Have you heard about the "invisible" company Nutanix $NTNX? It is fascinating one. Learn more about it from their 2019 investor day (link). They explained it in such a detail, I was blown away. What is interesting is they expect to more that double their revenues by 2021, to more than $3 billion by adding new customers but also by selling more to the existing ones. They are taking revenues from their competitors too.
I pulled interesting tweet about Nutanix NEXTConf.
From this video Dheeraj Pandey, the CEO of Nutanix, said they are laser focused on the 3 D's. Data, Design and Delivery:“@VMware gave us an award, now they don’t call us anymore!” - @dheeraj on @Nutanix’s VMWorld Award, circa 2011(!). pic.twitter.com/yLi09QQsKK— Steve McDowell (@sr_mcdowell) May 8, 2019
Q: "So let's talk about, you mentioned control plane earlier, you have a quote on your deck that says, that I reviewed, it says control plane matters, this speaks to some of the product leadership. What does that actually mean, the control plane message, 'cause we hear this a lot come up in multi-cloud hybrid, and certainly within the data conversation around data control planes, control planes. For you guys, what does that mean? Control plane matters?"
A: "Well if you take back like 10 years ago. We were very bold and audacious. We were the only company to say look we will not be building a tab in vCenter. Contrarian, highly contrarian. Most people said you'll lose a lot of deals because you are not adjunct to vCenter. You're not a tab in vCenter, every hardware renderer was really bending over backwards to please VMware because that was the only way to the heart of the virtualization administrator. We took a very different stance. Prism was the control plane, they said if you do a really good job at Prism make it a distributed scale out platform. Make it consumer grade one click delight. Then customers will actually look at this as a very powerful thing, and then we virtualized the hypervisor. So Prism was a multi hypervisor platform. It worked for Vmware, it worked for Hyper-V and it worked for Nutanix AHV. So over time, we just kept doing more of it. So now we have a control plane for multi-cloud. We were saying look, the world does need an automation orchestration engine. That is multi-cloud come is that thing for us. We've taken Prism to the next level with Prism Pro which is about ML and AI and what does it mean to really do operations management and capacity planning and security and analytics. So, we've doubled down on design which is the second D that I talked about with these control planes and going forward and as you see us getting to multi-cloud desktop delivery, we acquired a company almost a year ago, which is really about a cloud native desktop delivery solution where, now the control plane of desktops could belong in the cloud but the desktop itself could be running on prem. And that's a very powerful concept that you can have these cloud enabled cloud holstered cloud serviced control planes but the data place could actually be anywhere.
It could be running-- This is the invisible cloud concept you're talking about. Absolutely, yeah. In fact the fact that the controller could be running anywhere, and the thing it controls could be running someplace else."
I encourage you to learn more about the company by yourself and share the findings with me.
All presentations from the 2019 investor day can be find here.
Links
For anyone interested about tech i recommend one of Steve Jobs favorite books:
Inside the Tornado: Strategies for Developing, Leveraging, and Surviving Hypergrowth Markets - by Geoffrey A. Moore
Getting Rich vs. Staying Rich by Morgan Housel
Earnings Updates + The Best New Book I’ve Read This Year - by Chris Mayer.$HHC, $AL
The book Chris recommends is Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life - by Rory Sutherland.
Additional Good Read - This Thing For Which We Have No Name. A Conversation With Rory Sutherland
Rory Sutherland article in Entrepreneur Magazine The Best Ideas Are the Ones That Make the Least Sense
Be a cog, not a clog: Servicing complex value chains - by Colin Wong ($APH)
CWS Market Review – May 17, 2019 - by Eddy Elfenbein
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