Nutanix Inc (NTNX) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions

Nutanix Inc (NTNX) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions

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Publication Date: 2025-08-28 07:00:00

This article first appeared on GuruFocus.

  • Quarterly Revenue: $653 million, up 19% year over year.

  • Annual Revenue: $2.54 billion, up 18% year over year.

  • Annual Recurring Revenue (ARR): $2.22 billion, up 17% year over year.

  • Free Cash Flow: $750 million for the fiscal year, up 26% year over year, with a margin of 30%.

  • Non-GAAP Gross Margin: 88.3% for Q4.

  • Non-GAAP Operating Margin: 18% for Q4.

  • Non-GAAP Net Income: $109 million for Q4, with EPS of $0.37 per share.

  • GAAP Net Income: $39 million for Q4, with EPS of $0.13 per share.

  • Cash and Short-term Investments: $1.993 billion at the end of Q4.

  • Share Repurchase: $50 million worth of common stock repurchased in Q4.

  • New Customers: Over 2,700 new customers added in fiscal year 2025.

  • Guidance for Q1 2026 Revenue: $670 million to $680 million.

  • Guidance for Fiscal Year 2026 Revenue: $2.9 billion to $2.94 billion.

  • Guidance for Fiscal Year 2026 Free Cash Flow: $790 million to $830 million.

Release Date: August 27, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

  • Nutanix Inc (NASDAQ:NTNX) exceeded all guided metrics for the fourth quarter, with revenue reaching $653 million, a 19% year-over-year increase.

  • The company reported strong free cash flow generation, with a full-year free cash flow of $750 million, representing a 26% increase year over year.

  • Nutanix Inc (NASDAQ:NTNX) added over 2,700 new customers in fiscal year 2025, marking the…