Rubrik Inc. (RBRK): Communacopia + Technology 2026 — Key Takeaways

研报英文原文证据摘录

Equity Research

10 September 2026 | 3:20PM EDT

Rubrik Inc. (RBRK): Communacopia + Technology 2026 — Key

Takeaways

Matthew Martino

+1(212)902-0695 |

Goldman Sachs & Co. LLC

Aditya Diwan

Presenters: We hosted Rubrik’s Co-Founder & CEO Bipul Sinha as part of our

Communacopia + Technology Conference.

+1(332)245-7827 |

Goldman Sachs India SPL

Bottom Line: Our discussion centered on: 1) The need for cyber recovery to operate

continuously and at machine speed as AI compresses the response window, 2)

Rubrik’s expansion across identity and AI agents as new sources of enterprise data

risk, and 3) Additional opportunities in sovereign environments and unstructured

data, including Annapurna’s potential to make large data sets more accessible to AI.

See the full note for more details.

Key Takeaways

n

AI-driven attacks are compressing the response window, increasing the

importance of recovery that can operate continuously and at machine

speed. Management believes security architectures built around human

attackers and operators will struggle as attacks become increasingly

autonomous, creating a need for patching and recovery to operate at a similar

pace. Rubrik’s Preemptive Recovery Engine is designed to establish a clean data

state before an incident, while autonomous recovery extends that model by

assessing the impact of an attack, developing a recovery plan and executing the

response, with humans focused primarily on key decisions. Management expects

these capabilities to bring security and operations more closely together as

continuous attacks require a corresponding ability to patch systems and restore

critical applications continuously. Prevention and detection remain necessary,

particularly for investigating attacks and tracing their movement through an

environment, but the customer conversation is increasingly focused on whether

the business can remain operational and how much value is at risk during an

outage.

n

Identity and AI agents extend Rubrik’s recovery model to the systems and

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors

…