AI brief of an SEC Form 8-K · Nutanix (NTNX)

Nutanix Q3 revenue rises 10% to $703.1 million; raises full-year outlook

Positive Impact 4 of 5 earnings Written later

Nutanix reported third-quarter fiscal 2026 revenue of $703.1 million, up 10% from $639.0 million a year earlier, and GAAP operating income of $70.5 million, up from $48.6 million. The company said it raised its full-year fiscal 2026 guidance, though the filing does not state the prior guidance figures, so the size of the change cannot be measured from this document.

Key points

  • Revenue was $703.1 million, up 10% year over year; annual recurring revenue (ARR) was $2.43 billion, up 15%
  • GAAP net income was $72.1 million, or $0.25 per diluted share, versus $63.4 million, or $0.22 per diluted share, a year earlier
  • Free cash flow was $197.2 million, down $6.2 million from $203.4 million; non-GAAP operating margin was 22.3% versus 21.5%
  • Fiscal 2026 outlook: revenue of $2.82 billion to $2.84 billion and free cash flow of $760 million to $780 million; fourth-quarter revenue outlook of $725 million to $745 million

The filing

CompanyNutanix (NTNX)
Form8-K, current report
Filed with the SECMay 27, 2026, 4:01 PM ET
Accession number0001171843-26-003724

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.