Nutanix Reports 16% ARR Growth and Strong Free Cash Flow for Fiscal 2026

Earnings
โดย GlobeNewswire·US·Read original
Summary · why it matters

Nutanix reported fourth quarter and fiscal 2026 financial results, with annual recurring revenue growing 16% year-over-year to $2.55 billion and strong free cash flow generation. For the fourth quarter, revenue rose 16% to $757.1 million, GAAP operating income was $70.0 million, and non-GAAP operating income was $198.0 million, with free cash flow of $277.6 million. For the full fiscal year, revenue increased 12% to $2.85 billion, GAAP operating income was $274.0 million, non-GAAP operating income was $675.4 million, and free cash flow reached $840.7 million. The company added over 3,000 new customers during the year and signed new or enhanced agreements with AMD, Lenovo, NetApp, and NVIDIA. Looking ahead, Nutanix guides first quarter fiscal 2027 revenue between $755 million and $765 million, and fiscal 2027 revenue between $3.180 billion and $3.230 billion, with non-GAAP operating margin of 24% to 25% and free cash flow of $850 million to $950 million.

Impact on stocks 5

Artificial Intelligence · 3 stocks
Lenovo Group
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▲ PositiveDemandrelevance

Nutanix signed new or enhanced agreements with Lenovo, indicating continued partnership and demand.

Advanced Micro Devices Inc
AMD
▲ PositiveDemandrelevance

Nutanix signed new or enhanced agreements with AMD, indicating continued partnership and demand.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nutanix signed new or enhanced agreements with NVIDIA, indicating continued partnership and demand.

Cloud & Digital Infrastructure · 2 stocks
Nutanix Inc
NTNX
▲ PositiveCapitalrelevance

Nutanix reports strong ARR growth, revenue, and free cash flow, beating expectations.

NetApp Inc
NTAP
▲ PositiveDemandrelevance

Nutanix signed new or enhanced agreements with NetApp, indicating continued partnership and demand.