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Key Takes from Veeam's Customer Conference

发布日期: 2026-05-14研究机构: Jefferies报告页数: 8原文语言: 英语证据页码: 1

研报英文原文证据摘录

Key Takes from Veeam's Customer Conference

AR Survey

Conversations with Customers and Partners. Speaking to customers and partners at VeeamOn, (Apr ’26 & Jan ’26, N=20)

we came away incrementally more confident that cyber resilience is a must-have. As one person

Chart 3 - 75% of Resellers Namedtold us, "Because of ransomware, backup went from life insurance to health insurance." That said, Cybersecurity as a Top 3 Driver of Backup and

memory and component prices are a factor in purchase decisions, including when backing up on- Recovery Spend Growth in 2026

75%

premises workloads to the cloud, as it is standard to write the data to a local appliance first before 80%70%

60%replicating it to the cloud. We heard both of elongated sales cycles and some pull forward due to 60%

hardware price increases. 50%40% 40% 35% 35% 45% 35% 35% 35% 35%

30% 25% 30%

Veeam Not Seeing Memory Price Impact. While all backup vendors are impacted, we believe 20% 20% 20% 15%

offerings that make it easier to use existing hardware are more attractive to customers due 10%0% 5%

Cyber Security Data growth AI adoption Regulatory / Business Migration to SaaS Replacing

incl. readiness Compliance / Continuity and the cloud application legacy

Disaster backup providersto component cost inflation. Veeam management is not seeing deals push out due to higher Ransomware Cyber Insurance Recovery

1Q26 4Q25 (Jan)component prices for hardware partners. Veeam has actually benefited from its data portability .

Source: Jefferies Proprietary Cyber Resilience VAR Survey

(not tied to integrated appliance) as a selling point for customers. Additionally, one customer said (Apr ’26 & Jan ’26, N=20)

Veeam's ability to identify ROT (redundant, obsolete, and trivial) data allowed it to recoup hardware

capacity.

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