StockWatch
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Computer Software: Prepackaged Software
Quarterly ResultMay 27, 2026, 04:08 PM

Nutanix Q3 ARR +15% to $2.43B; Revenue +10% to $703.1M

AI Summary

Nutanix reported strong financial results for its third fiscal quarter ended April 30, 2026, with Annual Recurring Revenue (ARR) growing 15% year-over-year to $2.43 billion and total revenue increasing 10% to $703.1 million. The company exceeded all guided metrics and demonstrated solid free cash flow performance of $197.2 million. Additionally, Nutanix announced a $750 million increase to its share repurchase authorization and raised its full-year fiscal 2026 guidance, reflecting confidence in sustainable growth and improving profitability.

Key Highlights

  • Nutanix Q3 FY26 ARR grew 15% YoY to $2.43 billion.
  • Revenue increased 10% YoY to $703.1 million.
  • GAAP Operating Income was $70.5 million, up from $48.6 million YoY.
  • Non-GAAP Operating Income was $156.5 million, up from $137.1 million YoY.
  • Free Cash Flow was $197.2 million.
  • Board authorized a $750 million increase to the share repurchase program.
  • Q4 FY26 revenue outlook is $725 - $745 million.
  • FY26 revenue outlook raised to $2.82 - $2.84 billion, with free cash flow of $760 - $780 million.