Microsoft enters strategic partnership with Commvault for AI and cyber resilience

Commvault Systems has enabled its managed service provider partners to deliver FedRAMP High Authorized Commvault Cloud for Government services to U.S. federal agencies and defense contractors, broadening the company's public sector reach. The move lands on a stock with a 7 day share price return of 10.29% and a 90 day share price gain of 11.67%, though its 1 year total shareholder return is down 23.35% while the 3 year total shareholder return is up 111.68%. The most followed valuation narrative puts fair value at $161.15 against a last close of $145.21, implying roughly 10% upside, and rests on analyst expectations of about 10.6% annual revenue growth, profit margins rising toward 9.8%, and an 8.85% discount rate. That story leans on recurring SaaS economics, including 63% SaaS ARR growth, a 45% increase in multi-product customers, and 125% SaaS net dollar retention. A contrasting read notes the stock trades at a P/E of 88.1x versus 30.5x for the wider US Software group and a fair ratio of 38.7x, signaling valuation risk if sentiment cools.

Hackers have threatened Revolut with a ransom demand, seeking $3 million in Monero within 24 hours or they will expose the company's customer data. The hackers claim to be behind a cyberattack that leaked KYC and personal data of Revolut customers. The incident represents a significant security risk for the crypto company and its users, who must remain vigilant about the leakage of their personal data.

Cohesity introduced Cohesity Agent Resilience, a new Cohesity Data Cloud capability that will discover, protect, and recover the infrastructure behind enterprise AI agents. The capability is available now to select customers, with general availability targeted for the end of 2026, and launches with support for Amazon Bedrock AgentCore and Amazon Bedrock Agents, while Microsoft and Google agent platforms are on the roadmap. Cohesity also outlined its vision for Autonomous Cyber Resilience, which uses agentic workflows to automate its five-step cyber resilience framework, and introduced the Cohesity AI Resilience Academy, beginning with a free, self-paced Foundations of AI Resilience with Cohesity course that Catalyst attendees will get early access to immediately after the event. The company cited new research from the fifth annual Cohesity Global Cyber Resilience Report showing that 56% of organizations said they were not well prepared to detect or contain unintended actions by AI agents and automated workflows, while 58% were not very confident in their ability to verify the integrity of AI models and related data following a cyberattack. Cohesity also said customers with Cohesity Data Cloud Enterprise Edition and Cohesity DSPM can now automate the protection of newly discovered sensitive data that is not already protected.