Nutanix is experiencing a significant growth acceleration, with revenue growth reaching 15.9% in 2026Q4, driven by competitive displacement opportunities following the VMware acquisition. The company has achieved a critical profitability inflection, swinging f...
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Revenue growth has accelerated to 15.9% in 2026Q4, while operating margins have expanded from negative territory to 9.2%, indicating successful execution of the software model transition.
Nutanix offers a unified platform that integrates infrastructure and management for seamless operations across clouds, enhancing efficiency and simplicity.
The company provides the agility of public cloud with the performance and security of private cloud, catering to diverse hybrid cloud needs.
Nutanix is recognized as a leader in hyperconverged infrastructure and hybrid cloud software, with a growing presence in virtualization and Kubernetes.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $0.60+22.4% vs $0.49 | $757M+2.5% vs $738M |
Q2 2026 May 27, 2026 | $0.47+32.1% vs $0.36 | $703M+2.4% vs $686M |
Q1 2026 Feb 25, 2026 | $0.56+27.3% vs $0.44 | $723M+1.8% vs $710M |
Q4 2025 Nov 25, 2025 | $0.41+0.1% vs $0.41 | $671M-0.9% vs $677M |
Nutanix NASDAQ: NTNX is positioning itself as a broader cloud-platform provider rather than solely a hyperconverged infrastructure, or HCI, company, as it pursues growth through external storage, public cloud, Kubernetes, database management and enterprise artificial intelligence offerings.
Zeta Global (NYSE: ZETA - Get Free Report) and Nutanix (NASDAQ: NTNX - Get Free Report) are both technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, profitability, valuation, dividends, analyst recommendations and risk. Institutional and Insider Ownership 87.7% of Zeta Global shares
News Summary Nutanix is recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Distributed Hybrid Infrastructure. Nutanix is recognized for its Ability to Execute and Completeness of Vision.
Nutanix is executing strongly, with external storage partnerships driving customer wins and expanding its addressable market. Management expects external storage to be the largest growth contributor by FY2027, while AI remains a longer-term revenue opportunity. Q4 FY2026 results exceeded guidance: revenue reached $757M, ARR grew 16% to $2.54B, and free cash flow hit $841M.
Benchmark NTNX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Nutanix, Inc. (NTNX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $69.25 | $18.72B | 106.54 | 18.11% | 7.42% | — | — | |
| $146.41 | $6.06B | 92.66 | 18.89% | 5.62% | 56.13% | — | |
| $57.75 | $1.17B | 19.25 | -6.72% | 2.44% | 8.66% | — | |
| $86.22 | $28.49B | 183.45 | — | 5.89% | 17.22% | — | |
| $61.04 | $80.83B | -1368.61 | 14.06% | 6.57% | 10.85% | — | |
| $192.91 | $38.21B | 30.33 | 5.37% | 19.19% | 113.67% | — |
Nutanix, Inc. (NTNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Nutanix, Inc. (NTNX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 4, 2026·SEC
May 27, 2026·SEC
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Nutanix, Inc. (NTNX) stock FAQ — growth, dividends, profitability & financials explained
Nutanix, Inc. (NTNX) reported $2.85B in revenue for fiscal year 2025. This represents a 9246% increase from $30.5M in 2013.
Nutanix, Inc. (NTNX) grew revenue by 18.1% over the past year. This is strong growth.
Yes, Nutanix, Inc. (NTNX) is profitable, generating $1.51B in net income for fiscal year 2025 (7.4% net margin).
Nutanix, Inc. (NTNX) generated $840.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
