The Nutanix, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty ImagesNutanix (NTNX) stock has dropped by 29.7% in under a month, falling from $67.71 on 12th Nov, 2025 to $47.58 currently. What lies ahead? We believe the stock may decline further. The ongoing correction, when viewed in the context of our Risky assessment of the stock, indicates the potential for additional downsi ...

Enhancements to the Nutanix Cloud Platform empower customers to maintain security, control, and resilience across distributed environmentsSAN JOSE, Calif., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced new capabilities in its Nutanix Cloud Platform (NCP) solution designed to give organizations greater flexibility to deploy and govern their infrastructure across distributed environments running traditional, modern, and AI applications, incl ...

Question-and-Answer SessionSo yes, we've got a bunch of stuff to discuss here, but maybe we'll start with some of the hotter topics. Obviously, last quarter with the rev rec dynamics, maybe you can kind of look at this in a few parts, the talk about greater flexibility from customers, the talk about some of the third-party OEMs. So maybe walk us through kind of the changing dynamics that you guys experienced in those aspects?Rukmini SivaramanPrincipal Accounting Officer & CFO Yes. So why don't I start with ...

Nutanix FY Conference Summary Company Overview - **Company**: Nutanix (NasdaqGS: NTNX) - **Date of Conference**: December 11, 2025 Key Points Industry Dynamics - **Revenue Recognition Changes**: Nutanix experienced a shift in revenue recognition due to customers requesting more flexibility in license deployment, leading to a portion of revenue being deferred to future periods [5][6] - **Annual Recurring Revenue (ARR)**: ARR was reported to be up 26% year-over-year, with current remaining performance obligations (CRPO) up 17% year-over-year [7][10] - **Third-Party OEM Growth**: The company is seeing a growing mix of business through OEM partners like Cisco, Dell, and Lenovo, which is beneficial for expanding into new accounts [14][15] Financial Performance - **Bookings and Revenue**: Bookings slightly exceeded expectations, but revenue came in at the low end of guidance due to deferred orders [5][6] - **Operating Margin Target**: Nutanix maintained its operating margin target of 21%-22% for fiscal year 2026, despite revenue disruptions [62][63] - **Renewals Business**: The renewals business is expected to grow year-over-year, providing a stable foundation for future revenue [60][61] Competitive Landscape - **Market Positioning Against VMware**: Nutanix is in a long-term migration cycle, with significant customer additions indicating a shift away from VMware solutions [38][39] - **Pricing Dynamics**: The pricing environment remains dynamic, with Nutanix focusing on providing better total cost of ownership (TCO) compared to competitors like Broadcom [45][46] Technology and Product Development - **AI and Hybrid Cloud**: Nutanix is positioning itself to support AI applications in hybrid environments, providing a turnkey infrastructure for enterprises [30][32] - **Kubernetes Infrastructure**: The company has developed a full-fledged Kubernetes platform, allowing customers to run modern applications alongside legacy systems [34] Supply Chain Considerations - **Component Shortages**: There are emerging concerns about supply chain shortages affecting hardware availability, which could impact software deployment [17][22] - **Diversification Strategy**: Nutanix has diversified its hardware compatibility to mitigate supply chain risks, allowing customers to run software on existing hardware [23] Partnerships and Collaborations - **OEM and Public Cloud Partnerships**: Nutanix has established partnerships with major players like AWS, Microsoft, and Google, enhancing its market reach and facilitating customer migrations [58] Future Outlook - **Growth Potential**: The company believes that the ongoing shift towards hybrid cloud and AI applications will drive future growth, with a broader platform offering beyond just hyper-converged infrastructure (HCI) [72][73] Additional Insights - **Customer Migration Success**: Nutanix has successfully managed large-scale migrations for significant clients, showcasing its capability to handle complex transitions without major disruptions [39][48] - **Market Expansion**: The company is focused on expanding its total addressable market (TAM) by supporting a wider range of storage solutions and configurations [57][73]

Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud announced Tuesday it has made Nutanix, Inc.’s (NASDAQ:NTNX) Cloud Clusters platform generally available.The launch expands hybrid-cloud options for enterprises seeking to modernize critical applications without rebuilding existing workloads.Nutanix said organizations can now run Nutanix Cloud Clusters, or NC2, directly on Google Compute Engine as part of a long-term collaboration between the two companies.Also Read: Google Faces EU Antitrust Probe On ...

My previous investment thought on Nutanix, Inc. ( NTNX ) was a buy rating because it continues to win new customers at a solid momentum, partnerships are also scaling well, and there is a multi-yearI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to i ...

My previous investment thought on Nutanix, Inc. ( NTNX ) was a buy rating because it continues to win new customers at a solid momentum, partnerships are also scaling well, and there is a multi-yearI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to i ...

Austin, Dec. 07, 2025 (GLOBE NEWSWIRE) -- The Hyper Converged Infrastructure Market size was valued at USD 16.16 billion in 2025 and is expected to reach USD 84.72 billion by 2033, growing at a CAGR of 23.01% over 2026-2033. The demand for streamlined, effective data management systems that streamline and integrate historically divided resources has propelled the hyper converged infrastructure (HCI) market to become a game-changing area of IT. Because of the growing need for virtualized environments and the ...

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...