Latest news with #NTNX
Yahoo
29-05-2025
- Business
- Yahoo
Nutanix Inc (NTNX) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Revenue: $639 million, 22% year-over-year growth. Annual Recurring Revenue (ARR): $2.14 billion, 18% year-over-year growth. Net Dollar-Based Retention Rate (NRR): 110%, flat quarter-over-quarter. Average Contract Duration: 3.1 years, slightly higher than expectations. Non-GAAP Gross Margin: 88.2%. Non-GAAP Operating Margin: 21.5%, higher than guided range of 17% to 18%. Non-GAAP Net Income: $125 million, EPS of $0.42 per share. GAAP Net Income: $63 million, EPS of $0.22 per share. Free Cash Flow: $203 million, 32% free cash flow margin. Cash, Cash Equivalents, and Short-term Investments: $1.882 billion. Share Repurchase: $38 million worth of common stock repurchased. Warning! GuruFocus has detected 5 Warning Sign with NTNX. Release Date: May 28, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Nutanix Inc (NASDAQ:NTNX) reported third-quarter results that exceeded their guidance, with revenue reaching $639 million, representing a 22% year-over-year growth. The company achieved an 18% year-over-year growth in Annual Recurring Revenue (ARR), reaching $2.14 billion. Nutanix Inc (NASDAQ:NTNX) saw strong new logo growth across all customer segments, including significant wins with large organizations. The company announced several strategic partnerships and product enhancements, including a new partnership with Pure Storage and expanded support for Google Cloud. Nutanix Inc (NASDAQ:NTNX) reported a strong free cash flow of $203 million, representing a free cash flow margin of 32%. The macroeconomic environment remains dynamic, with some variability in the U.S. federal business due to longer deal cycles. The company noted that the competitive landscape, particularly with VMware, remains challenging, with some customers hesitant to switch. Nutanix Inc (NASDAQ:NTNX) acknowledged that their Kubernetes platform is still in early stages, with contributions to revenue expected to grow over time. The company anticipates increased investments in sales, marketing, and R&D, which may impact operating margins in the short term. There is a potential risk of variability in large deal closures, which could affect quarterly revenue recognition. Q: Can you discuss the macroeconomic environment and its impact on Nutanix's business, particularly regarding deal cycles and the federal sector? A: Rajiv Ramaswami, President and CEO, explained that the macroeconomic environment remains dynamic, with recent changes affecting the federal business, leading to longer deal cycles and variability. However, Nutanix remains optimistic about opportunities in the federal sector due to its platform's focus on modernization and cost reduction. Q: How is Nutanix's Kubernetes platform progressing, and what is its contribution to the business? A: Rajiv Ramaswami noted that while it's still early days for the Kubernetes platform, initial progress and product-market fit are promising. The contribution to revenue is currently small but growing, with continued development expected over the next few years. Q: What is the outlook for Nutanix's operating margin, and are there any timing factors affecting it? A: Rukmini Sivaraman, CFO, stated that the operating margin guide has increased due to timing of hiring and higher revenue. While some hiring was delayed, investments in sales, marketing, and R&D are expected to ramp up in Q4. The pace of margin improvement seen this year may not be sustainable, but Nutanix aims to drive leverage through productivity improvements and prudent investments. Q: Can you explain the difference in growth rates between ARR and revenue? A: Rukmini Sivaraman explained that revenue is a flow metric affected by contract duration and large deals with phased deployment, while ARR is a stock metric representing the annualized view of the installed base. Variability in revenue can occur due to upfront license recognition and large deal timing. Q: How is Nutanix performing in terms of competitive wins against VMware, and what is the pricing environment like? A: Rajiv Ramaswami highlighted strong new logo growth, with many customers starting with Nutanix's hypervisor. The pricing environment remains stable, with Nutanix offering a flexible, a la carte approach compared to VMware's full stack. Nutanix continues to gain traction with customers seeking alternatives to VMware. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Washington Post
28-05-2025
- Business
- Washington Post
Nutanix: Fiscal Q3 Earnings Snapshot
SAN JOSE, Calif. — SAN JOSE, Calif. — Nutanix Inc. (NTNX) on Wednesday reported fiscal third-quarter profit of $63.4 million. The San Jose, California-based company said it had profit of 22 cents per share. Earnings, adjusted for one-time gains and costs, were 42 cents per share. The results exceeded Wall Street expectations. The average estimate of 13 analysts surveyed by Zacks Investment Research was for earnings of 38 cents per share. The enterprise cloud platform services provider posted revenue of $639 million in the period, which also topped Street forecasts. Twelve analysts surveyed by Zacks expected $626.1 million. For the current quarter ending in July, Nutanix said it expects revenue in the range of $635 million to $645 million. The company expects full-year revenue in the range of $2.52 billion to $2.53 billion. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on NTNX at
Yahoo
28-05-2025
- Business
- Yahoo
Nutanix: Fiscal Q3 Earnings Snapshot
SAN JOSE, Calif. (AP) — SAN JOSE, Calif. (AP) — Nutanix Inc. (NTNX) on Wednesday reported fiscal third-quarter profit of $63.4 million. The San Jose, California-based company said it had profit of 22 cents per share. Earnings, adjusted for one-time gains and costs, were 42 cents per share. The results exceeded Wall Street expectations. The average estimate of 13 analysts surveyed by Zacks Investment Research was for earnings of 38 cents per share. The enterprise cloud platform services provider posted revenue of $639 million in the period, which also topped Street forecasts. Twelve analysts surveyed by Zacks expected $626.1 million. For the current quarter ending in July, Nutanix said it expects revenue in the range of $635 million to $645 million. The company expects full-year revenue in the range of $2.52 billion to $2.53 billion. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on NTNX at
Forbes
27-05-2025
- Business
- Forbes
How Will Nutanix Stock React To Its Upcoming Earnings?
Nutanix (NASDAQ:NTNX), a company that offers cloud computing software designed for data centers and hybrid multi-cloud environments, is set to report its earnings on Wednesday, May 28, 2025. This occasion typically results in notable stock volatility, as shown by historical data. Throughout the past five years, Nutanix stock has recorded a positive one-day return in 60% of instances following earnings announcements. The median positive one-day return was 9.9%, with a maximum increase of 29.2%, underscoring the stock's sensitivity to earnings news. For traders focused on events, historical trends can provide an advantage, although much relies on how the actual outcomes stack up against consensus expectations. There are two main strategies to consider: Analysts anticipate Nutanix to announce earnings of $0.38 per share on revenues of $627 million for the forthcoming announcement. This is in contrast to earnings of $0.28 per share on revenues of $525 million in the same quarter last year. On a fundamental level, Nutanix currently has a market capitalization of $21 billion. In the past twelve months, the company generated $2.3 billion in revenue and achieved operational profitability with $69 million in operating profits, even with a net loss of $55 million. That said, if you are looking for upside with less volatility than individual stocks, the Trefis High Quality portfoliooffers an alternative — having outperformed the S&P 500 and delivered returns above 91% since its inception. Separately, see – What Sparked UNH Stock Crash? See earnings reaction history of all stocks Some insights regarding one-day (1D) post-earnings returns: Further data on observed 5-Day (5D), and 21-Day (21D) returns after earnings are summarized along with the statistics in the table below. NTNX 1D, 5D, and 21D Post Earnings Return Trefis A comparatively lower-risk approach (although not effective if the correlation is weak) is to comprehend the correlation between short-term and medium-term returns after earnings, identify a pair with the highest correlation, and carry out the fitting trade. For instance, if 1D and 5D show the strongest correlation, a trader can position themselves 'long' for the next 5 days if the 1D post-earnings return is positive. Below is some correlation data based on 5-year and 3-year (more recent) history. It is important to note that the correlation 1D_5D pertains to the relationship between 1D post-earnings returns and the ensuing 5D returns. At times, peer performance can impact post-earnings stock reactions. In fact, the pricing may begin even before the earnings are revealed. Here are some historical insights regarding the past post-earnings performance of Nutanix stock in comparison to the performance of peers that reported their earnings just prior to Nutanix. For a fair comparison, peer stock returns also reflect post-earnings one-day (1D) returns. NTNX Correlation With Peer Earnings Trefis Discover more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (which includes all three, the S&P 500, S&P mid-cap, and Russell 2000), delivering substantial returns for investors. Additionally, if you're looking for upside with a smoother experience than an individual stock like Nutanix, consider the High Quality portfolio, which has surpassed the S&P, registering >91% returns since its launch.
Yahoo
24-05-2025
- Business
- Yahoo
Was Jim Cramer Right About Nutanix, Inc. (NTNX)?
We recently published a list of In this article, we are going to take a look at where Nutanix, Inc. (NASDAQ:NTNX) stands against other stocks that Jim Cramer discusses. Back in 2024, on May 217, a caller asked if Nutanix, Inc. (NASDAQ:NTNX) had more room to run after a sharp rally. Cramer noted the market's love for enterprise software but cautioned on valuation. 'Nutanix is what the market wants right now. It's enterprise software. Enterprise cloud platforms. People can't get enough of it. They don't seem to care about the valuation — they just buy, buy, buy. I have too much discipline to recommend that stock at this level.' A close-up of a laptop screen displaying cloud platform application software. Cramer was wrong to be skeptical as the stock is up 20.01% since. Nutanix, Inc. (NASDAQ:NTNX) has impressed the market with recurring revenue growth and demand for hybrid cloud and storage solutions. Overall, NTNX ranks 5th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of NTNX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NTNX and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
