$RBRK · Chip Stock Investor · 2026-10-26
RBRK 可能具备差异化，但规模太小且仍处于“专业模式”；在跻身网络安全领导者之列前还需要大量开发，不过它进展良好，并在数据安全和数据备份方面拥有强势一隅。它在追随更大领导者的平台化路线，但相对而言非常新，因此现在判断其平台走向何方还为时过早。
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dstab，你会不会也认为 Rubric 是这一批公司中一个具有差异化优势的资产？说到 Crowd、Forinet 和 Palo Alto，还是说它只是一个抢市场份额的玩家？
dstab would you consider rubric to be a a differentiated asset as well to this bunch? Uh speaking of crowd forinet and palo alto or just a market share stealer.
他们有可能，不过他们规模还是太小了。他们还处在专业模式阶段。要跻身网络安全领导者的行列，他们还有大量发展工作要做，但他们在这一方向上进展不错。
They could be they're too small though. They're they're still in in in pro mode. There's uh a lot of development that still needs to happen for them to join the ranks of the cyber security leaders, but they're making they're making good progress there.
他们在数据安全和数据备份方面确实占据了相当不错的优势。我们拭目以待吧。看看他们决定把平台带向哪个方向。很明显，他们正试图走平台化路线，就像那些规模更大的网络安全领导者那样，但那些领导者已经做了十年以上，而 Rubric 相对来说在这个领域还很新，所以现在下结论还为时过早。
Uh they definitely have have a a pretty good a pretty good corner on on the data data security and uh backup uh data backup. We'll see. We'll see what direction they decide to take take their platform though.
It's very clear that they're they're trying to do the platform approach like like the larger the larger cyber security uh leaders have but they're they've been at it for a decade plus and so Rubric is is comparatively very new to the game so it's too soon.