Nutanix, Inc. Q4 2026 Earnings Recap

NTNX Q4 2026 August 28, 2026

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Nutanix shares rose 5.1% following better-than-expected uptake of external storage solutions, growth in cloud cluster deployments, and strong new logo wins that offset ongoing hardware supply challenges.

Earnings Per Share Beat

$0.60 vs $0.49 est.

+22.4% surprise

Revenue Beat

757078000 vs 738269400 est.

+2.5% surprise

Market Reaction

Post-Earnings +5.12%

Aug 28 to Sep 3 -1.56%

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Key Takeaways

Revenue for fiscal 2026 reached $2.85 billion, up 12% year-over-year, supported by 16% growth in ARR to $2.55 billion.
Free cash flow totaled $841 million, resulting in a 29% free cash flow margin.
Notable strength in external storage offerings and Nutanix Cloud Clusters (NC2) led to significant bookings growth and several seven-figure new logo deals with Global 2000 customers.
Fleet expansion included over 3,000 new customers across all tiers, highlighted by wins in aerospace, defense, healthcare, and financial services.
Progress on agentic AI solutions and strategic partnerships with AMD and NVIDIA position Nutanix for growth in hybrid multi-cloud environments.

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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