Jan 31, 2020

Nutanix Q2 2020 Earnings Report

Nutanix's financial results for Q2 2020 were announced, revealing record TCV billings and revenue amidst a faster-than-expected subscription transition.

Key Takeaways

Nutanix reported Q2 fiscal year 2020 financial results with revenue of $346.8 million, up from $335.4 million in the second quarter of fiscal 2019. The company saw a GAAP net loss of $217.6 million, compared to a GAAP net loss of $122.8 million in the second quarter of fiscal 2019.

Revenue was $346.8 million, an increase from $335.4 million in Q2 2019.

Software and Support (TCV) Revenue was $338.2 million, up 14% year-over-year.

GAAP net loss was $217.6 million, compared to a GAAP net loss of $122.8 million in Q2 2019.

New product attach rate grew to 31%, up from 21% in Q2 2019, with TCV billings from new products increasing by 99% year-over-year.

Total Revenue
$347M
Previous year: $335M
+3.4%
EPS
-$0.6
Previous year: -$0.23
+160.9%
Annual Recurring Revenue
$15.9K
Cash and Equivalents
$212M
Free Cash Flow
-$73.7M

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix’s TCV guidance for both the third quarter of fiscal 2020 and the full year of fiscal 2020 is impacted by the much faster than expected transition to subscription coupled with a more cautious view on business activities in the greater APJ region due to the anticipated impact of the coronavirus.