Nutanix

Q4 FY2026 EarningsQ4 FY26 beat consensus across all major financial metrics, driven by 16% YoY growth in revenue ($757.1M vs. $738.3M mean) and ARR ($2.55B). Non-GAAP operating margin expanded significantly to 26.2% (+790 bps YoY), comfortably surpassing the mean estimate of 22.2%. Strong cash generation was a key highlight, with free cash flow of $277.6M exceeding the high end of market expectations, while FY27 revenue guidance of $3.18B - $3.23B aligns well with long-term growth targets.