Filing Flows

Filing Flows › Technology › Nutanix (NTNX)

Nutanix (NTNX) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Sep 18, 2026 · Nutanix (NTNX) Q4 FY26 earnings results →

Q4 FY26 Revenue up 16% year over year to $757M · 168¢ of every $1 of revenue kept as net profit · operating margin 9.2%

Nutanix made $757M in Q4 FY26 (+16% Y/Y): Subscription and Circulation $719M, Professional Services $38.0M. Operating margin 9.2%, net earnings $1.3B. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Sep 18, 2026.

Revenue$757M
Year over year+16%
Operating margin9.2%
Net earnings$1.3B
Operating cash flow$315M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $757.1M in Q4 FY26, up 16% year over year and up 8% from the previous quarter. Subscriptionand Circulation Software Termbased Licenses was the largest line at 49% of revenue.

Gross margin was 86.0%, down 1.1 points from Q4 FY25. Operating profit was $70.0M, a 9.2% margin (up 4.5 points year over year). Of the extra revenue versus Q4 FY25, 37% reached operating profit, above the 5% margin then. Operating expenses grew 8% against revenue growth of 16%. The fastest-growing cost line was General & admin (+14%). Net earnings were $1,269.6M, up 3185% year over year. The tax line was a benefit of $1,186.9M on pre-tax earnings of $82.7M.

Operating cash flow was $315.0M (up 43% year over year), 25% of net earnings. Non-cash charges added back $17.1M of depreciation and amortization and $94.5M of share-based compensation. Working capital and other items used $1,066.2M. After purchases of property and equipment ($37.4M), free cash flow as the company reports it was $277.6M.

Quarterly history

Nutanix revenue by quarterNutanix revenue by quarter$655MQ2 FY25$639MQ3 FY25$653MQ4 FY25$671MQ1 FY26$723MQ2 FY26$703MQ3 FY26$757MQ4 FY26
Nutanix net earnings by quarterNutanix net earnings by quarter$56.4MQ2 FY25$63.4MQ3 FY25$38.6MQ4 FY25$62.1MQ1 FY26$103MQ2 FY26$72.1MQ3 FY26$1.3BQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KSep 18, 2026$757M+16%9.2%$1.3B$315M
Q3 FY2610-QMay 29, 2026$703M+10%10.0%$72.1M$208M
Q2 FY2610-QMar 2, 2026$723M+10%11.6%$103M$197M
Q1 FY2610-QDec 4, 2025$671M+14%7.4%$62.1M$197M
Q4 FY2510-KSep 24, 2025$653M+19%4.8%$38.6M$220M
Q3 FY2510-QJun 3, 2025$639M+22%7.6%$63.4M$219M
Q2 FY2510-QMar 6, 2025$655M+16%10.0%$56.4M$222M

Charts

Nutanix: revenue growth, year over year and quarter over quarterNutanix: revenue growth, year over year and quarter over quarterY/YQ/Q+16%Q2 FY25+22%-2%Q3 FY25+19%+2%Q4 FY25+14%+3%Q1 FY26+10%+8%Q2 FY26+10%-3%Q3 FY26+16%+8%Q4 FY26
Latest (Q4 FY26): Y/Y +16%, Q/Q +8%.
Nutanix: where the cash came from (+) and went (−), FY26Nutanix: where the cash came from (+) and went (−), FY26Operating cash flow$917MBuybacks−$484MOther investing−$360MCapital spending−$76.0MOther financing$13.8MCash drawn (+) / kept (−)−$7.8MNet borrowing (+) / repaid (−)−$3.4MShares issued$100K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Nutanix: profit against cash, quarter by quarterNutanix: profit against cash, quarter by quarterNet incomeOperating cash flow$29.9M$162MQ1 FY25$56.4M$222MQ2 FY25$63.4M$219MQ3 FY25$38.6M$220MQ4 FY25$62.1M$197MQ1 FY26$103M$197MQ2 FY26$72.1M$208MQ3 FY26$1.3B$315MQ4 FY26
Latest (Q4 FY26): Net income $1.3B, Operating cash flow $315M.
Nutanix: diluted shares by fiscal yearNutanix: diluted shares by fiscal year0MFY210MFY220MFY230MFY240MFY250MFY26
+41.5% since FY21: more shares outstanding (issuance, stock pay).
Nutanix in its industry: growth against margin (192 companies, SIC 7372)Nutanix in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYNTNX (+16%, 9%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

Customers and suppliers named in filings

Buys from

About Nutanix

Nutanix, Inc. ("we," "us," "our," or "Nutanix") is a hybrid cloud and AI platform company, offering organizations a unified infrastructure software platform to run applications, data, and AI anywhere. Our vision is to simplify the deployment and operation of hybrid computing infrastructure and AI factories to support the increasingly distributed landscape of apps and data, including agentic AI, while freeing organizations to modernize their infrastructure and focus on business goals. Our mission is to delight customers with an open, secure platform with rich data services that increases their ability to take advantage of technologies such as cloud native and AI, optimizes how they run their organizations today, and accelerates innovation, efficiency, and growth.

In its own words, from its 10-K, filed Sep 18, 2026.

Nutanix against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +16% against the peers' median +16%. Operating margin: 9.2% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
NTNX NutanixQ4 FY26$757M+16%9.2%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Nutanix 10-K on SEC EDGAR · CIK 1618732 · Services-Prepackaged Software

Guidance and outlook

Nutanix Revenue: guidance against what was reportedNutanix Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 FY25$653MQ1 FY26$671MQ2 FY26$723MQ3 FY26$703MFY26$2.9BQ4 FY26$757MQ1 FY27FY27
Met or beat 9 of 9 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns NTNX and who is buying

Largest holders of NTNX (13F)Largest holders of NTNX (13F)FMR LLC$2.0BVanguard Group$1.4BBlackRock$1.4BAQR Capital Management LLC$901MVanguard Portfolio Management LLC$683MVanguard Capital Management LLC$587MGoldman Sachs Group$486MState Street$418MGeneration Investment Management …$342MBank of New York Mellon$290M
Funds' net buying of NTNX by quarter (13F)Funds' net buying of NTNX by quarter (13F)$1.2B2024-09$72.9M2024-12−$260M2025-03$642M2025-06$871M2025-09−$250M2025-12−$79.4M2026-03$1.2B2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on NTNX

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

Compare NTNX with

中文版：Nutanix（NTNX）财报

Español · Français