Key events, in time order
Arrowstreet Capital raised holdings by 1.02M shares; Entropy Technologies opened a $2.21M position, indicating institutional interest
Post-market earnings recap active; guides FY2026 revenue $2.82-2.84B vs est. $2.82B.
Q3新增客户超过700家，非GAAP毛利率87.8%，非GAAP营业利润率22.3%，超出指引的16%-17%。
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Facts and opinions separated · All items sourced · Not investment advice
Nutanix sells a cloud platform that lets companies run their apps and data across their own data centers and public clouds, like a universal remote for IT infrastructure.
Money comes from software subscriptions and support, with gross margins around 87% and net margins turning positive at 10% recently, showing a shift to recurring, high-margin revenue.
Switching costs are high because Nutanix's software is deeply embedded in customers' IT operations, but VMware (Broadcom) and Microsoft Azure offer competing hyperconverged and cloud stacks, and the shift to public cloud could weaken this hold.
Strong Buy (sector percentile 88) — value B-, growth C-, profitability B-, momentum B+, revisions A+. Updated daily, sector-relative, identical for every user.
