Hi
Anyone managed to listen to the webcast?
https://ir.nutanix.com/company/events/default.aspx
February 5, 2019 11:00 AM PST
Nutanix Tech Talk: A Deep Dive on Xi Frame
Register for the Webcast
Presentation
Eddie
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Not yet, but here’s the slide presentation.
https://s21.q4cdn.com/380967694/files/doc_presentations/2019…
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Yes. No big moments. Was just a big commercial in my opinion timed to coincide near the generally available point of Xi Frame. They said they have about 100 customers on frame now and that one customer had seats on the order of 10’s of thousands… promising future, but at this point pretty much falls under the umbrella of great hopes but all TBD. Will need to see how fast this ramps up and how much it will contribute meaningfully to top/bottom lines.
NTNX is my 3rd largest position and i have strong conviction in them. Their path/success will be become clearer in the next 12 months based on LOTS of new products and the disappearance of the residual hardware issues influencing results.
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