Financial PerformanceNutanix (NTNX) again delivered a strong quarter with F4Q metrics beating guidance.
Market PositioningNutanix is positioned well to take share from the over $5 billion VMware franchise, with upcoming renewals, Dell/Cisco partnerships, and architectural changes.
Partnerships And ExpansionChannel expansion with Cisco and Dell, added incentives, and work on architectural changes should allow Nutanix to gain share over the next few years.