Nutanix Q4 revenue, ARR top guidance as fiscal 2026 ends strong
Nutanix said fourth-quarter revenue rose to $757 million and ARR reached $2.55 billion, with both exceeding guided metrics. Full-year fiscal 2026 revenue was $2.85 billion and free cash flow was $841 million.
Nutanix (NASDAQ: NTNX ) reported fourth-quarter financial results on Wednesday.
The transcript from the company's fourth-quarter earnings call has been provided below.
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Access the full call at Summary Nutanix reported a strong Q4 2026 performance, exceeding all guided metrics with quarterly revenue of $757 million and ARR of $2.55 billion, marking a 16% year-over-year growth.
The company achieved full fiscal 2026 revenue of $2.85 billion, a 12% increase from the previous year, and a free cash flow of $841 million, maintaining a Rule of 40 score above 40 for the third consecutive year.
Strategic initiatives included the launch of Nutanix Agentic AI, partnerships with AMD and NVIDIA, and support for external storage solutions like Dell PowerStore and NetApp, driving significant seven-figure deals.
Nutanix's guidance for FY 2027 anticipates revenue growth of 12%, with expected revenue between $3.18 to $3.23 billion, despite ongoing supply chain challenges.
Management highlighted strong performance in NC2 and external storage offerings, contributing to growth despite supply constraints, and noted strategic investments in AI and cloud-native solutions.
Full Transcript OPERATOR Thank you for standing by and welcome to Nutanix fourth quarter 2026 earnings conference call.
At this time, all participants are in a listen-only mode.
After the speaker's presentation, there will be a question-and-answer session.
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Please be advised that today's conference is being recorded.
Now it is my pleasure to hand the conference to Rich Valera, Vice President of Investor Relations for Nutanix.
Please proceed.
Rich Valera, Vice President, Investor Relations Good afternoon and welcome to today's conference call to discuss fourth quarter fiscal year 2026 financial results.
Joining me today are Rajiv Ramaswamy, Nutanix's CEO, and Rukmini Sivaraman, Nutanix's CFO.
After the market closed today, Nutanix issued a press release announcing fourth quarter fiscal year 2026 financial results.
If you'd like to read the release, please visit the press releases section of our IR website.
During today's call, management will be making forward-looking statements, including financial guidance.
These forward-looking statements involve risks and uncertainties, some of which are beyond our control, which could cause actual results to differ materially and adversely from those anticipated by these statements.
For a more detailed description of these and other risks and uncertainties, please refer to our SEC filings, including our most recent Annual Report on Form 10-K and our subsequent quarterly reports on Form 10-Q, as well as our earnings press release issued today.
These forward-looking statements apply as of today, and we undertake no obligation to revise these statements after this call.
As a result, you should not rely on them as predictions of future events.
Please note, unless otherwise specifically referenced, all financial measures we use on today's call, except for revenue, are expressed on a non-GAAP basis and have been adjusted to exclude certain charges.
We have provided, to the extent available, reconciliations of these non-GAAP financial measures to GAAP financial measures on our IR website and in our earnings press release.
Nutanix will be participating in the Goldman Sachs Communacopia and Technology Conference in San Francisco on September 8th and the Piper Sandler Growth Frontiers Conference in Nashville on September 15th.
We will proceed with these events.
Finally, our first quarter fiscal 2027 quiet period will begin on October 17th, and with that I'll turn the call over to Rajiv.
Rajiv Ramaswamy, CEO Thank you, Rich, and good afternoon, everyone.
Our fourth quarter was a strong finish to our fiscal 2026 year.
We saw strength across our business and are happy to have exceeded all of our guided metrics for the quarter.
We saw strong uptake of our external storage offerings and Nutanix Cloud Clusters, or NC2, in the quarter, both of which are helping to mitigate the impact of ongoing supply chain challenges on our customers.