In the final installment of his Cloud Field Day comparison between Rubrik and NetApp, Ben Kepes comes to the conclusion that both companies are in a good, but different, position to guarantee their future. Rubrik has none of the constraints around existing revenue streams, sales force motion or customer expectations that NetApp has, making it a much more agile player, while NetApp has deep relationships with the world’s largest enterprises giving it a leg up in the industry. Despite this, Ben ultimately decides that “if NetApp realizes both the opportunity and the threat, this battle is theirs to lose – they have the pedigree, the existing market share, the cash reserves and the brand recognition to pull one out of the bag and guarantee their future.”
