NASDAQ$NTNX

Nutanix Inc A · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Nutanix reported solid Q3 results with strong ARR growth and year-to-date free cash flow, outperforming across all guided metrics.

Nutanix announced its Q3 Fiscal Year 2024 financial results, showcasing a 24% year-over-year growth in ARR and strong free cash flow generation. The company's performance exceeded expectations across all guided metrics for the third quarter.

  • ARR grew 24% year-over-year, reaching $1.82 billion.
  • Revenue increased by 17% year-over-year, totaling $524.6 million.
  • Free cash flow for the quarter was $78.3 million.
  • Nutanix expanded partnerships with NVIDIA and Dell Technologies to enhance hybrid multicloud solutions.

Headline financials

Total Revenue

$525M

Previous: $449M+16.9%
EPS

-$0.06

Previous: $0.04-250.0%
Annual Recurring Revenue

$1.82B

Previous: $1.47B+24.1%
Capital Expenditures

-$54.8M

Previous: -$52.6M-4.2%
Free Cash Flow

$373M

Previous: $161M+131.2%
Net Income

-$15.6M

Previous: -$71M+78.0%
Operating Income

-$11.6M

Previous: -$58.6M+80.2%
Gross Profit

$445M

Previous: $366M+21.5%
Cash & Equivalents

$598M

Previous: $440M+35.9%
Total Assets

$2.77B

Previous: $2.4B+15.8%
R&D Expense

$159M

No prior period
Stock-Based Comp

$82.3M

Previous: $72.9M+12.9%

Revenue & EPS history

Nutanix · Revenue · Quarterly

$525M

Q3 2024+16.9%vs Q3 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

Nutanix · $502M total across 2 segments · Q1 2024

  • Subscription Revenue
    $479M+19.0%
  • Professional Services & Other
    $22.8M+2.5%

Forward guidance

Nutanix anticipates ACV billings between $295 and $305 million and revenue between $530 and $540 million for the fourth quarter of fiscal year 2024. They also expect a non-GAAP gross margin of 85% to 86% and a non-GAAP operating margin of 9% to 10%.

Tailwinds

  • ACV Billings: $295 - $305 million
  • Revenue: $530 - $540 million
  • Non-GAAP Gross Margin: 85% to 86%
  • Non-GAAP Operating Margin: 9% to 10%
  • Weighted Average Shares Outstanding (Diluted): Approximately 302 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-1.9%

Avg return

30 days after

53%

20 / 38 earnings

Positive

+29.5%

Q4 2020

Best reaction

-33.7%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026+4.0%+5.9%-2.2%
Q1 2026-17.8%-19.7%-10.1%
Q4 2025-5.1%-3.6%+10.8%
Q3 2025-3.9%-1.5%-4.5%
Q2 2025+10.4%+11.1%+2.4%
Q1 2025-8.4%-10.3%-12.5%
Q4 2024+18.3%+18.8%+12.0%
Q3 2024-21.5%-26.1%-20.8%
Q2 2024+8.5%+12.4%+6.0%
Q1 2024+6.4%+9.8%+17.7%
Q4 2023+13.3%+13.1%+13.2%
Q3 2023+16.2%+15.3%+7.1%
Q2 2023-7.4%-13.8%-11.6%
Q1 2023+12.5%+11.3%-4.0%
Q4 2022+23.3%+20.0%+15.0%
Q3 2022-21.2%-19.4%-26.1%
Q2 2022-2.1%-13.3%+3.9%
Q1 2022+6.4%+4.5%-1.9%
Q4 2021+9.5%+17.1%+5.8%
Q3 2021+3.0%+1.7%+29.0%
Q2 2021-6.8%-3.9%-15.7%
Q1 2021-0.9%-1.4%+16.6%
Q4 2020+29.5%+30.1%+0.6%
Q3 2020-6.5%-1.6%-7.2%
Q2 2020-32.9%-30.6%-51.2%
Q1 2020+14.2%+27.5%+10.1%
Q4 2019+25.6%+26.7%+37.1%
Q3 2019-16.7%-16.8%-23.0%
Q2 2019-33.7%-33.4%-25.7%
Q1 2019+3.3%+7.2%-4.3%
Q4 2018-7.9%-7.8%-30.1%
Q3 2018-6.7%-7.7%-3.4%
Q2 2018+6.6%+21.1%+34.7%
Q1 2018+10.9%+4.9%+8.5%
Q4 2017+0.5%-2.7%+2.2%
Q3 2017+12.3%+4.0%+10.7%
Q2 2017-25.2%-30.4%-38.9%
Q1 2017-4.0%-16.7%-21.5%
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2014
Q1 2014
Q4 2014
Q3 2014

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