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Publication Date: 2026-08-26 20:03:00
Nutanix reported fourth quarter fiscal 2026 results with revenue of $757.1 million and annual recurring revenue (ARR) of $2.55 billion, representing 16% year-over-year ARR growth. The company generated strong cash flow, reporting quarterly free cash flow of $277.6 million and fiscal-year free cash flow of $840.7 million. Non-GAAP operating margin for the quarter was 26.2% and Nutanix delivered outperformance across its fourth-quarter guided metrics.
Financial Highlights
- Revenue (Q4 FY26): $757.1 million (Q4 FY25: $653.3 million)
- Annual Recurring Revenue (ARR) as of July 31, 2026: $2.55 billion (16% YoY)
- Gross profit (Q4 FY26): $651.351 million; GAAP gross margin: 86.0%; Non-GAAP gross margin: 87.7%
- Operating income (Q4 FY26): GAAP $70.0 million; Non-GAAP operating income $198.0 million; Non-GAAP operating margin: 26.2%
- Net cash provided by operating activities (Q4 FY26): $315.0 million; Free cash flow (Q4 FY26): $277.6 million; Free cash flow (FY26): $840.7 million
Business Highlights
- Added over 3,000 new customers during fiscal 2026, supporting subscription-led growth and ARR expansion.
- Expanded and enhanced strategic partnerships with AMD, Lenovo, NetApp and NVIDIA to broaden ecosystem and product support.
- Launched the Model Context Protocol (MCP) server for Nutanix Cloud Platform to enable secure, natural-language, agentic AI automation in hybrid cloud environments.
- Announced availability of Dell PowerStore integration for Nutanix Cloud Platform and general availability of…