Jul 31, 2021

Nutanix Q4 2021 Earnings Report

Nutanix reported strong Q4 2021 with record ACV billings and revenue, driving outperformance across all guided metrics.

Key Takeaways

Nutanix reported a strong fourth quarter and fiscal year, with record ACV billings and revenue. The company's consistent execution and solid progress across financial and strategic objectives led to outperformance across all guided metrics.

ACV billings reached $176.3 million, a 26% year-over-year increase.

Revenue was $390.7 million, up 19% year-over-year.

Annual Recurring Revenue (ARR) grew to $878.7 million, an 83% increase year-over-year.

The company formed a strategic partnership with Red Hat to deliver open hybrid multicloud solutions.

Total Revenue
$391M
Previous year: $328M
+19.2%
EPS
-$0.26
Previous year: -$0.39
-33.3%
Customers
878.73M
Previous year: 1.22B
-28.0%
Gross Profit
$312M
Previous year: $261M
+19.7%
Cash and Equivalents
$286M
Previous year: $319M
-10.4%
Free Cash Flow
-$42.2M
Previous year: -$13.8M
+205.9%
Total Assets
$2.28B
Previous year: $1.77B
+28.8%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix provided guidance for the first quarter of fiscal year 2022, including ACV Billings between $172 million and $177 million, a non-GAAP gross margin of approximately 81.5%, non-GAAP operating expenses between $365 million and $370 million, and weighted average shares outstanding of approximately 216 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income