Summary

On August 3, Commvault (NASDAQ: CVLT ) plugged Google's threat intelligence directly into the recovery workflows customers use after a cyberattack, a small-sounding update that says a lot about where the company is headed. It is less interested in simply storing copies of your data than in deciding, automatically, whether that data is safe to restore. The announcement landed less than a week after Commvault posted a fiscal first quarter in which subscription growth kept accelerating even as the company's profitability picture got more complicated underneath.

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