Nutanix (NTNX) reported $638.98 million in revenue for the quarter ended April 2025, representing a year-over-year increase of 21.8%. EPS of $0.42 for the same period compares to $0.28 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $626.12 million, representing a surprise of +2.06%. The company delivered an EPS surprise of +10.53%, with the consensus EPS estimate being $0.38.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Nutanix performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Billings: $647.05 million compared to the $676.02 million average estimate based on four analysts.
- Annual Recurring Revenue (ARR): $2.14 billion compared to the $2.17 billion average estimate based on four analysts.
- Disaggregation of billings - Professional services billings: $18.48 million versus the three-analyst average estimate of $32.78 million.
- Disaggregation of billings - Subscription billings: $627.25 million compared to the $616.58 million average estimate based on two analysts.
- Disaggregation of billings - Other non-subscription product billings: $1.32 million versus the two-analyst average estimate of $1.68 million.
- Revenue- Support, entitlements and other services: $293.50 million versus the eight-analyst average estimate of $312.03 million. The reported number represents a year-over-year change of +9.1%.
- Revenue- Product: $345.48 million versus $310.26 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +35.2% change.
- Disaggregation of Revenue- Professional services revenue: $28 million versus the seven-analyst average estimate of $28.12 million. The reported number represents a year-over-year change of +6.7%.
- Disaggregation of Revenue- Subscription revenue: $609.66 million versus $594.37 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +25.3% change.
- Disaggregation of Revenue- Non-portable software revenue: $0.50 million versus $2.59 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -95.5% change.
View all Key Company Metrics for Nutanix here>>>
Shares of Nutanix have returned +15.3% over the past month versus the Zacks S&P 500 composite's +7.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Nutanix (NTNX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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