Nutanix Inc Stock Price, News & Analysis

Nutanix (NASDAQ: NTNX) has released its seventh annual Healthcare Enterprise Cloud Index survey, revealing significant trends in healthcare technology adoption. The study found that 99% of healthcare organizations are currently using GenAI applications, leading all other industries in adoption rate.

However, the research highlighted critical challenges, with 96% of respondents indicating their current data security and governance measures are insufficient for full GenAI implementation at scale. The top challenges identified include integration with existing IT infrastructure (79%), healthcare data silos (65%), and development challenges with cloud native applications and containers (59%).

The study also revealed that 99% of healthcare organizations are in the process of containerizing applications, with 92% reporting benefits from adopting cloud native applications. Despite high adoption rates of GenAI, organizations face significant challenges in scaling these workloads from development to production, primarily due to infrastructure integration issues.

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Nutanix (NTNX) released its seventh annual Public Sector Enterprise Cloud Index survey revealing strong Generative AI adoption in the public sector, with 83% of organizations having a GenAI strategy (54% actively implementing, 29% preparing). The study highlights that 76% of organizations need infrastructure improvements to support modern cloud applications. Key findings show 94% of public sector organizations are currently using GenAI applications, with expected ROI within one year. However, significant challenges remain: 92% of respondents indicate a need for better GenAI security measures, and 96% report security and privacy becoming higher priorities. The research also reveals strong container adoption, with 96% of organizations in the process of containerizing applications, and 91% reporting benefits from cloud native applications.

Nutanix (NASDAQ: NTNX) has announced a technical webinar scheduled for June 13, 2025, focusing on the cloud native capabilities of the Nutanix Cloud Platform. The event will feature presentations from key executives Thomas Cornely, SVP of Product Management, and Dan Ciruli, Sr. Director of Product Management. The discussion will cover three main areas: Nutanix Kubernetes Platform, Nutanix Data Services for Kubernetes, and Nutanix Enterprise AI. The webinar will begin at 8:00 a.m. PDT (11:00 a.m. EDT), and interested parties can access it through registration or view it later via replay on the Nutanix Investor Relations website. The company has specified that no financial information will be discussed during the presentation.

Nutanix (NTNX) reported strong Q3 FY2025 financial results, exceeding guided ranges. Key highlights include:

- Revenue grew 22% YoY to $639.0 million - Annual Recurring Revenue (ARR) increased 18% YoY to $2.14 billion - GAAP Operating Income of $48.6 million, compared to $(11.6) million loss last year - Non-GAAP Operating Margin improved to 21.5%, up 750 bps - Free Cash Flow reached $203.4 million, up from $78.3 million

At its .NEXT conference, Nutanix announced several key initiatives including NCI for External Storage with Dell PowerFlex support, partnership with Pure Storage, Cloud Native AOS for Kubernetes, and enhanced AI capabilities through NVIDIA integration.

For Q4 FY2025, Nutanix expects revenue of $635-645 million with Non-GAAP Operating Margin of 15.5-16.5%. Full-year FY2025 guidance projects revenue of $2.52-2.53 billion and Free Cash Flow of $700-730 million.

Nutanix (NTNX) announced changes to its board of directors effective May 15, 2025. Eric K. Brandt, a seasoned executive with over 30 years of global experience, joins the board bringing extensive leadership and finance expertise. Brandt previously served as CFO of Broadcom Corporation until 2016 and held executive positions including CEO of Avanir Pharmaceuticals and CFO of Allergan. He currently serves on multiple corporate boards including Gen Digital, Lam Research, and Option Care Health.

Simultaneously, David Humphrey, a Partner at Bain Capital who joined the board following their $750 million investment in September 2020, has resigned. Max de Groen, another Bain Capital Partner, will continue serving on Nutanix's board. Bain Capital remains a significant stockholder in the company.

Nutanix (NTNX) has announced the general availability of its latest Nutanix Enterprise AI (NAI) solution, featuring enhanced integration with NVIDIA AI Enterprise. The update includes NVIDIA NIM microservices and NeMo framework to accelerate Agentic AI deployment across enterprises. Key features include:

• Shared LLM endpoints for multiple applications, optimizing infrastructure usage
• Integration with NVIDIA Llama Nemotron, NeMo Retriever, and NeMo Guardrails
• Enhanced security features with guardrail models to prevent biased outputs
• Compatibility with NVIDIA AI Data Platform and GPUDirect Storage

The solution enables enterprises to build, run, and manage AI models securely across edge, data center, and public cloud environments using CNCF-certified Kubernetes. The platform leverages Nutanix's core services while offering flexible deployment options on HCI, bare metal, and cloud IaaS.

Nutanix (NTNX) and Pure Storage (PSTG) announced a strategic partnership to deliver an integrated solution for managing virtual workloads. The collaboration combines Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP, targeting high-demand data workloads including AI. Key benefits include: scalable infrastructure for business-critical workloads, enhanced cyber-resilience through Flow micro-segmentation and SafeMode, and greater customer choice. The solution will be supported on major server hardware partners including Cisco, Dell, HPE, Lenovo and Supermicro. Notably, Cisco is expanding its FlashStack portfolio to include Nutanix. The integrated solution is expected to enter early access by summer 2025 with general availability by end of 2025 through both companies' channel partners.

Nutanix (NTNX) has announced Cloud Native AOS, a solution extending enterprise storage and data services to hyperscaler Kubernetes services and cloud-native bare-metal environments without requiring a hypervisor. The platform provides a consistent way to protect, replicate, and restore data across Kubernetes infrastructure in data centers, edge locations, and cloud-native hyperscalers.

Key benefits include ready-to-use resilience with integrated disaster recovery, cloud-native mobility for seamless application migration, and integrated data management through Kubernetes APIs. The solution is currently in early access on Amazon EKS with general availability expected this Summer, while early access for on-premises containerized environments on bare-metal servers is planned for the end of the year.

Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, has scheduled its third quarter fiscal year 2025 financial results announcement for Wednesday, May 28, 2025, after U.S. markets close. The company will host a conference call and earnings webcast at 4:30 p.m. EDT / 1:30 p.m. PDT on the same day. The quarter ended on April 30, 2025. Interested participants can register online to receive dial-in details and a unique PIN. The webcast will be available live and archived on the Nutanix Investor Relations website at ir.nutanix.com.