Nutanix(US:NTNX) ZACKS·2025-11-20 15:16Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.41 per share, a decline of 2.4% year over year, with revenues expected to reach $677.2 million, an increase of 14.6% from the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.8%, indicating a collective reconsideration by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $326.26 million, reflecting a year-over-year change of +12.9% [5] - 'Revenue- Product' is expected to be $350.98 million, indicating a year-over-year change of +16.3% [5] - The consensus for 'Disaggregation of Revenue- Professional services revenue' stands at $29.73 million, a change of +9% from the prior-year quarter [5] - 'Disaggregation of Revenue- Subscription revenue' is projected to reach $642.75 million, with a year-over-year change of +14.6% [6] Geographic Revenue Estimates - 'Geographic Revenue- U.S.' is expected to be $379.71 million, reflecting a +14.1% change from the year-ago quarter [7] - 'Geographic Revenue- Europe, the Middle East and Africa' is projected at $162.01 million, indicating a +7.2% change [6] - 'Geographic Revenue- Other Americas' is estimated at $18.57 million, showing a significant +65.5% change [7] - 'Geographic Revenue- Asia Pacific' is forecasted to reach $114.76 million, a +19.8% change from the year-ago quarter [7] Key Metrics - The average prediction for 'Annual Recurring Revenue (ARR)' is $2.27 billion, up from $1.97 billion in the same quarter last year [8] - 'Total Billings' is expected to arrive at $715.52 million, compared to $591.40 million a year ago [8] - Analysts suggest 'Total end customers' will likely reach 29,844, an increase from 27,160 in the same quarter last year [9] Stock Performance - Nutanix shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [9] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [9]