>>live from Copenhagen, Denmark. It's the Q covering Nutanix dot next 2019. Brought to you by Nutanix. Okay, Welcome back, everyone. To the Bella Centre in Copenhagen, Denmark. We are kicking off day two of the cubes live coverage of dot Next Nutanix the Nutanix show dot Next I'm your host, Rebecca night sitting alongside stew. Minutemen, of course, Do. The word of the day is delight. And in Copenhagen, Denmark, which is a year after your voted the most happy, the happiest country, the country that coined the term Hugh Ge, which means a sense of well being. What do you think delight It means in the context of this show in particular. >>Yeah, Rebecca. Right yesterday I thought I only knew one word. Ivan tackle. It was, Thank you, of course, but Hugh GE is actually one I I'd read about cause it's interesting. The study of happiness. They actually have an institute here in Denmark on talk about it. As you said, the people are some of the happiest. You say, Wow, it's, you know, often cold and rainy and things like that. But they do look into the study of delight, and it's it's something that I find pretty fascinating. I read a book by Tony Shea, who's the founder and CEO of Zappos talked about. You know, we all talk about where you want to go in career and what you want to do. But you know, how do we actually understand happiness and bringing it to the Tannic Show? Definitely. There is a certain joy from the community here. We've had a lot of talk with some of the practitioners as well as some of Nutanix employees, they want to say customer focused. They wantto, you know, build these experiences as the CEO Dheeraj Pandey said. And therefore, it's not about that that product, because so much in technology it's that new, shiny thing that we understand. Oh, it's never a silver bullet, and there's always the repercussions. And how do I have to reorganize? Things change so fast and technology. But if I could have experienced with the example get used all the time, is you know what would transform when we move to you know, the smartphone revolutionized by the iPhone or so many other things that just pull together, that that simplicity that gets baked in the design, something we've talked about both, You know, in Denmark as well as from the Nutanix discussion s o. So pulling those pieces together kind of a left brain right brain all pulling together. It has been interesting. And yeah, it gives kind of a highlight as to why Copenhagen was a nice place. Definitely. We've enjoyed, you know, being here at the show. >>Absolutely. And I think you're you're you're you're right on or we'll be talking a lot about designed today because delight is one of those again. It's something ineffable quality. You don't know you're being delighted because you're just being delighted. It's just nice at the ease of use. And in Monica Kumar, who we had on the show yesterday, of course, was talking about all all of the elements that go into that, taking 10 clicks and making enemies e swipe, eliminating downtime just a kn easy, intuitive use, which is which is absolutely what goes into delighting customers. We're gonna have a teacher. I'm a Chandran on the show today, talking Maura about designed to, uh, tell me about the energy of the show. We're gonna get into Nutanix a bit more today too. But just what do you think about the energy? Ah, what what you're feeling. >>So there are certain shows that we go to where we know that you have the true believers at the show. Splunk sw dot com is one where they all love the geeky T shirts that they get and people enjoy their service. Now, another one. A lot of the software companies it transformed the way they think. And then then they work. S O. You know, Dave wanted for years would tell me about that community community I know. Well, the VM world community. This reminds me of earlier days in VM World VM wear, you know, is dominant in their space. But, >>you know, >>they're shows. Not exactly. You know, a There are parties and their friends that we get together and one of the best communities in the industry. But, you know, it's a much, much bigger company. When you're 60,000 people and things like that, there's not as much of the kind of smaller, you know, touch and feel. You know, we heard from Monica yesterday. She talked about right when she joined the company. You know, somebody she knew would reached out about an issue that need to be worked out and just seamless, all swarming to solve that issue. Something, you know, I've done it. Some companies I've worked out where you know what teams pulling for. You know, the customer comes first and you get things done. So the customers here definitely are highly engaged, very excited because the experience of using the solution has made their lives easier and transfer help them transform their business. You know, that goal of I t helping toe not only support but be a driver of the business is exciting. >>So So exactly. And this is what we're gonna be talking about today to new tenants. They have this passionate customer base which they will need as they are a maturing company. So not now They're 10. They're hitting their their tween age years. So talk a little bit about what you're seeing about Nutanix trajectory and what it needs to do to to hit those next steps. >>S o. You know, the discussion for the last two years has been the move from removing hardware for something that they sold, which was always it was the software that was important and changes really passed along the hardware to this move to subscription, and along with that, it isn't just the same core a OS Nutanix software and some of the pieces that go with it. But really, they're expanding beyond infrastructure software to some of the application software. So yesterday we had Nikola, who's the CEO of Frame Frame, is desktop as a service S O. That was the type of software that sat on top of Nutanix or on top of the cloud expanding in that market. We're going have Bala on today to talk about ERA its database database absolutely an application that's that on Nutanix. But now they're building some of these applications. It's interesting. Almost 10 years ago, VM where tried to get into the application space they bought an email company they bought a social company on. Really, that didn't pan out well for them. Amazon does not sell many of their. They sell some of their own application, but most of them are an open source solution that is then delivered as opposed to the building applications. On top of a building applications is that the realm of Oracle on Microsoft and IBM have these, so it positions Nutanix in it in a little bit of different space. And how much are they going to have the customers that bought the platform that will build the service's leverage? The service is on top of them versus how many customers will come to them because of that application. Say, Oh, well, you know, database is one of those challenging things. If I could just have a nice, simple solution and maybe that's in the cloud. Or maybe it is on, you know, Nutanix environment in their data center on their server of choice. You know there are some Pastor Newtown is going forward to a much broader tam, but it's much broader competition, too, and you know their sales force and there's go to market their there's partners we're gonna spend a little time talking about, like the systems integrators today s Oh, it is a big, vast sea out there in the I T World. Nutanix has carved out a nice position where they are today, but, you know, opening up a number of areas of adjacent seas that they're going. So as they ride the software wave that they're pushing, it's an interesting one to set them up for the next 10 years. >>Absolutely. So what do you see are the biggest headwinds facing Nutanix right now. But as we've said, they have a passionate customer base. They've on the main stage. This morning we heard about their high net promoter score. We heard about there. They're amazing customer retention s o much repeat business. What do you think, though, Is is sort of the main What should be keeping dear Ege Pandey up at night. >>So one of the biggest challenges is you know, your 5000 person company. How do you keep growing at that pace? How can I hire we heard in Europe? It is a you know what it is a challenging market to hire. You are no longer that small startup that I'm going to get some AIPO bang for Buck. Now I'm a public company, you know, and you know, their stock incentives and things you can do. But Nutanix has a number of areas that they think they have exciting ways for people to be a part of some of these next waves that they're pushing. But that that is a big challenge. There is really cooperative in out there. We've spent much time talking about the ecosystem. They have a decent ecosystem, but their position in the cloud world Is there a player amongst many, many Betty, you know, hundreds, if not thousands, of companies out there When if you go to Amazon, reinvent you confined the Nutanix booth. But it's not one of the big players there you go to the Microsoft show, go to the Google shows. They are a small piece of that. And when we asked peerages, How do you position yourself and how do you, you know, get awareness in this environment? So when they had to down quarters, it was definitely marketing and sales, where the areas that they said they could not hire fast enough so they are going to need to invest more and they still aren't profitable. So we're almost three years past the I po. If you look at the transition to software, their revenues have been relatively flat. Their margins have been going up. But the market will not reward them if they can't keep the growth going. And, you know, start getting closer to that full profitability. >>Exactly, exactly. Well, these are all gonna be topics that we're going to dig deeper into today. We've got a great lineup of gas. And then, of course, the final keynote speaker. One of your faves. >>Yeah, Well, Kit Harington. Rebecca, What did you think of Carolina? >>She was fantastic. And I think what was really exciting about the interviewee, er was name Is Hae a friend of yours? Uh was It was how he was really drawing these analogies to Nutanix journey. It's similar to that of a professional athlete, and that is someone who who's getting knocked down and has to get back up against someone who's hit winning a few things, winning some business here, but she still needs >>She made a great point where said right. You know, the day after she was named number one, her father was like, Well, you need to get lower. You need to do this. And she's like, Wait, I'm number one. But you have to keep working or everyone will come after you. And so Nutanix is in a strong position, but absolutely they know that they need to keep working and training and improving listening to their customers to move forward. >>Absolutely, absolutely. So so. I think she had a lot of lessons for for Newtown Road, for the Nutanix community to so stew. I'm excited. For Day two, We're gonna have a lot of great custom, bloody great customers and Nutanix people on the show today to >>looking forward to it. And they had a fun party last night. They had the DJs were bumping. They had nice international food, some art and some interesting people dressed up as >>hedges and food >>and things walking around. So it was a little bit weird, but a lot of fun. >>And they're the happiest country in the world. What can we say? I'm Rebecca Knight. First Amendment, stay tuned for more of the cubes. Live coverage of Nutanix dot next.