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Earnings transcript
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NTNX
Nutanix, Inc.
$70.45
5.06
(7.74%)
| Exchange: | NASDAQ |
| Market Cap: | 19.044B |
| Shares Outstanding: | 120.29M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Infrastructure | |||||
| CEO: | Rajiv Ramaswami | |||||
| Full Time Employees: | 7800 | |||||
| Address: |
| |||||
| Website: | https://www.nutanix.com |
Operating across North America, Europe, the Asia Pacific region, the Middle East, Latin America, and Africa, Nutanix, Inc. delivers an enterprise cloud platform. Its foundational Acropolis platform integrates virtualization, enterprise-grade storage, and comprehensive networking visualization and security capabilities. This includes the Acropolis Hypervisor, a robust virtualization solution. For cloud-native deployments, Nutanix Karbon automates the provisioning, operation, and lifecycle management of Kubernetes clusters, complemented by the Nutanix Clusters solution. Management tools include Prism Pro, Nutanix Beam for cloud governance, and Nutanix Calm, an application marketplace offering automation to streamline application lifecycle management and enable potent hybrid cloud orchestration. Their data services encompass Nutanix Files for enterprise-level NFS and SMB file services, Nutanix Objects providing S3-compatible object storage, and Nutanix Era for database automation and Database-as-a-Service (DBaaS). Furthermore, Nutanix Frame operates as a Desktop-as-a-Service (DaaS) offering, enabling the delivery of virtual applications and desktops to end-users from various public cloud environments or private data centers. Beyond its platform, the company provides comprehensive product support, consulting, and implementation services. Its extensive client base spans diverse sectors such as automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, telecommunications, and service providers. Established in 2009, Nutanix maintains its corporate headquarters in San Jose, California.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 2,148,816 | 2,537,927 | 2,853,545 |
| Gross Profit | 1,824,704 | 2,203,145 | 2,476,796 |
| EBITDA | 141,261 | 292,727 | 273,970 |
| Operating Income | 7,563 | 172,541 | 273,970 |
| Net Income | -124,775 | 188,366 | 1,506,837 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,526,915 | 2,143,918 | 3,283,194 |
| Total Liabilities | 3,234,334 | 2,872,066 | 3,977,714 |
| Total Stockholders Equity | -707,419 | -728,148 | -694,520 |
| Total Debt | 1,329,912 | 695,215 | 1,482,806 |
| Cash and Cash Equivalents | 512,929 | 655,270 | 769,502 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 672,931 | 821,456 | 916,688 |
| Capital Expenditure | -75,252 | -71,283 | -76,013 |
| Free Cash Flow | 597,679 | 750,173 | 840,675 |
| Net Income | -124,775 | 188,366 | 1,506,837 |
| Net Change in Cash | 139,499 | 113,855 | 7,805 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 3,284,493.297 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 3,782,100.588 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 3,607,492.634 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | -659,962.933 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | -573,132.252 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | -629,494.474 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 671,959.071 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 895,944.448 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 758,892.940 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 2,147,133.804 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 2,472,428.861 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 2,358,284.424 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.580 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 3.050 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.280 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 14 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 5 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Revenue Performance: Nutanix reported a record quarterly revenue of $655 million in Q2 2025, surpassing expectations as highlighted in the earnings call transcript. This demonstrates strong top-line growth and operational execution in the hybrid cloud and hyperconverged infrastructure market.
- Positive Financial Metrics: Key metrics such as gross profit margin (TTM) and operating cash flow (from cash flow statements) indicate robust profitability and cash generation, providing a solid financial foundation for future investments and debt management.
- Innovation and Market Positioning: The earnings call emphasized Nutanix's leadership in hybrid cloud solutions, with strategic investments in product development driving customer adoption and positioning the company favorably within the technology sector (as per sectorName and industryName data).
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates NTNX intrinsic value between $35.93 – $38.11 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about NTNX valuation
Is Nutanix, Inc. (NTNX) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Nutanix, Inc. (NTNX) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is NTNX a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether NTNX trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is NTNX’s P/E ratio?
You can see NTNX’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for NTNX?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is NTNX a good long-term investment?
Whether NTNX fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
NTNX
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Daily snapshot
7.74
Trading Metrics:
| Open: | 71.61 | Previous Close: | 65.39 | |
| Day Low: | 67.7 | Day High: | 74.42 | |
| Year Low: | 34.01 | Year High: | 82.42 | |
| Price Avg 50: | 57.18 | Price Avg 200: | 48.83 | |
| Volume: | 5.633M | Average Volume: | 3.497M |
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Login — it's freeNTNX full analysis
Welcome to MARKETSNAP’s SWOT analysis for Nutanix, a key player in the tech space that many of you might already have on your radar. If you’re looking to build wealth through smart, long-term investments, you’re in the right place. Today, we’re diving deep into Nutanix’s strengths, weaknesses, opportunities, and threats to help you figure out if this stock deserves a spot in your portfolio. Let’s break it down with the latest data, some fresh insights, and a clear picture of…
