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Publication Date: 2025-09-26 07:00:00
It has been about a month since the last earnings report for Nutanix (NTNX). Shares have added about 15.7% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Nutanix due for a pullback? Before we dive into how investors and analysts have reacted as of late, let’s take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Nutanix reported fourth-quarter fiscal 2025 non-GAAP earnings of 37 cents per share, which surpassed the Zacks Consensus Estimate by 15.63% and increased 60.8% year over year.
Nutanix’s revenues climbed 19% year over year to $653.3 million from $548.0 million, beating the Zacks Consensus Estimate by 1.63%.
NTNX noted that the average contract term length in the fiscal fourth quarter was 3.2 years, up from 3.1 years reported in the third quarter of fiscal 2025.
Product revenues (52% of total revenues) increased 28% year over year to $339.8 million.
Support, entitlements & other services revenues (48% of total revenues) rose 11% to $313.5 million.
Subscription revenues (94.3% of total revenues) climbed 19% from the year-ago quarter’s figure to $616 million. Professional services revenues (4.4% of total revenues) improved 8% to $28.9 million. Other non-subscription product revenues (1.3% of total revenues) increased 238% to $8.4 million.
Billings were up 8% year over year to $726.9 million. Annual recurring…
