Earnings Feed

NTNX

Technology

ARR ended at $2.22 billion for fiscal 2025, growing 17% year over year with a Q4 NRR of 108%.
Balance sheet strengthened with $1.993 billion in cash and short-term investments at Q4 end, up from $1.882 billion in Q3.
Fiscal year 2025 revenue reached $2.54 billion, an 18% increase year over year, surpassing prior guidance.
Free cash flow was $208 million in Q4 with a 32% margin, and $750 million for the full year with a 30% margin.
GAAP net income for fiscal 2025 was $188 million, marking the first full year of positive GAAP net income.
Non-GAAP gross margin was 88.3% in Q4 and 88.1% for the full fiscal year, a 140 basis point improvement.
Non-GAAP operating margin was 18% in Q4, above guidance, and 21.1% for fiscal 2025, a 5 percentage point increase year over year.
Q4 2025 revenue was $653 million, up 19% year over year, exceeding guidance range of $635 to $645 million.

WLY

Technology

Adjusted EBITDA declined 3%, impacted by margin mix and timing effects.
Adjusted EPS increased 2%, showing modest earnings growth.
Adjusted revenue grew 1% year-over-year in Q1 2026, reflecting steady top-line performance despite seasonal softness.
Free cash flow was a use of $100 million, an improvement from $107 million last year, reflecting seasonal cash flow timing.
Learning revenue declined 8%, impacted by lower AI revenue and softness in professional publishing.
Net debt to EBITDA ratio improved to 1.9 from 2.0, supported by $120 million divestiture proceeds used to reduce debt.
Research publishing revenue declined 1%, affected by a tough prior-year comp and seasonal factors.
Research segment grew 5%, driven by AI licensing revenue increase from $17 million to $29 million.

NVDA

Technology

Automotive revenue increased 69% year over year to $586 million, driven by self-driving solutions.
Data center revenue grew 56% year over year despite a $4 billion decline in H20 revenue.
GAAP gross margin was 72.4%, non-GAAP gross margin was 72.7%, including a $180 million benefit from releasing reserved H20 inventory.
Gaming revenue hit a record $4.3 billion, up 14% sequentially and 49% year over year, driven by Blackwell GeForce GPU ramp.
Networking revenue set a record at $7.3 billion, a 46% sequential and 98% year-over-year increase.
Operating expenses rose 86% sequentially on a non-GAAP basis due to higher compute, infrastructure, and compensation costs.
Professional visualization revenue grew 32% year over year to $601 million.
Total revenue reached a record $46.7 billion, exceeding outlook and growing sequentially across all market platforms.

SAIL

Technology

Add-on modules attach rate for new SaaS customers increased to 40% from 25% last year.
Adjusted operating margin expanded by 980 basis points to 20.4%.
Closed Q2 2026 with $982 million in ARR, a 28% year-over-year increase.
Generated record $50 million cash flow from operating activities and $46 million free cash flow (17.4% margin).
Net Revenue Retention (NRR) was strong at 114%, driven by cross-sell, upsell, suite upgrades, and platform modernizations.
Q2 saw the largest new logo ARR quarter ever, with a 30% increase in average ARR per new SaaS customer.
SaaS ARR grew 37% year-over-year, reaching $623 million.
Total Q2 revenue was $264 million, up 33% year-over-year.