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Nutanix (NTNX) investor relations material

Nutanix Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley Technology, Media & Telecom Conference 2026 summary2 Mar, 2026

Core business and value proposition

  • Provides a platform for modernizing infrastructure, enabling application and data management across on-prem, edge, and public clouds.

  • Supports both traditional and modern cloud-native applications, with a focus on simplifying operations.

  • Positioned to support emerging AI and agentic applications across hybrid environments.

Recent performance and supply chain dynamics

  • Bookings remained strong in Q2, but revenue outlook was cut due to ongoing supply chain challenges affecting hardware availability.

  • Customers are placing software orders to secure pricing and queue for hardware despite longer lead times.

  • Internal expectations for full-year bookings have increased, but revenue recognition is delayed.

Customer flexibility and product evolution

  • Offers customers choice of server platforms and now supports external storage, allowing use of existing hardware.

  • Nutanix Cloud Clusters (NC2) enables running software on public cloud bare metal, increasing deployment options.

  • Commercial mechanisms like future start dates for licenses help align with customer procurement cycles.

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Investor Day 20267 Apr, 2026
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