Commvault Systems (NASDAQ: CVLT) and Pinecone have announced a partnership that will embed Commvault’s cyber‑resilience platform into Pinecone’s vector database, creating a unified solution for protecting the data that powers retrieval‑augmented generation (RAG) and other AI workloads. The collaboration delivers immutable backup, point‑in‑time recovery, and extended retention for vector data, and it is engineered to run on Amazon Web Services, Microsoft Azure, Google Cloud, and multi‑cloud environments without adding query latency.
The integrated solution leverages Pinecone’s native, durable storage layer, which automatically replicates vector indexes across multiple availability zones and backs them up to a separate, immutable store. Commvault’s unified resilience platform then adds policy‑based backup, automated recovery, and audit‑ready retention, allowing customers to meet strict compliance requirements while keeping AI workloads highly available. The partnership is slated for general availability worldwide in the first half of 2026, giving customers a clear roadmap for adoption.
Commvault’s financial performance underscores the strategic fit of the partnership. In Q2 2026, the company reported revenue of $276 million, up 18% year‑over‑year, and an adjusted gross margin of 81.55%, a slight compression from the 82.5% margin in the prior year driven by higher investment in AI‑related services. The partnership is expected to accelerate revenue growth in the AI‑enabled data protection segment, which grew 22% over the last twelve months, and to support the company’s goal of expanding its AI‑centric ARR by 22% this year. CFO Jen DiRico will depart at the end of December 2025, with CEO Sanjay Mirchandani temporarily overseeing finance, a transition that signals continuity in the company’s strategic focus on AI and resilience.
Strategically, the partnership positions Commvault to capture a new segment of the AI market that is underserved by traditional backup vendors. Regulatory bodies are tightening data governance for AI applications, and the ability to recover vector data quickly and reliably is becoming a differentiator for customers in finance, healthcare, and government. By combining Commvault’s proven cyber‑resilience capabilities with Pinecone’s high‑performance vector database, the alliance offers a unique value proposition that competitors lack, strengthening Commvault’s competitive moat in the emerging AI data protection space.
Management emphasized the importance of the deal. CEO Sanjay Mirchandani said, “The challenge customers face with AI is data. Keeping that data safe, trusted, and available is something we can help our customers as they get deeper into the AI journey.” Pranay Ahlawat, Chief Technology and AI Officer, added, “As enterprises embed AI deeper into their operations and leverage RAG, the vector database layer has become mission‑critical. We’re enabling AI stacks to operate with the same confidence, governance, and recoverability that traditional workloads demand.” Jeff Zhu, VP Product at Pinecone, noted, “Partnering with Commvault allows us to offer an even deeper level of resilience for organizations with complex compliance needs.”
The partnership is expected to drive incremental revenue and margin expansion in the coming quarters. Commvault’s guidance for 2026 remains unchanged, but the company highlighted the partnership as a key driver of its AI‑enabled growth strategy. With the general availability of the integrated solution in early 2026 and the CFO transition completed, Commvault is well positioned to capitalize on the expanding AI data protection market while maintaining its strong gross‑margin profile.
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