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Nutanix(NTNX) - 2026 Q2 - Earnings Call Transcript
2026-02-25 22:32
Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...
Nutanix(NTNX) - 2026 Q2 - Earnings Call Transcript
2026-02-25 22:32
Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...
Nutanix(NTNX) - 2026 Q2 - Earnings Call Transcript
2026-02-25 22:30
Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Speaker8Good day, and thank you for standing by. Welcome to the Nutanix Q2 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 1 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, pl ...
IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?
247Wallst· 2026-02-25 13:25
571,609-$54.014.21%$1,227.63[CVS Health][CVS]• Vol: 12,199,429-$2.823.66%$74.18 IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity? - 24/7 Wall St.[S&P 5006,915.40 +0.35%] [Dow Jones49,354.90 +0.39%][Nasdaq 10025,103.80 +0.49%][Russell 20002,669.31 +0.67%][FTSE 10010,783.80 +0.65%][Nikkei 22559,510.30 +2.73%][Investing]# IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?### Quick ReadIBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic's Claude Code anno ...
Digital Realty Expands Innovation Lab Network to Singapore, Japan and London to Accelerate AI and Hybrid Cloud Implementation
Globenewswire· 2026-02-25 12:30
Core Insights - Digital Realty is expanding its Digital Realty Innovation Lab (DRIL) into Singapore, Japan, and London, marking its first foray into Asia Pacific and Europe after a successful launch in Northern Virginia [1][2] - The new DRIL locations will provide real-world testing environments for customers and partners to validate AI and hybrid cloud deployments, addressing the critical barrier of infrastructure readiness as AI adoption increases [2][7] Expansion Details - The Singapore DRIL will serve as a digital innovation hub, connecting local customers, partners, and research institutions with global technology providers [4] - The Japan DRIL will be located at the NRT12 data center in Greater Tokyo, featuring 20 racks with direct liquid cooling capabilities to support high-power-density workloads [5] - The UK DRIL in London will offer a dedicated environment for testing and validating AI and hybrid cloud deployments before full-scale implementation [5] Market Context - Singapore's digital economy, driven by AI adoption, accounts for 18.6% of total GDP, while Japan plans to invest over 10 trillion yen in semiconductor and AI sectors by 2030 [3] - The UK's AI sector is growing rapidly, with over 5,800 AI companies and sector revenue reaching £23.9 billion, generating £11.8 billion in GVA [3] Infrastructure Capabilities - The new DRIL locations will enable businesses to test performance, optimize configurations, and connect seamlessly to cloud and network providers via ServiceFabric®, Digital Realty's global interconnection platform [8] - The DRIL will leverage Digital Realty's Pervasive Datacenter Architecture (PDx®) methodology to facilitate the testing and validation of AI deployments in real-world conditions [9][10] Customer Engagement - Strong demand has been observed from customers and partners across Asia Pacific for dedicated environments to validate AI and hybrid cloud architectures [7] - The DRIL network supports a growing ecosystem of customers and partners, including major technology firms like AMD, Cisco, and Lenovo [10]
Digital Realty Expands Innovation Lab Network to Singapore and Japan to Accelerate AI and Hybrid Cloud Implementation
Globenewswire· 2026-02-25 02:00
Asia Pacific will provide real-world environments for customers and partners to test and optimize next generation infrastructure SINGAPORE, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced the expansion of its Digital Realty Innovation Lab (DRIL) into Singapore and Japan. This marks the first expansion of the company’s global DRIL network into Asia Pacific, following the successful launch of the inaugural DRIL ...
Teradata Corporation (TDC) Reports 15% Cloud ARR Growth and Strong Free Cash Flow for 2025
Yahoo Finance· 2026-02-24 11:52
Teradata Corporation (NYSE:TDC) is one of the best stocks for beginners with little money in 2026. On February 10, Teradata reported a strong conclusion to 2025, headlined by a 15% growth in Cloud ARR and a non-GAAP diluted EPS of $0.74. Q4 saw total revenue reach $421 million, supported by a 5% increase in recurring revenue. While full-year total revenue declined 5% to $1.663 billion, the company expanded its Q4 operating margin to 22.8% and generated $285 million in free cash flow for the year. Teradat ...
Rackspace Technology to Announce Fourth Quarter 2025 Earnings on February 26, 2026
Globenewswire· 2026-02-10 21:06
Core Viewpoint - Rackspace Technology will release its fourth quarter 2025 financial results on February 26, 2026, at 8 am ET, followed by a conference call at 8:30 am ET to discuss the results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be announced on February 26, 2026, at 8 am ET [1]. - The conference call to discuss the financial results will be hosted by CEO Gajen Kandiah and CFO Mark Marino at 8:30 am ET on the same day [1]. Group 2: Accessing the Conference Call - Interested parties can access the live webcast or replay through the company's Investor Relations website [2]. - Pre-registration is required to obtain a dial-in number for the conference call, and registrants will receive a PIN for access [2]. Group 3: Company Overview - Rackspace Technology is recognized as a leading provider of end-to-end hybrid cloud and AI solutions [3]. - The company specializes in designing, building, and operating cloud environments across various technology platforms, regardless of the technology stack or deployment model [3]. - Rackspace Technology partners with customers throughout their cloud journey, assisting in application modernization, product development, and technology adoption [3].
Is Wall Street Bullish or Bearish on International Business Machines Stock?
Yahoo Finance· 2026-02-09 18:41
Core Viewpoint - IBM has shown strong performance in the past year, with its stock price increasing by 18%, outperforming the S&P 500 Index's 14% rise, although it has underperformed in 2026 with a marginal increase compared to the index's 1.3% rise [2]. Financial Performance - IBM's Q4 2025 earnings report revealed a revenue increase of 12.1% year-over-year, reaching $19.7 billion, which surpassed Wall Street estimates. The adjusted EPS was $4.52, exceeding estimates by 4.4% [6]. - For the current year ending December 2026, analysts project IBM's EPS to rise by 6.6% year-over-year to $12.35 on a diluted basis. The company has consistently surpassed consensus estimates in the last four quarters [7]. Analyst Ratings and Price Targets - Among 22 analysts covering IBM, the consensus rating is a "Moderate Buy," with 10 "Strong Buy" ratings, 2 "Moderate Buy," 8 "Holds," and 2 "Strong Sells" [7]. - The stock has recently gained more bullish ratings, increasing from 9 to 10 "Strong Buy" ratings. Jefferies analyst Brent Thill maintains a "Buy" rating with a price target of $370, while the mean price target of $319.67 suggests a potential upside of 6.9%, and the Street-high target of $380 indicates a possible rally of 27.1% [8].
IBM Opens Global RFP for AI-Driven Solutions Shaping the Future of Work and Education
Prnewswire· 2026-02-04 09:00
Core Insights - IBM has launched a global request for proposals (RFP) for the next cohort of the IBM Impact Accelerator, focusing on AI for transformative education and workforce development [1][4] - The widening gap between education and employer needs is highlighted, with 67% of executives noting that job roles are becoming shorter-lived, and by 2030, 57% expect most current employee skills to be obsolete [2][3] - The initiative aims to support organizations that leverage AI to enhance learning, upskilling, and job placement in response to rapid economic changes driven by AI [3][4] Group 1: Program Details - The IBM Impact Accelerator invites nonprofits and government organizations to collaborate on solutions that improve learning effectiveness and career transitions [1][3] - Selected organizations will receive a two-year, pro bono technology and implementation grant, including access to IBM's AI technologies and support from its ecosystem [5] - The RFP is open for submissions until March 25, 2026, with eligibility criteria available on the IBM Impact Accelerator webpage [6] Group 2: Economic Context - The U.S. economy incurs an estimated cost of $1.1 trillion annually due to slow transitions between education and work [2] - Many education and workforce institutions lack the necessary data infrastructure and tools to adapt to the fast-paced changes in the labor market [3] - The program aims to address these systemic challenges by supporting innovative projects that apply AI to education and workforce preparation [4][5] Group 3: IBM's Commitment - Launched in 2022, the IBM Impact Accelerator is part of a broader commitment to invest up to $45 million over five years to support communities facing environmental and economic challenges [7] - The program has already supported 25 organizations, benefiting approximately 2.5 million people across various sectors [7]