Takeaways from VeeamON 2026

研报英文原文证据摘录

Takeaways from VeeamON 2026

Equity Research

Industry Update — May 14, 2026

U.S. Software

Our Call Ryan MacWilliams, CFA

With AI agents increasingly acting directly on enterprise data, VeeamON 2026 showed Equity Analyst | Wells Fargo Securities, LLC

Ryan.MacWilliams@wellsfargo.com | 212-214-1192

why the security foundation must shift to the data layer. Veeam is positioning itself as the

Zeeshan RaufData + AI Trust layer, an increasingly critical unlock for AI at scale.

Associate Equity Analyst | Wells Fargo Securities, LLC

Zeeshan.Rauf@wellsfargo.com | 212-214-1120

From backup and cyber resilience to Data and AI Trust. VeeamON 2026 emphasized Chris Brazeau

data as a focal point for security, governance, and trust. As AI systems interact directly Associate Equity Analyst | Wells Fargo Securities, LLC

with enterprise data, security and trust challenges shift away from models and endpoints Chris.Brazeau@wellsfargo.com | 929-767-5658

toward understanding and governing how AI interacts with data. Veeam’s product Cyrus Motakef

announcements highlight how platforms built around data visibility and governance are Associate Equity Analyst | Wells Fargo Securities, LLC

becoming critical infrastructure for trusted AI deployment at scale. Cyrus.Motakef@wellsfargo.com | 212-214-3334

Key product announcements from VeeamON 2026. The highlight was the DataAI

Command Platform (link), a unified control plane for data and AI trust spanning security,

governance, compliance, and recovery. The platform is powered by the DataAI Command

Graph, which maps data, identities, access, and activity to create shared operational

context. Veeam also introduced Intelligent ResOps for M365 and previewed Veeam Data

Platform v13.1, extending this context into more precise, targeted recovery.