Nutanix, Inc. Earnings Recaps
Q2 2026
Feb 26, 2026
Nutanix demonstrated strong performance in Q2 2026 with revenue of $723 million, exceeding guidance, and a notable 16% growth in annual recurring revenue (ARR) despite ongoing supply chain challenges.
Key takeaways
- Achieved quarterly revenue of $723 million, above original guidance.
- Annual recurring revenue (ARR) grew 16% year-over-year to $2.36 billion.
- Added over 1,000 new customers, marking the highest quarterly new logo additions in 8 years.
- Strategic partnership with AMD established, focusing on a Nutanix-powered agentic AI platform, supported by a $150 million investment from AMD.
- Supply chain challenges impacting server availability could delay revenue recognition from bookings, although underlying business fundamentals remain strong.