公司业绩 - Nutanix (NTNX) 发布了季度每股收益为 $0.42，超过了Zacks共识预期每股 $0.31，去年同期每股收益为 $0.29，季度报告显示收益超出预期 35.48% [1] - 公司过去四个季度均超过了共识每股收益（EPS）估计，最近一个季度营收为 $590.96 million，超过Zacks共识预期 3.37%，去年同期营收为 $511.05 million [2] 股价表现 - Nutanix 股价自年初以来上涨了约 52.7%，而标准普尔500指数上涨了 25.5% [4] 未来展望 - 公司未来的股价走势将主要取决于管理层在财报电话会议上的评论 [3] - 当前市场对Nutanix的共识EPS估计为 $0.44，预计营收为 $633.29 million，当前财年的共识EPS估计为 $1.43，预计营收为 $2.46 billion [8] 行业影响 - 计算机 - IT服务行业目前在Zacks行业排名中处于前 19%，研究表明，排名前 50% 的Zacks行业的表现优于排名后 50% 的行业 [9] - 同行业的Evolv Technologies Holdings, Inc. (EVLV) 预计季度亏损为 $0.11 per share，同比变化为 -37.5%，预计营收为 $25.63 million，同比增长 26.9% [10]

财务表现 - 公司第一季度财务表现超出预期，所有指标均达到或超过预期[2] - 第一季度ARR（年度经常性收入）同比增长18%，达到19.7亿美元[3] - 第一季度自由现金流表现强劲，达到1.182亿美元[3] - 公司预计第二季度收入在6.35亿至6.45亿美元之间，非GAAP营业利润率为20%至21%[7] - 公司预计2025财年收入在24.35亿至24.65亿美元之间，非GAAP营业利润率为16%至17%，自由现金流在5.6亿至6.1亿美元之间[7] - 总收入为5.11亿美元，同比增长15.6%[23] - 总成本为8195.9万美元，同比增长0.9%[23] - 毛利润为4.29亿美元，同比增长18.5%[23] - 运营费用总计4.35亿美元，同比增长1.1%[24] - 净亏损为1585.3万美元，去年同期为盈利[24] - 每股亏损0.07美元，去年同期为盈利[24] - 经营活动提供的净现金为1.45亿美元，同比增长11.2%[26] - 投资活动使用的净现金为4221.8万美元，同比增长42.7%[26] - 融资活动使用的净现金为436.7万美元，同比增长100%[26] - 期末现金及现金等价物为6.12亿美元，同比增长16.9%[26] - 公司2024年第三季度GAAP毛利润为508,286千美元，非GAAP毛利润为517,085千美元[39] - 公司2024年第三季度GAAP毛利率为86.0%，非GAAP毛利率为87.5%[39] - 公司2024年第三季度GAAP运营费用为481,036千美元，非GAAP运营费用为398,864千美元[39] - 公司2024年第三季度GAAP运营收入为27,250千美元，非GAAP运营收入为118,221千美元[39] - 公司2024年第三季度GAAP净收入为29,926千美元，非GAAP净收入为121,773千美元[39] - 公司2024年第三季度GAAP每股基本收益为0.11美元，非GAAP每股基本收益为0.46美元[39] - 公司2024年第三季度GAAP每股稀释收益为0.10美元，非GAAP每股稀释收益为0.42美元[39] - 公司2023年第三季度GAAP毛利润为429,095千美元，非GAAP毛利润为439,250千美元[40] - 公司2023年第三季度GAAP毛利率为84.0%，非GAAP毛利率为85.9%[40] - 公司2023年第三季度GAAP净收入为-15,853千美元，非GAAP净收入为85,040千美元[40] 毛利率 - 公司第一季度GAAP毛利率为86%，非GAAP毛利率为87.5%，分别增长200个基点和160个基点[3] - 公司2024年第三季度GAAP毛利率为86.0%，非GAAP毛利率为87.5%[39] - 公司2023年第三季度GAAP毛利率为84.0%，非GAAP毛利率为85.9%[40] 合同期限 - 公司第一季度平均合同期限为3.1年，同比增长0.2年[3] 合作与市场认可 - 公司扩展了与AWS的合作，提供AWS服务支持客户迁移至NC2[5] - 公司被Gartner评为2024年分布式混合基础设施领导者[5] 新产品发布 - 公司推出新的AI基础设施平台Nutanix Enterprise AI (NAI)，支持在边缘、核心数据中心和公共云服务上部署[6]

Delivers Outperformance Across All First Quarter Guided Metrics Reports 18% YoY ARR Growth and Strong Free Cash Flow SAN JOSE, Calif., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced financial results for its first quarter ended October 31, 2024. “During our first quarter we delivered outperformance across our guided metrics,” said Rajiv Ramaswami, President and CEO of Nutanix. “We also continued to bring innovations to the market supp ...

Have you been paying attention to shares of Nutanix (NTNX) ? Shares have been on the move with the stock up 13.5% over the past month. The stock hit a new 52-week high of $75.8 in the previous session. Nutanix has gained 52.7% since the start of the year compared to the 28.5% move for the Zacks Computer and Technology sector and the 16.8% return for the Zacks Computers - IT Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed ou ...

公司概述 - Nutanix (NASDAQ: NTNX) 提供广泛的软件和解决方案，帮助客户简单地运行和管理私有云、混合云和公共云 [1] 市场竞争 - Nutanix Cloud Infrastructure 预计将从 VMware（由 Broadcom 拥有）获得显著的市场份额 [1] 投资风格 - 投资风格为基本面、自下而上、长期和质量增长导向 [1] - 寻求专注于利基市场、具有强劲增长潜力、强大管理团队、稳健资本配置政策和合理估值的公司 [1] - 不追逐季度业绩，也不跟随羊群心态 [1] - 不将短期股票表现作为衡量公司质量的标准 [1] 投资目标 - 目标是实现15%的年回报率 [1] 投资组合构建 - 通常构建包含15-20只股票的投资组合，重点关注持仓的多样化、风险管理、宏观驱动的行业权重以及纪律性的交易和估值 [1]

In its upcoming report, Nutanix (NTNX) is predicted by Wall Street analysts to post quarterly earnings of $0.31 per share, reflecting an increase of 6.9% compared to the same period last year. Revenues are forecasted to be $571.72 million, representing a year-over-year increase of 11.9%.The consensus EPS estimate for the quarter has undergone a downward revision of 2.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Nutanix (NTNX) reports results for the quarter ended October 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 26. On ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Nutanix (NTNX) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Nutanix currently has an average brokerage ...

In the latest market close, Nutanix (NTNX) reached $71.11, with a -0.84% movement compared to the previous day. The stock's performance was behind the S&P 500's daily loss of 0.61%. Meanwhile, the Dow lost 0.47%, and the Nasdaq, a tech-heavy index, lost 0.64%.The the stock of enterprise cloud platform services provider has risen by 12.24% in the past month, leading the Computer and Technology sector's gain of 3.03% and the S&P 500's gain of 3.07%.Market participants will be closely following the financial r ...

Oppenheimer analyst Param Singh initiated coverage on Nutanix Inc NTNX with an Outperform rating and a price target of $80.Singh’s optimistic outlook hinges on several critical factors, including the rising demand for HyperConverged Infrastructure (HCI), market share opportunities from weakening VMware, and strong adoption of unstructured data solutions, particularly for AI-driven workloads.Singh accentuated that Nutanix benefits from the shift in enterprise data centers toward HCI solutions, which integrat ...