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    Param Singh • Oppenheimer & Co. Inc.

    Param Singh's questions to Rubrik Inc (RBRK) leadership

    Param Singh's questions to Rubrik Inc (RBRK) leadership • Q1 2026

    Question

    Param Singh from Oppenheimer & Co. Inc. asked for clarification on the specific technical advantages Rubrik offers in identity resilience, noting that solutions for Active Directory and Entra ID have existed for a long time.

    Answer

    Co-Founder, CEO & Chairman Bipul Sinha highlighted three key differentiators. First, Rubrik combines identity and data security on a single platform. Second, upon recovery, the platform prevents the reintroduction of malware from compromised identity backups. Third, Rubrik provides a unique, fully orchestrated hybrid cloud recovery across both Active Directory and Entra ID. He emphasized that this brings Rubrik's core principles of simplicity and speed to identity, reducing recovery times from weeks to minutes via a 'wizard-style' interface.

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    Param Singh's questions to NetApp Inc (NTAP) leadership

    Param Singh's questions to NetApp Inc (NTAP) leadership • Q4 2025

    Question

    Param Singh of Oppenheimer & Co. Inc. asked about NetApp's technical advantages in AI workloads compared to competitors and for evidence of customer wins, given the guidance's reliance on AI success. He also requested color on specific AI inferencing applications where NetApp has a high win rate.

    Answer

    CEO George Kurian highlighted several technical advantages: proven performance and scaling (validated by NVIDIA SuperPOD), robust data management for security and governance, and unique hybrid cloud integration with tools like Vertex and Bedrock. As evidence, he cited 150 AI customer wins in Q4. He identified three key use cases for high win rates: data infrastructure modernization, building AI centers of excellence (often with NVIDIA reference architectures), and enabling cloud service providers to host inferencing environments.

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