D&H Distributing has reported significant growth as it closed its fiscal year 2025, with double- and triple-digit increases across several strategic technology categories. The company achieved a 27% revenue growth year-over-year, driven by an impressive 283% increase in professional services and a 41% rise in modern security solutions.
Nutanix has reported a significant increase in revenue, with an 18 percent year-on-year growth, reaching $653.3 million for its fourth quarter of fiscal year 2025. The company turned a loss of $126.1 million from the previous year into a profit of $38.7 million, contributing to a full-year revenue of $2.54 billion. Nutanix’s CEO Rajiv Ramaswami emphasized the ongoing migration opportunities from VMware customers, citing that there are approximately 200,000 VMware customers available for potential migration. The company anticipates adding around 600 new customers each quarter in fiscal year 2026, bolstered by partnerships with major players like Dell and Amazon Web Services. Additionally, Nutanix is positioning itself within the growing hybrid multi-cloud market and is actively addressing the demands for generative artificial intelligence solutions.
Why do we care?
D&H’s services are up nearly 300%. On the surface, that looks like they’re coming for your turf. But here’s the real play—you can actually use that to your advantage. Don’t have SOC 2 expertise in-house? Need more muscle for a security rollout? You can white-label or partner with D&H and look bigger than you are. That’s leverage. The caution? If you just pass through what everyone else can sell, you’re not unique. Your margins get thinner, and you risk being a middleman.
Meanwhile, Nutanix is cashing in on VMware’s chaos. They’re profitable, growing 18%, and bragging about a 200,000-customer pool up for grabs. They think they’ll land 600 new customers per quarter. Maybe. VMware migrations aren’t simple, and lots of enterprises are dragging their feet.
It’s all about services. D&H is proving it with triple-digit growth, Nutanix is betting on it with cloud and AI infrastructure, and if you’re still leading with product resale, you’re in the wrong game. The winners will be the providers who help customers navigate the mess—VMware exits, hybrid cloud choices, AI readiness—while staying in front of distributors and vendors trying to eat your lunch.