Nutanix revenue has been flat in the last year and although the stock kind of recovered after the last earnings call it seems like the company is not the leader in what they're doing anymore (overtaken by VMWare). They are heavy on engineering - around 3000 out of <5000 employees total which could be 'pricey' especially compared to the revenue the company generates. Layoffs coming? (asking for a friend) TC: 290k (yoe 8)
Also this does not look that great: https://www.crn.com/news/data-center/dell-to-become-six-times-bigger-than-nutanix-says-michael-dell
Why are you so much worried about nutanix? Work hard and make Cisco great again! Let nutanix decide its fate.
Cisco is doing great lately - salaries have grown (more people are getting RSUs, per hour of work comp is likely higher than FANG), stock is doing fine: https://seekingalpha.com/article/4312294-3-reasons-cisco-is-potentially-great-high-yield-blue-chip-buy-in-2020, there were a few nice acquisitions (e.g. Duo), ... The only bad thing are occasional layoffs (commonly at lower performing BUs) and office politics that is present and hard to get rid of still. Also if you look at comments on Blind you might notice that Cisco employees are very down to earth especially compared to Nutants...
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Comparing Last year revenue with current is comparing apple to oranges. We stopped counting hardware revenue. Vmware provides vsan as addon to their 500k customer base claiming to be hci revenue. It is david versus Goliath fight and VMware is nervous. Few years back they didn’t even take us seriously. Yes we did had our bumpy ride due to model transformation. Stock recovered since transfomation has started to pay off. Plus your stats are all wrong. Less then 40 percent is engineering
Sure, yeah. Definitely like that 'we' cult Nutanix employees have on Blind. I guess path to profitability is pretty clear then...
Dell/VMware numbers are not accurate. They play all sorts of games with VMware ELA's giving away vsan and dell practically gives away vxrail as well as bigswitch. Nutanix on the other hand is not evolving much and I don't see the growth they used to have. The stock is not recovered even remotely as it was $55+ and is $30 right now.