Nutanix (NASDAQ:NTNX) Exceeds Q4 CY2025 Expectations, Stock Jumps 14%

Nutanix (NASDAQ:NTNX) Exceeds Q4 CY2025 Expectations, Stock Jumps 14%

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Publication Date: 2026-02-25 22:45:00

Hybrid multicloud computing company Nutanix (NASDAQ: NTNX) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $722.8 million. On the other hand, next quarter’s revenue guidance of $685 million was less impressive, coming in 2% below analysts’ estimates. Its non-GAAP profit of $0.56 per share was 28.1% above analysts’ consensus estimates.

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Nutanix (NTNX) Q4 CY2025 Highlights:

  • Revenue: $722.8 million vs analyst estimates of $709.9 million (10.4% year-on-year growth, 1.8% beat)
  • Adjusted EPS: $0.56 vs analyst estimates of $0.44 (28.1% beat)
  • The company dropped its revenue guidance for the full year to $2.82 billion at the midpoint from $2.84 billion, a 0.7% decrease
  • Operating Margin: 11.6%, up from 10% in the same quarter last year
  • Free Cash Flow Margin: 0%, down from 26% in the previous quarter
  • Annual Recurring Revenue: $2.03 billion vs analyst estimates of $2.34 billion (flat year on year, miss)
  • Market Capitalization: $10.24 billion

Company Overview

Originally pioneering hyperconverged infrastructure to break down traditional data center silos, Nutanix (NASDAQ: NTNX) provides a unified software platform that enables organizations to run applications and manage data across private, public, and hybrid cloud environments.

Revenue Growth

Reviewing a company’s long-term sales performance reveals insights into its quality. Any business…