Nutanix, Inc. Q2 2026 Earnings Recap

NTNX Q2 2026 February 26, 2026

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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.

Earnings Per Share Beat

$0.56 vs $0.44 est.

+27.3% surprise

Revenue Beat

722825000 vs 709904600 est.

+1.8% surprise

Market Reaction

1-Day +3.98%

5-Day +5.88%

30-Day +2.71%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NTNX on AllInvestView.