Picked up some Calls for $NTNX recently and wanted to see what the consensus is at WSB on the Stock.
They had a decent quarter, ARR, Revenue and earnings growth but missed hard on the guidance cutting the stock price.
I work in tech nationally. Every company that I talk to (from regional banks and trucking companies to global casinos and the largest retailer on the planet) are switching from VMWare to Nutanix. Broadcom has destroyed VMware and raised the prices killing off the lifetime license model and forcing upgrades – they’re bleeding customers now.
The only truly viable competition is to go hypervisor and that’s really only for MS customers who are only MS.
This feels like a long-term win, but I wanted to go check it here.
What are you seeing beyond the headlines how do you think the stock will do?
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Posted by Tricky_Acanthaceae39
8 Comments
Tech guy here. I’ve heard of many companies who tried to switch and ended up staying with old faithful (VMWare) still despite the 8x approx price increase. Nutanix is $150-200 per core still.
Sounds made up
Tech industry as well and have heard similar but this was ages ago now.
Companies have either made their decision and bit the bullet for a long contract with Broadcom or switched to Nutanix or similar.
Have talked to some that got away from VM’s entirely to avoid this.
Not room for much more growth any time soon.
Nutanix is trash. Requires wayyy too many resources. No DoD customers due to this. VMware is back to being super cheap or even free.
Solid VMware compitor(broadcom) their hyper convergence solutions are the main one everyone went to after vmware changed their licensing model after being aquired by broadcom and fucking over 100% of their customers
Never heard of that company
My company has servers hosted in Nutanix. Its trash. But then, company performance and its stock value seems disconnected for a few years now. So we never know.
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Based on a hypothetical ascending triangle pattern, NTNX appears poised for a bullish breakout. The pattern suggests that buyers are becoming more aggressive, pushing up the lows while resistance holds firm, creating a pressure cooker effect. A decisive move above the pattern’s resistance, around the 55-56 level, would confirm the breakout and signal a strong upward trend. This breakout would likely be accompanied by increased volume, indicating institutional interest and conviction.