The earnings call highlighted Nutanix's solid financial performance, significant customer growth, and innovative product development, despite facing some challenges in the federal sector and retention metrics. Strategic partnerships and strong cash flow further contributed to a positive outlook.

Company Guidance

During Nutanix's Fourth Quarter 2025 Earnings Conference Call, the company provided robust guidance reflecting strong financial performance. Nutanix reported fourth-quarter revenue of $653 million, marking a 19% year-over-year increase, with annual revenue reaching $2.54 billion, up 18% from the previous year. The Annual Recurring Revenue (ARR) grew to $2.22 billion, a 17% rise year over year. The company also noted a significant increase in free cash flow, which reached $750 million for fiscal year 2025, representing a 26% year-over-year increase and yielding a free cash flow margin of 30%. Nutanix achieved a Rule of 40 score of 48 for the fiscal year, underscoring its balanced growth and profitability. Looking ahead to fiscal year 2026, Nutanix anticipates revenue between $2.9 billion and $2.94 billion, with a non-GAAP operating margin of 21 to 22%, and free cash flow ranging from $790 million to $830 million. Additionally, the company highlighted its strategic advancements, including enhanced Gen AI capabilities and extended hybrid multi-cloud support, which underscore its commitment to innovation and strategic partnerships.

Strong Revenue and Growth

Nutanix reported quarterly revenue of $653 million, up 19% year over year. For the full fiscal year 2025, revenue was $2.54 billion, an 18% increase from the previous year.

Robust Free Cash Flow

The company generated free cash flow of $750 million for fiscal year 2025, representing a 26% increase year over year, with a free cash flow margin of 30%.

New Customer Acquisition

Nutanix added over 2,700 new customers during fiscal year 2025, the highest in four years, including more than 50 Global 2,000 accounts.

Innovative Product Developments

Nutanix enhanced its platform with Gen AI capabilities, launched GPT in a Box 2.0, and integrated with NVIDIA AI Enterprise. They also extended hybrid multi-cloud capabilities with Google Cloud support.

Strategic Partnerships

The company successfully initiated partnerships with Dell PowerFlex and Pure Storage, with the former already yielding significant wins.

Nutanix (NTNX) Earnings, Revenues Date & History

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NTNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 26, 2025	2026 (Q1)	0.41 / -	0.42	―	―	―
Aug 27, 2025	2025 (Q4)	0.33 / 0.37	0.27	37.04% (+0.10)
May 28, 2025	2025 (Q3)	0.38 / 0.42	0.28	50.00% (+0.14)
Feb 26, 2025	2025 (Q2)	0.47 / 0.56	0.46	21.74% (+0.10)
Nov 26, 2024	2025 (Q1)	0.32 / 0.42	0.29	44.83% (+0.13)
Aug 28, 2024	2024 (Q4)	0.20 / 0.27	0.24	12.50% (+0.03)
May 29, 2024	2024 (Q3)	0.17 / 0.28	0.04	600.00% (+0.24)
Feb 28, 2024	2024 (Q2)	0.29 / 0.46	0.26	76.92% (+0.20)
Nov 29, 2023	2024 (Q1)	0.18 / 0.29	0.03	866.67% (+0.26)
Aug 31, 2023	2023 (Q4)	0.16 / 0.24	-0.17	241.18% (+0.41)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NTNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$69.60	―	―
May 28, 2025	$78.87	$75.85	-3.83%
Feb 26, 2025	$69.35	$76.54	+10.37%
Nov 26, 2024	$72.35	$66.70	-7.81%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.