NTNX Earnings Prediction
The chart below shows how NTNX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NTNX sees a -2.22% change in stock price 10 days leading up to the earnings, and a +5.02% change 10 days following the report. On the earnings day itself, the stock moves by +0.51%. This data can give you a slight idea of what to expect for the next quarter's release.
NTNX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
590.96M
15.63%
7.85%
Gross Margin
86.01%
2.34%
0.93%
Operating Margin
4.84%
129.38%
-326.17%
Net Margin
5.06%
263.23%
-121.99%
EPS
0.10
242.86%
-119.61%
No Data Available
NTNX Earnings Analysis
Nutanix, Inc. Class A Common Stock Corporation (NTNX.O) Earnings Conference Call
Positive
Quarterly Revenue and ARR Growth: We delivered quarterly revenue of $591 million and grew our ARR 18% year-over-year to $1.966 billion.
New Logos and Cash Flow: We also saw another quarter of strong year-over-year growth in new logos and solid free cash flow generation.
Cloud Platform Appeal: Our largest wins in the quarter demonstrated the appeal of the Nutanix Cloud Platform to organizations that are looking to modernize their IT footprints, including adopting hybrid multi-cloud operating models and modern applications.
Guided Metrics Exceeded: We exceeded all our guided metrics.
Free Cash Flow Performance: Free cash flow in Q1 was $152 million, representing a free cash flow margin of 26%.
Negative
Q1 Revenue Exceeds Guidance: Revenue in Q1 was $591 million, higher than the guided range of $565 million to $575 million, representing a year-over-year growth rate of 16%.
Gross Margin Performance: Non-GAAP gross margin in Q1 was 87.5%.
Operating Margin Exceeds Guidance: Non-GAAP operating margin in Q1 was 20%, higher than our guided range of 14.5% to 15.5%.
Q1 Net Income Results: GAAP net income in Q1 was $30 million and $0.10 per share.
Free Cash Flow Performance: Free cash flow in Q1 was $152 million, representing a free cash flow margin of 26%.
NTNX FAQs
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NTNX Earning Call Sentiment
Nutanix, Inc. (NTNX) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
NTNX.O
-3.26%Positive
The earnings call highlights strong financial performance with record revenue growth, positive non-GAAP metrics, and significant free cash flow. The company's strategic partnerships with Cisco and Dell are expected to enhance market position. Despite macroeconomic concerns and elongated sales cycles, the company maintains its revenue guidance and shows resilience. Share repurchases and strong cash reserves further bolster investor confidence. The Q&A section confirms positive sentiment towards partnerships and strategic initiatives, supporting a positive stock price outlook over the next two weeks.
