Nutanix (NTNX) Corporate presentation summary

Market opportunity and growth drivers

• Targeted markets expected to reach $137B by FY30, driven by hybrid multicloud, AI, and Kubernetes adoption.

• 14% CAGR projected from $92B in CY26 to $137B in CY29 across enterprise AI, Kubernetes management, and cloud infrastructure.

• Favorable secular trends include generative AI, hybrid multicloud, and containerization.

• Platform offers simplicity across private and public clouds, supporting strong retention and expansion.

• Best-in-class Net Promoter Score of 90+ reflects high customer satisfaction.

Product innovation and ecosystem

• Expanded partnerships with HPE, Citrix, Cisco, AWS, Dell, Lenovo, and NetApp to broaden platform capabilities.

• Nutanix Cloud Platform enables unified management for hybrid multicloud, supporting enterprise apps, AI/ML, and Kubernetes.

• Nutanix Kubernetes Platform (NKP) delivers unified Kubernetes management, automation, and enterprise-grade support.

• Nutanix Enterprise AI provides a shared services platform for agentic AI, operational simplicity, and cost efficiency.

• Platform extends to public clouds for migration, disaster recovery, and rapid expansion.

Customer value and case studies

• Customers choose the platform for simplicity, flexibility, control, and ROI benefits.

• Case studies highlight modernization of manufacturing and financial services infrastructure, and digital services providers scaling AI with Nutanix.

• Multi-million dollar ARR customers have achieved over 10x ARR growth in four years.

• Platform supports application and data portability across private and public clouds.