Latest news with #CohesityGaia
Yahoo
23-07-2025
- Business
- Yahoo
Dear Microsoft Stock Fans, Mark Your Calendars for July 30
Microsoft (MSFT) is pulling ahead of the competition. Its stock is up 47% from its 52-week low, securing its spot among the best-performing stocks this year. Much of this rise comes from Microsoft's open embrace of artificial intelligence, with a 33% increase in Azure and other cloud services revenue last quarter, along with a planned $80 billion investment in 2025 to grow its AI and data center footprint. With Microsoft's next earnings report slated for July 30, can Microsoft's relentless AI and cloud innovation continue to propel its stock higher, or is the rally due for a reality check? Let's dig deeper. More News from Barchart Opendoor Stock Is Surging Higher in a Frenzied Retail Rally. How Should You Play OPEN Shares Here? This Penny Stock Wants to Become the MicroStrategy of Dogecoin Robinhood Stock Stumbles as S&P 500 Inclusion Is Once Again Off the Table for HOOD Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Scrutinizing Microsoft's Latest Financials Microsoft (MSFT) has built its business on a mix of software, cloud services, and AI tools, bringing in steady revenue from products like Azure, Office 365, and a wide range of solutions that keep businesses coming back. This solid business mix has helped push Microsoft's stock up 14.2% over the past 52 weeks and 20% so far this year. This steady rise has also led to Microsoft trading at a premium, with a market cap around $3.79 trillion. Its forward price-earnings ratio is 34.2x, much higher than the tech sector average of 24.39x, which shows that investors expect even more growth ahead. The latest quarter shows how Microsoft's business keeps delivering. Revenue reached $70.1 billion, up 13% from last year, thanks to strong results in its main business areas. Operating income climbed 16% to $32 billion, net income was $25.8 billion, up 18%, and diluted earnings per share grew to $3.46. The Power Behind Microsoft's Momentum Microsoft's momentum is being driven by smart moves in AI and cybersecurity. One standout is the integration of Cohesity Gaia with Microsoft 365 Copilot. It's the first of its kind, allowing employees to access and analyze backup data using generative AI right inside the Copilot workspace. This setup helps teams pull valuable insights from large amounts of data without leaving the Microsoft environment. The system uses role-based access controls to protect sensitive information, adding another layer of security while boosting productivity and the usefulness of Microsoft's existing tools. In cybersecurity, Microsoft is working with Accenture (ACN) on generative AI-powered solutions aimed at helping companies defend against more complex threats. With reports showing that 90% of organizations aren't ready for AI-driven attacks, this partnership brings tools for modernizing security operations, managing data and AI risks, handling cyber migration, and improving identity controls. It reinforces Microsoft's position in enterprise IT and adds to its long-term revenue strength. Analyst Sentiment and What's Next Microsoft has set some high expectations for its next earnings, aiming for fiscal Q4 revenue between $73.15 billion and $74.25 billion. That's well above the Zacks Consensus of $72.03 billion and points to solid 11% growth. All eyes are on Azure, where Microsoft hopes to see growth in the 34% to 35% range. The average earnings estimate is $3.35 per share, which would be a 13.56% increase from a year ago. Analysts are voicing strong support. Dan Ives at Wedbush has raised his price target from $515 to $600 and kept an 'Outperform' rating. He calls this period a 'shining moment' for Microsoft and thinks fiscal 2026 could be a key year as the company adds more AI features to its products. Wells Fargo analysts share this optimism, raising their target from $565 to $585 and sticking with their 'Overweight' rating. They believe Microsoft is in a great spot to start making more revenue from its work in AI and cloud as more business clients sign on. The 46 analysts surveyed now rate Microsoft a consensus 'Strong Buy' and the average price target sits at $548.53. That suggests possible 8% upside from the current price. Conclusion With earnings day set for July 30, Microsoft stockholders have every reason to pay close attention. The company's steady growth, aggressive push in AI, and strong analyst confidence set the stage for a potentially market-moving report. Between upbeat revenue projections, expanding cloud momentum, and a history of delivering, expectations are high, and for good reason. Whether you're already holding long or thinking about jumping in, this earnings report could be a key moment in Microsoft's next big leg up. On the date of publication, Ebube Jones did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Korea Herald
18-07-2025
- Business
- Korea Herald
Cohesity Gaia Integrates with Microsoft 365 Copilot to Simplify and Expand Access to Valuable Enterprise Data
Enables All Corporate Functions to Uncover Actionable Insights through AI-powered Search Across Stored Emails, Documents, Spreadsheets, and More SINGAPORE, July 18, 2025 /PRNewswire/ -- Cohesity, the leader in AI-powered data security, today announced the availability of its Cohesity Gaia integration with Microsoft 365 Copilot. The integration allows knowledge workers across an organization to tap into Cohesity backup data directly from the Microsoft 365 Copilot interface to gain insights and inform better business decisions. "Massive business insights lie dormant in organizations' backup data. Before Cohesity Gaia, it was virtually impossible to extract that data and use it to draw any actionable conclusions. Now that customers can mine this resource with ease, we believe these deeper insights will be transformational," said Gregory Statton, vice president of AI solutions, Cohesity. "By unifying Cohesity Gaia with a widely adopted tool like Microsoft 365 Copilot, we're helping customers make the most of their stored data, empowering use cases enterprise wide." A first-to-market innovation for unlocking the potential of backup data, Cohesity Gaia combines generative AI, large language models, and retrieval augmented generation techniques. As part of the integration with Microsoft 365 Copilot, users can simply enter conversational questions via their Microsoft 365 Copilot interface. Cohesity Gaia searches across vast amounts of backup data effortlessly, pinpoints critical information quickly, and surfaces actionable information for any department or job function. Granular, role-based access controls limit responses to align with user permissions, protecting sensitive data. "Generative AI has created a tipping point for enterprise AI deployments. The next phase of this journey will involve more AI-to-AI communications and expectations for transformative business outcomes," said Chantrelle Nielsen, group product manager, Microsoft 365 Copilot, Microsoft. "Microsoft 365 Copilot integration with Cohesity reflects this progression, giving enterprises more ways to take advantage of AI from the convenience of a single interface with a consistent user experience." "Cohesity and Microsoft continue to build on their partnership, working together to safeguard data and strengthen organizations' cyber resilience. This integration extends the value proposition even further to bring new benefits by instantly putting high-quality backup data at the fingertips of users across the enterprise," said Jared Crowley, senior director of Security & Software Partners, SHI International Corp. "The end result is faster, better decision making and fresh opportunities for maximizing customers' investments in Cohesity and Microsoft." Cohesity Gaia is a subscription-based service. Access to Cohesity Gaia capabilities within the Microsoft 365 Copilot is currently available at no additional cost for subscribers of both Cohesity Gaia and Microsoft 365 Copilot. For more on the integration and key benefits, visit the Cohesity blog and tune into the Cohesity Tech Insights podcast episode "Unlocking AI powered insights with Agents and Frontier Models." About Cohesity Cohesity is the leader in AI-powered data security. Over 13,600 enterprise customers, including over 85 of the Fortune 100 and nearly 70% of the Global 500, rely on Cohesity to strengthen their resilience while providing Gen AI insights into their vast amounts of data. Formed from the combination of Cohesity with Veritas' enterprise data protection business, the company's solutions secure and protect data on-premises, in the cloud, and at the edge. Backed by NVIDIA, IBM, HPE, Cisco, AWS, Google Cloud, and others, Cohesity is headquartered in Santa Clara, CA, with offices around the globe. To learn more, follow Cohesity on LinkedIn, X, and Facebook.
Techday NZ
18-07-2025
- Business
- Techday NZ
Cohesity Gaia brings AI-powered backup search to Microsoft 365
Cohesity has announced the integration of Gaia, its AI-powered enterprise search assistant, into Microsoft 365 Copilot, enabling corporate users to securely extract insights from backup data across emails, documents, spreadsheets, and more within the familiar Microsoft 365 interface. The move is set to provide employees across various departments with the ability to search and derive value from backup data, incorporating retrieval augmented generation (RAG) artificial intelligence and large language models (LLMs). This integration allows users to maintain strict access controls while benefiting from deeper organisational insights. The integration marks the availability of Cohesity Gaia for Microsoft 365 Copilot subscribers, allowing organisations to leverage generative AI while prioritising data security. Through conversational queries within the Copilot interface, employees can access both surface-level and in-depth information stored within backup systems, supporting more informed and timely decision-making across departments. "Generative AI is opening a world of opportunities, but to effectively tap into this, organisations need to be able to dive deep into their data. Without a single plane of data visibility, many organisations are unaware of the power of backup data in unlocking new business insights," said Paul Henaghan, Managing Director, Cohesity, Australia and New Zealand. "In bringing Cohesity Gaia together with Microsoft 365 Copilot, organisations can benefit from easy and secure extraction of both surface-level and deeper data and harness the full potential of AI technologies." Cohesity Gaia operates by combining generative AI with LLMs and RAG techniques, offering a search experience that trawls large datasets to deliver relevant, department-specific insights based on natural language queries. This functionality is reinforced by granular, role-based access controls, restricting system responses in line with individual user permissions and ensuring ongoing protection of sensitive information. Chantrelle Nielsen, Group Product Manager for Microsoft 365 Copilot at Microsoft, described the integration as reflecting wider trends in enterprise AI use cases. "Generative AI has created a tipping point for enterprise AI deployments. The next phase of this journey will involve more AI-to-AI communications and expectations for transformative business outcomes," Nielsen said. "Microsoft 365 Copilot integration with Cohesity reflects this progression, giving enterprises more ways to take advantage of AI from the convenience of a single interface with a consistent user experience." The partnership between Cohesity and Microsoft continues to be highlighted by developments such as this, which are aimed at enhancing organisational cyber resilience and offerings around data security. Jared Crowley, Senior Director of Security & Software Partners at SHI International Corp, commented on the impact of the new integration. "Cohesity and Microsoft continue to build on their partnership, working together to safeguard data and strengthen organisations' cyber resilience. This integration extends the value proposition even further to bring new benefits by instantly putting high-quality backup data at the fingertips of users across the enterprise," Crowley said. "The end result is faster, better decision making and fresh opportunities for maximising customers' investments in Cohesity and Microsoft." Cohesity Gaia operates on a subscription basis, and the new capabilities within Microsoft 365 Copilot are currently available at no extra cost to organisations subscribed to both services. The integration is available to users in Australia and New Zealand, with further information accessible for those interested in exploring the service in depth. Cohesity reports that over 13,600 enterprise customers, including a significant number of companies from the Fortune 100 and Global 500, rely on the company's solutions to protect, secure, and extract insight from large volumes of organisational data. The company formed through the recent combination of Cohesity with the Veritas enterprise data protection business and is backed by several major technology partners. Follow us on: Share on:
TECHx
10-04-2025
- Business
- TECHx
Cohesity Teams with Google Cloud on Cyber Defense
Cohesity has announced an expanded partnership with Google Cloud to help organizations tackle increasingly sophisticated cyber threats. With enterprises losing an average of $540,000 per hour in downtime, the need for robust cyber resilience has never been more critical. This collaboration introduces new AI-powered solutions that enable earlier threat detection, faster incident response, and rapid data recovery. As a result, organizations can reduce business risk and minimize disruption. Key updates include the integration of Google Threat Intelligence into the Cohesity Data Cloud, offering enhanced threat detection using insights from over 450 global threat actors and 1,100+ annual investigations. This enables faster identification and containment of risks. Cohesity is also partnering with Mandiant, a Google company, for incident response. Cohesity's CERT team and Mandiant's experts will now collaborate to help joint customers mitigate cyberattacks, recover critical data, and reduce downtime. Another major development is the ability to create a Cloud Isolated Recovery Environment (CIRE) in Google Cloud. Built with Mandiant, this solution allows organizations to securely restore operations after an attack. Additionally, Cohesity is integrating with Google Security Operations to enhance customers' data protection and security posture. To help businesses derive more value from their data, Cohesity is also launching new AI-driven features. Through the integration of Cohesity Gaia with Google Agentspace, customers will be able to search across enterprise data quickly and securely. With Gemini models from Google Cloud, users gain advanced reasoning capabilities for deeper insights. Furthermore, the integration of Google Gemini with Cohesity Gaia strengthens Cohesity's AI-powered enterprise search assistant, enabling intelligent data discovery and analysis. Stephen Orban, VP at Google Cloud, stated that the partnership will help organizations improve cyber resilience and accelerate digital transformation. Johnny Karam, VP at Cohesity, added that the collaboration aims to reduce both legislative and reputational risks while empowering businesses with AI-enhanced data access. Vikram Kanodia, VP at Cohesity, emphasized that the joint solutions are designed to protect business data and turn it into a strategic asset. The new integrations with Google Cloud are expected to be available by summer 2025. The Mandiant partnership and integration with Google Security Operations are already live.
TECHx
20-03-2025
- Business
- TECHx
Cohesity Enhances Gaia with AI for On-Premises Data Security - TECHx Media Cohesity Enhances Gaia with AI for On-Premises Data Security
Cohesity Enhances Gaia with AI for On-Premises Data Security Cohesity, an AI-powered data security firm, is expanding its Cohesity Gaia platform to offer one of the industry's first AI search capabilities for backup data stored on-premises. This solution will be available for use with Cisco UCS, Hewlett Packard Enterprise (HPE), and Nutanix. The expansion enables enterprises to unlock the full potential of their on-premises backup data and gain AI-powered insights, enhancing data management. As hybrid cloud strategies become more prevalent, many enterprises prefer to keep critical data on-premises to meet security, compliance, and performance requirements. By extending Cohesity Gaia to on-premises environments, enterprises can gain access to high-quality data while maintaining full control over their infrastructure. Johnny Karam, Managing Director and Vice President, International Emerging Markets at Cohesity, emphasized the importance of secure AI-driven insights in the UAE's rapidly evolving digital transformation landscape. 'As the UAE accelerates its AI and digital transformation agenda in line with the National AI Strategy 2031 and the Digital Government Strategy 2025, enterprises must securely harness AI insights while staying in control of their data,' Karam said. 'Cohesity Gaia's expansion to on-premises environments will empower sectors like government, finance, and healthcare to innovate while ensuring compliance with the nation's data security frameworks.' The solution leverages NVIDIA accelerated computing and the NVIDIA AI Enterprise software platform, including NVIDIA NIM microservices and NVIDIA NeMo Retriever. This collaboration brings generative AI to data backups and archives, helping enterprises unlock new levels of efficiency, insight, and growth. Pat Lee, Vice President of Strategic Enterprise Partnerships at NVIDIA, noted, 'Access to data is essential for building advanced AI systems, including agentic AI. Integrating NVIDIA NIM microservices and NeMo Retriever into Cohesity Gaia allows enterprises to leverage AI insights while ensuring data security and accessibility.' Key benefits of Cohesity Gaia's on-premises solution include: Complete control and security – Enterprises retain full control over backup data while using AI to gain insights. – Enterprises retain full control over backup data while using AI to gain insights. High-performance AI – Powered by NVIDIA accelerated computing for speed, accuracy, and efficiency. – Powered by NVIDIA accelerated computing for speed, accuracy, and efficiency. Multi-lingual indexing – Enabling global enterprises to search and analyze data in multiple languages. – Enabling global enterprises to search and analyze data in multiple languages. Customizable and scalable infrastructure – Tailoring the data intelligence environment to specific business needs. – Tailoring the data intelligence environment to specific business needs. Reference architectures – A prescriptive approach for deploying the solution across various hardware platforms. – A prescriptive approach for deploying the solution across various hardware platforms. Pre-packaged on-premises LLMs – Eliminating the need for backup data to be transferred to the cloud. – Eliminating the need for backup data to be transferred to the cloud. Optimized architecture – Efficient searches of petabyte-level data. JSR Corporation, an international research and manufacturing company, is evaluating the solution. Ryan Reed, Head of IT at JSR Corporation, stated, 'With our global research centers, using generative AI to analyze years of data will accelerate our research. Cohesity's on-premises AI solution, leveraging NVIDIA AI, makes that possible.' Cohesity is working with industry leaders Cisco, HPE, and Nutanix to bring Gaia to enterprises worldwide. Cohesity Gaia will be validated and deployed on Cisco AI PODs, HPE Private Cloud AI, and other solutions, ensuring easy adoption with scalable, future-ready deployment options. Cohesity Gaia for on-premises environments is expected to be available in mid-2025. To learn more, visit the official blog or see a demonstration at NVIDIA GTC, booth 2012. Additionally, Cohesity and NVIDIA will host a Tech Insights session on March 18 at 9 a.m. Pacific to discuss AI in the enterprise, security, and critical gaps.
