Apr 30, 2024

Nutanix Q3 2024 Earnings Report

Nutanix reported solid Q3 results with strong ARR growth and year-to-date free cash flow, outperforming across all guided metrics.

Key Takeaways

Nutanix announced its Q3 Fiscal Year 2024 financial results, showcasing a 24% year-over-year growth in ARR and strong free cash flow generation. The company's performance exceeded expectations across all guided metrics for the third quarter.

ARR grew 24% year-over-year, reaching $1.82 billion.

Revenue increased by 17% year-over-year, totaling $524.6 million.

Free cash flow for the quarter was $78.3 million.

Nutanix expanded partnerships with NVIDIA and Dell Technologies to enhance hybrid multicloud solutions.

Total Revenue
$525M
Previous year: $449M
+16.9%
EPS
$0.28
Previous year: $0.04
+600.0%
Customers
1.82B
Previous year: 1.47B
+24.1%
Gross Profit
$445M
Previous year: $365M
+21.8%
Cash and Equivalents
$598M
Previous year: $440M
+35.9%
Free Cash Flow
$78.3M
Previous year: $42.5M
+84.5%
Total Assets
$2.77B
Previous year: $2.4B
+15.8%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix anticipates ACV billings between $295 and $305 million and revenue between $530 and $540 million for the fourth quarter of fiscal year 2024. They also expect a non-GAAP gross margin of 85% to 86% and a non-GAAP operating margin of 9% to 10%.

Positive Outlook

  • ACV Billings: $295 - $305 million
  • Revenue: $530 - $540 million
  • Non-GAAP Gross Margin: 85% to 86%
  • Non-GAAP Operating Margin: 9% to 10%
  • Weighted Average Shares Outstanding (Diluted): Approximately 302 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income