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Apr 30, 2025
Nutanix Q3 2025 Earnings Report
Nutanix reported strong performance, exceeding expectations in Q3 2025.
Key Takeaways
Nutanix delivered a robust quarter with significant revenue growth and a strong shift to profitability, supported by high ARR and strong free cash flow.
Revenue grew 22% year-over-year to $639 million.
Net income reached $63.36 million compared to a loss of $15.6 million last year.
ARR increased 18% year-over-year to $2.14 billion.
Free cash flow more than doubled to $203.4 million.
Revenue by Segment
Forward Guidance
Nutanix expects Q4 revenue between $635M and $645M with a continued focus on profitability.
Positive Outlook
- Revenue forecasted up to $645 million for Q4.
- Non-GAAP operating margin guidance up to 16.5%.
- Full year revenue forecast of up to $2.53 billion.
- Strong free cash flow forecast up to $730 million for FY25.
- Continued momentum from AI and hybrid multicloud solutions.
Challenges Ahead
- Macroeconomic uncertainty could impact demand.
- Customer delays in large deal signings may affect timing of revenue.
- Ongoing competitive pressure in hybrid cloud market.
- Execution risk tied to new solution rollouts.
- Slight deceleration in deferred revenue growth.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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