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Publication Date: 2025-12-02 13:29:00
- At Microsoft Ignite 2025, Nutanix announced that its Nutanix Cloud Platform will support Microsoft Azure Virtual Desktop for hybrid environments, enabling organizations to run Azure Virtual Desktop on premises using the Nutanix AHV hypervisor.
- This collaboration brings enhanced flexibility and regulatory compliance for industries handling sensitive data, reinforcing Nutanix’s commitment to advancing hybrid cloud solutions.
- We’ll explore how Nutanix’s expanded Azure Virtual Desktop support could further strengthen its multi-cloud positioning within the investment narrative.
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Nutanix Investment Narrative Recap
To be a Nutanix shareholder, you need to believe in the increasing adoption of hybrid and multi-cloud environments and the company’s potential to expand its enterprise infrastructure footprint. The announcement of Azure Virtual Desktop support on Nutanix AHV strengthens its cloud partnerships but does not materially change the current short-term catalyst, capturing more hybrid cloud market share, or the largest risk, which remains intensifying competition from public cloud vendors.
Among recent announcements, Nutanix’s updated earnings guidance for fiscal 2026 is particularly relevant. Management forecasts revenue between US$2.82 billion and US$2.86 billion for the year, reflecting confidence in ongoing enterprise demand and the effects of…
