. Look, I love this talk due to the expert, but we are building a long-term business. And if you look at the growth in a very important market, that is cyber resilience. We grew 40% year over year on our subscription. Add up to over 900 million. I mean, we are growing at this speed at that scale. And last quarter we beat the quarter handsomely. Q2 then quarter before we beat the quarter handsomely, we are continuing to outperform both on top line and our profitability metrics. And this quarter we also raised the guidance for the rest of the year. So we are very bullish about what is in front of us.

We are confident in our execution. What we see and we one will finish out here a strong. People in the context of like what rubric actually does. It seems like when enterprises invest more in cloud or shift to the cloud, there's a benefit that you derive from that. Could you explain the basics of that relationship and those mechanics as more and more businesses and governments have realized that just doing cyber prevention will not allow them to run their business when there is a successful cyber attack because cyber attacks are inevitable. They are all thinking about cyber resilience. How do they continue to run their business, even in terms of attacks? How do hospitals continue to admit patients? Banks continue to dole out money and that's what we do. We help businesses ensure that their applications are running and applications could be in their enterprise, could be in the SAS, could be in the cloud. And as businesses are doing more digital transformation to gain productivity.

Cyber is the number one risk, and the ability to run their services all the time, irrespective of a successful cyber attack, is what will help that business as well. So, more cloud transformation, more SAS adoption, more digital transformation is actually helping our business. People Switching gears slightly, I think we asked you, let's say a dozen times over the course of a year when you were going to go public, and eventually it happened. And I feel like it all happened quite fast. I just wanted to ask what it's like being a public company and how you think that's going, is going great as a public company. But for me, as a CEO, there's no real difference other than reporting to the public market and doing callbacks with our stakeholders, because from the day one of the company, we wanted to build a long-term company, a company that lasts longer than my own professional career in life. And there is no difference in terms of how we build our product, how we think

about the next chapter of Ruby. We are coming up on $1,000,000,000 that we actually guided to. I'm thinking about how do we go to 3 billion and beyond? What are the product configurations that we do today so that we have high acceleration three or four years down the line. That's how we think as a business. And there's no real change in how we operate our business. Since you've gone public, though, we had the most major global I.T. outage, and everyone started thinking about resiliency all over again. Now, today, in fact, I think Microsoft is currently hosting a cybersecurity summit for the first time since that outage with government participation to really get the learnings. People, how many customers did you suddenly sign from that event? How have you seen the market shift after it? It was an unfortunate event, but it actually previewed what a real cyber attack could do to our digital

interconnected global economy. And it really, as you mentioned, brought the discussion of resilience at the top. And so we're seeing a lot of CEOs and board of directors and CEOs and CEOs having this conversation that how do we keep our businesses up and running, irrespective of what happens. So we are definitely seeing anecdotal evidence of like a renewed interest, a renewed focus. And cyber resilience is the number one topic in cybersecurity, but it is one of the many factors. And over time, it'll be clear how much impact it does to actual like demand and top line. People very simply did. Did you get invited to this summit that Microsoft's hosting and what are you hearing about it? We have a great partnership with Microsoft. In fact, they gave us healthcare partner of the year because we are really going after Protect the Unprotected, which is the healthcare segment of the market. And obviously, Microsoft is very serious

about cybersecurity. If you look at the number of initiatives that they are doing, the number of partnerships that we are creating with Microsoft, where we are bringing the cyber resilience, they are bringing the cloud and infrastructure security, and together we are delivering end-to-end security. So as far as Microsoft is concerned, our partnership around security is very strong, and they are quite serious about that. What about global growth more broadly, and where are you seeing CIOs, CISOs willing to spend at this moment? So I was in Asia three or four weeks ago, and I spent almost a week in Japan. And if you look at a country like Japan, which is a large industrial economy, they're also undertaking digital transformation because they want to gain productivity. They want to have this whole digital moment for themselves. And the number one concern for their digital transformation is cybersecurity because in a manufacturing-oriented economy, if you have digital disruption because of cyberattacks, I

mean, the whole economy could come to a standstill, or the whole company could come to a standstill. So folks are very serious about investing in cybersecurity, particularly around cyber resilience, because they have done a lot of investment in the prevention of attack, but they are not able to prevent the unpreventable. So its focus is how do I keep my services up and running? How do I ensure that I confidently do digital transformation and more?

Rubrik Falls as Doubts About 2H Growth Flagged

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강력한 성장과 사이버 복원력에 집중

이 회사는 사이버 복원력 구독이 전년 대비 40% 성장하여 9억 달러 이상을 달성하는 등 주요 지표를 크게 상회하는 성과를 거두었습니다.

하반기의 성장 동력에 대한 의문이 제기되고 있음에도 불구하고 Atlassian은 올해 남은 기간에 대한 가이던스를 상향 조정했으며 실행에 대한 자신감을 유지하고 있습니다.

기업과 정부가 클라우드 투자로 전환함에 따라 불가피한 사이버 공격에도 운영을 유지할 수 있도록 지원하는 사이버 복원력에 대한 수요가 증가했습니다.

사이버 위험과 기업 공개가 미치는 영향

사이버 위험은 기업의 가장 큰 관심사이며, 클라우드 전환과 SaaS 도입을 촉진합니다.

최근 상장한 한 기업의 CEO는 장기적인 성장과 제품 가속화에 집중하면서 운영에는 큰 변화가 없을 것으로 보고 있습니다.

상장 이후 발생한 대규모 글로벌 IT 중단 사태로 인해 복원력에 대한 중요성이 다시 한 번 강조되면서 사이버 보안 서밋을 개최하고 고객 가입이 증가했습니다.

비즈니스에서 사이버 회복탄력성의 중요성

글로벌 도전 과제에 대응하기 위해 CEO와 이사회 이사들이 비즈니스 복원력에 우선순위를 두는 등 비즈니스 복원력에 대한 관심이 다시 높아지고 있습니다.

사이버 회복탄력성은 사이버 보안의 핵심 주제이며 수요와 수익에 미치는 잠재적 영향 때문에 주목받고 있습니다.

엔드투엔드 보안을 제공하고 의료 부문의 요구 사항을 해결한다는 공동의 목표를 가지고 있는 Microsoft와 발표자의 조직 간의 파트너십은 강력합니다.

또한 일본과 같은 국가에서는 사이버 공격의 위험을 완화하기 위해 사이버 보안을 가장 큰 관심사로 삼고 디지털 트랜스포메이션을 추진하고 있습니다.

기업들은 경제나 운영이 완전히 중단될 가능성이 있기 때문에 사이버 보안, 특히 사이버 복원력에 대한 투자에 점점 더 진지하게 임하고 있습니다.

많은 기업이 공격 예방에 초점을 맞추고 있지만, 예방할 수 없는 상황에 대비해야 할 필요성을 인식하고 있습니다.

서비스를 유지하고 디지털 트랜스포메이션을 자신 있게 추진하는 데 중점을 두고 있습니다.