Core Insights - Nutanix reported revenue of $638.98 million for the quarter ended April 2025, marking a year-over-year increase of 21.8% and an EPS of $0.42 compared to $0.28 a year ago, exceeding the Zacks Consensus Estimate of $626.12 million by 2.06% [1] Financial Performance - Total Billings reached $647.05 million, below the average estimate of $676.02 million from four analysts [4] - Annual Recurring Revenue (ARR) was reported at $2.14 billion, slightly below the average estimate of $2.17 billion from four analysts [4] - Professional services billings were $18.48 million, significantly lower than the average estimate of $32.78 million from three analysts [4] - Subscription billings amounted to $627.25 million, surpassing the average estimate of $616.58 million from two analysts [4] - Other non-subscription product billings were $1.32 million, below the average estimate of $1.68 million from two analysts [4] Revenue Breakdown - Revenue from support, entitlements, and other services was $293.50 million, below the average estimate of $312.03 million from eight analysts, reflecting a year-over-year change of +9.1% [4] - Product revenue was $345.48 million, exceeding the average estimate of $310.26 million from eight analysts, representing a year-over-year increase of +35.2% [4] - Professional services revenue was $28 million, slightly below the average estimate of $28.12 million from seven analysts, with a year-over-year change of +6.7% [4] - Subscription revenue reached $609.66 million, above the average estimate of $594.37 million from seven analysts, indicating a year-over-year increase of +25.3% [4] - Non-portable software revenue was $0.50 million, significantly below the average estimate of $2.59 million from seven analysts, showing a drastic year-over-year decline of -95.5% [4] Stock Performance - Nutanix shares have returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

May 21, 2025 06:15 AM GMT SSE | Europe FY25 Results Bring Capex Cut Reaction to earnings Strengthens our thesis In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research We expect a positive reaction to SSE's solid FY25 results release, with capex cut a key positive, notwithstanding strong recent performance from April 9th lows. We interpret divisional guidance as giving operating profit & EPS marg ...

ab 16 May 2025 Global Research Insurance Australia Group Go West RAC is an attractive deal though value upside from here appears moderate IAG has entered a strategic alliance with the Royal Automobile Club of Western Australia (RAC), including the acquisition of RAC Insurance and a 20yr distribution agreement for RAC Home & Motor products. The deal adds ~8% to IAG's GWP and lifts its WA market share across Home & Motor to ~55% (from 8%), subject to ACCC approval. Total upfront $1,350m consideration will be ...

Tutor Perini (TPC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Jorge Casado - Vice President of Investor Relations & Corporate CommunicationsGary Smalley - President & CEORonald Tutor - Executive ChairmanRyan Soroka - EVP & CFOAdam Thalhimer - Director of ResearchLiam Burke - Managing Director Conference Call Participants Steven Fisher - Managing Director & Equity Research AnalystMichael Dudas - Equity Research Analyst Operator Good day, ladies and gentlemen, and welcome to Tudor Par ...

Tutor Perini (TPC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to Tudor Parrini Corporation First Quarter twenty twenty five Earnings Conference Call. My name is Sherry, and I will be your coordinator for today. All participants are currently in a listen only mode. Following management's prepared remarks, we will be opening the call for a question and answer session. As a reminder, this conference call is being recorded for replay purposes. I will now ...

JPMorgan analyst Christopher Horvers lowered estimates for Lowe’s Companies Inc. LOW ahead of the company’s first-quarter earnings release on May 21.The analyst says that based on the industry analysis and data insights, he is cutting first-quarter comparable sales estimates to -2.7%, below the Street’s consensus of -1.7% and the broader buyside expectations (a decline of 2% to 3.5%).Horvers writes that Lowe’s experienced a more significant headwind from unfavorable DIY weather conditions earlier in the qua ...

For the quarter ended March 2025, Block (XYZ) reported revenue of $5.77 billion, down 3.1% over the same period last year. EPS came in at $0.56, compared to $0.85 in the year-ago quarter.The reported revenue represents a surprise of -6.65% over the Zacks Consensus Estimate of $6.18 billion. With the consensus EPS estimate being $0.88, the EPS surprise was -36.36%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectatio ...

2025 First Quarter Earnings Conference Call May 1, 2025 Aaron Musgrave Vice President, Investor Relations Safe Harbor This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and the Federal securities laws. They are not guarantees or assurances of any outcomes, financial results, levels of activity, performance or achievements, and readers are cautioned not to place undue reliance upon them. The forward-lo ...

Financial Data and Key Metrics Changes - The company reported GAAP diluted EPS of $1.25 and non-GAAP diluted EPS of $1.22 for Q1 2025, compared to $1.06 in Q1 2024, reflecting a significant increase in earnings driven by rate recovery and colder weather [6][9][10] - The company affirmed its long-term rate base and earnings per share growth rate targets of 4% to 6% [6][19] Business Line Data and Key Metrics Changes - The Electric and Gas segments contributed strongly to the earnings, with margin improvements driven by new rates and favorable weather conditions [9][10] - New rates contributed $0.20 to margin improvement, while favorable loads added $0.13, resulting in a total margin increase [10][11] Market Data and Key Metrics Changes - The Montana rate review is nearing completion, with a full natural gas settlement and a partial electric settlement reached [7][14] - The average bill impact from the gas case is approximately 9%, maintaining rates below the national average [18] Company Strategy and Development Direction - The company is focusing on opportunities with data centers and new large load opportunities, potentially achieving greater than 6% EPS growth [8] - The company is committed to maintaining a 5% dividend yield and a total growth profile of 9% to 11% over the next five years [8][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering on earnings and rate-based growth commitments over the long term, despite not providing specific 2025 earnings guidance until the conclusion of the Montana rate review [19][20] - The company expects a lower contribution to overall earnings in Q2 2025 due to the timing of rate implementations [20] Other Important Information - The Montana legislature has passed wildfire and other constructive bills, which are pending the governor's approval, providing significant legal protections for the company [22][24] - The company has successfully priced $500 million of long-term debt to address its financing needs for 2025 [13][14] Q&A Session Summary Question: On the tariff proceeding and data centers - The company is in discussions with multiple parties regarding data centers and expects to finalize contracts with two parties, Atlas and Sabey, by the end of Q2 2025 [40][43][44] Question: EPS guidance for 2025 - Management expects to stay within the 4% to 6% EPS range long-term but acknowledges variability in achieving this target [50] Question: Changes in electric average customer counts - The change in customer counts was due to a new system for counting street lighting districts, with overall customer growth remaining around 1.5% [54][55] Question: Long-term capacity planning - The company is considering natural gas or nuclear as potential replacements for Colstrip, depending on regulatory timelines [64][66] Question: SB301 and approval processes - The 90-day cost prudency review is deemed appropriate, with no overlapping of approval processes expected [68]

Forward-Looking Statements Statements contained in this presentation about future performance, including, without limitation, operating results, capital expenditures, rate base growth, dividend policy, financial outlook, and other statements that are not purely historical, are forward-looking statements. These forward-looking statements reflect our current expectations; however, such statements involve risks and uncertainties. Actual results could differ materially from current expectations. These forward-l ...