earnings
confidence high
sentiment positive
materiality 0.75
Nutanix Q2 FY2025: ARR $2.06B (+19% YoY), Revenue $654.7M (+16% YoY), beat guidance
Nutanix, Inc.
2025-Q2 EPS
reported $0.30
vs consensus $0.39
▼ miss
(-22.6%)
- ARR grew 19% YoY to $2.06B; average contract duration 3.0 years (vs 2.8 years YoY).
- Revenue $654.7M, up 16% YoY; GAAP gross margin 87.0% (up 140 bps); non-GAAP gross margin 88.3%.
- GAAP operating income $65.4M vs $37.0M YoY; non-GAAP operating income $161.3M vs $123.9M YoY.
- Free cash flow $187.1M vs $162.6M YoY; net cash from operations $221.7M.
- Strengthened balance sheet via convertible note issuance and new revolving credit facility.