Core 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]

Core Insights - Jamf Holding (JAMF) reported a revenue of $183.49 million for the quarter ended September 2025, reflecting a year-over-year increase of 15.2% [1] - The earnings per share (EPS) for the quarter was $0.25, up from $0.16 in the same quarter last year, indicating a positive growth trend [1] - The reported revenue exceeded the Zacks Consensus Estimate of $177.23 million by 3.54%, and the EPS also surpassed the consensus estimate of $0.22 by 13.64% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $728.6 million, surpassing the three-analyst average estimate of $718.34 million [4] - Non-subscription revenue from professional services was reported at $3.88 million, exceeding the average estimate of $2.58 million, marking a year-over-year increase of 21.7% [4] - Subscription revenue totaled $179.61 million, compared to the estimated $174.74 million, representing a 15.1% increase year-over-year [4] - On-premise subscription revenue was reported at $10.53 million, significantly higher than the average estimate of $5.82 million, reflecting a remarkable year-over-year growth of 129.6% [4] - SaaS subscription and support and maintenance revenue was $169.08 million, slightly below the estimated $169.57 million, but still showing an 11.6% increase compared to the previous year [4] Stock Performance - Over the past month, shares of Jamf Holding have returned +26.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.3% [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]

Core Insights - Jamf Holding (JAMF) reported revenue of $176.5 million for the quarter ended June 2025, reflecting a year-over-year increase of 15.4% and surpassing the Zacks Consensus Estimate by 4.67% [1] - The company's EPS for the quarter was $0.18, up from $0.14 in the same quarter last year, exceeding the consensus estimate of $0.17 by 5.88% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $710 million, exceeding the average estimate of $672.23 million from three analysts [4] - Subscription revenue totaled $172.76 million, surpassing the average estimate of $164.61 million and showing a year-over-year increase of 15.6% [4] - Non-subscription revenue from professional services was reported at $3.74 million, above the average estimate of $3 million, marking a year-over-year change of 6.8% [4] - On-premise subscription revenue was $6.2 million, significantly higher than the average estimate of $3.2 million, representing an impressive year-over-year growth of 86.4% [4] - SaaS subscription and support and maintenance revenue amounted to $166.56 million, slightly above the estimated $162.98 million, with a year-over-year increase of 14% [4] Stock Performance - Over the past month, shares of Jamf Holding have declined by 19.5%, contrasting with a 1.2% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]