Jul 31, 2024

Nutanix Q4 2024 Earnings Report

Nutanix reported strong Q4 2024 financial results, demonstrating outperformance across all guided metrics.

Key Takeaways

Nutanix reported a solid finish to fiscal year 2024 with strong top-line growth and sharp year-over-year improvement in profitability. The company saw 22% year-over-year ARR growth and strong free cash flow generation.

Q4 revenue was $548.0 million, up 11% year-over-year.

ARR reached $1.91 billion, a 22% increase year-over-year.

Free cash flow was $224.3 million for the quarter.

The company signed new or enhanced agreements with Cisco, NVIDIA, and Dell.

Total Revenue
$548M
Previous year: $494M
+10.9%
EPS
$0.27
Previous year: $0.24
+12.5%
Customers
1.91B
Previous year: 1.56B
+22.2%
Gross Profit
$467M
Previous year: $414M
+12.9%
Cash and Equivalents
$655M
Previous year: $513M
+27.8%
Free Cash Flow
$224M
Previous year: $45.5M
+392.9%
Total Assets
$2.14B
Previous year: $2.53B
-15.2%

Nutanix

Nutanix

Nutanix Revenue by Segment

Forward Guidance

Nutanix anticipates revenue between $565 and $575 million and a non-GAAP operating margin of 14.5% to 15.5% for the first quarter of fiscal year 2025. For fiscal year 2025, Nutanix anticipates revenue between $2.435 and $2.465 billion, a non-GAAP operating margin of 15.5% to 17.0%, and free cash flow between $540 and $600 million.

Positive Outlook

  • Revenue between $565 - $575 million for Q1 2025
  • Non-GAAP Operating Margin 14.5% to 15.5% for Q1 2025
  • Revenue between $2.435 - $2.465 billion for FY 2025
  • Non-GAAP Operating Margin 15.5% to 17.0% for FY 2025
  • Free Cash Flow $540 - $600 million for FY 2025

Revenue & Expenses

Visualization of income flow from segment revenue to net income