By
Publication Date: 2025-11-26 05:00:00
This article first appeared on GuruFocus.
-
Quarterly Revenue: $671 million, within the guidance range of $670 million to $680 million, representing a year-over-year growth rate of 13%.
-
Annual Recurring Revenue (ARR): $2.28 billion, up 18% year-over-year.
-
Net Dollar-Based Retention Rate (NRR): 109%, flat quarter-over-quarter.
-
Non-GAAP Gross Margin: 88%.
-
Non-GAAP Operating Margin: 19.7%, towards the lower end of the guided range of 19.5% to 20.5%.
-
Non-GAAP Net Income: $121 million.
-
Non-GAAP EPS: $0.41 per share.
-
GAAP Net Income: $2 million.
-
GAAP EPS: $0.21 per share.
-
Free Cash Flow: $175 million, representing a free cash flow margin of 26%.
-
Cash, Cash Equivalents, and Short-term Investments: $2.062 billion, up from $1.993 billion at the end of Q4.
-
Share Repurchase: $50 million worth of common stock repurchased.
-
Q2 ’26 Revenue Guidance: $705 million to $715 million.
-
Q2 ’26 Non-GAAP Operating Margin Guidance: 20.5% to 21.5%.
-
Fiscal Year ’26 Revenue Guidance: $2.82 billion to $2.86 billion, representing a year-over-year growth rate of 12% at the midpoint.
-
Fiscal Year ’26 Non-GAAP Operating Margin Guidance: 21% to 22%.
-
Fiscal Year ’26 Free Cash Flow Guidance: $800 million to $840 million, representing a free cash flow margin of 28.9% at the midpoint.
Release Date: November 25, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
-
Nutanix Inc (NASDAQ:NTNX) reported quarterly revenue of…
