Oct 31, 2022

Nutanix Q1 2023 Earnings Report

Reported 27% YoY ACV billings growth and achieved positive non-GAAP operating income, delivering outperformance across all guided metrics.

Key Takeaways

Nutanix delivered a solid first quarter financial performance, reflecting the value customers see in the Nutanix Cloud Platform and the strength of its subscription-based business model. The company also made progress towards realizing its hybrid multicloud vision with the general availability of Nutanix Cloud Clusters (NC2) on Microsoft Azure.

Delivered solid first quarter financial performance against an uncertain macro backdrop.

Made important progress towards realizing hybrid multicloud vision with the general availability of Nutanix Cloud Clusters (NC2) on Microsoft Azure.

Continued progress on subscription-based business model with 27% year-over-year ACV billings growth.

Achieved positive quarterly non-GAAP operating income for the first time.

Total Revenue
$434M
Previous year: $379M
+14.6%
EPS
$0.03
Previous year: -$0.22
-113.6%
Customers
1.28B
Previous year: 952.64M
+34.4%
Gross Profit
$351M
Previous year: $297M
+18.2%
Cash and Equivalents
$481M
Previous year: $351M
+36.9%
Free Cash Flow
$45.8M
Previous year: -$1.91M
-2504.8%
Total Assets
$2.36B
Previous year: $2.25B
+4.6%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix provided the following outlook for the second quarter of fiscal year 2023: ACV Billings of $245 to $250 million, Revenue of $460 to $470 million, Non-GAAP Gross Margin of 82% to 83%, and Non-GAAP Operating Margin of 5% to 10%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income