COMMAND DASHBOARD
Market leader by scale: $1.5B ARR, 13,000+ customers, 70% of Global 500, 200+ exabytes under management, 1,700 patents. Became largest data protection software provider after Veritas combination in December 2024.
Post-merger customer access gap: Cohesity leadership unable to engage Veritas customers for most of 2024, creating competitive leakage as Commvault and Rubrik poached accounts during the integration window.
GTM transformation underway: Moved from equal renewal/new business comp plans to prioritizing new business (FY26 H1), then added migration incentives and sales capacity (FY26 H2) — implying ongoing change management risk.
Losing momentum to Rubrik: Channel feedback suggests Rubrik has "leading brand and most market momentum" attributed to operational simplicity, security-centric features, and strong GTM execution while Cohesity manages integration complexity.
Complex integration challenges: Independent analysts note combined company still has "challenges to overcome" including aligning sales teams and product priorities post-combination across product and field motions.

Cohesity's revenue operations are fragmented across legacy Cohesity and acquired Veritas systems, with no unified account hierarchy, 4-5 month planning cycles, and competitors actively poaching during the integration gap. The cost of staying here: market leadership by scale but losing competitive momentum to Rubrik's operational simplicity while the Veritas base defend-and-migrate window closes.

Days 1–90Q1 — FOUNDATION
Days 91–180Q2 — BUILD
Days 181–270Q3 — SCALE
Days 271–365Q4 — OPTIMIZE
Conservative

$150M incremental ARR from Veritas base defense

Target

$250M incremental ARR from migrations and competitive wins

Stretch

$400M incremental ARR with market share gains against Rubrik

Strategic Summary

Cohesity achieved market leadership by scale through the Veritas acquisition but faces operational fragmentation and competitive momentum loss to Rubrik during integration. The revenue operations transformation must simultaneously defend the Veritas base, accelerate migrations, and rebuild competitive positioning — converting the largest data protection software provider position into sustainable market dominance.

Production systems, not theory. Revenue captured, not demos given.