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Nuix Ltd. (AU:NXL)
ASX:NXL
Earnings Data
Report Date
Aug 24, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.05Last Year’s EPS
<0.01Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong commercial and financial momentum: double-digit revenue growth, a large EBITDA increase and materially improved cash generation. Nuix Neo showed exceptional growth and is driving a strategic shift in product mix, supported by a structured migration program and a clear AI positioning. However, near-term retention metrics were weaker (NDR down to 101%), component ACV declined, and there were a few notable client losses and regional softness in Asia Pacific. Management has a clear remediation plan (Neo migration) and reaffirmed ACV guidance for the year.Company Guidance
ACV Growth and Guidance Reaffirmation
Annual Contract Value (ACV) grew 8.4% year-over-year to $234.4M (7.8% on a constant currency basis). Management reaffirmed full-year ACV guidance of $240M–$260M (excluding Linkurious-related ACV) with H2 weighting expected.
Nuix Neo Outperformance
Nuix Neo ACV grew 148% on the prior corresponding period to $46.8M, now representing 20% of total ACV. New Neo sales are typically 2–3x the size of non-Neo sales, and migrations typically deliver 30%–50% ACV uplift.
Neo + Neo Discover Mix Shift
Combined Nuix Neo and Nuix Neo Discover now represent 40% of total ACV, indicating a meaningful product mix shift toward the modern platform.
Revenue and Profitability Expansion
Statutory revenue increased 15.2% to $121.2M (12.9% constant currency). Adjusted management EBITDA rose 42.6% to $19.1M, with margin expansion from 12.7% to 15.8%, demonstrating operating leverage.
Material Cash Generation Improvement
Underlying cash flow improved to $28.4M (vs $7.0M in 1H'25) and free cash flow was $20.4M (vs -$7.4M in 1H'25). Closing net cash balance was $57.8M, up 88.4% year-over-year; free cash flow conversion was 149%.
Stronger Regional Performance — EMEA and North America
EMEA ACV led growth at +18.8%, driven by government sector momentum and Neo adoption. North America ACV increased 10.8% with adoption in foundation and investigation solutions and new wins in service providers and financial services.
Product and AI Positioning
Launched a structured Nuix Neo migration program (3-phased: segmentation, migration factory, execute at scale) and reiterated BYO AI framework and enterprise-grade governance as a differentiator. R&D spend of $28.8M (24% of revenue) continued to fund roadmap and AI investments.
AU:NXL Earnings History
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
AU:NXL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 16, 2023 | AU$1.59 | AU$1.44 | -9.13% |
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.
FAQ
When does Nuix Ltd. (AU:NXL) report earnings?
Nuix Ltd. (AU:NXL) is schdueled to report earning on Aug 24, 2026, After Close (Confirmed).
What is Nuix Ltd. (AU:NXL) earnings time?
Nuix Ltd. (AU:NXL) earnings time is at Aug 24, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Nuix Ltd. stock?
The P/E ratio of Nuix Ltd. is N/A.
What is AU:NXL EPS forecast?
AU:NXL EPS forecast for the fiscal quarter 2026 (Q4) is 0.05.