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Nutanix, Inc.

NASDAQ•NTNX
CEO: Dr. Rajiv Ramaswami Ph.D.
セクター: Technology
業種: Software - Infrastructure
上場日: 2016-09-30
Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company offers hyperconverged infrastructure software stack that converges virtualization, storage, and networking services into a turnkey solution; Acropolis Hypervisor, an enterprise-grade virtualization solution; flow virtual networking and flow network security, which offers services to visualize the network, automate common network operations, and build virtual private networks; Nutanix Kubernetes Engine for automated deployment and management of Kubernetes clusters to simplify the provisioning, operations, and lifecycle management of cloud-native environments, applications, and microservices; and Nutanix Cloud Clusters. It also provides Nutanix Cloud Management that provides management, capacity planning, operational analytics, automated remediation, self-service, and one-click administration; cloud governance; and automation services that streamline application lifecycle management, provide self-service for infrastructure and applications, and deliver multicloud orchestration. In addition, the company offers Nutanix Files, an enterprise-grade network file system and server message block files services; Nutanix Objects, a S3-compatible object services; Nutanix Data Lens, a data security governance solution; and Nutanix database service that provides automated database management to simplify database administration and to manage database copies. Further, it provides product support, and consulting and implementation services. The company serves customers in a range of industries, including automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, and telecommunications, as well as service providers. Nutanix, Inc. was incorporated in 2009 and is headquartered in San Jose, California.
連絡先情報
1740 Technology Drive, Suite 150, San Jose, CA, 95110, United States
408-216-8360
www.nutanix.com
時価総額
$10.62B
PER (TTM)
39.6
44.5
配当利回り
--
52週高値
$83.36
52週安値
$35.39
52週レンジ
8%
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$722.83M+0.00%
直近4四半期の推移

EPS

$0.38+0.00%
直近4四半期の推移

フリーCF

$191.42M+0.00%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Revenue Growth Strong Total revenue $1.39B for six months ended January 31, 2026, marking 12% increase versus prior period.
Net Income Nearly Doubles Six-month net income reached $165.1M, nearly doubling prior period's $86.4M result.
Cash Flow Generation Strong Six-month Free Cash Flow totaled $366.0M, reflecting strong operational cash conversion capabilities post-CapEx.

リスク要因

Hardware Supply Chain Delays Hardware constraints extending lead times delay revenue recognition timing and customer deployment schedules.
Sales Productivity Ramp Time Recruiting new sales personnel requires time to ramp productivity, potentially impacting near-term operating results.
Subscription Model Confusion Pricing model changes may cause customer confusion, potentially slowing adoption and renewal rates among existing base.

見通し

Invest in Platform Enhancement Investing in R&D and sales to enhance platform features and capitalize on evolving market opportunities long-term.
Focus on Operating Efficiency Improving operating cash flow through go-to-market efficiencies and optimizing headcount geographically based on opportunities.
AMD Strategic Investment Closing Closing $150M stock purchase agreement with Advanced Micro Devices, subject to customary closing conditions.

同業比較

売上高 (TTM)

J stock ticker logoJ
$12.39B
+39.9%
TOST stock ticker logoTOST
$6.15B
+24.1%
GDDY stock ticker logoGDDY
$4.95B
+8.3%

粗利益率 (最新四半期)

NTNX stock ticker logoNTNX
87.4%
+0.9pp
CHKP stock ticker logoCHKP
85.1%
-2.1pp
FFIV stock ticker logoFFIV
81.5%
-0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CPAY$22.21B20.627.9%38.3%
CHKP$16.50B15.536.6%25.3%
FFIV$16.44B23.620.3%8.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.2%
緩やかな成長
4四半期純利益CAGR
17.6%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月26日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし