The earnings call for Nutanix's Q1 2025 highlighted strong performance in revenue and ARR, strategic expansions, and new partnerships, particularly with AWS. However, challenges were noted in the federal sector and elongated sales cycles, impacting retention rates. Despite some headwinds, the overall outlook remains positive, driven by continued innovation and market opportunities.

Company Guidance

During the Nutanix Q1 2025 earnings call, management provided optimistic guidance, reflecting the company's robust performance and strategic initiatives. Nutanix reported a revenue of $591 million, surpassing their guidance range of $565 million to $575 million, with a 16% year-over-year growth. The Annual Recurring Revenue (ARR) increased by 18% to $1.966 billion, and the Net Dollar-Based Retention Rate (NRR) stood at 110%. The company's free cash flow was $152 million, representing a 26% margin. For Q2 2025, Nutanix anticipates revenue of $635 million to $645 million and a non-GAAP operating margin of 20% to 21%. For the full fiscal year 2025, the company projects revenue between $2.435 billion and $2.465 billion, with an updated non-GAAP operating margin of 16% to 17%, and free cash flow in the range of $560 million to $610 million, reflecting a cautious yet strategic approach to maintaining growth amidst ongoing market uncertainties.

Exceeding Revenue and ARR Expectations

Nutanix reported Q1 2025 revenue of $591 million, which was above the guided range of $565 million to $575 million, representing a year-over-year growth rate of 16%. ARR grew by 18% year-over-year to $1.966 billion.

Strong New Logo Acquisitions

Nutanix saw strong year-over-year growth in new logos, driven by increased engagement and leverage from OEM and channel partners.

Strategic Wins and Partnerships

Nutanix secured significant expansions with a global IT consulting firm in APAC and a Fortune 100 North American food services provider. An expanded strategic partnership with AWS was also signed to simplify cloud migrations.

GPT-in-a-Box 2.0 Launch

Nutanix announced the general availability of GPT-in-a-Box 2.0, which supports the deployment of generative AI applications and enhances its Nutanix Enterprise AI capabilities.

Recognition in 2024 Gartner Magic Quadrant

Nutanix was named a leader in the 2024 Gartner Magic Quadrant for distributed hybrid infrastructure.

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Nutanix (NTNX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NTNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 30, 2018	2018 (Q4)	- / -0.11	-0.33	66.67% (+0.22)	―	―
Nov 27, 2018	2019 (Q1)	- / -0.13	-0.16	18.75% (+0.03)	―	―
Feb 28, 2019	2019 (Q2)	- / -0.23	-0.14	-64.29% (-0.09)	―	―
May 30, 2019	2019 (Q3)	- / -0.56	-0.21	-166.67% (-0.35)	―	―
Aug 28, 2019	2019 (Q4)	- / -0.57	-0.11	-418.18% (-0.46)	―	―
Nov 25, 2019	2020 (Q1)	- / -0.71	-0.13	-446.15% (-0.58)	―	―
Feb 26, 2020	2020 (Q2)	- / -0.60	-0.23	-160.87% (-0.37)	―	―
May 27, 2020	2020 (Q3)	- / -0.69	-0.56	-23.21% (-0.13)	―	―
Aug 27, 2020	2020 (Q4)	- / -0.39	-0.57	31.58% (+0.18)	―	―
Nov 23, 2020	2021 (Q1)	- / -0.44	-0.71	38.03% (+0.27)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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NTNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 26, 2024	$72.35	$66.70	-7.81%
Aug 28, 2024	$52.29	$62.91	+20.31%
May 29, 2024	$73.29	$56.36	-23.10%
Feb 28, 2024	$59.04	$63.16	+6.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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