Oct 31, 2020

Nutanix Q1 2021 Earnings Report

Delivered a strong start to the fiscal year with ACV Billings up 10% YoY and grew Run-rate ACV to $1.3 Billion, up 29% YoY.

Key Takeaways

Nutanix reported strong financial results for the first quarter of fiscal year 2021, marked by increased adoption of new products and continued growth in core hyperconverged infrastructure software. Key financial metrics, including ACV billings and run-rate ACV, outperformed expectations due to the company's ACV-first strategy and solid go-to-market execution.

ACV billings grew by 10% year-over-year.

Run-rate ACV increased by 29% year-over-year.

Reached record-high new ACV from new products, up 87% year-over-year.

Entered into a partnership with Microsoft Azure to deliver a hybrid cloud solution.

Total Revenue
$313M
Previous year: $315M
-0.6%
EPS
-$0.44
Previous year: -$0.71
-38.0%
Customers
1.29B
Previous year: 1B
+28.8%
Gross Profit
$245M
Cash and Equivalents
$504M
Free Cash Flow
-$16.3M
Total Assets
$2.32B

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix provided the following outlook for the second quarter of fiscal year 2021:

Positive Outlook

  • ACV Billings: $145-$148 million
  • Non-GAAP Gross Margin: Approximately 81.5%
  • Non-GAAP Operating Expenses: $360-$370 million
  • Weighted Shares Outstanding: Approximately 202 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income