Nutanix, Inc. (NTNX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Nutanix, Inc. (NTNX) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 5:25 PM EDT
Company Participants
Rukmini Sivaraman – Principal Accounting Officer & CFO
Rajiv Ramaswami – CEO & Director
Conference Call Participants
Matthew Martino – Goldman Sachs Group, Inc., Research Division
Presentation
Matthew Martino
Goldman Sachs Group, Inc., Research Division
Good early afternoon, everybody. We have Nutanix today, CEO, Rajiv Ramaswami; and CFO, Rukmini Sivaraman. Welcome back, guys.
Rukmini Sivaraman
Principal Accounting Officer & CFO
Thank you.
Rajiv Ramaswami
CEO & Director
Thanks for having us, Matt.
Question-and-Answer Session
Matthew Martino
Goldman Sachs Group, Inc., Research Division
Awesome. All right. Well, Rajiv, let’s kick it off with you. A lot has changed around Nutanix over the past year from the continued disruption at VMware to the progress across external storage, public cloud, AI. When you step back, what feels most different about the opportunity in front of the company today?
Rajiv Ramaswami
CEO & Director
Yes. I think it’s important to realize that Nutanix is no longer just the HCI company. That’s how we started. That’s what got us on the map and brought us to where we were. But today, we are a much broader cloud platform company. What that means is that we can handle a much broader set of customer needs, resulting in a much larger market opportunity for us to go after. So today, the platform itself works on-prem. It works across multiple public clouds. It supports built-in storage with HCI. It supports third-party storage, which makes it much easier for customers to migrate to our platform. We have a full-scale Kubernetes platform. We have a database platform.
And increasingly now, we also have an enterprise AI stack that’s starting to gain traction with customers as they look at deploying inference. So the platform has become much
