Nutanix, Inc. (NTNX) Analyst/Investor Day Transcript

Richard Valera
Vice President of Investor Relations

All right. Good afternoon, and welcome to Nutanix Investor Day 2026. Thank you all of us for joining us both in person and on the webcast. This time around, we’re doing something different with our Investor Day. We’re holding it in conjunction with our annual user conference, our .NEXT user conference. We wanted to do that because we thought it’d be a great way for the attendees to get an in-person view of our customers and our partners. For those of you here in person, you got to be in that opening keynote with those 5,000 customers, it’s hard not to feel that energy, and I hope we get to explore that more the rest of the day here.

So with that said, it’s an interesting time to be holding an Investor Day given the current geopolitical and supply chain backdrop, but we thought it was important to give you all an update on the progress we’ve made over the past roughly 2.5 years since our last Investor Day. First, on the product side, in areas like AI, Kubernetes and external storage, then on