Nutanix transitions sales leadership Last week, Nutanix announced the departure of its Chief Revenue Officer, Lou Attanasio. The departure, whether entirely voluntary or a suggested transition, was a step that had to happen. A company like Nutanix that offers a plethora of great products, but has fallen down on sales hires and sales productivity is…
Several companies of some interest to many subscribers reported this afternoon. I can’t quite reach all of them with a complete article in a timely fashion. So, I will provide a few stray thoughts on Alteryx (AYX), Square (SQ), and Elastic (ESTC). If you are a long-term investor-do not concern yourself with the static coming…
Software earnings continue to pour in at a rapid clip. While I am not going to attempt to put together specific statistics, it seems obvious that demand growth has continued at strong levels and that the outlook being provided is more of the same. This morning, Cognizant (CTSH) announced a small beat while Dassault Systemie,…
I have been asked by a couple of subscribers to comment on the investment merits-or lack thereof-for Elastic. Most of our subscribers are interested in high growth IT names. It is the area on which we focus and the area most likely to provide investors with outsize returns. By their nature, in most markets high…