Nutanix Inc
0K9O.L
$69.82 -2.72%
Exchange: LSE | Sector: Technology | Industry: Software Services
Q2 2025
Published: Mar 6, 2025

Earnings Highlights

  • Revenue of $654.72M up 15.8% year-over-year
  • EPS of $0.19 increased by 61.5% from previous year
  • Gross margin of 87.0%
  • Net income of 56.43M
  • "N/A" - N/A

Nutanix Inc (0K9O.L) QQ2 2025 Earnings Analysis: Strong Q2 Revenue Growth and Cash Flow Amid Balance Sheet Headwinds

Executive Summary

Nutanix delivered a solid Q2 2025 performance with meaningful top-line growth and robust cash generation, underscoring the strength of its enterprise cloud platform thesis. Revenue for QQ2 2025 was 654.7 million USD, up 15.8% year over year and 10.8% quarter over quarter, supported by a high gross margin of about 87% and a positive operating trajectory. Net income of 56.4 million USD and EPS of 0.21 (0.19 diluted) reflect ongoing profitability improvements as the company continues to monetize its software and cloud governance offerings. Free cash flow reached 187.1 million USD, with operating cash flow of 221.7 million USD, highlighting a healthy cash conversion cycle and substantial liquidity position (cash and short-term investments totaling ~1.74 billion USD).

Key Performance Indicators

Revenue

654.72M
QoQ: 10.79% | YoY:15.83%

Gross Profit

569.43M
86.97% margin
QoQ: 12.03% | YoY:17.75%

Operating Income

65.44M
QoQ: 140.14% | YoY:76.64%

Net Income

56.43M
QoQ: 88.56% | YoY:72.06%

EPS

0.21
QoQ: 90.91% | YoY:61.54%

Revenue Trend

Margin Analysis

Key Insights

Revenue: 654.72m (YoY +15.83%, QoQ +10.79%) Gross Profit: 569.43m (YoY +17.75%, QoQ +12.03%) Operating Income: 65.44m (YoY +76.64%, QoQ +140.14%) Net Income: 56.43m (YoY +72.06%, QoQ +88.56%) EPS: 0.21 (Diluted 0.19; YoY EPS +61.54%, QoQ +90.91%) EBITDA: 85.00m; EBITDA Margin: 12.98% Gross Margin: ~86.97% Operating Margin: ~9.99% Net Margin: ~8.62% Free Cash Flow: 187.06m; Operating Cash Flow: 221.67m; Cumulative cash at period end: 1.072b Total cash & equivalents + short-term investments: 1...

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q4 2025 653.27 0.13 +19.2% View
Q3 2025 638.98 0.22 +21.8% View
Q2 2025 654.72 0.19 +15.8% View
Q1 2025 590.96 0.10 +15.6% View
Q4 2024 547.95 -0.51 +10.9% View