Oct 31, 2023

Nutanix Q1 2024 Earnings Report

Nutanix reported a solid first quarter financial performance with 24% YoY ACV billings growth and strong free cash flow, outperforming across all guided metrics.

Key Takeaways

Nutanix delivered a strong first quarter, demonstrating the value of its Cloud Platform and subscription model. The company saw 24% year-over-year ACV billings growth and strong free cash flow generation.

Delivered solid financial performance against an uncertain macro backdrop.

Achieved 24% year-over-year ACV billings growth.

Generated strong free cash flow.

Nutanix Hybrid Multicloud Platform Recognized as a Leader

Total Revenue
$511M
Previous year: $434M
+17.9%
EPS
$0.29
Previous year: $0.03
+866.7%
Customers
1.66B
Previous year: 1.28B
+29.9%
Gross Profit
$429M
Previous year: $351M
+22.2%
Cash and Equivalents
$612M
Previous year: $481M
+27.4%
Free Cash Flow
$132M
Previous year: $45.8M
+189.1%
Total Assets
$2.57B
Previous year: $2.36B
+9.0%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix anticipates continued growth and profitability in the coming periods.

Positive Outlook

  • ACV Billings $295 - $305 million
  • Revenue $545 - $555 million
  • Non-GAAP Gross Margin 85-86%
  • Non-GAAP Operating Margin 14% to 16%
  • Free Cash Flow $340 - $360 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income