Nutanix, Inc. Q3 2026 Earnings Recap

NTNX Q3 2026 May 29, 2026

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Nutanix’s Q3 revenue and ARR growth beat expectations, driving a positive 4.9% stock reaction as bookings and new customer adds remained strong, supported by momentum in hybrid cloud and AI offerings.

Earnings Per Share Beat

$0.47 vs $0.35 est.

+34.3% surprise

Revenue Beat

703066000 vs 686341100 est.

+2.4% surprise

Market Reaction

1-Day +0.0%

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Key Takeaways

Reported revenue of $703 million exceeded guidance with 15% year-over-year ARR growth to $2.43 billion.
Added over 700 new logos in the quarter, reflecting solid demand for hybrid multi-cloud and AI solutions.
Supply chain challenges persist, causing higher server prices and longer lead times, but customer choice options help mitigate impact.
Strong uptake of Nutanix Cloud Clusters (NC2) public cloud deployment option, with notable wins in financial services and outsourcing sectors.
Continued progress supporting external storage platforms, including partnerships with NetApp and Lenovo expected later this year.

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.

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