Nutanix reports Q2 FY2026 revenue beat, announces $150M AMD investment and AI partnership

Nutanix, Inc.

Q2 revenue $722.8M (+10% YoY); GAAP operating income $84.1M, ARR $2.36B (+16%).
AMD invests $150M in Nutanix stock at $36.26/share; funds up to $100M for R&D and go-to-market.
Jointly developing open AI infrastructure platform with AMD Instinct GPUs and EPYC CPUs; first platform expected late 2026.
Supply chain constraints push near-term revenue and FCF timing; guidance updated with higher bookings expectations.

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