Nutanix Inc at Barclays Global Technology Conference Transcript

Dec 11, 2025 / 07:35PM GMT
Release Date Price: MXN869
Timothy Long
Barclays - Analyst

Thank you, everybody, for joining. Tim Long here, Barclays IT hardware cum Equipment analyst. Happy to have Nutanix management team here with us, Rajiv and Rukmini. Thank you so much for coming. No safe harbor, we're good.

Very good. Okay. Excellent.

Questions & Answers

Timothy Long
Barclays - Analyst

So Yes. We got a bunch of stuff to discuss here, but maybe we'll start with some of the hot topics. Obviously, last quarter with the rev rec dynamics. Maybe you can kind of look at this in a few parts to talk about greater flexibility from customers to 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 Sivaraman
Nutanix Inc - Chief Financial Officer

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 has come in slightly ahead

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