Nutanix Inc

Latest Results (30.08.2026):

Nutanix, Inc. — Fourth Quarter Fiscal 2026: Nutanix reported a strong finish to FY26 with 16% year‑over‑year ARR growth to $2.55 billion and Q4 revenue of $757.1 million (up 16% YoY). The quarter produced meaningful operating profitability and cash generation, while FY26 results show continued top‑line growth, improved margins and substantial free cash flow.

Top-line & ARR

Q4 FY2026 revenue was $757.1M (+16% YoY). Annual Recurring Revenue (ARR) was $2.55B at July 31, 2026, up 16% YoY (ARR methodology updated starting FY26). FY26 revenue totaled $2.85B (+12% YoY). The company added over 3,000 new customers during fiscal 2026.

Profitability

Q4 GAAP operating income was $70.0M (GAAP operating margin 9.2%, +440 bps YoY). Q4 non‑GAAP operating income was $198.0M (non‑GAAP operating margin 26.2%, +790 bps YoY). FY26 GAAP operating income was $274.0M (GAAP margin 9.6%) and FY26 non‑GAAP operating income was $675.4M (non‑GAAP margin 23.7%). GAAP net income and EPS in Q4 and FY26 were materially affected by a large deferred tax valuation allowance release; non‑GAAP metrics exclude such one‑time items.

Cash Flow & Balance Sheet

Q4 net cash provided by operating activities was $315.0M and Q4 free cash flow was $277.6M. FY26 operating cash flow was $916.7M and free cash flow was $840.7M. Cash and cash equivalents were ~$777.3M with short‑term investments of ~$1.58B; total assets rose to $5.07B and stockholders’ equity moved to a positive $702.6M at July 31, 2026.

Products, AI & Partnerships

Nutanix highlighted product and AI momentum: launch of the Model Context Protocol (MCP) server for the Nutanix Cloud Platform, general availability of Nutanix Enterprise AI (NAI) 2.8, upcoming NKP 2.19, Dell PowerStore availability for NCP, and a strategic partnership with ChronoScale. The company also announced new or enhanced partnerships with AMD, Lenovo, NetApp and NVIDIA.

Guidance (Outlook)

Q1 FY2027 guidance: revenue $755–765M and non‑GAAP operating margin 26%–28% (diluted share count ~294M). FY2027 guidance: revenue $3.18–3.23B, non‑GAAP operating margin 24%–25%, and free cash flow $850–950M.