Core Insights - Nutanix has announced enhancements to its Nutanix Cloud Platform (NCP) aimed at providing organizations with greater flexibility in deploying and managing infrastructure across distributed environments, including traditional, modern, and AI applications [1][3][4] Group 1: New Capabilities and Features - The new capabilities in NCP allow customers to run and govern infrastructure across their own environments and with cloud providers offering sovereign services, enhancing focus on resilience, security, and control [3][4] - NCP now supports orchestrated lifecycle management of multiple dark-site environments and on-premises deployment options for governance and control planes, enhancing security and management [5] - The Nutanix Government Cloud Clusters (GC2) solution on AWS is now available, enabling federal agencies to build and operate a distributed sovereign cloud while maintaining orchestration within their environment [6] Group 2: Security and Compliance - NCP on Azure and AWS has successfully completed its annual SOC 2 Type 2 audit and renewed several ISO certifications, providing independent validation of its security and compliance controls [8] - The Nutanix Kubernetes Platform (NKP) will include a FIPS 140-3–validated and STIG-compliant Ubuntu Pro image option, catering to organizations with strict security requirements [9] - Enhanced security features in the Nutanix Enterprise AI (NAI) solutions include stronger identity integration and fine-grained access controls for AI models [11] Group 3: Resilience and Disaster Recovery - New capabilities in NCP enhance resilience by ensuring application availability across sites and regions during outages, crucial for sovereignty-aligned environments [12] - Organizations can now apply tiered disaster recovery options that match protection levels to each workload, ensuring business continuity even during multiple site failures [13][14] Group 4: Management and Operational Efficiency - NCP offers stronger management capabilities that streamline deployment and operation of distributed environments, providing consistent control across various sites and cloud providers [15][16] - The introduction of Nutanix Infrastructure Manager simplifies deployments using validated design patterns, making it easier to maintain data center environments [15] Group 5: Customer and Industry Perspectives - Customers like LFB Group emphasize the importance of data sovereignty and compliance, highlighting how Nutanix Cloud Clusters on OVHcloud help modernize infrastructure while ensuring data security [18] - Industry leaders recognize the growing priority of distributed sovereign cloud architectures, noting Nutanix's role in operationalizing these frameworks to assist with compliance and governance needs [20][21]

Core Insights - Nutanix's Cloud Platform (NCP) has been listed in the AWS Marketplace for the U.S. Intelligence Community (ICMP), facilitating easier access for government customers to software solutions [1] - NCP integrates compute, storage, and networking into a unified platform, enhancing management efficiency and reducing operational complexity for IT infrastructure [2] - The availability of Nutanix on ICMP aims to support federal agencies in modernizing their IT environments, allowing them to focus on mission-critical outcomes rather than managing complexity [3] Company Overview - Nutanix is recognized as a leader in hybrid multicloud computing, providing a unified software platform for application management and data handling across various environments [3] - The company serves over 29,000 customers globally, assisting organizations in digital transformation and the effective management of hybrid multicloud environments [3]

Financial Performance - Q1 FY2026 revenue reached $670.6 million, a 13% year-over-year increase[6] - Annual Recurring Revenue (ARR) grew to $2.28 billion, reflecting an 18% year-over-year increase[6] - Free cash flow generated was $174.5 million, up 15% year-over-year[6] - Non-GAAP gross margin was 88%, a 50 bps increase year-over-year[12] Customer Growth and Partnerships - Total customer count increased to 29,930, a 10% year-over-year growth[6] - The company announced support for Dell PowerStore, expected in summer 2026[6] - Nutanix Cloud Platform (NCP) will support Microsoft Azure Virtual Desktop (AVD) for hybrid environments[6] Future Outlook - Q2 FY2026 revenue is projected to be between $705 million and $715 million[20] - FY2026 revenue is guided to be between $2.82 billion and $2.86 billion[21] - FY2026 free cash flow is expected to be between $800 million and $840 million[21]

Core Insights - Nutanix has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Distributed Hybrid Infrastructure, marking its third appearance in this quadrant and its second time as a Leader [1][5] - The recognition reflects Nutanix's commitment to innovation and customer success, as stated by Lee Caswell, SVP of Product & Solutions Marketing [2] Company Overview - Nutanix is a leader in hybrid multicloud computing, providing a secure, unified platform for running applications and managing data across various environments [8] - The Nutanix Cloud Platform (NCP) supports a wide range of public cloud services, including AWS, Microsoft Azure, and Google Cloud, and facilitates the deployment of AI and Kubernetes [2] Customer Use Cases - Organizations in sectors such as financial services, healthcare, public, manufacturing, and retail are utilizing NCP [3] - First Foundation Bank, a California-based customer, leverages NCP for disaster recovery of its virtual desktop infrastructure, highlighting the platform's scalability and cost-effectiveness [3][4]

Q3 FY2025 Earnings May 28, 2025 Safe Harbor Non-GAAP Financial Measures and Other Key Performance Measures To supplement our consolidated financial statements, which are prepared and presented in accordance with GAAP, this presentation includes the following non-GAAP financial and other key performance measures: non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP operating margin, non-GAAP net income per share (diluted), free cash flow, Annual Recurring Revenue (or ARR), ...