Infinia Platform Overview - Infinia is a software-defined, metadata-driven, containerized, cloud-native data intelligence platform designed for scalability, performance, and efficiency across core, cloud, and edge environments [1] - The platform supports critical data protocols like object and block, integrating with AI data acceleration libraries like TensorFlow and PyTorch [1] - Infinia enhances AI execution engines by serving data in its native form, reducing the need for data conversion and speeding up applications [1] Metadata and Multi-Tenancy Capabilities - Infinia allows for tagging massive amounts of metadata to objects, enabling faster data discovery and processing, with no limitations on metadata capability [1] - The platform has built-in multi-tenancy capabilities, providing SLAs for individual tenants and sub-tenants on capacity and performance, ensuring quality of service [1] Scalability and Cloud Native Design - Infinia is fully containerized, allowing for scale-out at web scale, starting from a few terabytes and scaling to exabytes [1] - The product is designed to be cloud-native and will soon be available in leading cloud provider marketplaces [2] AI Data Challenges and Solutions - Infinia addresses the complexity of managing large amounts of distributed multimodal data across core, cloud, and edge environments by creating a unified platform [1] - It tackles the demand for extremely low latency required to run AI applications, as well as the high costs associated with running AI [1] - The platform ensures data protection at any time and at any scale [1] Performance Metrics - Infinia can deliver time to first byte in less than a microsecond [2] - It can deliver 30 to 40 million objects per second in list object operations [2] - Infinia can deliver terabytes per second throughput at large scale [2] Efficiency and Sustainability - Infinia can achieve 10x data reduction, fitting over 100 petabytes of storage into a single rack [2] - It can reduce the overall data center footprint by a quarter compared to competitors, saving 10x power and cooling costs [2] Security Features - Infinia focuses on security authentication and access control, preventing unauthorized data access [2] - Data is always encrypted, and all actions within the system are audited [2] - The platform provides 99.9999% uptime enabled by reliability-focused features [2] Key Business Outcomes - Infinia aims to reduce complexity and achieve more accurate results on a unified platform for AI inference, data analytics, and model training [2] - It accelerates innovation by running AI apps faster, enabling businesses to beat the competition [2] - The platform enables rapid deployment across the cloud core and the edge to increase productivity, boost efficiency, and maximize ROI [2]

Group 1 - The core viewpoint emphasizes that cloud-native and microservices architecture are central to enterprise technology upgrades amid digital transformation [2][3] - The emergence of the "Mago Cloud Native Microservices Governance Sprint Class" reflects a deep transformation in technical education and reveals a new interaction logic among technology, economy, and talent market [2] - Traditional IT training is undergoing a paradigm shift, focusing on reshaping architectural thinking rather than just skill training [2] Group 2 - The course integrates tools like Kubernetes and Istio with microservices governance methodologies, enabling students to transition from merely coding to mastering distributed systems [2] - The curriculum addresses industry pain points, with governance capabilities such as service discovery and circuit breaking becoming essential as companies migrate from monolithic to microservices architecture [3] - The economic effect shows that the cloud computing industry has surpassed a trillion in scale, with programmers skilled in cloud-native technologies enjoying a 40% salary premium [3] Group 3 - The course's continuous update mechanism reflects the necessity of lifelong learning for technical professionals, especially in the face of AI's impact on traditional programming roles [3] - The transformation to cloud-native skills has allowed professionals to move from passive roles to core architecture teams, enhancing their job security [3] - The upgrade in technical capabilities driven by high-quality courses signifies a reconstruction of production relationships in the digital age, contributing to a more efficient and resilient technological ecosystem [3]

Core Insights - Nutanix has been recognized as a Leader in The Forrester Wave™: Multicloud Container Platforms, Q3 2025, marking its debut in this report following the launch of the Nutanix Kubernetes Platform (NKP) [1][3] - The NKP launch was preceded by Nutanix's acquisition of D2iQ, Inc.'s Kubernetes Platform, enhancing its ability to manage cloud-native applications across various environments [2][3] - Nutanix's Cloud Native AOS solution, which extends enterprise storage and data services to hyperscaler Kubernetes services, is now available globally [2] Product and Innovation - The Forrester report highlights Nutanix's revitalization of its Kubernetes efforts through D2iQ's leadership and funding, resulting in a unified platform that integrates data center, cloud, and edge [3] - Nutanix's NKP allows VMware users to transition virtual machines to Nutanix AHV and modernize with containers, enhancing its role in private and data center AI [3] - The NKP provides a complete, CNCF-compliant cloud-native stack, enabling platform engineering teams to manage Kubernetes clusters securely across on-premises, hybrid, and multicloud environments [3] Customer Impact - Customers using NKP can innovate more rapidly due to reduced operational complexity and simplified monitoring, facilitating container management at scale [3][4] - Nutanix has a global customer base for NKP, indicating widespread adoption and trust in its solutions [4]

Financial Data and Key Metrics Changes - Total Annual Recurring Revenue (ARR) grew 24% to $996 million, with Subscription ARR increasing 33% to $844 million [4][19] - Total revenue increased 26% to $282 million, driven by a 46% rise in subscription revenue [4][20] - Non-GAAP EBIT grew 21% to $58 million, with a non-GAAP EBIT margin of 20.7% [24][25] - Gross margins for fiscal Q1 were 82.4%, consistent with expectations [24] Business Line Data and Key Metrics Changes - Subscription revenue increased 46% to $182 million, with SaaS ARR soaring 63% to $307 million [5][19] - The number of subscription customers approached 13,000, with approximately 700 net new subscription customers added [20] - SaaS net dollar retention was 125%, indicating strong customer expansion [20] Market Data and Key Metrics Changes - The company achieved triple-digit growth in marketplace transactions, with multiple six-figure and seven-figure deals [6] - Significant growth was observed across geographies, industries, and customer segments, from enterprise to SMB [7] Company Strategy and Development Direction - The company is focused on the booming cyber resilience market, enhancing offerings to meet the needs of CIOs and CISOs [8][12] - Strategic partnerships were formed with Deloitte, CrowdStrike, and HPE to enhance cyber resilience and data protection capabilities [11][12] - The company plans to acquire Satori Cyber to strengthen data security offerings and support responsible AI usage [14][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for the cyber resilience platform and the ability to capture market share [31] - The company raised its fiscal year 2026 guidance, expecting total ARR growth of 18% year-over-year [29][30] - Management noted that the overall market strength is driving performance, with no signs of budget pull-forward from customers [82] Other Important Information - The company ended Q1 with no debt and a cash position of $363 million, with free cash flow of $30 million [26] - The company repurchased $15 million of stock during the quarter [26] Q&A Session Summary Question: Revenue contributions from the Satori acquisition - Management indicated that the Satori acquisition will not materially impact revenue guidance [34] Question: Cross-sell and upsell opportunities - Management reported a 45% increase in customers using two or more products, with strong traction in cross-sell initiatives [35] Question: Bundling strategy - The company offers logical bundles that enhance customer experience, with plans for more integrated offerings in the future [39] Question: Future growth through M&A - Management highlighted past acquisitions that enhanced core capabilities and indicated a focus on integrating new technologies into the platform [46] Question: Net new ARR dynamics - Management noted that the SaaS business performed as expected, with strong performance in software contributing to net new ARR [52] Question: Federal business performance - The federal business performed in line with expectations, benefiting from FedRAMP High certification [58] Question: Operating margins and performance - Management explained that operating expenses included planned headcount growth and higher commissions, balancing growth and profitability [60] Question: Contribution of newer solutions - Older products like M365 and AirGap Protect continue to dominate ARR, but newer security offerings are also growing significantly [67] Question: Customer budget pull-forward - Management confirmed no evidence of budget pull-forward, attributing strong performance to overall market strength [82]

Financial Data and Key Metrics Changes - The telecommunications industry in Bangladesh recorded a total of 187.61 million subscribers as of May 2025, reflecting an increase of 1.39 million subscribers since March 2025 [3] - The company reported a quarter-on-quarter revenue increase of 7%, translating to a year-on-year growth of 2% [6][29] - The net profit margin improved to 21.4%, with a cash flow margin of 52.1% [30][56] - The company declared an interim dividend of 11 Taka per share, amounting to 15 billion Taka for shareholders [53] Business Line Data and Key Metrics Changes - Digital revenue rose by 13%, with nearly 30% of total revenue now flowing through digital channels [7] - MyGP users grew by 12% year-on-year, indicating stronger momentum in the digital business [7] - The company saw a year-on-year growth of 1.1% in subscribers, with a 2% increase in the second quarter [31] Market Data and Key Metrics Changes - The point-to-point inflation rate decreased to 8.48%, the lowest in 35 months, while the foreign exchange reserves stood at 20.9 billion USD [4] - Bangladesh's GDP growth for fiscal year 2024 and 2025 has been revised to around 3.8% [5] Company Strategy and Development Direction - The company is modernizing its mobile network to a cloud-native architecture, preparing for 5G standalone capabilities [6] - A strategic focus on digital growth is evident, with initiatives to expand products and capabilities in areas like content and edtech [7][12] - The company is embedding AI across operations, aiming to become an AI-native telecom [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about a stronger outlook as the political and economic landscape stabilizes [6] - The company is taking a cautious approach to capital spending due to macroeconomic uncertainties [25][58] - Management highlighted the importance of maintaining ARPU growth in line with inflation to protect margins [40][41] Other Important Information - The company achieved a significant regulatory milestone by introducing tailored roaming packs, resulting in a year-on-year increase in roaming revenues [11] - The company is committed to cybersecurity, with AI-driven monitoring capabilities reducing threat detection time by half [62] Q&A Session Summary Question: What is the company's outlook on subscriber growth? - The company noted a positive development in subscriber growth, with a year-on-year increase of 1.1% and a 2% increase in the second quarter, supported by festive periods and holidays [31][32] Question: How is the company managing costs amid economic challenges? - The company emphasized a strong focus on cost discipline and capital discipline, resulting in stable costs despite revenue increases [44][50] Question: What are the company's plans for future investments? - The company plans to be cautious with capital expenditures in the upcoming quarters due to macroeconomic uncertainties but is ready to invest when conditions allow [58]

Dan Ciruli Head of PM, Cloud Native Nutanix Confidential 1 One Platform For All Apps, Data and AI, Anywhere Thomas Cornely SVP, Product Management Nutanix Confidential One Platform to Modernize and Accelerate 3 Virtual Machines on External Storage Enterprise AI Cloud Native Apps Hybrid Multicloud Nutanix Confidential 15 Years of Innovation NCI, NCM NUS, NDB Biz Critical Apps Databases Modern Infrastructure AOS VDI Web-Scale Hyperconverged Infrastructure NC2 Nutanix Central Elastic DR Cloud Hybrid Multicloud ...

Core Insights - Mavenir is undergoing a significant financial restructuring that will improve its balance sheet by eliminating over $1.3 billion in existing debt and securing $300 million in new financing, supported by its existing lenders and Siris [1][2] - The company will refocus on its mobile core business, emphasizing software for 4G and 5G, and accelerate investments in artificial intelligence [1][3] Financial Restructuring - The capital restructuring agreement reflects the confidence and commitment of Siris and related lenders, enabling Mavenir to solidify its leading position in mobile core development [2] - The improved financial foundation will allow Mavenir to better execute its strategy, invest in innovation, and fulfill commitments to stakeholders [2] Strategic Focus - Mavenir will double down on its profitable core network area, focusing on a comprehensive suite of software applications for voice, messaging, video, and data services while enhancing its Open RAN investments [3] - The company aims to maintain its Open RAN hardware IP and support existing customers to ensure maximum flexibility in the evolving Open RAN environment [3] - Mavenir plans to accelerate investments in AI capabilities for its mobile core and Open RAN businesses, aiming to build intelligent networks and create new revenue streams [3] Company Overview - Mavenir is recognized as a pioneer in Open RAN and is committed to building the future of networks through cloud-native and AI solutions, promoting green initiatives and enabling operators to leverage 5G advantages [4] - The company has automated and monetized mobile networks globally, serving over 50% of users through software network transformations in more than 120 countries [5]

Core Insights - China and Hong Kong have emerged as one of the earliest and strongest ecosystems in the cloud-native field, with a total of 1.0686 million open-source contributions, ranking second globally, including 327,400 contributions to the Kubernetes project [1] - The KubeCon+CloudNativeCon China 2025 summit, held in Hong Kong, signals the growing importance of the region in the cloud-native landscape [1] - The cloud-native concept, defined by CNCF, facilitates the construction and operation of scalable applications in dynamic environments such as public, private, and hybrid clouds [1] Group 1: Ecosystem Growth - CNCF's 2024 annual report indicates over 140 new members joined last year, bringing the total to over 200 projects and 728 members, with more than 270,000 contributors from 189 countries [4] - Key open-source projects from China, such as Volcano, Dragonfly, KubeEdge, and OpenYurt, demonstrate significant capabilities in edge computing, container scheduling, and distributed processing [2] Group 2: Industry Applications - Major cloud service providers like Tencent Cloud, Huawei, Alibaba Cloud, and Baidu Intelligent Cloud are members of the ecosystem, contributing to advancements in distributed consensus mechanisms within Kubernetes [5] - Hong Kong's financial institutions are core adopters of cloud computing technology, with platforms like the new IPO settlement platform FINI and HKEX Synapse enhancing digital transaction processes [5] Group 3: AI Integration - Cloud-native computing technologies are expected to bring systemic innovations to the AI industry, with local deployments by major companies supporting digitalization needs in Hong Kong [6] - The Hong Kong government views cloud computing and cloud-native technologies as key foundations for smart city development, promoting their application in e-government, smart transportation, and healthcare [8] Group 4: Open Source Impact - The economic value of open source is highlighted, with a study indicating that the cost of acquiring all necessary open-source software for technology creation could reach $9 trillion [6] - The success of open-source projects relies on user participation and a structured approach that is friendly to new contributors [8]

Core Insights - Nutanix, Inc. is hosting a webinar to discuss its cloud native capabilities, including the Nutanix Kubernetes Platform, Nutanix Data Services for Kubernetes, and Nutanix Enterprise AI [1] - The webinar is scheduled for June 13, 2025, at 8:00 a.m. PDT and will be accessible via live webcast and replay on the Nutanix Investor Relations website [2] - Nutanix is recognized as a global leader in cloud software, providing a unified platform for application management and data handling across hybrid multicloud environments [2] Company Overview - Nutanix simplifies operations for organizations, allowing them to focus on business outcomes by reducing complexity [2] - The company has established itself as a pioneer in hyperconverged infrastructure, gaining trust from companies worldwide for consistent and cost-effective hybrid multicloud solutions [2]

Core Viewpoint - Nutanix has introduced the Cloud Native AOS solution, which enhances the ability to build portable cloud-native applications with robust data resiliency across various environments, including Kubernetes and bare-metal setups [1][3]. Group 1: Product Features and Benefits - Cloud Native AOS provides a unified data platform that operates across bare-metal, virtualized, and containerized infrastructures, addressing the need for consistent data protection and management [2][3]. - The solution simplifies operations for Kubernetes applications, extending Nutanix's AOS software to stateful Kubernetes clusters, thereby enhancing enterprise resiliency and security [4][5]. - Key benefits include improved application portability, data migration capabilities, and disaster recovery options, particularly for containerized applications [5][6]. Group 2: Market Position and Adoption - Nutanix aims to support enterprises adopting Kubernetes by integrating cloud-native applications into existing workflows while meeting business service level agreements (SLAs) [6]. - The Cloud Native AOS is currently in early access on Amazon EKS, with general availability expected in Summer 2025, and on-premises access anticipated by the end of the calendar year [5][6]. Group 3: Industry Impact - The introduction of Cloud Native AOS is expected to set a new standard for speed, scalability, and reliability in managing demanding workloads, thus unlocking new performance levels for organizations [5][6]. - The solution is designed to facilitate seamless migration of applications and data across various environments, enhancing operational flexibility for enterprises [6][7].