product1 distinct publisher
Nutanix's $2.55B ARR says the VMware exodus still pays, on someone else's server lead times
ARR and revenue both grew 16% in the July quarter, helped by external storage and NC2. Fiscal 2027 guidance implies mid-single-digit growth off that run rate, with hardware delays sitting inside the guide.
Publishers:siliconangle.com
Reality
- Evidence58
- Adoption62
- Hype gap+14
- Incentives68