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Here's What Key Metrics Tell Us About Nutanix (NTNX) Q4 Earnings

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Nutanix (NTNX - Free Report) reported $653.27 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 19.2%. EPS of $0.37 for the same period compares to $0.27 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $642.78 million, representing a surprise of +1.63%. The company delivered an EPS surprise of +15.63%, with the consensus EPS estimate being $0.32.

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:
  • Annual Recurring Revenue (ARR): $2.22 billion versus $2.23 billion estimated by five analysts on average.
  • Total Billings: $726.89 million compared to the $721.33 million average estimate based on four analysts.
  • Revenue- Support, entitlements and other services: $313.48 million versus $308.24 million estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +11.1% change.
  • Revenue- Product: $339.79 million compared to the $334.37 million average estimate based on 10 analysts. The reported number represents a change of +27.8% year over year.
  • Disaggregation of Revenue- Professional services revenue: $28.89 million compared to the $27.4 million average estimate based on six analysts. The reported number represents a change of +7.9% year over year.
  • Disaggregation of Revenue- Subscription revenue: $615.97 million versus $612.24 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +18.8% change.
  • Disaggregation of Revenue- Non-portable software revenue: $7.9 million versus the six-analyst average estimate of $1.5 million. The reported number represents a year-over-year change of +393.8%.

View all Key Company Metrics for Nutanix here>>>

Shares of Nutanix have returned -9.9% over the past month versus the Zacks S&P 500 composite's +1.3% 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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