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Nutanix generated annual revenue of $2.85 billion, up 12% year-over-year, ARR of $2.55 billion, up 16%, and record free cash flow of $841 million. Stockholders are asked to approve a 7,000,000-share equity plan increase, raising total overhang to approximately 11.5%.
Nutanix’s annual meeting is scheduled for December 11, 2026 at 9:00 AM, PST, with voting closing December 10, 2026 at 11:59 PM ET. Proposals include eight director elections, ratification of Deloitte & Touche LLP, advisory executive compensation approval, and an equity plan share-reserve increase.
Nutanix reported fiscal year 2026 revenue of $2.85 billion, ARR of $2.55 billion, record free cash flow of $841 million, and more than 3,000 new customers; stockholders are asked to approve a 7,000,000-share equity plan reserve increase.
Nutanix reported that Craig Conway will not seek re-election at its 2026 annual meeting and will remain a director until then. Tarkan Maner entered a twelve-month senior-advisor agreement paying $37,500 monthly, without severance, new equity awards or accelerated vesting.
Nutanix announced Tarkan Maner will step down as President and Chief Commercial Officer effective October 2, 2026. Sales, marketing and customer experience oversight will transition to Chief Executive Officer Rajiv Ramaswami, while a senior advisor transition arrangement is under discussion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| end customers | 32,000 | fiscal 2026 filing | — |
| Non-GAAP operating expenses non-GAAP | 1.84B | fiscal 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating expenses 2.2B
-327.93M Stock-based compensation
-354K Amortization of intangible assets
-23.93M Restructuring reversals (charges)
-14.9M Litigation settlement accrual and legal fees
-408K Other
= Non-GAAP operating expenses 1.84B
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| Non-GAAP operating income non-GAAP | 675.36M | fiscal 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating income 273.97M
+357.67M Stock-based compensation
+778K Amortization of intangible assets
+27.64M Restructuring (reversals) charges
+14.9M Litigation settlement accrual and legal fees
+408K Other
= Non-GAAP operating income 675.36M
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| Non-GAAP operating margin non-GAAP | 23.7% | fiscal 2026 filing | — |
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| total average contract duration | 3.2 | fiscal 2026 filing | — |
| Annual Recurring Revenue (ARR) non-GAAP | $2.55B | FY'26 | — |
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| Average Contract Duration non-GAAP | 3.2 | FY'26 | — |
| Free Cash Flow non-GAAP | $840.7M | FY'26 | — |
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| Non-GAAP gross margin non-GAAP | 88% | Fiscal Year Ended July 31, 2026 | — |
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| Non-GAAP gross profit non-GAAP | 2.51B | Fiscal Year Ended July 31, 2026 | — |
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| Non-GAAP income from operations non-GAAP | 198M | Three Months Ended July 31, 2026 | — |
| Non-GAAP net income non-GAAP | 175.35M | Three Months Ended July 31, 2026 | — |
| Non-GAAP net income per share, diluted non-GAAP | $0.6 | Three Months Ended July 31, 2026 | — |
| Remaining performance obligations - 13-36 months | 1.29B | As of July 31, 2026 | — |
| Remaining performance obligations - Current | 1.69B | As of July 31, 2026 | — |
| Remaining performance obligations - Thereafter | 460.05M | As of July 31, 2026 | — |
| Remaining performance obligations - Total | 3.44B | As of July 31, 2026 | — |
| Shares of Class A common stock repurchased | 1.3M | the three months ended April 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NTNX
this stock
Nutanix, Inc.
|
$16.34B | +16.8% | +12.4% | 11.7 | 4.4% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Nutanix’s annual meeting is scheduled for December 11, 2026 at 9:00 AM, PST, with voting closing December 10, 2026 at 11:59 PM ET. Proposals include eight director elections, ratification of Deloitte & Touche LLP, advisory executive compensation approval, and an equity plan share-reserve increase.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NTNX | +3.4% | -9.8% | +29.7% | -10.2% | +16.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.9% | -8.6% | +29.2% | -10.0% | +6.2% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
