Jul 2026 (Q4 FY26) — Aug 26, 2026
Nutanix Q4 FY26 — Strong Finish Driven by External Storage, NC2, and AI Momentum
Read the full callNutanix (NTNX) earnings
- Jul 2026
- Jul 2026 (Q4 FY26)
- Jul 2026
Nutanix earnings: last reported Wed, 26 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 757 | +15.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 9.2 | +4.5 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1,270 | +3184.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$67.53 +0.88% · +$0.59
Performance −0.2% 1Y
1Y: $67.66 on 17 Oct 2025 → $67.53. High $74.63 (9 Oct 2026), low $34.41 (10 Apr 2026).
- Previous close
- $66.94
- 52-week range
- $34.41 – $74.63
- One year
- −1.05%
Overview
- Symbol
- NTNX
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q3 FY26) — May 27, 2026
Nutanix Q3 FY26 — Strong Bookings and Raised Full-Year Guidance
Read the full callJan 2026 (Q2 FY26) — Feb 25, 2026
Nutanix Q2 FY26 — Strong Bookings and AMD Partnership Amidst Supply Chain Headwinds
Read the full callEvery analysed call
Nutanix earnings calls (NTNX)
Financials
What the filings say
Net profit, year on year: +3185% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 591 | 655 | 639 | 653 | 671 | 723 | 703 | 757 |
| Operating profit | 27 | 65 | 49 | 31 | 49 | 84 | 71 | 70 |
| Operating margin | 4.6% | 10.0% | 7.6% | 4.8% | 7.4% | 11.6% | 10.0% | 9.2% |
| Other income | 10 | -0 | 16 | 14 | 16 | 13 | 11 | 13 |
| Profit before tax | 37 | 65 | 65 | 45 | 66 | 98 | 81 | 83 |
| Tax rate | 18.7% | 13.3% | 1.9% | 14.4% | 5.3% | −5.7% | 11.3% | −1435.0% |
| Net profit | 30 | 56 | 63 | 39 | 62 | 103 | 72 | 1,270 |
| EPS ($ per share) | 0.11 | 0.21 | 0.24 | — | 0.23 | 0.38 | 0.27 | — |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -1,649 | -2,522 | -3,627 | -4,378 | -4,633 | -4,847 | -4,896 | -3,709 |
| Total liabilities | 1,599 | 2,044 | 3,290 | 3,166 | 3,234 | 2,872 | 3,978 | 4,371 |
| Fixed assets | 137 | 143 | 132 | 113 | 112 | 136 | 143 | 135 |
| Total assets | 1,786 | 1,769 | 2,277 | 2,366 | 2,527 | 2,144 | 3,283 | 5,074 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 42 | -160 | -100 | 68 | 272 | 673 | 821 | 917 |
| Cash from investing | -17 | 25 | -597 | -54 | -50 | 530 | -952 | -436 |
| Cash from financing | 67 | 58 | 664 | 104 | -113 | -1,063 | 244 | -473 |
| Net cash flow | 92 | -78 | -33 | 117 | 110 | 140 | 114 | 8 |
| Capital expenditure | -118 | -89 | -59 | -49 | -65 | -75 | -71 | -76 |
| Free cash flow | -76 | -249 | -158 | 18 | 207 | 598 | 750 | 841 |
NTNX revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Product | 51% | 54% | 54% | 52% | 52% | 54% | 52% | 51% | +14.3% |
| Subscription and Circulation Software Termbased Licenses | 48% | 52% | 52% | 49% | 49% | 51% | 49% | 49% | +16.5% |
| Service | 49% | 46% | 46% | 48% | 48% | 46% | 48% | 49% | +17.6% |
| Subscription and Circulation Software Entitlement and Support Subscription | 46% | 44% | 44% | 46% | 46% | 44% | 46% | 46% | +17.0% |
| Professional Services | 5% | 4% | 4% | 4% | 5% | 4% | 5% | 5% | +31.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
NTNX operating KPIs by quarter
| KPI | Jan 2026 Q2 FY26 | Apr 2026 Q3 FY26 | 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.
Revenue by region
Q4 FY2026 · share of revenue
- US 53% ↓ 3 pt
- EMEA 30% ↑ 4 pt
- Asia Pacific 15% ↓ 1 pt
- Other Americas 2%
As NTNX cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
100 filings between Dec 12, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$57.17M
11 sales by 4 insiders
73% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 19
- Award — granted as compensation
- 55
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| RAMASWAMI RAJIV | — | $29.46M | Oct 7, 2026 |
| Sivaraman Rukmini | — | $20.02M | Oct 12, 2026 |
| Maner Tarkan | — | $7.43M | Sep 24, 2026 |
| Sheppard Teresa Gayle | — | $257.9K | Oct 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Sivaraman Rukmini Chief Financial Officer | Sale 10b5-1 plan | 52,589 | $3.96M |
| Oct 12, 2026 | Sivaraman Rukmini Chief Financial Officer | Sale 10b5-1 plan | 180,123 | $13.39M |
| Oct 9, 2026 | Sheppard Teresa Gayle Director | Sale 10b5-1 plan | 2,800 | $206.0K |
| Oct 9, 2026 | Sheppard Teresa Gayle Director | Sale 10b5-1 plan | 700 | $51.9K |
| Oct 7, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Sale 10b5-1 plan | 75,045 | $5.55M |
| Oct 6, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Sale 10b5-1 plan | 179,490 | $13.17M |
| Oct 6, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Sale 10b5-1 plan | 145,465 | $10.74M |
| Sep 24, 2026 | Maner Tarkan President and CCO | Sale | 69,778 | $4.76M |
| Sep 17, 2026 | Sivaraman Rukmini Chief Financial Officer | Sale 10b5-1 plan | 38,139 | $2.67M |
| Sep 15, 2026 | Maner Tarkan President and CCO | Option exercise | 1,701 | $0 |
| Sep 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise 10b5-1 plan | 2,978 | $0 |
| Sep 15, 2026 | Maner Tarkan President and CCO | Tax withheld | 42,677 | $2.90M |
| Sep 15, 2026 | Maner Tarkan President and CCO | Option exercise | 1,902 | $0 |
| Sep 15, 2026 | Maner Tarkan President and CCO | Option exercise | 4,792 | $0 |
| Sep 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise 10b5-1 plan | 3,396 | $0 |
| Sep 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Tax withheld | 252,956 | $17.20M |
| Sep 15, 2026 | Maner Tarkan President and CCO | Option exercise | 2,647 | $0 |
| Sep 15, 2026 | Martin Brian Chief Legal Officer | Tax withheld | 12,570 | $854.6K |
| Sep 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Option exercise | 8,508 | $0 |
| Sep 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Option exercise | 17,207 | $0 |
| Sep 15, 2026 | Martin Brian Chief Legal Officer | Option exercise | 1,902 | $0 |
| Sep 15, 2026 | Martin Brian Chief Legal Officer | Option exercise | 2,825 | $0 |
| Sep 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Option exercise | 8,830 | $0 |
| Sep 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Tax withheld 10b5-1 plan | 75,347 | $5.12M |
| Sep 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise 10b5-1 plan | 6,250 | $0 |
| Sep 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise 10b5-1 plan | 4,765 | $0 |
| Sep 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Option exercise | 15,885 | $0 |
| Aug 24, 2026 | Sivaraman Rukmini Chief Financial Officer | Award | 101,660 | $0 |
| Aug 24, 2026 | Maner Tarkan President and CCO | Award | 7,365 | $0 |
| Aug 24, 2026 | Maner Tarkan President and CCO | Award | 56,476 | $0 |
| Aug 24, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Award | 34,194 | $0 |
| Aug 24, 2026 | Martin Brian Chief Legal Officer | Award | 7,365 | $0 |
| Aug 24, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Award | 45,372 | $0 |
| Aug 24, 2026 | Martin Brian Chief Legal Officer | Award | 15,124 | $0 |
| Aug 24, 2026 | Sivaraman Rukmini Chief Financial Officer | Award | 13,152 | $0 |
| Aug 24, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Award | 338,868 | $0 |
| Aug 24, 2026 | Maner Tarkan President and CCO | Award | 9,075 | $0 |
| Aug 24, 2026 | Sivaraman Rukmini Chief Financial Officer | Award | 15,880 | $0 |
| Jun 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise | 6,250 | $0 |
| Jun 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Tax withheld | 10,879 | $537.4K |
| Jun 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise | 4,761 | $0 |
| Jun 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise | 2,977 | $0 |
| Jun 15, 2026 | Maner Tarkan President and CCO | Option exercise | 1,902 | $0 |
| Jun 15, 2026 | Maner Tarkan President and CCO | Tax withheld | 3,965 | $195.9K |
| Jun 15, 2026 | Maner Tarkan President and CCO | Option exercise | 1,702 | $0 |
| Jun 15, 2026 | Maner Tarkan President and CCO | Option exercise | 2,648 | $0 |
| Jun 15, 2026 | Sivaraman Rukmini Chief Financial Officer | Option exercise | 3,396 | $0 |
| Jun 15, 2026 | Maner Tarkan President and CCO | Option exercise | 4,792 | $0 |
| Jun 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Tax withheld | 27,207 | $1.34M |
| Jun 15, 2026 | RAMASWAMI RAJIV Chief Executive Officer | Option exercise | 8,830 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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