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Publication Date: 2026-10-25 07:00:00
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the cloud monitoring stocks, including Nutanix (NASDAQ:NTNX) and its peers.
Software is eating the world, increasing organizations’ reliance on digital-only solutions. As more workloads and applications move to the cloud, the reliability of the underlying cloud infrastructure becomes ever more critical and ever more complex. To solve this challenge, companies and their engineering teams have turned to a range of cloud monitoring tools that provide them with the visibility to troubleshoot issues in real-time.
The 4 cloud monitoring stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 2.1% while next quarter’s revenue guidance was 0.7% above.
Luckily, cloud monitoring stocks have performed well with share prices up 19.9% on average since the latest earnings results.
Nutanix (NASDAQ:NTNX)
Originally pioneering hyperconverged infrastructure to break down traditional data center silos, Nutanix (NASDAQ:NTNX) provides a unified software platform that enables organizations to run applications and manage data across private, public, and hybrid cloud environments.
Nutanix reported revenues of $757.1 million, up 15.9% year on year. This print exceeded analysts’ expectations by 2.6%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ adjusted operating income estimates.
