NTNX Nutanix (NTNX) Q4 FY26 earnings call
Nutanix concluded FY26 with robust performance across its business, driven by strong adoption of external storage solutions and NC2, alongside momentum in AI and cloud-native offerings. The company exceeded all guided metrics for the quarter and delivered its third consecutive year with a Rule of 40 score above 40. Management anticipates continued server supply chain constraints in FY27, which will influence payment flexibility and future start dates for software licenses.
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NTNX operating KPIs by quarter
| KPI | Jan 2026 Q2 FY26 | Apr 2026 Q3 FY26 | This call Jul 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) | — | $2.435BARR at the end of Q3 was $2.435 billion, representing year-over-year growth of 15%.Source: earnings call transcript | $2.549BARR at the end of Q4 was $2.549 billion.Source: earnings call transcript | +4.7% |
| Net revenue retention rate | 107%NRR, or net dollar-based retention rate at the end of Q2 was 107%.Source: earnings call transcript | 106%NRR, our net dollar-based retention rate at the end of Q3 was 106%.Source: earnings call transcript | 106%NRR or net dollar-based retention rate at the end of Q4 was 106%, flat quarter-over-quarter.Source: earnings call transcript | 0 pt |
| Average contract duration | 3.1 yearsIn Q2, average contract duration was 3.1 years, largely consistent with our expectations.Source: earnings call transcript | 3.4 yearsIn Q3, average contract duration was 3.4 years, slightly higher than our expectations.Source: earnings call transcript | 3.3 yearsIn Q4, average billings contract duration was 3.3 years, slightly lower than our expectations.Source: earnings call transcript | -2.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.