Nutanix
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Nutanix (NTNX) investor relations material

Nutanix Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley Technology, Media & Telecom Conference 2026 summary2 Mar, 2026

Core business and value proposition

  • Provides a platform for modernizing infrastructure, enabling application and data management across on-prem, edge, and public clouds.

  • Supports both traditional and modern cloud-native applications, with a focus on simplifying operations.

  • Positioned to support emerging AI and agentic applications across hybrid environments.

Recent performance and supply chain dynamics

  • Bookings remained strong in Q2, but revenue outlook was cut due to ongoing supply chain challenges affecting hardware availability.

  • Customers are placing software orders to secure pricing and queue for hardware despite longer lead times.

  • Internal expectations for full-year bookings have increased, but revenue recognition is delayed.

Customer flexibility and product evolution

  • Offers customers choice of server platforms and now supports external storage, allowing use of existing hardware.

  • Nutanix Cloud Clusters (NC2) enables running software on public cloud bare metal, increasing deployment options.

  • Commercial mechanisms like future start dates for licenses help align with customer procurement cycles.

What drives multi-year server supply chain pressure
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Next Nutanix earnings date

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Q3 202627 May, 2026
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Q3 202627 May, 2026

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Frequently asked questions

Nutanix Inc provides cloud computing infrastructure and software solutions, enabling enterprises to manage private, hybrid, and multi-cloud environments. The company offers hyperconverged infrastructure, storage, virtualization, and networking products that simplify IT operations. Nutanix serves industries including finance, healthcare, education, and government. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.

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