EarningsQ4 2026 Earnings Report
MX:NTNX Q4 2026 EPS Results
Actual EPS$10.79
Consensus EPS$8.81
Beat/MissBeat by +$1.98
One Year Ago EPS$6.65
MX:NTNX Q4 2026 Revenue Results
Actual Revenue$13.61B
Expected Revenue$13.27B
Beat/MissBeat by +$338.19M
YoY Revenue Growth+15.89%
Earnings Announcement Details
QuarterQ4 2026
Date08/26/2026
TimeAfter Close
Conference CallWednesday, August 26, 2026
MX:NTNX Upcoming Earnings
Nutanix's next earnings date is estimated for December 2, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
MX:NTNX Q4 2026 Earnings Call
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Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported multiple strong operational and financial outcomes — record quarterly revenue, double‑digit ARR and revenue growth, robust free cash flow, strong bookings and large deal wins, and momentum in AI, external storage and public cloud offerings. Management acknowledges meaningful headwinds from ongoing server supply constraints, higher hardware prices, and the near‑term impact of restructuring and payment flexibility on cash flow and timing. However, FY27 guidance shows continued growth and margin improvement while incorporating conservative assumptions for supply challenges and payment mix. Overall, the positives (record results, strong cash generation, product and partnership momentum, and constructive guidance) outweigh the headwinds tied largely to external supply dynamics and one‑time items.Company Guidance
Record Quarterly and Strong Full-Year Revenue
Q4 revenue was a record $757M (above guided $725M–$745M). Fiscal 2026 revenue was $2.854B, up 12% year‑over‑year.
ARR and Customer Adds
Ending ARR was $2.549B, up 16% YoY. Company added over 3,000 new customers across customer tiers including Global 2000.
Strong Free Cash Flow and Cash Position
Fiscal 2026 free cash flow was $841M (FCF margin 29%). Q4 free cash flow was $278M (margin 37%). Cash, cash equivalents and short-term investments ended Q4 at $2.361B (up from $2.018B in Q3).
Improving Profitability and Rule of 40
Non‑GAAP operating margin was 26.2% in Q4 and 23.7% for FY26 (up ~2.6 percentage points YoY). Rule of 40 score was 42% for FY26 (third consecutive year above 40).
Strong Non-GAAP Margins and EPS
Non‑GAAP gross margin ~88% for the year and 87.7% in Q4. Non‑GAAP net income for FY26 was $597M (non‑GAAP EPS $2.04); Q4 non‑GAAP net income $175M (EPS $0.60).
Share Repurchase and Capital Return
Completed $300M accelerated share repurchase earlier in FY26 and repurchased $50M of common stock in Q4 to manage dilution.
Momentum in External Storage & NC2 (Public Cloud)
Sharp quarter‑over‑quarter increase in bookings for external storage support and NC2; several 7‑figure ACV deals in Q4 (Global 2000 aerospace/defense, major hospital system, financial services). NetApp support (limited availability) was instrumental in large wins.
Progress in AI and Partnerships
Launched Nutanix Agentic AI full‑stack solution, added Agent Gateway and model context protocol server. Signed strategic partnerships with AMD (GPU & broader CPU support) and maintained NVIDIA integration. New neocloud partnership with ChronoScale (full‑stack deployments).
FY27 Guidance Reflects Continued Growth
Initial FY27 revenue guide $3.18B–$3.23B (~12% growth at midpoint), non‑GAAP operating margin 24%–25% (midpoint above FY26), and FCF guidance $850M–$950M (FCF margin ~28% at midpoint). Q1 guide: $755M–$765M revenue and 26%–28% non‑GAAP operating margin.
Strong Bookings and TCV Growth
TCV bookings growth in FY26 was in the high‑teens percent (outpacing revenue growth), reflecting strong demand despite supply constraints.
MX:NTNX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed