earnings
confidence high
sentiment neutral
materiality 0.70
Nutanix Q1 FY2026: ARR $2.28B (+18% YoY); revenue $670.6M (+13%); raises FCF guidance
Nutanix, Inc.
2025-Q1 EPS reported
$0.21
revenue$670,576,000
- ARR $2.28B (+18% YoY); revenue $670.6M (+13% YoY); operating cash flow $196.8M.
- GAAP operating margin 7.4% (up 280 bps); Non-GAAP operating margin 19.7% (down 30 bps).
- Free cash flow $174.5M (+15% YoY); full-year FCF guidance raised.
- CFO cited late-quarter revenue shift into future periods; Q2 and full-year revenue guidance updated accordingly.
- Partnerships expanded with Dell (PowerStore) and Microsoft (Azure Virtual Desktop).