NTNX

June 1, 2020 Summary Nutanix reported the results of its 3rd fiscal quarter on 5/27. The results were a beat-even compared to the preannounced results that were presented in early May. The results were ahead of the guidance presented before the impact of Covid-19 on the economy were incorporated in the company’s forecast. The company…

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June 17, 2019 Summary Nutanix reported disappointing operating metrics at the end of last month. The shares sagged another 20% or so, in the wake of the disappointing quarterly report and the concomitant guidance. The shares on an EV/S basis, have now descended to value terrirory. Part of the issue plaguing valuations is a still…

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September 4, 2018 Summary Nutanix reported the results of its fiscal Q4 last Thursday after the market closed. Q4 results were a beat on reported revenues, a significant beat on EPS, and a very significant beat on bookings. Q1 guidance was said to be disappointing and indeed the headlines looked like a guide-down. Looking a…

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Mar. 7, 2018 Summary Nutanix reported the results of its fiscal Q2 late last week. Once again, the results were a blow-out and the company, on a basis adjusted for its software transition, raised guidance yet again. The company did not spend its opex budget-this will almost certainly reverse in the current quarter and going forward.…

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Mar. 7, 2018 Summary Nutanix reported the results of its fiscal Q2 late last week. Once again, the results were a blow-out and the company, on a basis adjusted for its software transition, raised guidance yet again. The company did not spend its opex budget-this will almost certainly reverse in the current quarter and going…

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Jan. 29, 2018 Summary Nutanix shares have pulled back sharply from a high above $38. The pullback has been based initially on dilution concerns from a convertible debt offering. Subsequently, the shares were downgraded by JPMorgan Chase and fell another 8%-plus. At this point, the shares based on an EV/S comp with other fast growing…

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Dec. 4, 2017 Summary Nutanix announced the results of its fiscal Q1 last week. The results were substantially above prior expectations, and further above those expectations considering the elimination of some hardware sales. Nutanix’s EPS overattainment was partially driven by the inability of the company to hire to its plan. This might continue for a…

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Sep. 5, 2017 Summary Nutanix reported the results of its fiscal Q4 last Thursday afternoon. The company reported very strong operational performance with beats in terms of revenues, earnings and cash flow from operations. The company significantly raised its guidance for revenue growth in this current quarter. The company had an exceptionally strong bookings quarter,…

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Jul. 11, 2017 Summary The small universe of publicly traded enterprise storage companies has shown poor relative share price performance this year. That trend was highlighted last week in the wake of a misbegotten IPO from a wannabe enterprise storage vendor which allegedly was an analog to the prospects of its competitors. More far-fetched still…

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Jun. 5, 2017 Summary Nutanix reported the results of its fiscal Q3 about a week ago. The results should be seen as a significant snap-back from the disappointment of the prior quarter. The company also raised guidance for the current quarter substantially while suggesting that it will continue to increase opex by a minimum of…

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