Jul 31, 2023

Nutanix Q4 2023 Earnings Report

Nutanix's Q4 2023 financial results were reported, demonstrating strong growth in ACV billings and free cash flow.

Key Takeaways

Nutanix reported a strong Q4 and fiscal year 2023, with significant year-over-year growth in ACV billings and improvements in profitability and free cash flow. The board also authorized a $350 million stock repurchase program.

ACV Billings increased by 44% year-over-year to $278.7 million.

Annual Recurring Revenue (ARR) grew by 30% year-over-year to $1.56 billion.

Revenue increased by 28% year-over-year to $494.2 million.

Free cash flow was $45.5 million, compared to $23.2 million in the same quarter last year.

Total Revenue
$494M
Previous year: $386M
+28.2%
EPS
$0.24
Previous year: -$0.17
-241.2%
Customers
1.56B
Previous year: 1.2B
+30.2%
Gross Profit
$414M
Previous year: $306M
+35.4%
Cash and Equivalents
$513M
Previous year: $403M
+27.3%
Free Cash Flow
$45.5M
Previous year: $23.2M
+95.9%
Total Assets
$2.53B
Previous year: $2.37B
+6.8%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix provided its outlook for Q1 2024.

Positive Outlook

  • ACV Billings: $260 - $270 million
  • Revenue: $495 - $505 million
  • Non-GAAP Gross Margin: ~84%
  • Non-GAAP Operating Margin: 9% to 11%

Revenue & Expenses

Visualization of income flow from segment revenue to net income