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Nutanix (NTNX)
NASDAQ:NTNX
Earnings Data
Report Date
Jun 03, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.36Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflects solid operational performance and momentum: revenue beat, ARR growth of 16%, strong margins, meaningful free cash flow and exceptional new-logo additions, plus a strategic AMD partnership that expands the AI opportunity. Offsetting these positives are meaningful near-term headwinds from industry-wide CPU and memory supply constraints that are delaying hardware deliveries and shifting revenue and free cash flow timing, a lowered near-term revenue guide, and some retention/renewal timing impacts. Management characterizes the supply issues as timing-related (not demand-related) and has actions to mitigate impact, but visibility into normalization is limited.Company Guidance
Revenue Beat and ARR Growth
Q2 revenue of $723M, above guidance of $705M–$715M; ARR reached $2.356B, up 16% year-over-year.
Strong Profitability and Margins
Non-GAAP gross margin of 88.6% and non-GAAP operating margin of 26.2% (above guided 20.5%–21.5%); non-GAAP net income $164M, EPS $0.56; GAAP net income $103M, EPS $0.36.
Solid Free Cash Flow and Capital Actions
Free cash flow of $191M in Q2 (26% FCF margin). Ended Q2 with $1.874B cash and short-term investments. Repurchased $333M of common stock in Q2 (including $300M accelerated share repurchase) and used ~$48M to retire shares for RSU tax liabilities.
Bookings Momentum and New Logos
Total contract value (TCV) bookings grew in the mid-teens percent; added over 1,000 new customers in the quarter (strongest quarterly new-logo additions in 8 years). RPO grew 24% year-over-year at quarter end.
Strategic AMD Partnership to Expand AI Opportunity
Announced multiyear strategic partnership with AMD: AMD to make a $150M common-stock investment and fund up to $100M for joint R&D and go-to-market. First jointly developed Nutanix-powered agentic AI platform targeted for late 2026, expanding enterprise AI GTM reach.
Product Wins and Platform Expansion
Notable enterprise wins (large Global 2000 asset manager, a major healthcare provider, large EMEA IT services expansion). Delivered GA support for EverPure (Pure Storage) and multiple wins with Dell PowerFlex; continued enhancements to Nutanix Cloud Platform, Enterprise AI and NKP to address hybrid/multi-cloud and regulated environments.
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
NTNX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
May 28, 2025 | $78.87 | $75.85 | -3.83% |
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.
FAQ
When does Nutanix (NTNX) report earnings?
Nutanix (NTNX) is schdueled to report earning on Jun 03, 2026, After Close (Confirmed).
What is Nutanix (NTNX) earnings time?
Nutanix (NTNX) earnings time is at Jun 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NTNX EPS forecast?
NTNX EPS forecast for the fiscal quarter 2026 (Q3) is 0.36.
