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Publication Date: 2026-09-25 07:00:00
It has been about a month since the last earnings report for Nutanix (NTNX). Shares have lost about 1.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let’s take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Nutanix Q4 Earnings and Revenues Beat, ARR Growth Accelerates
Nutanix reported fourth-quarter fiscal 2026 non-GAAP earnings of 60 cents per share, beating the Zacks Consensus Estimate by 25% and rising from 37 cents in the year-ago quarter.
Nutanix’s revenues climbed 16% year over year to $757.1 million, beating the company’s guided range of $725-$745 million and representing a significant acceleration from the company’s 10% growth rate in the preceding quarters. The figure beat the consensus mark by 2.6%.
The company noted strength across the business, citing broad-based demand for its hybrid multicloud platform through strong uptake of external storage offerings and Nutanix Cloud Clusters, or NC2, which helped customers overcome hardware availability constraints. Management indicated that partnerships with NetApp and others were instrumental in signing several large wins in Q4, including several seven-figure deals. The company added over 3,000 customers in fiscal 2026, demonstrating…
