Wall Street analysts forecast that Nutanix (NTNX) will report quarterly earnings of $0.32 per share in its upcoming release, pointing to a year-over-year increase of 18.5%. It is anticipated that revenues will amount to $642.76 million, exhibiting an increase of 17.3% compared to the year-ago quarter. Based on the collective assessment of analysts, 'Disaggregation of Revenue- Subscription revenue' should arrive at $612.30 million. The estimate indicates a year-over-year change of +18.1%. Analysts predict th ...

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]

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.38 per share, a 35.7% increase year over year, with revenues expected to reach $626.12 million, reflecting a 19.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][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 [2] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $311.14 million, a 15.6% increase year over year [4] - 'Revenue- Product' is projected to reach $307.45 million, indicating a year-over-year change of 20.4% [4] - 'Disaggregation of Revenue- Professional services revenue' is expected to be $28.12 million, a 7.2% increase from the prior year [5] - 'Disaggregation of Revenue- Subscription revenue' is estimated at $594.37 million, reflecting a 22.1% increase from the previous year [5] Additional Revenue Insights - 'Disaggregation of Revenue- Non-portable software revenue' is forecasted to be $2.59 million, showing a significant decline of 76.7% year over year [6] - 'Annual Contract Value Billings (ACV Billings)' is expected to be $364.13 million, up from $288.85 million in the same quarter last year [6] Billing and Customer Metrics - Total Billings are projected to reach $676.02 million, compared to $557.29 million a year ago [7] - Annual Recurring Revenue (ARR) is expected to be $2.17 billion, up from $1.82 billion in the same quarter last year [7] - Total end customers are estimated to be 28,457, an increase from 25,860 year over year [7] Disaggregation of Billings - 'Disaggregation of billings - Professional services billings' is estimated at $32.78 million, compared to $29.65 million last year [8] - 'Disaggregation of billings - Subscription billings' is projected to reach $616.58 million, up from $515.92 million in the same quarter last year [8] Stock Performance - Nutanix shares have increased by 21.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.7% [8]