Q1 '19 Nutanix Investor Presentation

https://ssl.lvl3.on24.com/event/18/23/57/5/rt/1/documents/re…

Here is a link to their full investor presentation. Earnings call is ongoing. I liked one of the early quotes where they said something like that they are equally paranoid and optimistic, making it sound like they aren’t taking their foot off the pedal or taking their eye off the competition and market any time soon.

p7 # of customers by LTD (I assume is last twelve month billings)

$1-3 billion 509 customers (+36%)
$3-5 billion 106 customers (+83%)
$5+ billion 99 customers(+111%)

I like how the largest category is actually growing the fastest!

p22

51% recurring revenue expected to increase to somewhere between 70-75% in 2020 (12 months from now)!

-mekong

17 Likes

p7 # of customers by LTD (I assume is last twelve month billings)

$1-3 billion 509 customers (+36%)
$3-5 billion 106 customers (+83%)
$5+ billion 99 customers(+111%)

You have some typos… “LTD” should be “LTB”
and where you have “billion” you should have “million”

(would be nice if they were really in Billions…)

-Dave

7 Likes

Seems like it was a beat and beat on the Q1 and Q2 guidance was reported as in line but looks higher than expectations.

Bottom line beat was amazing and even tho they are still in negative earnings cash flow swung to positive +20m.

A

Seems like it was a beat and beat on the Q1 and Q2 guidance was reported as in line but looks higher than expectations.

Thought the same thing.

In-line Q2 guidance has revenue of $325M to $335M (consensus: $326.51M)

Dont most use the midpoint and the mid point here would be above “consensus”.

Yeh - but it seems loosely and inconsistently interpreted. Maybe there’s a role for algo bots after all if journalists or analysts can’t do maths.

A

1 Like

LTB is life time bookings.

1 Like