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    Simran B • RBC Capital Markets

    Simran B's questions to Netscout Systems Inc (NTCT) leadership

    Simran B's questions to Netscout Systems Inc (NTCT) leadership • Q1 2026

    Question

    Simran B, on behalf of Matt Hedberg, inquired about the current macroeconomic environment compared to 90 days prior, the outlook for service provider spending, and the performance drivers of the security portfolio, including demand for newer products.

    Answer

    Anil Singhal, Co-Founder, Chairman, President & CEO, stated that the macro environment, particularly regarding tariffs, has not yet impacted their software-focused business. He noted that the service provider spending climate is similar to last year and it's too early for meaningful comparisons due to deal lumpiness. For the security portfolio, Mr. Singhal highlighted growth driven by the integration of Arbor DDoS with NETSCOUT's core technology, creating differentiators like adaptive DDoS, along with traction for their OCI product in the NDR space and new cybersecurity use cases for their AI sensor product.

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    Simran B's questions to Elastic NV (ESTC) leadership

    Simran B's questions to Elastic NV (ESTC) leadership • Q4 2025

    Question

    Simran B, on for Matt Hedberg, asked if the major go-to-market transformations are complete and about the strategy for fiscal 2026. She also followed up on GenAI positioning and the expected trajectory for agentic AI use cases.

    Answer

    CEO Ashutosh Kulkarni confirmed that the sales segmentation changes from FY25 are paying off, with no major changes planned for FY26, aside from adding sales capacity and a new, small team of security sales specialists. He noted that customers are progressing from simple semantic search to building sophisticated agentic workflows, and Elastic's mission is to be the vector database of choice for all GenAI applications by focusing on accuracy, speed, and scale.

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    Simran B's questions to Nutanix Inc (NTNX) leadership

    Simran B's questions to Nutanix Inc (NTNX) leadership • Q3 2025

    Question

    Simran B, on behalf of Matt Hedberg at RBC Capital Markets, asked for an update on the progress with Dell and Cisco partnerships and how to think about their contribution ramping into late 2025 and 2026.

    Answer

    President and CEO Rajiv Ramaswami reiterated that the partner ecosystem is expanding, with Cisco consistently delivering new logos. He mentioned the Dell HCI solution is one of many Dell sells, but the newer PowerFlex solution is more aligned. He stated it's early days for the Dell solution, with revenue expected to build in fiscal 2026, and that Nutanix expects to broaden its support for more storage array partners over time.

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