Bhavik Desai (@bd_bhavikd) 's Twitter Profile
Bhavik Desai

@bd_bhavikd

Father to 2 strong daughters.Husband to an amazing woman. At times tweet about technology, sports and investing. Tweets are my personal opinion.

ID: 16330131

calendar_today17-09-2008 15:11:09

877 Tweet

212 Followers

796 Following

Rajiv Ramaswami (@rajivramaswami) 's Twitter Profile Photo

We delivered a solid second quarter financial performance against an uncertain macro backdrop, underpinned by the strength of our subscription-based business model #NTNX

Nutanix Inc. (@nutanix) 's Twitter Profile Photo

The strength of our business model and the value proposition of our platform underpinned our strong FY23 results. We delivered outperformance across all our FY23 guided metrics with 27% Y/Y ACV billings growth and a 10X increase in FCF from the prior year. ntnx.com/3Z0ivHH

The strength of our business model and the value proposition of our platform underpinned our strong FY23 results. We delivered outperformance across all our FY23 guided metrics with 27% Y/Y ACV billings growth and a 10X increase in FCF from the prior year. ntnx.com/3Z0ivHH
Bhavik Desai (@bd_bhavikd) 's Twitter Profile Photo

Although not the result that I wanted but extremely proud of this Indian cricket team BCCI for the way they played the entire tournament and the joy you all gave us. Just came across a better prepared team in Finals. Congratulations Australia Cricket Australia!! #CWC23Final #INDvsAUS

Rajiv Ramaswami (@rajivramaswami) 's Twitter Profile Photo

A solid Q2 - we continue to remain focused on being a long-term strategic and innovative partner to our customers as they look to operate in a hybrid multicloud world

Rajiv Ramaswami (@rajivramaswami) 's Twitter Profile Photo

I enjoyed talking with Brad Smith and @seanansmith about our outperformance in Q2 including disciplined execution, renewals and demand for hybrid multicloud. Also great to touch on the tailwind from industry disruption and how we are helping companies get value from AI.

Keith Townsend (@ctoadvisor) 's Twitter Profile Photo

It's not a question of whether or not companies are considering migrating from VMware vSphere to alternatives. It's a matter of how it's going. Alastair Cooke talked to a local NZ company that migrated from vSphere to @Nutanix. TL;DRโ€”It went rather smoothly. It's a relatively

Nutanix Inc. (@nutanix) 's Twitter Profile Photo

Principal Technical Marketing Engineer Dwayne Lessner shares how Nutanix Flow Virtual Networking simplifies storage and networking needs, making it effortless to move workloads across #hybridmulticloud environments: ntnx.com/3AunYyD

Principal Technical Marketing Engineer <a href="/dlink7/">Dwayne Lessner</a> shares how Nutanix Flow Virtual Networking simplifies storage and networking needs, making it effortless to move workloads across #hybridmulticloud environments: ntnx.com/3AunYyD
Bhavik Desai (@bd_bhavikd) 's Twitter Profile Photo

I am amazed at the intelligence of folks here. Within a week they went from being experts in A.I., LLMs to experts in aviation and safety and now experts in international trade and tariffs. I wonder what fields will folks become experts in, in the coming week.

Bhavik Desai (@bd_bhavikd) 's Twitter Profile Photo

Even if the factories come back and thatโ€™s a big if, it will all be automated. That is not going to create a manufacturing job boom in US.

Mike Bird (@birdyword) 's Twitter Profile Photo

Regardless of what you made of Biden-era industrial policy, is an amazingly grim irony that US tariffs are being raised with the stated aim of reindustrialising America, ignoring an *actual generational boom in industrial investment* which the tariffs now pose a huge threat to.

Regardless of what you made of Biden-era industrial policy, is an amazingly grim irony that US tariffs are being raised with the stated aim of reindustrialising America, ignoring an *actual generational boom in industrial investment* which the tariffs now pose a huge threat to.
Bhavik Desai (@bd_bhavikd) 's Twitter Profile Photo

That will likely result in even more selling by folks who are sitting on multi year large gains and were looking to tax optimize their selling across years.