Nutanix, Inc. · NASDAQ:NTNX
Nutanix — Q4 2026 Earnings Presentation
16 slides from Nutanix's earnings presentation, Aug 26, 2026
Slide 1: Q4 FY2026 Earnings
Q4 FY2026 Earnings August 26, 2026
Slide 2: Safe Harbor: Non-GAAP Financial Measures
Safe Harbor Non-GAAP Financial Measures and Other Key Performance Measures To supplement our consolidated financial statements, which are prepared and presented in accordance with GAAP, this presentation includes the following non-GAAP financial and other key performance measures: non-GAAP gross mar
Slide 3: Safe Harbor: Forward Looking Statements
Safe Harbor Forward Looking Statements This presentation contains express and implied forward-looking statements, including, but not limited to, statements regarding: our business trends, momentum and prospects; our expectations regarding demand for our solutions; our ability to capitalize on market
Slide 4: Q4 and FY2026 Company Highlights
Q4 and FY2026 Company Highlights Exceeds All Guided Metrics for Reports Revenue of $757 million, up 16% year-over-year, and Non-GAAP Q4'26 Operating Margin of 26.2% for Q4'26. Reports Strong ARR Growth and Reports 16% year-over-year ARR growth, 12% year-over-year Revenue Free Cash Flow for FY’26 gro
Slide 5: Management Commentary
Management Commentary Our fourth quarter was a strong finish to fiscal Our fiscal 2026 results demonstrated a good 2026, a year in which we delivered solid top and balance of top and bottom line performance with bottom line performance and added over 3,000 16% year-over-year ARR growth and strong fr
Slide 6: Q4 FY2026 Financial Summary
Q4 FY2026 Financial Summary Q4’26 Results Y/Y Change Q4’26 Guidance Annual Recurring Revenue(1) $2.55B 16% N/A Average Contract Duration 3.3 Years 0.1 Years N/A Revenue $757.1M 16% $725 – $745M Non-GAAP Gross Margin 87.7% (60) bps N/A Non-GAAP Operating Expenses $465.6M 2% N/A Non-GAAP Operating Inc
Slide 7: Annual Recurring Revenue
Annual Recurring Revenue(1) +16% Y/Y $ Millions $2,549 $2,435 $2,356 $2,284 $2,202 $2,119 $2,027 $1,943 $1,873 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 1. Beginning with the first quarter of fiscal 2026, our methodology for calculating ARR was updated to align more closely with the timi
Slide 8: Customer Growth
Customer Growth Q4’26 Highlights Cumulative Customer Count 32,360 31,710 30,980 29,930 (1) 29,290 28,490 27,870 27,160 26,530 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Note: The cumulative customer count reflects standard adjustments/consolidation to certain customer accounts within our
Slide 9: Q1'27 Financial Guidance
Q1’27 Financial Guidance Q1’27 Guidance Revenue $755 – $765M Non-GAAP Operating Margin 26% to 28% Weighted Average Shares ~294M Outstanding (Diluted)(1) 1. Weighted average share count used in computing diluted non-GAAP net income per share. 9 Note: Q1’27 guidance is as of August 26, 2026.
Slide 10: FY'27 Financial Guidance
FY’27 Financial Guidance Guidance Commentary: 1. The Company continues to believe in the robust market opportunity and growth vectors driving its business, which include: (a) core demand for its hybrid cloud FY’27 Guidance platform, including the support of external storage platforms, (b) cloud-nati
Slide 11: Appendix
Appendix NUTAND<
Slide 12: Nutanix Reporting Model
Nutanix Reporting Model Product Type Product Mix Contract Duration Revenue Recognized Term-based 1, 3, or 5 Years Upfront Subscription Subscription SaaS Subscription Monthly up to 5 Years Ratable Support and 1, 3, or 5 Years Ratable Entitlements Professional Services for Professional Services Variou
Slide 13: Definitions
Definitions Annual Recurring Revenue(1), or ARR, is defined as the sum of ACV for all subscription contracts from all customers in effect as of the end of a specific period, assuming any subscription contract that expires is renewed on its existing terms. ARR excludes the value of professional servi
Slide 14: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Q4’25 Q1’26 Q2’26 Q3’26 Q4’26 FY’26 Gross Margin (GAAP) 87.2% 87.0% 87.4% 86.9% 86.0% 86.8% Stock-Based Compensation Expense 1.1 1.0 1.2 0.9 1.2 1.1 Restructuring Charges – – – – 0.5 0.1 Gross Margin (Non-GAAP) 88.3% 88.0% 88.6% 87.8% 87.7% 88.0% Operating Expenses (
Slide 15: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Q4’25 Q1’26 Q2’26 Q3’26 Q4’26 FY’26 Net Income (GAAP) $38.7 $62.1 $103.0 $72.1 $1,269.6 $1,506.8 Stock-Based Compensation Expense 85.2 77.7 102.6 82.8 94.6 357.7 Amortization of Intangible Assets 0.1 0.2 0.2 0.2 0.2 0.8 Restructuring Charges – – – – 27.6 27.6 Litigat
Slide 16: Thank You
NUTAND< Thank You