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: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on the quarter and great to hear the conclusion of the investigation. Rajiv, it seems like a lot of innovation is coming out of Nutanix in
the (inaudible), you talked about Project Beacon. It seems like a Holy Grail. I think VMware has kind of tried it as well. Talk to us about kind of where
are the building blocks of the technology around that, a multi-hybrid cloud PaaS platform? And what -- where are we? How long is it going to take
for us to kind of see a product launch GA?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Understood. Understood. And Rukmini, maybe my math is wrong here or maybe I'm getting the numbers wrong. It seems like there's a little bit of
cautious sentiment going forward. But when I look at the guidance, I think you're raising the revenue guidance by $40 million, and you beat by
something like 13 or 14, if I read that correctly. Help me -- what gives you confidence if the macro is actually getting a little bit worse?
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MAY 24, 2023 / 8:30PM, NTNX.OQ - Q3 2023 Nutanix Inc Earnings Call
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Can I kind of one follow-up lastly. Did you bring your assumption on that start date for Q4 guidance kind of down?
Question: Daniel Robert Bergstrom - RBC Capital Markets, Research Division - Analyst
: It's Dan Bergstrom for Matt Hedberg. Maybe to build on a previous question and the positive outlook despite some macros with guidance for the
fourth quarter, did anything change around the level of conservatism in the outlook? Or are you using a consistent approach versus the third
quarter?
Question: Daniel Robert Bergstrom - RBC Capital Markets, Research Division - Analyst
: Yes. Perfect. And then maybe to verify on free cash flow for the fourth quarter from the prepared remarks. Sounds like there's a $31 million and
$20 million outflow that may have been expected in the third quarter but will be in the fourth quarter. Is that correct?
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