Saw a post from NTNX board with a linked article. Very interesting.
We tried hard to convince the founders and Nutanix that now was not a good time and this was not a good deal for anyone, and to please let us avoid distractions and build a billion dollar company. But Dheeraj Pandey, Sunil Potti, Duston Williams, and the rest of Nutanix management team, over several meetings, dinners, calls and texts mostly convinced us that owning Nutanix stock for the next few years would be as good or better than owning Frame stock.
Analysts covering the stock noted that Frame fits squarely within Nutanix’s agenda, and that the rate at which Nutanix is aggregating and rolling out new services is simply impressive. With HCI (hyper-converged infrastructure) and VDI (virtual desktop infrastructure) both being super competitive and full of other riff-raff, Nutanix and Frame are better together than separate (BTIG). Nutanix passes the Rule of 40 test with flying colors (Forbes).
Nikola and Dheeraj have built incredible rapport over the last year. Nutanix made a heck of a deal. Nikola is excited to report to Dheeraj and build out the VDI business unit at Nutanix with more firepower. We’re excited for Nikola, very sad to let Frame go, but glad recipients of Nutanix stock.