Competitive AdvantageNutanix has an opportunity to successfully displace key competitor VMware, which is facing customer resistance to its recent price hikes.
Financial PerformanceNutanix has made material progress in improving its profitability over the last few years, while maintaining a high growth profile, and has now attained the coveted industry metric 'Rule of 40'.
Market LeadershipNutanix is a beneficiary of the industry demand shift toward HyperConverged Infrastructure (HCI).