earnings
confidence high
sentiment positive
materiality 0.80
Nutanix Q3 FY2026: ARR $2.43B (+15% YoY), revenue $703M (+10%), beats guidance, raises FY outlook
Nutanix, Inc.
- ARR grew 15% YoY to $2.43B; revenue $703M (+10% YoY), exceeding guided high end.
- GAAP operating income $70.5M vs $48.6M; non-GAAP operating margin 22.3% (up 80bps).
- Free cash flow $197M; net cash from ops $207.5M, slightly down YoY.
- Full-year guidance raised; management cites strong bookings and new logo additions.
- New AI and multicloud partnerships announced during quarter.