Rajiv Ramaswami, Nutanix CEO: Fortt Knox Earnings

On Fortt Knox, Nutanix CEO Rajiv Ramaswami detailed a Q3 beat-and-raise: revenue $703M above its guided range, ARR up 15% to $2.43B, 700 new customers and solid free cash flow. He tied demand to hybrid cloud and surging data-sovereignty needs, now extending to AI via neoclouds and model choice. The EPS beat ($0.47 vs $0.35) came partly from below-plan OpEx from prudent hiring; AI lifts productivity, though mission-critical code stays human-reviewed.