NTNX) And The Rest Of The Cloud Monitoring Segment

NTNX) And The Rest Of The Cloud Monitoring Segment

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Publication Date: 2026-01-20 08:00:00

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at 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 mixed Q3. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 25.2% since the latest earnings results.

Weakest Q3: 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 $670.6 million, up 13.5% year on year. This print fell short of analysts’ expectations by 0.9%. Overall, it was a softer quarter for the company with full-year revenue guidance missing analysts’ expectations and revenue…