
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
時価総額
$11.07B
PER (TTM)
50.1
40
配当利回り
--
52週高値
$83.36
52週安値
$35.39
52週レンジ
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
Q1 2026 データ
売上高
$670.58M+13.47%
直近4四半期の推移
EPS
$0.23+109.09%
直近4四半期の推移
フリーCF
$174.51M+14.87%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Revenue Growth Strong Total revenue reached $670.6M for the quarter, marking a 13% increase compared to the prior period.
Net Income Doubled Net income was $62.1M, more than doubling from $29.9M reported in the comparable three months last year.
Margin Expansion Efficiency Non-GAAP gross margin reached 88.0%, improving 50 basis points, reflecting strong subscription revenue mix and efficiency.
Cash Flow Generation Strong Operating cash flow provided $196.8M, supporting $174.5M in non-GAAP free cash flow generation for the period.
リスク要因
Sales Team Ramp Time Recruiting new sales personnel requires time to ramp productivity, potentially delaying near-term revenue contribution and impacting efficiency.
Near-Term Expense Pressure Investments in R&D and Sales/Marketing are expected to increase absolute expenses, potentially pressuring near-term profitability results.
Pipeline Variability Concerns Sales pipeline shows higher mix of larger deal opportunities, increasing variability in closing timing and top-line results.
Partner Supply Chain Risk Reliance on channel and OEM partners for hardware exposes operations to potential supply chain delays impacting timely service delivery.
見通し
Sustaining Profitable Growth Focus remains on balancing long-term growth investments with operational efficiencies, especially within go-to-market functions.
R&D Investment Focus Continue investing in R&D teams to enhance platform capabilities, supporting generative AI and modern cloud application features.
Partner Network Expansion Plan to leverage existing channel relationships and expand network of cloud and ecosystem partners to drive future adoption.
Capital Return Authorization Board authorized a $350.0M increase to the share repurchase program, funded by available liquidity for future use.
同業比較
売上高 (TTM)
J$12.39B
TOST$6.15B
GDDY$4.87B
粗利益率 (最新四半期)
NTNX87.0%
85.3%
FFIV81.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CPAY | $23.96B | 22.2 | 27.9% | 31.0% |
| CHKP | $17.72B | 17.5 | 35.3% | 0.0% |
| TOST | $16.29B | 47.6 | 17.9% | 1.3% |
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
0.8%
緩やかな成長
4四半期純利益CAGR
3.2%
収益性の緩やかな改善
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2月25日
EPS:$0.44
|売上高:$709.70M
財務レポート
財務データ
ニュース
全年度
Form 10-Q - Q1 2026
会計期末: 2025年10月31日|提出日: 2025年12月4日|売上高: $670.58M+13.5%|EPS: $0.23+109.1%予想を下回るForm 10-K - FY 2025
会計期末: 2025年7月31日|提出日: 2025年9月24日|売上高: $2.54B+18.1%|EPS: $0.70+237.3%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年4月30日|提出日: 2025年6月3日|売上高: $638.98M+21.8%|EPS: $0.24-478.0%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年1月31日|提出日: 2025年3月6日|売上高: $654.72M+15.8%|EPS: $0.21+61.5%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年10月31日|提出日: 2024年12月5日|売上高: $590.96M+15.6%|EPS: $0.11-267.7%予想を下回るForm 10-K - FY 2024
会計期末: 2024年7月31日|提出日: 2024年9月19日|売上高: $2.15B+15.3%|EPS: $-0.51+53.2%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年4月30日|提出日: 2024年6月10日|売上高: $524.58M+16.9%|EPS: $-0.06-78.8%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年1月31日|提出日: 2024年3月7日|売上高: $565.23M+16.2%|EPS: $0.13-141.9%予想を下回る