Nutanix (NTNX) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Nutanix (NTNX) closed the most recent trading day at $60.12, moving 1.38% from the previous trading session.

Operating across North America, Europe, the Asia Pacific region, the Middle East, Latin America, and Africa, Nutanix, Inc. delivers an enterprise cloud ...
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Est. EPS $0.52 · Revenue $791.94M · 9 analysts
Est. EPS $2.32 · Revenue $3.22B · 11 analysts
Est. EPS $0.62 · Revenue $863.39M · 5 analysts
Est. EPS $0.71 · Revenue $925.81M · 6 analysts
EPS $5.16 · Revenue $2.85B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.9B | +12.4% | +7.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.5B | +700.0% | +1661.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +86.8% | -0.0% | -1.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +9.8% | +43.7% | -11.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +52.8% | +611.5% | +1535.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $840.7M | +12.1% | +40.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +29.5% | -0.3% | +30.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 216.2% | +201.3% | +202.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.71x | -1.0% | +1.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $5.1B | +54.5% | +48.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.16 vs 1.93 | +167.5% | 4.34 vs 0.52 | +732.5% |
| Revenue Surprise | $2.9B vs $2.8B | +0.7% | $757.1M vs $791.9M | -4.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Martin Brian | officer: Chief Legal Officer | Class A Common Stock | A | 7,365 | — |
| Aug 24, 2026 | Martin Brian | officer: Chief Legal Officer | Class A Common Stock | A | 15,124 | — |
| Aug 24, 2026 | Sivaraman Rukmini | officer: Chief Financial Officer | Class A Common Stock | A | 13,152 | — |
| Aug 24, 2026 | Sivaraman Rukmini | officer: Chief Financial Officer | Class A Common Stock | A | 15,880 | — |
| Aug 24, 2026 | Sivaraman Rukmini | officer: Chief Financial Officer | Class A Common Stock | A | 101,660 | — |
Operator: Thank you for standing by, and welcome to Nutanix' Fourth Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference to Rich Valera, Vice President of Investor Relations for Nutanix. Please proceed. Richard Valera: Good afternoon, and welcome to today's conference call to discuss fourth quarter fiscal year 2026 financial results. Joining me today are Rajiv Ramaswami, Nutanix' CEO; and Rukmini Sivaraman, Nutanix' CFO. After the market closed today, Nutanix issued a press release announcing fourth quarter fiscal year 2026 financial results. If you'd like to read the release, please visit the Press Releases section of our IR website. During today's call, management will be making forward-looking statements, including financial guidance. These forward-looking statements involve risks and uncertainties, some of which are beyond our control, which could cause actual results to differ materially and adversely from those anticipated by these statements. For a more detailed description of these and other risks and uncertainties, please refer to our SEC filings including our most recent annual report on Form 10-K and our subsequent quarterly reports on Form 10-Q as well as our earnings press release issued today. These forward-looking statements apply as of today, and we undertake no obligation to revise these statements after this call. As a result, you should not rely on them as predictions of future events. Please note, unless otherwise specifically referenced, all financial measures we use on today's call, except for revenue, are expressed on a non-GAAP basis and have been adjusted to exclude certain charges. We have provided, to the extent available, reconciliations of these non-GAAP financial measures to GAAP financial measures on our IR website and in our earnings press release. Nutanix will be participating in the Goldman Sachs Communacopia + Technology Conference in San Francisco on September 8, and the Piper Sandler Growth Frontiers Conference in Nashville on September 15. We hope to see you at these events. Finally, our first quarter fiscal 2027 quiet period will begin on October 17. And with that, I'll turn the call over to Rajiv. Rajiv? Rajiv Ramaswami: Thank you, Rich, and good afternoon, everyone. Our fourth quarter was a strong finish to our fiscal 2026 year. We saw strength across our business and are happy to have exceeded all of our guided metrics for the quarter. We saw strong uptake of our external storage offerings and Nutanix Cloud Clusters, or NC2, in the quarter, both of which are helping to mitigate the impact of ongoing supply chain challenges on our customers. We also saw good performance from our portfolio products with notable strength in our Kubernetes and database management offerings. Turning to our full year results. In our fiscal 2026, we demonstrated good progress on a number of fronts. Despite …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Rajiv Ramaswami | CEO & Director | USD 1,818,200 | — | 1966 | Active |
Rukmini Sivaraman | Principal Accounting Officer & Chief Financial Officer | USD 1,181,495 | Female | 1982 | Active |
Brian Michael Martin | Chief Legal Officer | USD 930,081 | Male | 1962 | Active |
Tarkan Maner | President & Chief Commercial Officer | USD 549,219 | Male | 1970 | Active |
Andrew Brinded | Chief Revenue Officer | — | Male | — | Active |
Sammy Zoghlami | Senior Vice President of Sales in EMEA | — | Male | — | Active |
Jennifer Lepird | Chief People Officer | — | Female | — | Active |
Dave Gwyn | Senior Vice President of Worldwide Channels & Customer Success | — | Male | — | Active |
Mandy Dhaliwal | Chief Marketing Officer | — | Female | — | Active |
Inder Sidhu | Chief Customer Experience Officer | — | Male | 1960 | Active |
Nutanix (NTNX) closed the most recent trading day at $60.12, moving 1.38% from the previous trading session.

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