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Publication Date: 2026-05-28 07:00:00
This article first appeared on GuruFocus.
Revenue: $703 million, above the guidance range of $680 million to $690 million.
Annual Recurring Revenue (ARR): $2.435 billion, representing a 15% year-over-year growth.
Net Dollar-Based Retention Rate (NRR): 106% at the end of Q3.
Non-GAAP Gross Margin: 87.8%.
Non-GAAP Operating Margin: 22.3%, higher than the guided range of 16% to 17%.
Non-GAAP Net Income: $136 million or $0.47 per share.
GAAP Net Income: $72 million or $0.25 per share.
Free Cash Flow: $197 million, representing a free cash flow margin of 28%.
Cash, Cash Equivalents, and Short-term Investments: $2.018 billion at the end of Q3.
Share Repurchase: $50 million worth of common stock repurchased under authorization.
Q4 Revenue Guidance: $725 million to $745 million.
Full Year Revenue Guidance: $2.82 billion to $2.84 billion.
Full Year Non-GAAP Operating Margin Guidance: Approximately 22.5%.
Full Year Free Cash Flow Guidance: $760 million to $780 million, representing a free cash flow margin of 27% at the midpoint.
Release Date: May 27, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
Nutanix Inc (NASDAQ:NTNX) reported quarterly revenue of $703 million, exceeding their guidance range.
Annual Recurring Revenue (ARR)…
