Positioned as a unified platform for AI, Kubernetes, hybrid cloud, and external storage, expanding beyond HCI to broader cloud infrastructure software.
Total addressable market projected to grow from $92B in CY26 to $137B in CY29 at a 14% CAGR, driven by enterprise AI, Kubernetes, and cloud infrastructure innovation.
External storage partnerships (NetApp, Lenovo, Dell, Pure) expand addressable market from 35% to 60% of private cloud TAM by 2029.
Broadcom/VMware displacement is a multi-year, multi-wave opportunity, with 3,000+ new customer logos in the last four quarters and significant migration activity.
Expanding platform support, commercial flexibility, and partnerships with hyperscalers and OEMs to broaden reach and address more customer segments.
Launched agentic AI full stack solution, NKP Metal for Kubernetes, and announced NetApp and Lenovo partnerships for external storage.
Unified platform enables seamless management of VMs, containers, and AI workloads across on-prem, public cloud, and edge environments.
Customer examples include Wynn Resorts, BlueCross BlueShield, State Street, and Tire Rack, all expanding use cases and adopting new solutions.
Service Provider Central targets neo clouds and sovereign clouds, expanding reach into new AI infrastructure markets.
Ecosystem growth reflected in over 100 sponsors at the .NEXT conference and deepening partnerships with OEMs, cloud providers, and channel partners.
Achieved FY25 revenue and ARR CAGR of 17% and 19%, with non-GAAP operating margin rising from 16% to 21%.
FY29 targets: mid-to-high teens % growth for revenue and ARR, non-GAAP operating margin in the mid-to-high 20s %, and free cash flow margin in the high 20s %. Rule of 40 expected in the low-to-mid 40s %.
Free cash flow margin improved from 19% to 30% in FY25, with free cash flow reaching $749M.
Capital allocation priorities: organic growth, strategic acquisitions, share repurchases (including new $750M authorization), and net dilution below 2%.
Continued reduction in stock-based compensation as a percent of revenue, with ongoing discipline and board oversight.
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