Commvault Expands Collaboration with Google Cloud to Help Strengthen Enterprise Protection and Cyber Resilience

Rhea-AI Summary

Commvault (NASDAQ: CVLT) expanded its collaboration with Google Cloud to bolster enterprise data protection and cyber resilience on Jan 26, 2026. New capabilities include Air Gap Protect for immutable, virtually air-gapped backups and a compliance-ready Archive Tier, Cloud Rewind to rapidly rebuild cloud applications, and enhanced compliance search for Google Workspace eDiscovery. Air Gap Protect is available today; Cloud Rewind and Google Workspace protection are offered via Google Cloud Marketplace; Compliance Search is in early access and targeted for GA in H1 2026.

News Market Reaction

+4.45% 2.7x vol

87 alerts

+4.45% News Effect

-29.8% Trough in 2 hr 21 min

+$243M Valuation Impact

$5.70B Market Cap

2.7x Rel. Volume

On the day this news was published, CVLT gained 4.45%, reflecting a moderate positive market reaction. Argus tracked a trough of -29.8% from its starting point during tracking. Our momentum scanner triggered 87 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $243M to the company's valuation, bringing the market cap to $5.70B at that time. Trading volume was elevated at 2.7x the daily average, suggesting notable buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Cloud attack increase: 80% Ransomware downtime: 24 days Availability timing: first half of 2026

3 metrics

Cloud attack increase 80% Companies encountering higher frequency of cloud attacks (SentinelOne)

Ransomware downtime 24 days Average downtime following a ransomware attack

Availability timing first half of 2026 Targeted general availability for Google Workspace compliance search

Market Reality Check

Price: $89.13 Vol: Volume 604,838 is 1.13x t...

normal vol

$89.13 Last Close

Volume Volume 604,838 is 1.13x the 20-day average 536,469 ahead of this partnership news. normal

Technical Shares at $123.85 are trading below the 200-day MA $161.11 and 38.29% under the 52-week high.

Peers on Argus

CVLT was up 0.26% while close peers were mixed: NICE +2.28%, PEGA +0.58%, IDCC +...

CVLT was up 0.26% while close peers were mixed: NICE +2.28%, PEGA +0.58%, IDCC +0.12%, OTEX -0.59%, SRAD -3.25%, suggesting a company-specific driver rather than a sector-wide move.

Previous Partnership Reports

3 past events · Latest: Jun 24 (Positive)

Same Type Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Jun 24	Cyber partnership	Positive	-1.0%	Expanded HPE partnership integrating Zerto and vault solutions into Commvault Cloud.
Jun 17	Recovery services deal	Positive	+0.3%	Kyndryl and Pure Storage partnership to enhance cyber resilience and recovery.
Jan 27	Security integration	Positive	-1.0%	CrowdStrike Falcon integration to boost threat detection and clean recovery.

Pattern Detected

Partnership announcements have generally been strategically positive but often saw flat-to-negative next-day price moves.

Recent Company History

Over the past year, Commvault has highlighted several cyber resilience partnerships. On Jan 27, 2025 it integrated with CrowdStrike Falcon to improve threat detection and recovery. In June 2025, it expanded alliances with Kyndryl and HPE to deliver incident recovery services and hybrid-cloud resilience with near-zero RPOs/RTOs. Those releases produced modest price changes around the ±1% range. Today’s expanded collaboration with Google Cloud continues this pattern of ecosystem-based resilience offerings.

Historical Comparison

partnership

+0.7 %

Average Historical Move

Historical Analysis

In the past year, CVLT’s 3 partnership headlines saw an average move of +0.73%, suggesting typically modest immediate reactions to similar announcements.

Typical Pattern

Commvault has steadily expanded a cyber resilience ecosystem, from CrowdStrike threat detection to Kyndryl/HPE recovery services and now deeper integration with Google Cloud workloads.

Market Pulse Summary

This announcement expands Commvault’s cyber resilience capabilities on Google Cloud, adding immutabl...

Analysis

This announcement expands Commvault’s cyber resilience capabilities on Google Cloud, adding immutable Air Gap Protect, Cloud Rewind for rapid app recovery, and enhanced Google Workspace compliance search. Together these tools target rising ransomware risk and regulatory pressures. Historically, similar partnerships have produced modest share moves, suggesting investors focus on later proof points such as customer uptake, workload coverage, and delivery of planned capabilities in 2026.

Key Terms

immutable, air-gapped, ransomware, eDiscovery, +2 more

6 terms

immutable technical

"Commvault offers immutable, air-gapped protection, application "rewind" capabilities..."

Immutable describes data, records, or rules that cannot be altered after they are created, like a notarized document that is permanently sealed. For investors, immutability matters because it provides a trustworthy, unchangeable history for contracts, regulatory filings, audit trails, or transaction records, reducing the risk of fraud, disputes, or surprise corrections and making it easier to verify past actions.

air-gapped technical

"Commvault offers immutable, air-gapped protection, application "rewind" capabilities..."

A system described as air-gapped is physically isolated from public and private networks so it cannot be reached over the internet or company LAN, like a safe kept in a room with no phone line. For investors this matters because air-gapping reduces the risk that critical data, trading algorithms, backups or industrial controls will be accessed or tampered with by hackers, but it can also increase costs and slow information flow compared with connected systems.

ransomware technical

"Ransomware and insider threats are growing in sophistication; recovery windows are shrinking..."

Ransomware is malicious software that locks or encrypts a company’s computer files and systems, then demands payment for their release — like a thief changing the locks on a business and asking for a ransom. It matters to investors because attacks can halt operations, trigger large cleanup costs, damage customer trust, lead to regulatory fines or legal claims, and reduce future revenue, all of which can hurt a company’s financial value.

eDiscovery technical

"adding advanced compliance search capabilities for Commvault's eDiscovery offering."

eDiscovery is the process of locating, preserving, reviewing and producing digital records—like emails, texts, documents and cloud files—when a company faces legal or regulatory disputes. For investors, eDiscovery matters because it can reveal undisclosed problems, drive legal costs, delays or fines, and expose reputational risks; think of it as a forensic search through a company’s digital filing cabinet that can change how the business is valued.

Google Cloud Marketplace technical

"Cloud Rewind and Google Workspace protection are available via Google Cloud Marketplace."

An online store for business software and services that run on Google’s cloud computing platform, where companies can find, buy, and deploy ready-made applications, tools, and data services. It matters to investors because it expands a cloud provider’s ecosystem and revenue streams—similar to how an app store drives sales and customer lock-in—by making it easier for customers to adopt and pay for third‑party and first‑party solutions, which can boost recurring revenue and partner growth.

Google Workspace technical

"Simplifying compliance search for Google Workspace environments: Expands on existing..."

A cloud-based suite of online productivity and collaboration tools — email, document editing, spreadsheets, video meetings, file storage and shared calendars — accessible from a web browser or mobile app. Investors watch its adoption and pricing because it drives recurring revenue, affects how efficiently businesses operate (like giving a company a shared digital toolbox), and creates potential risks or advantages around data security, customer retention and software competition.

AI-generated analysis. Not financial advice.

Commvault offers immutable, air-gapped protection, application "rewind" capabilities, and new data search capabilities that support compliance initiatives

TINTON FALLS, N.J., Jan. 26, 2026 /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced an expanded collaboration with Google Cloud that enhances data protection, security, and resilience capabilities for customers.

As enterprises migrate more workloads to the cloud, the need for resilience remains key. Ransomware and insider threats are growing in sophistication; recovery windows are shrinking, and regulatory pressures continue to rise. According to SentinelOne, 80% of companies have encountered an increase in the frequency of cloud attacks¹ and industry reports show that the average downtime following a ransomware attack is 24 days,² creating costly operational gaps.

Against this backdrop and to help cloud-first and hybrid organizations remain resilient, Commvault has introduced new capabilities that deliver immutable protection, rapid recovery of data and cloud applications, as well as archiving for compliance support – all within one platform.

New Commvault capabilities for Google Cloud users include:

• Advancing security and supporting compliance with Commvault's Air Gap Protect (AGP): Enables immutable, indelible backups that can be stored directly in an isolated, virtually air-gapped location in Google Cloud, helping to isolate data from production systems and to defend against ransomware and insider threats. A new compliance-ready Archive Tier supports regulatory requirements and optimizes long-term retention.
• Rebuilding cloud apps and accelerating recoveries with Commvault Cloud Rewind: With this announcement, Google Cloud customers can also use Commvault Cloud Rewind to rapidly and cleanly rebuild cloud applications. This is an important advancement as these applications, and associated dependencies, often power enterprise data and are essential to keeping business running, even during ransomware events or major deployment errors.
• Simplifying compliance search for Google Workspace environments: Expands on existing Google Workspace protection, first announced last year, by adding advanced compliance search capabilities for Commvault's eDiscovery offering. Customers can now locate and export relevant data, such as email messages and files, across their Google Workspace backups faster for audits, litigation, or investigations. This expanded support is designed to help organizations reduce the time and costs associated with eDiscovery and support their legal and regulatory obligations.

"Organizations are under immense pressure to outpace cyberattacks that increasingly target backup environments," said Rajiv Kottomtharayil, Chief Products Officer, Commvault. "By expanding our collaboration with Google Cloud, we're giving enterprises the confidence that their critical data and cloud applications are protected, isolated, and recoverable, so their business never stops."

"Cyber resilience is a critical requirement for enterprises operating in the cloud today," said Asad Khan, Senior Director, Product Management, Storage, Google Cloud. "With Commvault's Air Gap Protect, Cloud Rewind, and enhanced data protection for Google Workspace, customers gain additional defenses against ransomware and the ability to rapidly restore applications and data running on Google Cloud."

"Ransomware continues to evolve, with attackers increasingly targeting data backup infrastructure to limit recovery options," said Todd Thiemann, Principal Analyst at Omdia. "Commvault's expansion with Google Cloud, including immutable backups and cross-project recovery, represents an important advancement for enterprises seeking cyber resilience in cloud environments."

Availability

Commvault's expanded Air Gap Protect capabilities for Google Cloud are available today. Cloud Rewind and Google Workspace protection are available via Google Cloud Marketplace. Compliance Search capabilities for Google Workspace are currently available in early access and are targeted for general availability in the first half of 2026.

About Commvault

Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.

1 SentinelOne. (2024, November 19). 50+ Cloud Security Statistics in 2025. https://www.sentinelone.com/cybersecurity-101/cloud-security/cloud-security-statistics/
2 Statista. (2025, November 28). Length of impact after a ransomware attack U.S. Q1 2020- Q2 2022. https://www.statista.com/statistics/1275029/length-of-downtime-after-ransomware-attack-us/?srsltid=AfmBOoq3MFeKr5G_DeJDUyHkkQNfwmVjJ2JiQJwVDkFlbczy5dK2uxbf

 

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SOURCE COMMVAULT

FAQ

What did Commvault (CVLT) announce with Google Cloud on January 26, 2026?

Commvault announced expanded collaboration adding Air Gap Protect, Cloud Rewind, and enhanced Google Workspace compliance search to improve data protection and recovery on Google Cloud.

When is Commvault's Air Gap Protect for Google Cloud available for CVLT shareholders?

Air Gap Protect for Google Cloud is available today (announced Jan 26, 2026).

How can Google Cloud customers access Commvault Cloud Rewind and Workspace protection (CVLT)?

Cloud Rewind and Google Workspace protection are available via Google Cloud Marketplace.

What is the availability timeline for Commvault's Google Workspace Compliance Search (CVLT)?

Compliance Search for Google Workspace is currently in early access and targeted for general availability in the first half of 2026.

How does Commvault's Air Gap Protect help enterprises against ransomware (CVLT)?

Air Gap Protect creates immutable, isolated backups stored in a virtually air-gapped Google Cloud location to help isolate data from production and defend against ransomware and insider threats.

Will Commvault's Cloud Rewind help restore cloud applications quickly for Google Cloud users (CVLT)?

Yes. Cloud Rewind is described as enabling rapid and clean rebuilding of cloud applications and their dependencies to accelerate recovery.