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Nutanix(NTNX) - 2025 Q4 - Annual Results
2025-08-27 20:01
EXHIBIT 99.1 Nutanix Reports Fourth Quarter and Fiscal 2025 Financial Results Fourth Quarter Fiscal 2025 Financial Summary | | Q4 FY'25 | Q4 FY'24 | Y/Y Change | | --- | --- | --- | --- | | Annual Recurring Revenue (ARR) | $2.22 billion | $1.91 billion | 17% | | Average Contract Duration | 3.2 years | 3.1 years | 0.1 year | | Revenue | $653.3 million | $548.0 million | 19% | | GAAP Gross Margin | 87.2% | 85.2% | 200 bps | | Non-GAAP Gross Margin | 88.3% | 86.9% | 140 bps | | GAAP Operating Expenses | $538.2 ...
Finanz Informatik Signs Long-Term Contract with Nutanix
Globenewswire· 2025-08-27 20:01
Trusted relationship between the companies played a key role in the decisionSAN JOSE, Calif. and FRANKFURT, Germany, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, and Finanz Informatik (FI), today announced that they have decided to enter into a strategic collaboration and have signed a long-term contract. The digitalization partner and central IT service provider for Germany's Savings Banks Finance Group, serving around 50 million customers in Germany, w ...
Nutanix Reports Fourth Quarter and Fiscal 2025 Financial Results
Globenewswire· 2025-08-27 20:01
Reports 18% YoY Revenue Growth and Strong Free Cash Flow for Fiscal 2025 Delivers Outperformance Across All Guided Metrics SAN JOSE, Calif., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced financial results for its fourth quarter and fiscal year ended July 31, 2025. “Our fourth quarter was a good finish to a fiscal year in which we delivered high-teens top line growth and added over 2,700 new customers,” said Rajiv Ramaswami, President ...
Nutanix Announces Increase to Share Repurchase Authorization
Globenewswire· 2025-08-27 20:01
Increases Repurchase Authorization by $350 Million of Common StockSAN JOSE, Calif., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that its Board of Directors has authorized an increase of $350 million of common stock to the company’s existing share repurchase program. Including approximately $111 million remaining under the prior authorization as of July 31, 2025, the total repurchase authorization stands at $461 million. “We remain focuse ...
Nutanix: Buy NTNX Stock Now?
Forbes· 2025-08-25 14:25
Core Viewpoint - Nutanix is set to report earnings on August 27, 2025, with historical data indicating significant share price movements following earnings announcements, showing a 60% chance of a positive one-day return after earnings [3][4]. Financial Performance - Analysts expect Nutanix to report earnings of $0.33 per share on revenue of $643 million, compared to $0.27 per share on $548 million in the same quarter last year [4]. - The company has a market capitalization of $18 billion, with $2.4 billion in revenue, $129 million in operating profit, and $24 million in net income over the past twelve months [4]. Historical Earnings Reaction - Over the last five years, Nutanix has experienced a positive one-day return after earnings announcements 60% of the time, with a median gain of 9.9% and a maximum increase of 29.2% [3][7]. - In the most recent three-year period, the likelihood of a positive one-day return increases to 67% [7]. Post-Earnings Strategy - Traders can utilize historical odds to inform their positions before and after earnings results, assessing immediate moves in relation to medium-term returns [6][8]. - Correlation analysis between one-day, five-day, and twenty-one-day returns can help identify trading strategies based on historical performance [8][9].
Unlocking Q4 Potential of Nutanix (NTNX): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-08-22 14:15
Core Viewpoint - Analysts forecast Nutanix (NTNX) will report quarterly earnings of $0.32 per share, reflecting an 18.5% year-over-year increase, with revenues expected to reach $642.76 million, a 17.3% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 5.1%, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' will reach $310.69 million, a 10.2% year-over-year increase [5]. - 'Revenue- Product' is projected to be $331.91 million, reflecting a 24.8% increase from the year-ago quarter [5]. - 'Disaggregation of Revenue- Professional services revenue' is expected to be $27.60 million, indicating a 3.1% year-over-year change [5]. - 'Disaggregation of Revenue- Subscription revenue' is anticipated to be $612.30 million, showing an 18.1% increase year-over-year [6]. Geographic Revenue Estimates - 'Geographic Revenue- U.S.' is projected to reach $360.04 million, a 17.5% year-over-year increase [7]. - 'Geographic Revenue- Europe, the Middle East and Africa' is expected to be $153.62 million, reflecting a 10% increase [6]. - 'Geographic Revenue- Other Americas' is forecasted at $17.60 million, indicating a significant 51.4% increase [7]. - 'Geographic Revenue- Asia Pacific' is estimated to be $108.81 million, a 20.7% year-over-year change [7]. Key Metrics - Annual Recurring Revenue (ARR) is projected to reach $2.23 billion, up from $1.91 billion year-over-year [8]. - Total Billings are expected to be $737.38 million, compared to $672.86 million in the same quarter last year [8]. - The estimate for Total end customers stands at 29,194, an increase from 26,530 year-over-year [8]. - Subscription billings are predicted to be $695.23 million, compared to $636.04 million in the previous year [9]. Stock Performance - Over the past month, Nutanix shares have declined by 8.2%, while the Zacks S&P 500 composite has increased by 1.1% [9].
Nutanix: Growth Company With Broad Moat Potential
Seeking Alpha· 2025-08-13 01:45
Group 1 - The article emphasizes the importance of typical sector attributes in tech companies, such as recurring revenue, high gross margin, profitability, and expectation beats [1] - Nutanix, Inc. (NASDAQ: NTNX) is highlighted as a company that exhibits these desirable attributes [1] - The author expresses a long-term investment perspective, focusing on businesses with a broad moat or competitive advantage that can endure over time [1] Group 2 - The analysis includes a consideration of companies in fast-changing industries, assessing their fundamental strength to adapt while maintaining their competitive edge [1] - Quarterly developments are evaluated in the context of whether they align with a long-term successful strategy [1] - Recommendations for buy/sell positions are made based on significant accelerations or deviations from the long-term vision [1]
Nutanix Named a Challenger in 2025 Gartner® Magic Quadrant™ for Container Management
Globenewswire· 2025-08-11 15:21
Core Insights - Nutanix has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Container Management, marking its first appearance in this quadrant following the launch of its Nutanix Kubernetes Platform (NKP) solution [1][3] Company Developments - The launch of NKP was facilitated by the integration of D2iQ, Inc.'s Kubernetes Platform, allowing Nutanix to provide a production-ready enterprise solution for managing cloud-native applications across various environments [2] - Nutanix's NKP enables customers to run both modern and traditional applications on a unified platform, whether in their datacenter, at the edge, or in public clouds [2][3] Customer Use Cases - Notable customers, such as a leading North American financial services firm and Karnataka Bank in India, are utilizing NKP to enhance their application management and innovation capabilities [3][4] - Karnataka Bank is running critical business applications, including a cloud-native digital currency application required by the Reserve Bank of India, on the Nutanix Cloud Platform (NCP) [4][5] Product Innovation - Nutanix has introduced its Cloud Native AOS solution, extending enterprise storage and advanced data services to hyperscaler Kubernetes services and bare metal cloud-native environments without requiring a hypervisor [5]
Nutanix Announces Date and Conference Call Information for Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results
Globenewswire· 2025-08-07 20:05
Core Viewpoint - Nutanix, Inc. will report its financial results for the fiscal fourth quarter and fiscal year 2025 on August 27, 2025, after U.S. markets close [1] Group 1: Financial Reporting - The financial results will cover the period ending July 31, 2025 [1] - A conference call and earnings webcast will be held on the same day at 4:30 p.m. EDT / 1:30 p.m. PDT to discuss the results [2] - Interested parties can register for the conference call to receive dial-in details and a unique PIN number [2] Group 2: Investor Relations - The conference call will be available for live streaming on the Nutanix Investor Relations website [2] - An archived replay of the webcast will be accessible shortly after the call on the same website [3] Group 3: Company Overview - Nutanix is a global leader in cloud software, providing a single platform for running applications and managing data [4] - The company aims to reduce complexity and simplify operations for organizations, allowing them to focus on business outcomes [4] - Nutanix is recognized for its role as a pioneer in hyperconverged infrastructure, trusted by companies worldwide for hybrid multicloud environments [4]
Does Broadcom Have a VMware Problem? Goldman Eyes Upside in NTNX
MarketBeat· 2025-08-06 15:13
Group 1: Broadcom Overview - Broadcom is a major player in the semiconductor industry, generating tens of billions in revenue annually and facing competition from companies like Marvell Technology in the AI chip market [1] - Broadcom's recent shift to a subscription payment model for VMware has upset many customers, leading them to explore alternatives like Nutanix [5][10] Group 2: Nutanix's Position - Nutanix has seen its revenue growth rate double from 11% to 22% over the last four quarters, driven by customers migrating from VMware [6] - Nutanix's stock has surged approximately 55% over the past 12 months, with a price target from Goldman Sachs indicating a potential appreciation of over 29% [6] - Nutanix's revenue for the last quarter was $639 million, significantly smaller than VMware's estimated $4.6 billion, indicating substantial growth potential for Nutanix if it captures even a small share of VMware's customers [7][8] Group 3: Market Dynamics - VMware accounts for about 65% to 75% of Broadcom's infrastructure software revenue, making it a critical component of Broadcom's business [7] - The number of customers Nutanix adds per quarter has increased from 400 to 600-700 since Broadcom's changes to VMware [10] - Nutanix has successfully attracted a Global Fortune 500 company and continues to gain customers across various sizes [10] Group 4: Investment Considerations - Both Nutanix and Broadcom have strong investment cases, with Nutanix potentially serving as a hedge against any decline in Broadcom's VMware segment [12] - Nutanix's stock forecast suggests a 23.61% upside potential, with a price target of $91.00 based on analyst ratings [11]