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Nutanix(NTNX) - 2024 Q4 - Annual Results
2024-08-29 04:01
财务业绩 - 公司第四季度和2024财年业绩表现良好,年度经常性收入(ARR)同比增长22%,自由现金流表现强劲[4][6] - 公司2024财年实现首个完整财年的GAAP经营利润为760万美元,非GAAP经营利润为3.471亿美元[6] - 公司2025财年第一季度预计收入为5.65-5.75亿美元,非GAAP经营利润率为14.5%-15.5%[9] - 公司2025财年预计收入为24.35-24.65亿美元,非GAAP经营利润率为15.5%-17%,自由现金流为5.4-6亿美元[9] - 公司总收入在2024财年达到21.49亿美元,较2023财年增长15.4%[25] - 产品收入在2024财年达到10.68亿美元,较2023财年增长17.1%[25] - 支持、权利和其他服务收入在2024财年达到10.81亿美元,较2023财年增长13.7%[25] - 总运营费用在2024财年达到17.82亿美元,较2023财年增长4.6%[25] - 现金及现金等价物在2024财年末达到6.55亿美元,较2023财年末增加27.7%[29] - 经营活动产生的现金流在2024财年达到6.73亿美元,较2023财年增加147.1%[29] - 2024财年末公司的总资产为21.44亿美元,较2023财年末下降15.1%[23] - 2024财年末公司的总负债为28.72亿美元,较2023财年末下降11.2%[23] - 2024财年末公司的总股东权益为-7.28亿美元,较2023财年末增加2.9%[23] - 2024财年公司的经营亏损为1.22亿美元,较2023财年的2.07亿美元亏损有所收窄[25] - 公司总收入在2024财年预计达到5.47952亿美元,较2023财年增长10.9%[32] - 订阅收入在2024财年预计达到5.18695亿美元,较2023财年增长12.9%[32] - 2024财年预计总订阅收费额(ACV Billings)为3.37999亿美元,较2023财年增长21.3%[37] - 2024财年预计年度经常性收入(ARR)为19.07982亿美元,较2023财年增长22.2%[37] - 2024财年非GAAP毛利率预计为86.9%,较GAAP毛利率85.2%提高1.7个百分点[38] - 2024财年非GAAP营业利润率预计为12.9%,较GAAP营业利润率-2.2%提高15.1个百分点[38] - 2024财年非GAAP每股收益预计为0.27美元,较GAAP每股亏损0.51美元转为盈利[38] - 第三季度非GAAP毛利率为85.8%,较GAAP毛利率83.7%有所提升[42] - 第三季度非GAAP营业利润为6362.3万美元,营业利润率为12.9%[42] - 第三季度非GAAP净利润为6753.6万美元,每股收益为0.24美元[42] - 全年非GAAP毛利率为84.6%,较GAAP毛利率82.2%有所提升[44] - 全年非GAAP营业利润为1.61亿美元,营业利润率为8.6%[44] - 全年非GAAP净利润为1.69亿美元,每股收益为0.60美元[44] - 第三季度经营活动产生的现金流为5830.9万美元,全年为2.72亿美元[47] - 第三季度自由现金流为4550.8万美元,全年为2.07亿美元[47] 业务发展 - 公司在2024财年在合作伙伴、新产品和技术创新等方面取得进展,与思科、英伟达和戴尔等公司签署新的或增强的合作协议[3] - 公司正在进行软件订阅业务转型,订阅收入占比持续提高[33,34] - 公司正在加大研发投入,2024财年非GAAP研发费用占比预计为22.4%,较GAAP下降4.1个百分点[40] - 公司正在优化销售和管理费用,2024财年非GAAP销售和管理费用占比预计为51.1%,较GAAP下降5.2个百分点[40] - 公司表示将继续专注于产品创新和市场拓展[42][44]
Why Nutanix (NTNX) is Poised to Beat Earnings Estimates Again
ZACKS· 2024-08-27 01:10
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Nutanix (NTNX) , which belongs to the Zacks Computers - IT Services industry, could be a great candidate to consider.This enterprise cloud platform services provider has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 61.66%.For the most recent qua ...
Is It Worth Investing in Nutanix (NTNX) Based on Wall Street's Bullish Views?
ZACKS· 2024-08-22 22:30
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?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 b ...
Nutanix (NTNX) Ascends While Market Falls: Some Facts to Note
ZACKS· 2024-08-21 06:46
In the latest market close, Nutanix (NTNX) reached $53.03, with a +1.95% movement compared to the previous day. This change outpaced the S&P 500's 0.2% loss on the day. On the other hand, the Dow registered a loss of 0.15%, and the technology-centric Nasdaq decreased by 0.34%.The the stock of enterprise cloud platform services provider has risen by 5.39% in the past month, leading the Computer and Technology sector's gain of 0.96% and the S&P 500's gain of 1.93%.The investment community will be paying close ...
Nutanix (NTNX) Rises As Market Takes a Dip: Key Facts
ZACKS· 2024-08-08 06:50
The most recent trading session ended with Nutanix (NTNX) standing at $47.46, reflecting a +1.02% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.77% loss on the day. Elsewhere, the Dow saw a downswing of 0.6%, while the tech-heavy Nasdaq depreciated by 1.05%.The the stock of enterprise cloud platform services provider has fallen by 20.92% in the past month, lagging the Computer and Technology sector's loss of 12.91% and the S&P 500's loss of 5.85%.Market participants wi ...
Nutanix (NTNX) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2024-08-01 01:01
Nutanix (NTNX) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a cha ...
Nutanix (NTNX) Down 13% in 6 Months: What's Next for Investors?
ZACKS· 2024-07-31 23:16
Nutanix (NTNX) , a prominent player in the hybrid multi-cloud computing space, has experienced a 13% decline in its stock price over the past six months, underperforming the Zacks Computer and Technology sector’s return of 13.6%. This decline has left investors questioning the company's future prospects. This downturn occurs against a backdrop of broader tech sector volatility and macroeconomic uncertainties.Despite the recent stock performance, Nutanix has shown resilience in its core business. The company ...
Why the Market Dipped But Nutanix (NTNX) Gained Today
ZACKS· 2024-07-26 06:55
文章核心观点 - Nutanix公司的股价在最近一个交易日上涨0.88%,表现优于标普500指数下跌0.51% [1] - 过去一个月,Nutanix公司股价下跌11.02%,表现弱于计算机和技术板块下跌2.41%和标普500指数下跌0.26% [2] - Nutanix公司即将公布的财报显示,预计每股收益将下降20.83%,但营收将增长8.68% [3] - 全年来看,Nutanix公司的每股收益和营收分别预计增长103.33%和14.77% [4] 公司相关 - 分析师对Nutanix公司的预测有所上调,反映了公司业务表现和盈利潜力的改善 [5][6][7] - Nutanix公司的估值指标中,市盈率和PEG率均高于行业平均水平 [8][9] 行业相关 - Nutanix所属的计算机-IT服务行业目前在250多个行业中排名前37% [10][11] - 该行业的表现通常优于整体市场 [11]
Nutanix (NTNX) is Attracting Investor Attention: Here is What You Should Know
ZACKS· 2024-07-25 22:06
Nutanix (NTNX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this enterprise cloud platform services provider have returned -11% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Computers - IT Services industry, to which Nutanix belongs, has gained 0.6% over this period. Now the key question is: Where could the stock be headed in the n ...
Down -8.57% in 4 Weeks, Here's Why You Should You Buy the Dip in Nutanix (NTNX)
ZACKS· 2024-07-19 22:35
Nutanix (NTNX) has been beaten down lately with too much selling pressure. While the stock has lost 8.6% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measur ...