Cloud computing company Nutanix beats Q4 revenue expectations

Nutanix

27/08/2025 21:10

Overview

Nutanix reports Q4 revenue of $653.3 mln, beating analysts' expectations, per LSEG data

Adjusted operating income for Q4 exceeds estimates

Co increases share repurchase authorization by $350 mln

Outlook

Nutanix sees Q1 fiscal 2026 revenue between $670 mln and $680 mln

Company expects Q1 non-GAAP operating margin of 19.5% to 20.5%

Nutanix forecasts fiscal 2026 revenue between $2.90 bln and $2.94 bln

Company anticipates fiscal 2026 free cash flow of $790 mln to $830 mln

Result Drivers

CUSTOMER GROWTH - Added over 2,700 new customers in fiscal 2025, contributing to revenue growth, per CEO Rajiv Ramaswami

INNOVATION - Continued innovation in cloud platform, including modern applications and AI, supported revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$653.30 mln
$641.50 mln (11 Analysts)
Q4 Gross Margin
87.2%
Q4 Adjusted Operating Income
Beat
$119.50 mln
$102.10 mln (12 Analysts)
Q4 Adjusted Gross Margin
88.3%
Q4 Adjusted Operating Margin
18.3%
Q4 Annual Recurring Revenue
$2.22 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Nutanix Inc is $94.00, about 27.6% above its August 26 closing price of $68.10

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 38 three months ago

Press Release: ID:nGNXkCHx2

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)