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Publication Date: 2026-08-26 22:00:00
said fourth-quarter fiscal 2026 profit and revenue topped Wall Street expectations, while the enterprise software company also issued guidance for higher sales and margins in fiscal 2027. The company reported non-GAAP earnings of $0.60 a share on revenue of $757.1 million, compared with analysts’ estimates of $0.49 a share and $738.31 million. Shares rose 6.9% in after-hours trading to $69.90, after ending the regular session at $65.39, down 1.58%.
Key Takeaways
- Nutanix beat estimates on both earnings and revenue in the fiscal fourth quarter.
- Revenue reached a quarterly record of $757 million, helped by strong demand for external storage support and Nutanix Cloud Clusters.
- Annual recurring revenue rose 16% from a year earlier to $2.549 billion.
- Non-GAAP operating margin widened to 26.2%, above the company’s guidance.
- Management said supply-chain issues are still affecting customer buying patterns and are likely to continue through fiscal 2027.
Company Performance
Nutanix finished fiscal 2026 with momentum that management described as broad-based. Revenue for the full year rose 12% to $2.854 billion, while free cash flow reached $841 million, equal to a 29% margin. The company said it achieved a Rule of 40 score of 42% for the third straight year, a sign of profitable growth.
The results also showed that Nutanix is benefiting from shifts in the infrastructure market. Customers facing higher server prices and longer lead times are increasingly looking for ways to adopt…