Giving "AID" to Customers With New Launch | Takes from Private Player Event

研报英文原文证据摘录

Giving "AID" to Customers With New Launch | Takes from Private Player Event

mmand, the combined ASPs, & Valuations

Veeam + Securiti AI platform that brings together security, governance, compliance,

privacy, and resilience; 2) Securiti AI’s data graph, which connects data, identity, activity,

and AI context across live and backup data; 3) Intelligent ResOps for M365 as the first

workload, with Veeam protecting 26.5M M365 users today, and management noting the

intelligent engine can more than double ARPU for existing protected users; 4) a no-

migration path for existing Veeam Data Platform customers, with advanced capabilities

available through the existing console; 5) a broader platform strategy across every

environment, primary and secondary data, and agentic workflows that require precise

remediation rather than traditional restore points.

Key Industry Trends, Highlights & Takes:

• Market framing is shifting again: The market is moving from backup and recovery,

to cyber resilience, and now to the agentic AI era. Veeam is positioning around AI

Trust & Data ("AID"), with data, identity, and AI managed across the lifecycle, across

environments, and across primary and secondary data.

• Agentic AI creates a new data protection problem: The agentic era is structurally

different from the prior resilience cycle. The issue is no longer just whether data can be

backed up or recovered, but whether the enterprise knows which agents can access

which data, what permissions they inherit, what activity is happening in real-time, and

how to remediate precisely before sensitive data enters an agent context window.

• Data visibility is becoming more granular: Resilience now requires data-level

intelligence, not just infrastructure-level recovery. There is a need to understand live