Commvault unveils cloud unity platform for enterprise resilience

NEW YORK - Commvault (NASDAQ:CVLT) announced on Wednesday its Commvault Cloud Unity platform, which unifies data security, cyber recovery, and identity resilience across multiple computing environments. The announcement comes as the company’s stock has declined by nearly 27% over the past six months, despite maintaining a solid financial health rating according to InvestingPro data.

The platform aims to address challenges faced by enterprises dealing with increasing data volumes created by AI, siloed security products, and the need for resilience across various IT environments.

"Enterprises are facing the perfect storm: non-stop cyber threats, exacerbated by AI; attacks on identity systems; and recovery challenges that impact revenues and reputations," said Pranay Ahlawat, Chief Technology and AI Officer at Commvault.

The unified platform includes AI-enabled data security capabilities for discovery, classification, and protection policy recommendations. Its cyber recovery features offer AI-enabled recovery options, including a new Synthetic Recovery offering that can remove compromised data while recovering the rest. The platform also expands identity resilience capabilities to detect and reverse threats in identity systems.

Jo Peterson, VP Cloud and Security at Cleartech Research, noted that while there have been hints of similar platforms in the industry, "Commvault has done it in a meaningful way that will truly advance resilience for enterprises globally."

The platform also offers unified protection across workloads and locations, unified governance across separate operations, and unified intelligence across disparate systems.

Parts of the Commvault Cloud Unity platform will be available starting later this year, with feature rollouts continuing into early 2026. The company will showcase the platform at its virtual SHIFT 2025 event on November 19.

According to the press release statement, the platform release represents one of the most substantive updates in Commvault’s history.

In other recent news, CommVault Systems reported second-quarter fiscal 2026 results that exceeded expectations in revenue and annual recurring revenue (ARR). Despite these positive financial metrics, Truist Securities lowered its price target for CommVault Systems from $230 to $210, citing a duration headwind on term licenses, but maintained a Buy rating. DA Davidson also reaffirmed its Buy rating with a price target of $220, noting the company’s record quarterly net new annualized recurring revenue of $47 million, surpassing consensus estimates. KeyBanc adjusted its price target for CommVault Systems to $185 from $225, maintaining an Overweight rating due to the company’s solid fiscal second-quarter performance and better-than-expected fiscal year 2026 guidance, albeit with some margin tradeoff.

In other developments, CommVault introduced Data Rooms to securely connect backup data with AI platforms while maintaining governance controls. This solution operates within the company’s zero-trust architecture, offering role-based access controls and encryption. Additionally, CommVault launched a new feature that allows users to manage data protection tasks through conversational AI interactions, integrating with platforms such as ChatGPT Enterprise and Claude. This new capability aims to streamline backup management through natural language processing.

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