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Nutanix, Inc. (NTNX) Q1 2025 Earnings Call Transcript Summary

Nutanix, Inc. (NTNX) Q1 2025 Earnings Call Transcript Summary

nutanix公司(NTNX)2025财报电话会议记录摘要
moomoo AI ·  09:45  · 电话会议

The following is a summary of the Nutanix, Inc. (NTNX) Q1 2025 Earnings Call Transcript:

以下是nutanix公司(NTNX)2025财年第一季度业绩会电话会议记录的总结:

Financial Performance:

财务表现:

  • Nutanix reported a Q1 2025 revenue of $591 million, surpassing the guided range and representing a 16% year-over-year growth.

  • Annual Recurring Revenue (ARR) grew 18% year-over-year to $1.966 billion.

  • Non-GAAP operating margin for Q1 was 20%, higher than the guided range of 14.5% to 15.5%, due to higher revenue and controlled expenses.

  • Free cash flow in Q1 was $152 million, representing a free cash flow margin of 26%.

  • nutanix报告2025财年第一季度营业收入为$59100万,超出指导区间,同比增长16%。

  • 年度经常性收入(ARR)同比增长18%,达到$19.66亿。

  • 第一季度非公认会计原则营业利润率为20%,高于指导区间14.5%到15.5%,这得益于营业收入的增长和费用的控制。

  • 第一季度自由现金流为$15200万,自由现金流利润率为26%。

Business Progress:

业务进展:

  • Nutanix expanded its strategic partnership with AWS to simplify cloud migrations and offer access to AWS services for customers migrating to NC2 on AWS.

  • Announced the general availability of GPT-in-a-Box 2.0, enhancing deployment of generative AI applications.

  • Secured significant expansions with major organizations including a global IT consulting services provider in the APAC region and a North American-based Fortune 100 provider of food services and products, highlighting strong demand for its hybrid multicloud solutions.

  • nutanix与AWS扩展了战略合作关系,以简化云迁移并为迁移到AWS上的NC2的客户提供AWS服务的访问。

  • 宣布GPt-in-a-Box 2.0正式上线,增强生成人工智能应用的部署。

  • 与包括亚太地区全球IT咨询服务提供商和一家总部位于北美的《财富》100强食品服务及产品提供商在内的主要组织达成了重要的扩展,突显出对其混合多云解决方案的强劲需求。

Opportunities:

机会:

  • Opportunities in extending capabilities in hybrid multicloud environments and modern applications.

  • Growth prospects through expanded strategic partnerships with major cloud service providers like AWS.

  • 在混合多云环境和现代应用中扩展能力的机会。

  • 通过与主要云服务提供商(如AWS)扩大战略合作伙伴关系来实现增长前景。

Risks:

风险:

  • Continued uncertainties in large deal closures due to prolonged sales cycles and strategic decision-making requirements.

  • 由于销售周期的延长和战略决策要求,大型交易关闭的持续不确定性。

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提示:本文由人工智能生成。内容准确性无法完全保证。如需更全面详情,请参阅IR网站。本文仅供投资者参考,不具有任何指导或推荐建议。

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