The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Rajiv, this has been great so far. Your ACV billings targets look great, especially when considering this growing renewal portfolio. But also I think
the path to profitability is something that we all appreciate. My question is, when thinking about the path to fiscal '25 ACV billings targets, what is
that mix of SaaS look like out there versus today? Just sort of -- just qualitatively, how should we think about that growing SaaS mix over time?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Everyone, great presentation. Great to see some of these numbers finally come through. I have 2 part questions. One for Rajiv. Rajiv, do you think
that overtime, we'll see Nutanix kind of create a multicloud orchestration where abstracting not only from private to public, but between public
cloud? Is that in pipeline? Or is that coming? And second part to Duston. The contract generation stabilization is great to see. But just to quote a
devil's advocate, could it take it further down if emerging products accelerate beyond your expectation? I mean, is there a possibility that it actually
fluctuates in that '23 -- fiscal '23 or fiscal '25?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: This is -- again, this has been great. I guess this question could be for really almost anybody up on stage. But in a post-COVID world, could you talk
a little bit more about the urgencies that CIOs are talking about migrating to certainly public cloud and hybrid cloud?
And I guess, secondarily, from early stages, you were largely a -- you had a lot of VDI support. Can you talk about what VDI is percentage of your
overall workload that your customers are -- any sense for just the rough magnitude of what the VDI represents? And then I have a quick follow-up
for Duston.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Yes. And then just, Duston, I think we all really appreciate your commentary on cash flow scaling here. You sort of -- sometimes you referenced
back between cash flow and free cash flow. I'm just wondering maybe if you could be a little bit more clear on what your CapEx assumptions are
when we think about the model through kind of fiscal '25?
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