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Nutanix (NTNX)
NASDAQ:NTNX
Earnings Data
Report Date
May 28, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.38Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: 11.18%
|Next Earnings Date:May 28, 2025
Earnings Call Sentiment|Positive
Nutanix reported strong financial performance, exceeding guidance and achieving significant growth in new logos and ARR. The company improved its financial flexibility and raised its full-year guidance. Despite these positives, challenges remain with elongated sales cycles and variability in larger deals, alongside uncertainty in the federal market. Overall, the highlights significantly outweigh the lowlights.Company Guidance
During the Nutanix Second Quarter 2025 Earnings Conference Call, the company reported financial results that surpassed its guidance across all metrics. The annual recurring revenue (ARR) grew 19% year-over-year, reaching $2.06 billion, while quarterly revenue hit a record $655 million, exceeding the guided range of $635 million to $645 million and marking a 16% year-over-year increase. Nutanix also achieved a non-GAAP operating margin of 24.6%, outperforming its guidance of 20% to 21%, and reported a non-GAAP net income of $165 million, equivalent to $0.56 per share. Free cash flow was robust at $187 million, representing a 29% margin. The company raised its full fiscal year 2025 guidance, projecting revenue between $2.495 billion and $2.515 billion, a non-GAAP operating margin of 17.5% to 18.5%, and free cash flow of $650 million to $700 million. Nutanix attributed its performance to the strength of its Cloud Platform, successful customer acquisition, and increased leverage from OEM and channel partners, while also noting an ongoing focus on investment in sales, marketing, and R&D to capitalize on market opportunities.Exceeded Guidance and Revenue Growth
Nutanix reported record quarterly revenue of $655 million, surpassing the guided range and representing a year-over-year growth rate of 16%. ARR grew 19% year-over-year to $2.06 billion.
Strong New Logo Growth
Nutanix achieved year-over-year new logo growth exceeding 50% for the second consecutive quarter, with strength across all customer segments, including the Global 2000.
Improved Financial Flexibility
Nutanix strengthened its balance sheet by issuing convertible notes at attractive terms and establishing a $500 million revolving credit facility.
Positive Free Cash Flow
The company delivered strong free cash flow of $187 million, with a free cash flow margin of 29%.
Increased Full Year Guidance
Nutanix raised its full year revenue guidance to $2.495 billion to $2.515 billion, representing approximately 17% year-over-year growth at the midpoint.
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NTNX 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
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NTNX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $69.35 | $76.54 | +10.37% |
| Nov 26, 2024 | $72.35 | $66.70 | -7.81% |
| Aug 28, 2024 | $52.29 | $62.91 | +20.31% |
| May 29, 2024 | $73.29 | $56.36 | -23.10% |
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.
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FAQ
When does Nutanix (NTNX) report earnings?
Nutanix (NTNX) is schdueled to report earning on May 28, 2025, TBA Not Confirmed.
What is Nutanix (NTNX) earnings time?
Nutanix (NTNX) earnings time is at May 28, 2025, TBA Not 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 NTNX EPS forecast?
NTNX EPS forecast for the fiscal quarter 2025 (Q3) is 0.38.
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