- Nutanix is continuing to flex its success as a vendor of choice for hybrid cloud setups.
- The company's sales compensation shift has been successful at substantially growing ACV (annual contract value).
- In Nutanix's most recent quarter, run-rate ACV continued to grow at a rapid ~25% y/y pace.
- Emerging products and go-to-market partnerships with the likes of Lenovo continue to provide ample growth opportunities for Nutanix going forward.
- Nutanix stock still looks reasonable at a ~5x forward revenue multiple.
For further details see:
Nutanix: Winner Of The Hybrid Cloud Trend