Nutanix, Inc.
68.14-0.93 (-1.35%)
Oct 29, 4:00:00 PM EDT · NasdaqGS · NTNX · USD
Key Stats
Market Cap
18.45BP/E (TTM)
104.83Basic EPS (TTM)
0.65Dividend Yield
0%Recent Filings
10-K
FY2025 results
Nutanix delivered FY2025 revenue of $2.54B, up 18% y/y, with subscription revenue surging 20% to $2.41B on strong renewals and expansions amid hybrid multicloud demand. Q4 accelerated momentum, posting $659M revenue (up 19% y/y, 4% q/q derived), driven by 10% end-customer growth to 29,290 and NRR of 108%, while ARR climbed 17% to $2.22B. Margins expanded to 86.8% GAAP gross, yielding $173M operating income and $188M net income, fueled by efficient go-to-market scaling. Free cash flow hit $750M, bolstering liquidity at $2.0B; Q4 buybacks totaled $111M under the expanded program. Yet, supply chain volatility risks quarterly momentum.
8-K
Nutanix reports strong FY25 growth
Nutanix capped fiscal 2025 with 18% revenue growth to $2.54 billion, ARR up 17% to $2.22 billion, and free cash flow surging to $750 million, while flipping to GAAP profitability at $172 million operating income. The board boosted its share repurchase program by $350 million, signaling confidence amid strong customer wins and AI innovations. Yet repurchases hinge on market swings. Outlook targets 14% revenue rise in fiscal 2026.
8-K
Nutanix board adds finance veteran
Nutanix refreshed its board with Eric K. Brandt's addition on May 15, 2025, bringing 30 years of finance and leadership expertise from roles at Broadcom and Allergan, while David Humphrey resigned the same day, succeeded by Bain Capital partner Max de Groen. This shift bolsters governance amid the company's push for sustainable growth in hybrid multicloud. No disagreements prompted the changes. Forward-looking statements highlight risks from market uncertainties.
10-Q
Q3 FY2025 results
Nutanix posted solid Q3 FY2025 results, with total revenue climbing 22% year-over-year to $639M, driven by 35% growth in product revenue to $345M from stronger software adoption and renewals, while support revenue edged up 9% to $294M. Gross margin expanded to 87.0% from 84.8%, reflecting better cost efficiencies, and operating income flipped to $49M positive versus a $12M loss last year, yielding diluted EPS of $0.22 on 296.8M shares. Cash swelled to $873M with $602M YTD operating cash flow, free cash flow hit $542M after $60M capex, and the firm issued $863M in 2029 Notes while securing a $500M revolver with full availability. Subscription billings surged 18% YTD to $2.0B, underscoring steady demand. Yet competition in hybrid cloud intensifies, pressuring margins.
8-K
Nutanix Q3 revenue surges 22%
Nutanix beat Q3 fiscal 2025 guidance with revenue of $639 million, up 22% year-over-year, fueled by 18% ARR growth to $2.14 billion and a shift to longer 3.1-year contracts. The company swung to GAAP profitability at $48.6 million operating income while generating $203 million in free cash flow. Innovations like NCI for external storage and AI integrations with NVIDIA bolster its hybrid cloud edge. Yet macroeconomic uncertainty could temper demand.
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