- Budgeting, Planning & Forecasting
- Enterprise Accounting Software
- Financial Management Solutions
- Small and Medium Sized Business Accounting Software
- Treasury, Cash and Risk Management
- Business Activity Monitoring (BAM)
- Business Intelligence Software
- Business Process Management (BPM)
- Enterprise Performance Management
- Reporting and End-User Query Tools
- RFID-- Radio Frequency Identification
- Warehouse Management Software
- Customer Experience Management (CEM)
- Customer Information Management
- Sales and Marketing Software
- Enterprise Asset Management (EAM)
- Facilities Management and Maintenance
- Electronic Medical Billing Systems
- Healthcare Inventory Management
- Employee Benefits Administration
- Employee Relationship Management (ERM)
- Human Resources and Payroll Software
- Learning Management Systems (LMS)
- Workforce Planning and Management
- Enterprise Content Management
- Information Lifecycle Management
- Advanced Planning and Scheduling
- Integrated Manufacturing Solutions
- Manufacturing Enterprise Resource Planning (MERP)
- Product Life Cycle Management (PLM)
- Project Management Solutions
- Resource Planning and Scheduling
- Web, Video and Audio Conferencing
- Data Center Power Management
- Software-Defined Data Center (SDDC)
- Cloud Computing Applications
- Database Planning and Implementation
- Enterprise Application Integration
- Enterprise Application Integration Middleware
- Service Oriented Architecture (SOA)
- Business Service Management (BSM)
- Business Technology Optimization
- Enterprise Architecture Management (EAM)
- Enterprise Resource Management
- Enterprise Resource Planning (ERP)
- Information Technology Infrastructure Library (ITIL)
- IT Service Management (ITSM)
- Project Portfolio Management (PPM)
- Technology Planning and Analysis
- BYOD (Bring Your Own Device)
- Managed Service Provider (MSP)
- Network Configuration Management Software
- Fraud Detection & Prevention
- Intrusion Detection and Prevention
- IT Security Frameworks and Standards
- Threat and Vulnerability Management
- Virtual Private Network Security
- Data Center & Storage Solutions
- Network Attached Storage (NAS)
- Remote and Offsite Data Storage
- SAN Virtualization and Consolidation
- Application Lifecycle Management (ALM)
- Application Performance Management (APM)
- Enterprise Systems Management
- Software as a Service (SaaS)
- Software Configuration Management (SCM)
- Natural Language Processing (NLP)
- Electronic Catalog Management
- Electronic Commerce Interchange (EDI-XML)
Posted by Martin Veitch
The reaction to Nutanix's first quarter results sent shares up once again and, despite not being within shouting distance of its 52-week high, the company has a valuation of about $7.3bn. If we didn't know already, then it's becoming clear that this Silicon Valley company is now a fixture of the modern datacenter. That market cap is about the same as Oracle paid for previous-generation datacenter giant Sun Microsystems in 2009 and while Sun never managed to make sense of its software business, Nutanix is showing clear signs that it can make the transition from hardware and benefit from the generational shift away from three-tier architecture.
With over $313m in revenues for the quarter, Nutanix is still growing nicely and boosting profits from its decision to ditch appliances in favor of a software-centric approach. Gross margin is up to 76 per cent from 60 per cent a year ago and, taken together with almost $1bn of cash in the bank and an ongoing shift to subscription-based revenue, what all this means for CIOs is that this is a company that has the power and resources to drive success and pursue new angles for the next several years at least.
One of the great challenges for technology companies is to reinvent themselves and go again after that initial wave of success. For Nutanix this involves managing the next logical stage from its first act that saw customers forsake the refrigerator storage arrays of yore for its converged infrastructure appliances. It is certainly throwing money at the problem with a massive 35 per cent of revenues being ploughed back into research and development. That 35 per cent is GAAP and would work out as 25 per cent non-GAAP.
"If you look the history of IT we've constantly atomized," said CEO Dheeraj Pandey at the company's NEXT conference in London last Wednesday, a blockbuster that highlighted the customers, partners and other players that make up ecosystem (as well as addresses from that fine footballer Michael Ballack and adventurer Bear Grylls).
"How we've miniaturized things is how we've made personal computing into white noise and that's what we've done for enterprise computing … because computing has to be everywhere."
You're using a web browser that our registration forms don't support yet.
Please use one of these options.
PREVIOUS ARTICLE
« Ansible and SaltStack: Buyer's guide and reviewsMartin Veitch's inside track on today’s tech trends
Keri Allan looks at the latest trends and technologies
Trevor Clawson on the outlook for UK Tech startups
Do you think your smartphone is making you a workaholic?
Do you think your smartphone is making you a workaholic?
Yes
No
I'm working on keeping a work-life balance