Nutanix Inc (NTNX) – Transition to subscription-based model led to a compression in top-line performance

Nutanix deferred revenue increased by 55% Y/Y to $838.3mn in Q3FY19. Software and Support Revenue increased by 17% Y/Y to $265.8mn in Q3FY19 from $226.8mn in Q3FY18. Software and Support Billings increased by 11% to $324.2mn in Q3FY19 from $292mn in Q3FY18.

Number of Pages – 44

Contents

Executive Summary

Financial Statements

–Income Statement and Forecast

–Balance Sheet

–Cash Flow

–Q3FY19 Results Overview

–Segment Performance

–Key Developments

–Management Guidance

–Conclusion

–GAAP to non-GAAP Reconciliations

Historical Performance

–Key Ratios

–Profitability Ratios, Asset Turnover Ratio, Growth Ratio

–Per-share data

Product Performance and Key Developments

–Ownership

–Competitors

–Key Developments

Valuation and Consensus Performance

–Relative Valuation

–Analyst Recommendations

Market Price Performance

CrispIdea Coverage