Nutanix, Inc. (NTNX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Question-and-Answer SessionSanjit SinghMorgan Stanley, Research Division Awesome. So before we get into it, real quickly, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. So let's get into it. I think in this environment where there's a lot of things going on across software, across supply chains, global political activities going on, I think a lot of people getting back to like sort of first principle thinking and like what t ...