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Nutanix, Inc. (NTNX)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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33.87+0.99 (+3.01%)
At close: 04:00PM EST
34.00 +0.13 (+0.38%)
Pre-Market: 08:58AM EST
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  • R
    Raymond
    REDWOOD CITY, Calif., Dec. 7, 2021 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced new technologies for Equinix Metal that companies can consume as a service, with the latest from AMD, Ampere, Intel, Nutanix and full-stack accelerated computing from NVIDIA. This expansion of features and availability will give businesses more ways to build and scale as a Service (aaS) offerings, modernize their infrastructure, and power hybrid multicloud architectures and cloud native applications.

    As part of the news today, Equinix is announcing:
    Equinix Metal is now certified for Nutanix Cloud Platform, enabling complete freedom to run applications on any platform with seamless deployment and improved business agility with a single, unified management plane across bare metal, public cloud and on-premises environments. Equinix and Nutanix are currently enrolling customers in a trial program in preparation for general availability (GA).

    Thomas Cornely, SVP Product Management, Nutanix
    "At Nutanix, our mission is to make managing IT infrastructure so simple that it becomes invisible. Our customers use Nutanix to simplify their hybrid multicloud journey, allowing their workloads to run on the private or public clouds that are best aligned to their needs. By certifying Nutanix Cloud Platform on Equinix Metal, we are enriching our customers' choices and helping them further unify their Nutanix environments across private and public clouds."
    Bullish
  • R
    Raymond
    Dember 07, 2021
    SAN JOSE, Calif.--(BUSINESS WIRE)--Nutanix, a leader in hybrid multicloud computing, today announced that global retail and entertainment company Build-A-Bear Workshop has teamed up with Nutanix to develop the technology powering their new Bear Builder 3D Workshop.
    Bullish
  • R
    Raymond
    Saira Malik, the Chief Investment Officer at Nuveen, which has three hundred billion under management in Chicago, was on Closing Bell on CNBC on Monday. She's bullish heading into 2022 and specifically mentioned that she likes cloud stocks right now. As of Sept 30 Nuveen was holding over 1m shares of NTNX, so if they like cloud stocks they're probably adding to the position.
    Bullish
  • N
    Nico
    Strong product offering and growing customer base. This is key and should allow us to feel reassured. However the objective is creating a virtuous circle of better margins and cash flow…this will happen but will take some time. Do you believe there is a need? Do you believe in management vision? Are they executing? If so stay patient.
  • S
    Superboeren
    For a broader perspective and a gauge of the level of maturity of the Hyperconverged market, the Gartner Hype Cycle for Storage and Data Protection published in July 2021 may be instructive. I cannot paste the link but just google the name for the graph in combination with Nasuni. It moved since July last year from the end of the phase Trough of Disillusionment to the end of the next phase of Slope of Enlightenment and on the cusp of initiating the last phase of Plateau of Productivity, which indicate a mature and broadly recognized technology. Gartner defines the phase as the beginning of mainstream adoption. It's marked in the graph as reaching this stage within two years but as it was the same last year it's likely close to that now.
  • R
    Raymond
    Stephanie Link is a regular on the Halftime Report on CNBC. She's the CIO at Hightower, which has $40b under management in Chicago. On Tuesday on the show she said she was bullish on the market, and that one of the stocks she's buying right now is HPE.

    Hightower has started building a position in NTNX. They did not own any shares on June 30, then they came in during Q3 and bought 9,000 shares. HPE has a strong partnership with NTNX, so if Hightower is buying the stock right now I wouldn't be surprised if they're also building up their position in NTNX.
    Bullish
  • R
    Raymond
    Nasdaq Investor Conference Highlights
    Wednesday, December 1, 2021
    Hosted by Katy Huberty, Morgan Stanley

    TAM in 2025 will be $60b

    They're building more security into the NTNX platform

    Q: As more workloads shift to the public cloud, will this reduce the market opportunity for NTNX?
    A: Customers are now asking which is the best cloud for me to run my applications. They want to have choice. It won't be public cloud only or on prem only, they want to be able to operate across these environments, and NTNX products allow this to happen.

    Partnerships are generating a lot of business. Citrix has an installed base of hundreds of thousands of customers. With their partnership with Citrix, NTNX can now sell into this installed base. The partnership with Red Hat is going well, and they're expanding their relationship with HPE and Lenovo.

    Competitive landscape - Huberty sees a two horse race - NTNX and VMWare - RR hasn't seen much change recently in the competitive landscape, it's reasonably stable.

    They are hiring aggressively. They can get talent anywhere in the world, much of their R&D is done in India and Eastern Europe.

    Demand conditions are quite good.
    Bullish
  • A
    Azure2020
    With NTNX towards 100! I am a believer.
    Bullish
  • R
    Raymond
    BOSTON, Nov. 30, 2021 /PRNewswire/ -- Wasabi Technologies, the hot cloud storage company, today announced that it has partnered with Nutanix, a leader in hybrid multicloud computing, to deliver a next-generation capacity management and analytics solution that meets the evolving needs for unstructured data storage. Through Nutanix Files supported integration of data tiering to Wasabi's cloud object store, joint customers will be able to scale unstructured datasets on demand, deploy automated rules and triggers for efficient data management, and gain high-impact analytics and complete visibility across their data at breakthrough pricing and performance.

    Organizations working with unstructured data often struggle with fragmented datasets and incur more costs and delayed access times that negatively impact operations. With Nutanix Files, customers can consolidate data silos onto a single platform that can scale out to hundreds of file servers and thousands of shares to reduce storage sprawl. This effectively addresses the most pressing unstructured data storage needs for workloads such as user profile for virtual desktop infrastructure (VDI), home directory and department shares, video and image repository including healthcare PACS (Picture Archive and Communication Systems) imagery, surveillance video, manufacturing design, machine data such as log files and many more diverse workloads that require a higher level of visibility and management.

    "Nutanix delivers a unified storage solution that helps customers simplify storage management and reduce data fragmentation in this age of massive unstructured data growth. The integration of Nutanix Files with Wasabi cloud object storage will build on this strength and enables customers to optimize storage costs and transparently tier data to public cloud storage while maintaining full visibility and high performance data access," said Thomas Cornely, SVP Product Management, Nutanix.
    Bullish
  • S
    Sri
    Nutanix and RedHat partnership should help us get into large enterprises. This should start showing some good results from 2022. IBM will do everything to make OpenShift a success against VMWare's Tanzu and this in turn should help Nutanix spread it's platform adoption against VMware.
    That said, Nutanix should focus on building or partnering with other solution providers like Snowflake and Databricks which should help gravitate developers to its eco system. Nutanix already enables other big data applications like hadopp/cloudera, splunk etc but there is still lot to be done.
    Bullish
  • R
    Raymond
    Katie Koch from Goldman Sachs was on Squawk Box on CNBC on Thursday. GS is recommending small cap software stocks right now. Koch said that these stocks have had a big selloff, and this has created opportunities for investors to get in.

    GS owned 1m shares of NTNX on June 30, then during July-Aug-Sept, they added an additional 41,000 shares. When someone already owns 1m shares, then buys more, that's bullish.
    Bullish
  • c
    chrome555
    Excerpt from Walmart open position stating that they are primarily using Nutanix and in the process of phasing out VMware..

    Walmart’s Distribution Center Compute (Linux) team is responsible for be responsible for building, designing, and supporting for more than 5,000 servers in 450 DC’s across multiple countries.  We run VM workloads primarily on the Nutanix virtualization stack. There is also a substantial amount of VMware/VSAN deployments that are in the process of being phased out.
    Bullish
  • R
    Raymond
    November 30, 2021
    Accelerating its leadership in high performance backup and recovery for large enterprises and managed services providers, Bacula Systems today announced the general availability of Bacula Enterprise 14 to further broaden its wide compatibility and protect medium and large IT centers that use both new and legacy technologies. This enables large or complicated IT environments to be protected from one single backup and high speed recovery platform.

    Just some of the new technologies in Bacula 14.0 are:

    Proxmox module, featuring incremental backup

    Nutanix filer module, with HFC technology

    M365 module updated to also encompass Teams

    State of the art security and ransomware protection
    Bullish
  • T
    Theo
    Down 35% since 2 good quarters in a row. NTNX gets no love
  • A
    Al
    The reason this stock is stagnant has nothing to do with the companies performance. It's simply that Wall Street and investors are not enamored with the technology space they live in. If Nutanix were getting these results in the cybersecurity space this company would be trading in the $150/$200 range.
  • d
    dilip
    Looks like a lot of people gave up yesterday and recently. Good!
  • S
    SV
    2 earnings beats and the sp is lower than what it was before the first beat..not sure what to do with this one
  • M
    Mark
    S has a market cap of 11 billion on 93 million in revenue. Yes that's million. So on a billion sales it should be worth 120 billion. Oh but my it's revenue grew 100 percent. Who is controlling the price here.
  • p
    parag
    I found the posting that chrome referenced below and kudos to him in locating this. This is the kinda info that is invaluable to see and not the tute buys Kathleen rants and raves about.

    If you look deeper this is the direct result of the partnership between nutanix and redhat as Linux is the open source kvm platform they are confirming to to have consistency across their DC deployments. This partnership will have significant teeth and open up so many opportunities where nutanix was restricted prior to being certified on redhat / ibm using their runtime engine now interchangeable.

    Thank you chrome for posting this. Your post indicates there is some hope out there in getting golden nuggets through this forum
  • H
    Hot
    So I dumped all my Nutanix at around $43 a little while back, waited and threw it all at SentinalOne yesterday. Up over $6 already today. As soon as it hit about $53 I will sell Sentinal and jump back into NTNX at around $35 I hope. I should have been doing selling high and buying low with NTNX all along...would have tripled my position already.
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