Added to YB: 2026-03-27
Pitch date: 2026-03-25
NTNX [neutral]
Nutanix, Inc.
Author Info
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Company Info
Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.
Market Cap
$10.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.14
P/E
42.80
EV/Sales
3.76
Sector
Software
Category
N/A
NTNX: Revenue Recognized… But Not Yet Earned?
NTNX (update): Q2'26 shifted 'unbilled receivables' to 'contract assets' ($137M total, $71M non-current), lowering quality as payment now conditional beyond time passage. Contract asset DSOs jumped 8.5 days YoY. Combined receivables + contract asset DSOs hit 50.7d record high. Beat by $13M rev & $0.12 EPS potentially explained by this accounting shift. One DSO day = $7.9M rev/$0.006 EPS.
Read full article (3 min)