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Jul 31, 2025
Nutanix Q4 2025 Earnings Report
Nutanix reported strong Q4 2025 results with solid revenue growth and positive net income.
Key Takeaways
The company posted a profitable quarter, driven by robust subscription revenue and improved margins. Operating income turned positive, and ARR saw continued growth.
Revenue by Segment
Forward Guidance
Nutanix projects continued revenue and margin growth for fiscal 2026, underpinned by strong demand and operational leverage.
Positive Outlook
- Q1 revenue guided to $670M–$680M
- Q1 non-GAAP operating margin expected at 19.5% to 20.5%
- FY26 revenue expected between $2.90B–$2.94B
- FY26 non-GAAP operating margin guided at 21% to 22%
- FY26 free cash flow expected between $790M–$830M
Challenges Ahead
- Free cash flow declined YoY in Q4
- Net cash from operations lower than Q4 last year
- Guidance reflects flat sequential revenue growth
- Share dilution remains a factor in non-GAAP EPS
- Higher operating expenses anticipated with growth investments
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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