๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $0.47 (Est. $0.38) โ
โข Revenue: $757.1M (Est. $706.85M) โ
โข ARR: $2.55B, +16% YoY.
โข Adj. Operating Margin: 26.2% vs. 18.3% YoY.
โข Operating Cash Flow: $315.0M.
โข Free Cash Flow: $277.6M.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q1 FY2027 Revenue: $755Mโ$765M (Est. $720.71M) โ
โข Q1 FY2027 Adj. Operating Margin: 26%โ28%.
โข FY2027 Revenue: $3.18Bโ$3.23B (Est. $3.01B) โ
โข FY2027 Adj. Operating Margin: 24%โ25%.
โข FY2027 Free Cash Flow: $850Mโ$950M.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q4 revenue increased 16% YoY to $757.1M, while ARR also grew 16% to $2.55B.
โข Adj. operating margin expanded 790 bps YoY to 26.2%, highlighting strong operating leverage.
โข FY2026 revenue reached $2.85B, up 12% YoY, while free cash flow increased to $840.7M.
โข Nutanix added more than 3,000 customers during FY2026 and expanded partnerships with AMD, Lenovo, NetApp and NVIDIA.
โข New AI and hybrid-cloud offerings, including Nutanix Enterprise AI and its MCP server, broaden the platformโs exposure to enterprise AI adoption.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur fourth quarter was a strong finish to fiscal 2026, a year in which we delivered solid top and bottom line performance and added over 3,000 new customers.โ