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Product and platform expansion to cover agentic AI tools can expand CVLT's ARR footprint and upsell opportunities in large enterprises; near-term catalysts (today discovery, coming months general availability) support a positive sentiment shift, though actual revenue impact depends on customer adoption and deployment cycles.
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Commvault rolls out capabilities to discover, protect, and recover AI agent configurations for Claude Cowork, Claude Code, and OpenClaw on managed Windows and Mac devices, addressing shadow AI and data-loss risks. The move strengthens CVLT's resilience platform, supports enterprise AI adoption, and could lift bookings as customers expand endpoint protection and AI recoverability ahead of SHIFT 2026.
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