Nutanix, Inc. (NTNX) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Nutanix, Inc. (NTNX) Barclays 23rd Annual Global Technology Conference December 11, 2025 2:35 PM EST Company Participants Rukmini Sivaraman - Principal Accounting Officer & CFORajiv Ramaswami - President, CEO & Director Conference Call Participants Timothy Long - Barclays Bank PLC, Research Division Presentation Timothy LongBarclays Bank PLC, Research Division Thank you, everybody, for joining. Tim Long here, Barclays IT hardware comm equipment analyst. Happy to have Nutanix's management team here with us, Rajiv and Rukmini. Thank you so much for coming. No safe harbor, we're good. Okay. Excellent. Question-and-Answer Session Timothy LongBarclays Bank PLC, Research Division So yes, we've got a bunch of stuff to discuss here, but maybe we'll start with some of the hotter topics. Obviously, last quarter with the rev rec dynamics, maybe you can kind of look at this in a few parts, the talk about greater flexibility from customers, the talk about some of the third-party OEMs. So maybe walk us through kind of the changing dynamics that you guys experienced in those aspects? Rukmini SivaramanPrincipal Accounting Officer & CFO Yes. So why don't I start with that? Thank you for having us, Tim. It's good to be here. So in our October quarter, first thing to say is we saw bookings, which is sort of activity in the quarter come in slightly ahead of our expectations. And what we said was on the revenue side, to Tim's point, we had revenue come in towards the low end of our guided revenue range. And the primary reason for that was we saw late in the quarter, we just saw more orders that came in with start dates outside of the October quarter, which meant that there was a shift out of revenue from that Q1 October quarter into future periods.
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