NTNXNutanix, Inc.
Services-Prepackaged Software
- Revenue
- $2.9B
- 12% YoY
- Operating margin
- 9.6%
- 41% YoY
- EBITDA
- $345M
- 41% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired61% of net incomeCash flow under 80% of net income
- Dilutive SBCFired13% of revenueOver 10% of revenue
- Payouts exceed cash flowClear53% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.6B | $1.9B | $2.1B | $2.5B | $2.9B | 12% |
| Operating income | −$459M | −$207M | $8M | $173M | $274M | 59% |
| Net income | −$799M | −$255M | −$125M | $188M | $1.5B | 700% |
| Operating cash flow | $68M | $272M | $673M | $821M | $917M | 12% |
| Capex | $49M | $65M | $75M | $71M | $76M | 6.6% |
| Stock-based comp | $343M | $312M | $334M | $352M | $358M | 1.7% |
| Buybacks | $59M | $0 | $131M | $308M | $484M | 57% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $54M · 9
- Net
- −$54M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $29M | −$22M | 164 | 243 |
| FY2025 | $23M | $73M | 209 | 187 |
| FY2024 | $51M | $98M | 140 | 151 |
| FY2023 | $15M | $39M | 84 | 112 |
| FY2022 | $13M | $3M | 42 | 88 |