Want to see NTNX full AI Analyst Report?

Nutanix (NTNX) Earnings Dates, Call Summary & Reports

3,014 Followers

Earnings Data

Report Date

Sep 02, 2026

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.49

Last Year’s EPS

0.37

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:May 27, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Overall the call skews positive: the company beat quarterly guidance, grew ARR 15% year-over-year, produced strong free cash flow and margins, reported robust bookings (>20% TCV growth) and raised full-year guidance while announcing strategic product and partner initiatives (AI, external storage, AMD). The primary negatives are persistent supply-chain-driven server price and lead-time headwinds that are delaying revenue conversion, regional challenges (Middle East) and some margin timing effects from deferred hiring. Management articulated clear mitigation levers (external storage support, NC2/public cloud, expanded vendor choices) and raised confidence in bookings and full-year results.

Company Guidance

Nutanix said Q3 results beat guidance, with revenue of $703M (vs. guided $680M–$690M), ARR of $2.435B (+15% YoY), NRR 106%, average contract duration 3.4 years, non‑GAAP gross margin 87.8% and non‑GAAP operating margin 22.3% (above prior guided 16%–17%); Q3 non‑GAAP net income was $136M (EPS $0.47) vs. GAAP net income $72M (EPS $0.25) on ~287M diluted shares, and free cash flow was $197M (28% margin) with cash & short‑term investments of $2.018B (up from $1.874B in Q2); the Board increased buyback authorization by $750M, repurchased $50M and used ~$32M to retire shares for RSU taxes. For Q4 fiscal 2026 management guided revenue of $725M–$745M, non‑GAAP operating margin of 21%–23% and ~292M diluted shares; updated FY26 guidance is revenue $2.82B–$2.84B, non‑GAAP operating margin ~22.5%, and free cash flow $760M–$780M (≈27% margin at midpoint). Management also said TCV bookings were stronger (Q3 TCV bookings growth >20%) and raised full‑year bookings expectations versus the prior call, while noting ongoing server supply/pricing headwinds—factored into the guidance—and reiterated a medium‑term target of mid‑ to high‑teens revenue and ARR growth by FY29.

Revenue Beat and Raised Full-Year Guidance

Q3 revenue of $703M exceeded the guided range ($680M–$690M). Company raised fiscal 2026 full-year revenue guidance to $2.82B–$2.84B (midpoint increase vs prior guidance). Q4 revenue guide: $725M–$745M.

Strong ARR Growth

Annual Recurring Revenue (ARR) reached $2.435B, representing 15% year-over-year growth.

Robust Bookings and TCV Momentum

Management reported strong bookings in Q3 with TCV growth of over 20% year-over-year and said full-year TCV bookings expectations are higher than at the last earnings call.

Healthy Profitability and Margins

Non-GAAP gross margin was 87.8% and non-GAAP operating margin was 22.3% in Q3 (above the prior guided 16%–17%). Q4 non-GAAP operating margin guidance is 21%–23% and updated FY26 non-GAAP operating margin guidance is ~22.5%.

Strong Free Cash Flow and Cash Position

Q3 free cash flow was $197M (28% free cash flow margin). Cash, cash equivalents and short-term investments rose to $2.018B (from $1.874B in Q2). FY26 free cash flow guidance increased to $760M–$780M (approximately 27% margin at midpoint).

Solid Earnings

Non-GAAP net income of $136M and non-GAAP diluted EPS of $0.47 in Q3; GAAP net income was $72M with GAAP diluted EPS of $0.25.

Customer & New Logo Momentum

Added over 700 new customers in Q3, with wins across verticals (financial services, healthcare, higher education, aerospace & defense) and geographies; increased uptake of public-cloud deployment option (NC2).

Product and Partnership Progress

Key product launches and partnerships: Nutanix IdentityAI (agentic AI), NKP metal, external storage support with Pure/PowerFlex and upcoming NetApp/Lenovo integrations, and an AMD GPU partnership. .NEXT conference drew over 5,000 attendees. Management reiterated mid-to-high teens revenue and ARR growth target for FY2029.

Shareholder-Friendly Actions

Board increased share repurchase authorization by $750M and the company repurchased $50M of common stock in Q3; also used ~$32M to cover employee tax liability related to RSU vesting.

Nutanix (NTNX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NTNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Play Transcript
Sep 02, 2026	2026 (Q4)	0.49 / -	0.37	―	―
May 27, 2026	2026 (Q3)	0.36 / 0.47	0.42	11.90% (+0.05)
Feb 25, 2026	2026 (Q2)	0.45 / 0.56	0.56	0.00% (0.00)
Nov 25, 2025	2026 (Q1)	0.41 / 0.41	0.42	-2.38% (-0.01)
Aug 27, 2025	2025 (Q4)	0.33 / 0.37	0.27	37.04% (+0.10)
May 28, 2025	2025 (Q3)	0.38 / 0.42	0.28	50.00% (+0.14)
Feb 26, 2025	2025 (Q2)	0.47 / 0.56	0.46	21.74% (+0.10)
Nov 26, 2024	2025 (Q1)	0.32 / 0.42	0.29	44.83% (+0.13)
Aug 28, 2024	2024 (Q4)	0.20 / 0.27	0.24	12.50% (+0.03)
May 29, 2024	2024 (Q3)	0.17 / 0.28	0.04	600.00% (+0.24)

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

NTNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 27, 2026	$46.57	$48.81	+4.81%
Feb 25, 2026	$38.44	$39.97	+3.98%
Nov 25, 2025	$58.77	$48.34	-17.75%
Aug 27, 2025	$69.60	$66.06	-5.09%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.