Investors in Nutanix, Inc. (NTNX) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 21, 2024 $17.50 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also me ...

Despite strong earnings, Nutanix's revenue guidance disappointed investors, and the stock price crumbled. Is the stock a buy after this sharp price correction?Shares of Nutanix (NTNX -23.06%) tumbled on Thursday, following the company's announcement of third-quarter business results. The hybrid cloud-computing expert annihilated Wall Street's consensus-earnings target, but Q4 guidance came in below current expectations. Nutanix shares traded 22% lower at 3 p.m. ET.Nutanix's results and guidanceIn Q3, Nutani ...

Nutanix (NTNX) reported third-quarter fiscal 2024 non-GAAP earnings of 28 cents per share, which surpassed the Zacks Consensus Estimate by 64.71%. The company had delivered an adjusted earnings per share of 4 cents in the year-ago quarter.Nutanix’s revenues climbed 17% year over year to $524.6 million, beating the Zacks Consensus Estimate by 1.64% and the guided range of $510-$520 million.The top line was primarily driven by growth in NTNX’s core hyper-converged infrastructure software and the solid adoptio ...

财务数据和关键指标变化 - 第三季度收入为5.25亿美元,同比增长17% [9] - 第三季度ARR达到18.2亿美元,同比增长24% [9] - 第三季度非GAAP毛利率为86.5%,高于指引范围 [25] - 第三季度非GAAP营业利润率为14%,高于指引范围 [25] - 第三季度自由现金流为7800万美元,自由现金流率为15% [26] 各条业务线数据和关键指标变化 - 公司的最大新客户是一家北美财富50强金融服务公司,采购了公司的数据库服务以自动化内部数据库部署和管理 [10] - 公司获得了一家北美财富500强消费品公司的重大续约和扩展,该客户将标准化公司的自动化和自助服务功能 [11][12] 各个市场数据和关键指标变化 - 公司在EMEA地区获得了一家大型政府机构的DPT in a box解决方案,用于部署生成式AI应用于欺诈检测 [17] 公司战略和发展方向及行业竞争 - 公司宣布推出Nutanix Kubernetes Platform(NKP)简化容器化现代应用的管理 [17] - 公司与Dell扩大合作,将提供Nutanix软件与Dell PowerEdge硬件的集成解决方案 [18][19] - 公司推出GPT in-a-box 2.0,提供更广泛的GPU和大语言模型支持,以及自动化的模型管理和推理端点 [16] - 公司与Hugging Face和NVIDIA建立新的合作关系,支持企业AI应用 [16] - 公司看到Broadcom收购VMware后,客户更新换代和迁移到公司HCI平台的过程更加复杂和缓慢 [59][60][61] 管理层对经营环境和未来前景的评论 - 公司看到更多大型交易机会,但这些交易的销售周期更长,结果也更加不确定 [28][29] - 公司预计这种大交易的不确定性和销售周期延长的趋势将持续到第四季度 [29] - 公司认为这些大交易的不确定性和销售周期延长是由于更多的战略性决策和C-suite层面的审批所致 [28] 其他重要信息 - 公司第三季度自由现金流表现超出预期,主要得益于一笔八位数ACV交易以及一些非经常性收益 [33] - 公司将继续通过股票回购计划和净股票结算的方式管理股票摊薄 [26][27] 问答环节重要的提问和回答 问题1 **Pinjalim Bora 提问** 公司为什么决定支持AHV与第三方存储的组合,这是否会延长客户从传统架构向HCI迁移的时间? [37][38][39][40][41][42] **Rajiv Ramaswami 回答** 这样做的目的是为了让客户可以复用现有的存储硬件,从而更快地采用公司的HCI平台。这只是一个过渡性的解决方案,公司最终目标仍然是帮助客户从传统架构迁移到现代HCI架构。[38][39][40][41] 问题2 **Rukmini Sivaraman 回答** 公司第三季度获得的八位数ACV交易的具体规模没有透露,但这笔交易的总合同价值高于预期,并且合同期限也更长。这有助于公司提高全年自由现金流指引。[43][44] 问题3 **Wamsi Mohan 提问** 大交易销售周期延长的情况是否会延续到2025财年? [63][64][65][66][67] **Rajiv Ramaswami 回答** 公司认为这种大交易销售周期延长的趋势是一个多年的过程,不会在短期内得到解决。这主要是由于这些交易涉及更多的战略决策和高层审批。公司正在采取措施提高对这类大交易的管理能力。[59][60][61][66][67]

For the quarter ended April 2024, Nutanix (NTNX) reported revenue of $524.58 million, up 16.9% over the same period last year. EPS came in at $0.28, compared to $0.04 in the year-ago quarter.The reported revenue represents a surprise of +1.64% over the Zacks Consensus Estimate of $516.13 million. With the consensus EPS estimate being $0.17, the EPS surprise was +64.71%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

文章核心观点 - Nutanix公司第四季度业绩超出预期,每股收益为0.28美元,高于市场预期的0.17美元 [1][2] - Nutanix公司第四季度收入为5.25亿美元,超出市场预期 [3] - Nutanix公司股价今年以来上涨50.5%,超过标普500指数11.2%的涨幅 [4] 公司业绩分析 - Nutanix公司连续4个季度超出市场盈利预期 [2] - 公司第四季度收入为5.25亿美元,同比增长17.0% [3] - 公司未来业绩表现将主要取决于管理层在财报电话会议上的评论 [4] 行业及市场分析 - 计算机及IT服务行业目前在250多个Zacks行业中排名靠后,位于底部41% [9] - 行业排名靠前的公司业绩通常会优于排名靠后的公司2倍以上 [9] - 同行业公司Dell Technologies即将公布季度业绩,预计每股收益为1.25美元,同比下降4.6% [11] - Dell Technologies预计第一季度收入将达到217亿美元,同比增长3.7% [11]

Nutanix (NTNX) on Wednesday reported fiscal third-quarter earnings and revenue that topped consensus estimates. July quarter revenue guidance for Nutanix stock came in well below expectations, sending shares tumbling.X Reported after the close, Nutanix earnings for the quarter ended April 30 were 28 cents a share on an adjusted basis vs. 4 cents a year earlier. That topped estimates for an 17-cent adjusted profit.The maker of cloud-computing network management software said revenue rose 17% to $524.6 millio ...

财务表现 - Nutanix 第三季度 ARR 增长 24%，达到 1.82十亿美元[2] - Nutanix 第三季度营收达到 5.246亿美元，同比增长 17%[2] - Nutanix 第三季度 GAAP 毛利率为 84.8%，较去年同期增长 320个基点[2] - Nutanix 第三季度 Non-GAAP 毛利率为 86.5%，较去年同期增长 250个基点[2] - Nutanix 第三季度 GAAP 运营费用为 4.565亿美元，较去年同期增长 7%[2] - Nutanix 第三季度 Non-GAAP 运营费用为 3.804亿美元，较去年同期增长 6%[2] - Nutanix 第三季度 GAAP 运营亏损为 1160万美元，较去年同期减少 4700万美元[2] - Nutanix 第三季度 Non-GAAP 运营收入为 7.33千万美元，较去年同期增长 5.61千万美元[2] - Nutanix 第三季度净现金流为 9.64千万美元，较去年同期增长 2.19千万美元[3] 公司业务 - Nutanix是一家全球领先的云软件公司，提供一站式平台来运行应用程序和数据[26] 资产负债表 - 截至2024年4月30日，Nutanix的总资产为2,774,924千美元，总负债为3,394,384千美元，股东权益为619,460千美元[30] 收入情况 - 2024年4月30日，Nutanix的产品收入为255,465千美元，支持、权益和其他服务收入为269,112千美元，总收入为524,577千美元[31] - 2024年4月30日，Nutanix的净亏损为15,616千美元，每股亏损为0.06美元[31] - 2024年4月30日，Nutanix的总收入为524,577千美元，延迟收入增加32,708千美元，总计账单为557,285千美元[34] 收入来源 - 订阅收入占Nutanix总收入的大部分，包括软件权益和支持订阅、订阅软件许可证和云端软件服务[35] - Nutanix将软件权益和支持订阅以及云端软件服务的收入按照合同服务期间均摊识别[36] - 专业服务收入与产品同时销售，根据服务完成情况确认收入[38] - 其他非订阅产品收入包括非可移植软件和硬件收入，分别为2023年和2024年的三个月和九个月[39] 现金流 - 2024年4月30日，年度合同价值账单（ACV账单）为288,851千美元，年度重复收入（ARR）为1,820,207千美元[42] - 2024年4月30日，净现金提供的经营活动为96,353千美元，自由现金流为78,324千美元[45]

In the latest trading session, Nutanix (NTNX) closed at $72.85, marking a +1.96% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.7%. Meanwhile, the Dow experienced a rise of 0.01%, and the technology-dominated Nasdaq saw an increase of 1.1%.Heading into today, shares of the enterprise cloud platform services provider had gained 17.34% over the past month, outpacing the Computer and Technology sector's gain of 8.26% and the S&P 500's gain of 4.03% in that time.The i ...

The upcoming report from Nutanix (NTNX) is expected to reveal quarterly earnings of $0.17 per share, indicating an increase of 325% compared to the year-ago period. Analysts forecast revenues of $516.13 million, representing an increase of 15.1% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings release, it is ...