Posts on NTNX

Latest ideas and analyses related to Nutanix Inc. Class A Common Stock

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NTNX , PSTG , FFIV , PANW

+11 pts



Hybrid IT: Sunshine on a Cloudy Day

By mooreideas on Sept. 19, 2022, 9:53 a.m.
Tagged topics: Hybrid cloud

Views: 5, Votes: 2, Responses: 0, Attachments: 1
NTNX

+34 pts



F4Q22 Report: Getting the Train Back on the Tracks

By P on Sept. 4, 2022, 10:57 a.m.
Tagged topics: Data infrastructure

Views: 17, Votes: 5, Responses: 0, Attachments: 1
NTNX

+31 pts



Adjusting Estimates, “It's Tricky to Rock a Rhyme”

By Thomasidea on Aug. 14, 2022, 10:44 a.m.
Tagged topics: Data infrastructure

Views: 8, Votes: 2, Responses: 0, Attachments: 1
CVLT , FFIV , JNPR , FIVN , NTNX , TEAM

+33 pts



Channeling Our "Inner Belichick" | Making 2nd Half Adjustments; Downgrading CVLT, FFIV, JNPR

By josiebe on July 13, 2022, 1:12 p.m.
Tagged topics: analyst downgrade

Views: 17, Votes: 4, Responses: 0, Attachments: 1
VMW , AVGO , CSCO , NTNX

+33 pts



$VMW - $CSCO most likely to offer competing bid; RedHat and $NTNX most likely to benefit post M&A

By junkfoodlover on May 26, 2022, 11:42 a.m.
Tagged topics: mergers and acquisitions

Views: 163, Votes: 3, Responses: 0, Attachments: 1
NTNX

+33 pts



$NTNX Hyper Constrained Close to FQ3

By realmomobags on May 26, 2022, 2:52 a.m.
Tagged topics: hardware , earnings results

Views: 13, Votes: 4, Responses: 0, Attachments: 1
BASE , DBX , DOCU , FSLY , NEWR , NTNX , QLYS , SMAR , SPLK , ZM , BOX , COUP , MSP , NABL , NLOK , SWI , TDC

+84 pts



Software: M&A Heats Up as Stocks Pull Back

By phenphen on April 11, 2022, 11:55 a.m.
Tagged topics: takeout candidate , private equity

Views: 238, Votes: 8, Responses: 1, Attachments: 1
NTAP , PSTG , HPE , NTNX

+40 pts



Supply Chain Overhang Begins to Lift, Painting Picture of '22 Enterprise Storage Largely As Expected

By underdog on Jan. 21, 2022, 2:38 p.m.
Tagged topics: deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
SPLK , NTNX , NEWR , DOMO , AYX , CVLT , RAMP , AI , FROG , SNOW , DDOG , MDB , DT

+38 pts



Needham says software is well positioned to outperform within tech because it is largely immune from supply chain challenges

By realjoe on Oct. 25, 2021, 10:09 a.m.
Tagged topics: software , inflation fears , investor sentiments

Views: 187, Votes: 5, Responses: 0, Attachments: 2
CSCO , NTNX , TEAM , BAND , AKAM , NET , CVLT , ANET , FFIV , JNPR , NTCT , VMW , ZM , JCOM , RNG

+31 pts



Piper Sandler data indicate job postings for infrastructure & communication software above pre-pandemic levels

By josiebe on Sept. 9, 2021, 10:47 a.m.
Tagged topics: analyst checks , job postings , Piper Sandler , strong demand

Views: 185, Votes: 2, Responses: 0, Attachments: 2
FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+40 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 215, Votes: 3, Responses: 1, Attachments: 12
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+34 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 251, Votes: 4, Responses: 0, Attachments: 30
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19
NLOK , PING , MIME , RP , ALTR , NTNX , CVLT , ESTC , PD , Software

+30 pts



Software job postings suggest pipeline build not yet robust

By phenphen on May 29, 2020, 1:55 p.m.
Tagged topics: analyst checks , COVID-19 , job postings

Views: 230, Votes: 3, Responses: 0, Attachments: 0