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Nutanix Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | $0.356 |
| EPS actual | $0.470 |
| EPS Surprise | 32.10% |
| Revenue estimate | 686.341M |
| Revenue actual | 703.066M |
| Revenue Surprise | 2.44% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.440 |
| EPS actual | $0.560 |
| EPS Surprise | 27.27% |
| Revenue estimate | 709.905M |
| Revenue actual | 722.825M |
| Revenue Surprise | 1.82% |
| Release date | Nov 25, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.410 |
| EPS Surprise | 0.0977% |
| Revenue estimate | 676.622M |
| Revenue actual | 670.576M |
| Revenue Surprise | -0.89% |
| Release date | Aug 27, 2025 |
| EPS estimate | $0.326 |
| EPS actual | $0.370 |
| EPS Surprise | 13.43% |
| Revenue estimate | 642.496M |
| Revenue actual | 653.267M |
| Revenue Surprise | 1.68% |
Last 4 Quarters for Nutanix
Below you can see how NTNX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 27, 2025 |
| Price on release | $69.60 |
| EPS estimate | $0.326 |
| EPS actual | $0.370 |
| EPS surprise | 13.43% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $67.94 |
| Aug 22, 2025 | $68.79 |
| Aug 25, 2025 | $67.98 |
| Aug 26, 2025 | $68.10 |
| Aug 27, 2025 | $69.60 |
| Aug 28, 2025 | $66.06 |
| Aug 29, 2025 | $67.21 |
| Sep 02, 2025 | $67.12 |
| Sep 03, 2025 | $67.90 |
| 4 days before | 2.44% |
| 4 days after | -2.44% |
| On release day | -5.09% |
| Change in period | -0.0589% |
| Release date | Nov 25, 2025 |
| Price on release | $58.77 |
| EPS estimate | $0.410 |
| EPS actual | $0.410 |
| EPS surprise | 0.0977% |
| Date | Price |
|---|---|
| Nov 19, 2025 | $60.39 |
| Nov 20, 2025 | $58.59 |
| Nov 21, 2025 | $57.62 |
| Nov 24, 2025 | $58.32 |
| Nov 25, 2025 | $58.77 |
| Nov 26, 2025 | $48.34 |
| Nov 28, 2025 | $47.78 |
| Dec 01, 2025 | $47.19 |
| Dec 02, 2025 | $46.57 |
| 4 days before | -2.68% |
| 4 days after | -20.76% |
| On release day | -17.75% |
| Change in period | -22.88% |
| Release date | Feb 25, 2026 |
| Price on release | $38.44 |
| EPS estimate | $0.440 |
| EPS actual | $0.560 |
| EPS surprise | 27.27% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $41.32 |
| Feb 20, 2026 | $39.84 |
| Feb 23, 2026 | $37.38 |
| Feb 24, 2026 | $37.86 |
| Feb 25, 2026 | $38.44 |
| Feb 26, 2026 | $39.97 |
| Feb 27, 2026 | $38.28 |
| Mar 02, 2026 | $40.29 |
| Mar 03, 2026 | $40.70 |
| 4 days before | -6.97% |
| 4 days after | 5.88% |
| On release day | 3.98% |
| Change in period | -1.50% |
| Release date | May 27, 2026 |
| Price on release | $46.57 |
| EPS estimate | $0.356 |
| EPS actual | $0.470 |
| EPS surprise | 32.10% |
| Date | Price |
|---|---|
| May 20, 2026 | $45.03 |
| May 21, 2026 | $44.69 |
| May 22, 2026 | $47.12 |
| May 26, 2026 | $46.55 |
| May 27, 2026 | $46.57 |
| May 28, 2026 | $48.81 |
| May 29, 2026 | $52.07 |
| Jun 01, 2026 | $55.87 |
| Jun 02, 2026 | $55.49 |
| 4 days before | 3.42% |
| 4 days after | 19.15% |
| On release day | 4.81% |
| Change in period | 23.23% |
Nutanix Earnings Call Transcript Summary of Q2 2026
Nutanix reported a strong Q2 FY2026: revenue $723M (above guidance), ARR $2.356B (+16% YoY), NRR 107%, free cash flow $191M (26% margin), and 1,000+ new customers (highest new-logo quarter in 8 years). Bookings/TCV grew mid-teens and management said demand remains healthy across hybrid cloud, modern apps and early enterprise AI. The company announced a strategic multiyear partnership with AMD: AMD will invest $150M in Nutanix common stock and fund up to $100M for joint R&D and go-to-market; the first jointly developed agentic AI platform is expected late 2026. Management flagged acute industry supply-chain constraints (CPU and memory shortages) that are lengthening server lead times and therefore delaying timing of revenue recognition and some free cash flow from orders tied to hardware shipments. Nutanix emphasized this is a timing effect (bookings remain strong) and outlined mitigations: broader server/vendor choice, Nutanix Cloud Clusters (NC2) public-cloud option, support for selected external storage solutions, and software swaps on existing HCI hardware. Guidance was updated to reflect timing impacts: Q3 revenue $680–690M; FY26 revenue $2.80–2.84B; FY26 non-GAAP operating margin 21–22% (unchanged); FY26 free cash flow $745–775M. Capital allocation: repurchased $333M of stock in Q2 (including a $300M accelerated share repurchase); cash & short-term investments ~$1.874B at quarter end. Management reiterated bookings strength and characterized the supply-chain impact as a near-term timing issue rather than a change in long-term demand.
