Q4 2025 Nutanix Inc Earnings Call Transcript

Aug 27, 2025 / 08:30PM GMT

Release Date Price: $69.6 (+2.20%)

Transcript 8-K

Key Points

Positve

Nutanix Inc (NTNX) exceeded all guided metrics for the fourth quarter, with revenue reaching $653 million, a 19% year-over-year increase.
The company reported strong free cash flow generation, with a full-year free cash flow of $750 million, representing a 26% increase year over year.
Nutanix Inc (NTNX) added over 2,700 new customers in fiscal year 2025, marking the highest new customer acquisition in four years.
The company enhanced its platform capabilities by releasing GPT in a box 2.0 and integrating with NVIDIA AI Enterprise, as well as extending hybrid multi-cloud capabilities with Google Cloud support.
Nutanix Inc (NTNX) achieved industry recognition, being named a leader in the 2024 Gartner Magic Quadrant for distributed hybrid infrastructure and a leader in the Forester Wave multi-cloud container platforms Q3 2025.

Negative

The net dollar base retention rate (NRR) decreased to 108%, indicating potential challenges in retaining and expanding within existing customer accounts.
There is continued uncertainty in the macro environment, including US federal government spending and currency fluctuations, which could impact future performance.
The average contract duration is expected to decline slightly in fiscal year 2026, which may affect revenue recognition.
Nutanix Inc (NTNX) faces challenges in achieving the same net retention rate over time due to the increasing ARR base and larger initial deal sizes.
The company anticipates a headwind to operating expenses in fiscal year 2026 due to tapering non-recurring partner payments and delayed hiring from fiscal year 2025.

Operator

Good day and thank you for standing by. Welcome to the Nutanix fourth quarter, 2025 earnings conference call. At this time, all participants in a listen-only mode. (Operator Instructions). I would now want to turn the conference over to Rich Brow, Nutanix , Vice President of Investor Relations. Please go ahead.

Richard Valera

Nutanix Inc - Vice President, Investor Relations

Good afternoon and welcome to today's conference call to discuss Nutanix fourth quarter fiscal year 2025 financial results. Joining me today are Rajiv Ramaswami, Nutanix's President and CEO, and Rukmini Sivaraman, Nutanix's CFO. After the market closed today, Nutanix's issued a press release announcing fourth quarter in fiscal year 2025 financial results. If you'd like to read the release, please visit the press releases section of our IR website.

During today's call, management will make forward-looking statements, including financial guidance. These forward-looking statements involve risks and uncertainties, some of which are beyond our control, which could cause actual results

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