{
  "id": 6338141,
  "title": "Nutanix at Goldman Sachs conference: cloud push gains pace",
  "url": "https://urgent.news/2026/09/08/nutanix-at-goldman-sachs-conference-cloud-push-gains-pace",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-09-08T22:21:23.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/transcripts/nutanix-at-goldman-sachs-conference-cloud-push-gains-pace-93CH-4892569"
  },
  "original_language": "en",
  "account": "On Tuesday, 08 September 2026, Nutanix CEO Rajiv Ramaswami and CFO Rukmini Sivaraman unveiled a broader strategy at the Goldman Sachs Communacopia + Technology Conference 2026. The company is experiencing momentum in external storage, public cloud, Kubernetes, databases, and artificial intelligence, despite rising hardware costs and supply chain issues. Nutanix's shares have delivered a 69% return over the last six months, and investor confidence in the pivot is strong, with 13 analysts raising earnings forecasts. The market capitalization stands at $18.2 billion. Management believes the company is transitioning from a hyperconverged infrastructure (HCI) vendor to a broader cloud platform. External storage is the fastest near-term growth driver, with multiple seven-figure deals in the latest quarter. FY 2027 guidance anticipates operating margins of 24% to 25%, with a longer-term target of more than 30%.",
  "summary": null,
  "key_points": [
    "Company experiencing momentum in external storage, public cloud, Kubernetes, databases, and AI.",
    "Shares delivered 69% return in six months, 13 analysts raised earnings forecasts."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}