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Jan 31
Nutanix Q2 2025 Earnings Report
Nutanix delivered strong Q2 2025 performance with 19% ARR growth and robust free cash flow generation.
Key Takeaways
Nutanix reported Q2 2025 revenue of $654.7 million, a 16% year-over-year increase. The company achieved a net income of $56.4 million and a non-GAAP EPS of $0.56. ARR grew 19% year-over-year to $2.06 billion, while free cash flow improved to $187.1 million. The company's continued momentum reflects strong demand for its hybrid multicloud solutions and strategic partnerships.
Q2 2025 revenue increased 16% year-over-year to $654.7 million.
Net income rose to $56.4 million, up from $32.8 million in Q2 2024.
ARR grew 19% year-over-year to $2.06 billion.
Free cash flow improved to $187.1 million, supporting financial flexibility.
Nutanix
Nutanix
Nutanix Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
Nutanix expects continued growth in Q3 2025, with projected revenue between $620 million and $630 million and a non-GAAP operating margin of 17%-18%.
Positive Outlook
- Q3 2025 revenue guidance of $620 million to $630 million.
- Non-GAAP operating margin projected between 17% and 18%.
- Full-year FY25 revenue expected between $2.495 billion and $2.515 billion.
- Free cash flow for FY25 forecasted at $650 million to $700 million.
- Ongoing investment in AI-driven cloud solutions to expand market leadership.
Challenges Ahead
- Higher operating expenses expected as investments in R&D and sales continue.
- Increased competition in the hybrid multicloud market could pressure margins.
- Potential economic headwinds could impact enterprise IT spending.
- Continued reliance on strategic partnerships for revenue growth.
- Macroeconomic volatility may affect future bookings and contract renewals.
Revenue & Expenses
Visualization of income flow from segment revenue to net income