Nutanix Inc Stock Price, News & Analysis

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.

Nutanix (NASDAQ: NTNX) has announced its .NEXT 2025 event, scheduled for May 7-9, 2025, in Washington, D.C. The conference will focus on hybrid multicloud computing, artificial intelligence, and cloud native applications.

The event will feature keynote speakers including chef José Andrés and former Secret Service agent Evy Poumpouras, alongside customer presentations from Micron, Military Sealift Command & U.S. Navy, and Tractor Supply. President and CEO Rajiv Ramaswami will present latest innovations in hybrid multicloud and generative AI.

The conference will offer:

• Hands-on labs and certification opportunities
• Sessions on AI/ML, cloud management, and security
• Partner-focused breakout sessions
• Expert-led discussions on datacenter, edge, and hybrid cloud solutions

Platinum sponsors include Lenovo, AWS, Cisco, HPE, Microsoft, AMD, Omnissa, Pure Storage, and TCS.

Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, has announced its upcoming participation in a major financial event. The company's management will present at the Morgan Stanley Technology, Media & Telecom Conference on Thursday, March 6, 2025, at 8:30 a.m. PST (11:30 a.m. EST).

Investors and interested parties can access both the live webcast and replay of the presentation through the Nutanix Investor Relations website at ir.nutanix.com.

Nutanix (NASDAQ: NTNX) reported strong second quarter fiscal 2025 financial results, highlighting a 19% year-over-year ARR growth and robust free cash flow generation. The company recently strengthened its financial position by issuing $862.5 million in convertible senior notes due 2029 at 0.50% interest and establishing a new $500 million revolving credit facility.

The company's performance benefited from the strength of the Nutanix Cloud Platform and increased demand from businesses seeking long-term partnerships. The company also released its seventh annual Enterprise Cloud Index survey, revealing that GenAI is shifting organizational priorities with a focus on security and privacy concerns.