The company's revenue increased by 18% YoY to $486.5 million, beating the Street estimate of $464.97M. ACV billings also grew 23% YoY to $267.6 million.

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Joey Hirendernath's avatar
Looks like it has taken a bit of a dip since December. A potential buying opportunity for those who have had the company on their watchlist.
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Nathan Worden's avatar
I remember looking into Nutanix in 2018, at the time the thesis was something like "Nutanix's "enterprise operating system" enables a data center filled with hardware, storage, and networking to behave as if it were a public cloud like AWS."

Not sure if the investment thesis is still similar. I haven't checked in on it in a while.



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