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Nutanix, Inc. (NTNX)
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IBM has announced that it is acquiring Taos Mountain LLC, an IT firm that helps companies shift software and data into the cloud. The deal marks the ninth acquisition since Arvind Krishna became IBM’s chief executive in April, most of them related to the shift in the company’s focus to hybrid cloud.
Taos, founded in 1989, is a consulting firm that helps companies migrate their applications and data from in-house servers they manage to the cloud. IBM said Taos has helped clients including Target, Netflix, and Sephora migrate to and manage their cloud environments. Taos has partnerships with major cloud providers - Amazon Web Services, Google Cloud, and Microsoft Azure.
At IBM, CEO Krishna has been trying to boost company growth partly through a greater focus on hybrid cloud computing. In that vision, thousands of companies will migrate to the cloud in the coming years, but they will keep some equipment in-house. They also are expected to use multiple cloud providers and data centers, creating opportunities for IBM to manage the complexities of that setup. IBM announced acquisitions of several firms to help meet those ambitions. Last month IBM announced it was acquiring Helsinki-based Nordcloud, which has similar capabilities as Taos.
Will IBM eventually buy NTNX? They're among several companies that would be interested in buying NTNX.
Infosys is a Nutanix Global System Integrator (GSI). GSIs are trained and certified global organizations that develop, design and implement transformational IT strategies for customers looking to maximize their performance and achieve their web-scale IT vision. GSIs develop web-scale data center practices, and they recommend and implement Nutanix technology solutions to improve clients’ productivity and efficiency.
Infosys CEO Salil Parekh was on Bloomberg - The Close on Thursday. He stated that the cloud/digitization spend of enterprise customers is accelerating. He said that his USA business was "extremely robust". He said that cloud spending is strong in Germany (note that NTNX has offices in Berlin and Munich). Parekh said that his business in Australia is "powering ahead" (note that NTNX has offices in Sydney, Melbourne, Canberra, and Brisbane).
NTNX will be reporting its Nov-Dec-Jan quarter next month. Everything that I see indicates that we will be getting a strong report that will take the stock price significantly higher.
Nutanix Malaysia country manager Avinash Gowda has given an interview. He said that while the Covid-19 pandemic has driven organisations across the public and private sectors to scrutinise expenditure, the impetus for businesses to transform to succeed in a digital economy continues to increase, calling for enterprises to adopt new digital technologies.
Gowda said there had been an uptick in Malaysian companies asking about running applications on multi, hybrid and private clouds. “The pandemic has undeniably accelerated digital transformation and, for some businesses, it has also created the necessity for increasing technology investment.”
Gowda explained that businesses are looking to the cloud - especially hybrid and multi-cloud infrastructure - to truly gain a competitive advantage. He said a hybrid cloud approach delivers the benefits and convenience of the public cloud, together with the security of a private cloud, without compromising on efficiency and cost. “This enables them to move applications across clouds with ease and gain greater control of their IT spend, while remaining confident in the security of their data,” he said.
Can Nutanix help build the SmartWorld, Smart Cities, Smart Industries; et? Mobile edge computing (also known as Multi-access edge computing, or MEC) is a part of the new Distributed Cloud. Edge Hubs, Distributed Cloud, API Matrix innovation, Automation, AI, and more. Telecom innovations with Nutanix Multi-Cloud \ Distributed Cloud OS will be at the heart of the HCI innovative platform.
Interesting development today with Pat moving to take the top job at INTC. NTNX and AMD should be moving up. Why? AMD keeps Dr Su and her vision and execution and will continue to grow AMD. For VMW to lose two top executives does not bode well for the company. This is great for NTNX to take market share from VMW and it means they have very competitive products and will gain more market share. Let's revisit in a few quarters. God bless and stay well.
Needham Conference presentation highlights:
Customers don't want to get locked in. They want to be able to move back and forth from the public cloud to on premise if they need to. NTNX products facilitate this.
Gartner is forecasting that hyperconvered infrastructure will increase from 40% of the market to 80% in the next several years. This will be NTNX and VMWare. NTNX is the market share leader.
NTNX now has nearly half of the Global 2000 as customers.
NTNX has something they call "Test Drive" in the public cloud. This allows prospects to check out NTNX products without a salesperson having to visit on site. This has helped in the Covid19 situtation and will reduce travel costs once Covid gets under control.
Pandey founded the company and built it up from nothing which required one set of skills. NTNX is now at the next stage where they want to go from $1b in sales to $10b. The new CEO has the skills and experience to do that. Long term they are putting together a plan to become cash flow positive and then get to an operating profit.
They're very excited about their newer products. These are allowing them to acquire more customers.
Bain is very engaged in the business. One example of this is that they're helping to put together an investor day presentation that will result in more large investors taking a close look at buying the stock. There are 2 Bain people on the Board and they offer different views and perspectives on how the business in being run which is good.
Their partnership with HP has been going great, has been getting them new customers.
On the news today.
Buy the Dip in Dell Shares Ahead of VMware Spinout, Analyst Says.
He added that Dell likely will spin out VMware sometime after September of this year, with a substantial cash payment to Dell to help the company de-lever its balance sheet.
I wonder how this will play out for NTNX.
I'm thinking this will open open Dell servers for NTNX because now Dell will have no vested interest on software that runs on it's platforms.
Not to mention the cash hit to VMware.
Short interest in this stock was nearly 13m a year ago. Data just out for year end 2020 shows short interest of 5.2m, down over 700,000 shares since mid-Dec. The shorts are exiting here, one more indication that the stock is headed higher.
The catalyst for Nutanix is in play. A New CEO, The Power behind Bain Capital, Excellent product mix, Excellent vision, Great people within the organization, great company that will stand the test of time, what an amazing company to watch grow, I think it is finally time for Nutanix to show its true color of cash flow positive first, and then the color green.
VMware downgraded to market perform at BMO Capital. The manipulators are piling on VMware and Dell. Looks like they found easier prey.
With VMW’s CEO leaving and Cloud COO moving to NTNX it seems like NTNX‘s (by far) biggest competitor is falling apart.
What else needs to happen to let this stock surge?!
It’s time for NTNX to get going as fundamentals are moving in the right direction on every corner!
Well, I think with the top CEO leaving VmWare should drop the lawsuit against our new CEO. There is obviously turmoil at VmWare.
Computex Technology Solutions Achieves Nutanix Cloud Champion Status - The Highest Tier in the Nutanix Elevate Partner Program
Wed, January 6, 2021
Computex Technology Solutions today announced it has achieved Cloud Champion Status, the highest tier in the Nutanix Elevate Partner Program. The designation is the highest competency level in the Elevate Partner Program and is achieved by partners who possess the greatest depth and breadth of product, services and support expertise across the entire Nutanix portfolio of cloud software and hyperconverged infrastructure solutions.
Computex currently has 10 certified salespeople and seven certified engineers that have demonstrated hands-on experience and expertise in deploying and managing Nutanix solutions in real-world enterprise environments. This achievement represents thousands of dedicated man-hours. From the recognized Cloud Partners, only a small handful are then authorized to do the services portion. Even more rare are partners that can perform services, and also serve as the solutions provider both pre-and-post-sales. With Computex, customers enjoy even more choice and flexibility, as well as peace of mind, as they seek to build converged infrastructure solutions and cloud platforms that build in resiliency, active data protection and limitless scalability.
"Computex is constantly innovating and pushing the boundaries for best of breed technologies and approaches for delivering complex projects," said Worth Davis, President, Solution Provider Business, Computex. "Nutanix has proven itself an innovative, flexible, open technology platform created for tomorrow, which when delivered by our uniquely qualified and highly skilled architects, provides our clients with the ability to deploy data center and cloud transformation projects at any scale. This confidence and expertise in Nutanix are key reasons we were one of their first partners to bring Nutanix to large scale customers."
"From a technical, cost and ROI perspective, Computex has identified Nutanix as an ideal solution for our customers seeking to take the next step in their infrastructure modernization. As such, we have deployed Nutanix across our client portfolio -- from medium sized regional business customers to one of the largest privately held companies in the world," said Faisal Bhutto, President of Cloud and Cybersecurity, Computex. "We’ve invested deeply in developing our own expertise across the Nutanix solutions portfolio in order to deliver the best-matched solutions to our customers. Being recognized by Nutanix at the premier level of their Nutanix Elevate Partner Program for these efforts and our demonstrated customer success, is an enviable feather in our cap, and underscores our commitment to engineering excellence and best-in-class customer service."
"Nutanix is proud to have partnered--and continue to partner--with Computex for over 8 years. We commend their dedication to excellence and proven results in the development and delivery, as well as long-term management, of innovative end-to-end Nutanix solutions, you can trust. And in doing so, their enterprise customers can enjoy a modern data center able to run applications at any scale, on-prem and in the cloud," said Christian Goffi, Vice President, Americas Channel Sales at Nutanix.
Pun intended. Did Pat talked to Dell CEO before appearing for Interview?
NTNX one of best bargains left in the market...
I think the merge with EMC was a culture clash.... It's just taken a while for people to find a good exit point. Most of the founders have left or been pushed out. Top people in leadership are parting ways. This is all good news for NTNX.
No news. Hopefully something is brewing, maybe great earnings for Q4.
Pat Gelsinger to LEAVE VMWARE!
On Sept 8, NTNX announced a partnership with Microsoft:
Sept. 8, 2020 - Nutanix, a leader in enterprise cloud computing, today announced a new partnership with Microsoft that will enable both companies to deliver a hybrid solution with seamless application, data, and license mobility as well as unified management across on-premises and Azure environments, using Nutanix Clusters on Azure.
“With this partnership, Microsoft and Nutanix show our commitment to delivering a true, unified hybrid and multicloud environment,” said Tarkan Maner, Chief Commercial Officer at Nutanix. “We know customers are looking for solutions to truly - and simply - advance their cloud journey. This partnership helps us deliver a single software stack across public and private clouds, resulting in increased agility, streamlined operations, and significant cost savings.”
Scott Guthrie, Executive Vice President, Cloud and AI, at Microsoft Corporation, said, “Many companies face complexities when managing hybrid cloud environments across private and public clouds. We are excited to collaborate with Nutanix to give customers flexibility and a seamless experience with hybrid Nutanix and Azure solutions.”
Eric Savitz, the technology correspondent at Barron's, is out with an article predicting another great year for MSFT Azure, which is good news for NTNX:
Almost alone among the legacy technology giants, Microsoft has made a successful transition to cloud computing from its past focus on data centers and packaged software. And the shift paid off in 2020, with the stock up roughly 40%, soaring to a nearly $1.7T market valuation.
MSFT’s Azure public cloud business grew 48% in the September quarter. While the business is still smaller than rival Amazon Web Services, it is growing faster. Microsoft’s legacy relationships with IT organizations provides a valuable edge as more conservative companies give in to the seemingly inevitable shift toward doing critical computing work in the cloud. That trend accelerated in 2020, and few expect a slowdown in 2021.
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