Nutanix, Inc. · NTNX · Next earnings

Nutanix, Inc. reports Tuesday, Nov 24, 2026

NTNX reports after market close with consensus EPS at $0.61 and revenue at $762.4M. Last quarter: Nutanix raises FY27 outlook as AI, NC2 and storage expand

Reports After market close19 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.61 Calendar consensus
Consensus revenue $762.4M Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session After market close 19 days away

Where NTNX left off: FY2026 Q4

Full report

Nutanix raises FY27 outlook as AI, NC2 and storage expand

EPS surprise +22.4% Reported $0.60 vs $0.49
Revenue surprise +2.5% Reported $757.1M vs $738.3M
Stock move +6.8% Event window
Subsequent drift -0.1% Up to 20 sessions

Management raised FY27 guidance to $3.18-$3.23 billion of revenue, 24%-25% operating margin, and $850-$950 million of free cash flow.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Server pricing pressure and elongated lead times could affect bookings and deployment timing.
  • Macroeconomic uncertainty and slower renewal-cohort growth could weigh on demand.
  • The company remains dependent on partner ecosystems and the adoption of newer AI and external-storage offerings.
  • Restructuring charges and integration challenges may affect execution.

Questions analysts left open

  • FY27 revenue and margin assumptions may depend on continued external-storage, AI, and NC2 contribution.
  • Supply-chain constraints, slower renewal-cohort growth, and flexible billing could affect bookings, timing, and free cash flow.
  • The scale of AI and external-storage monetization remains important to the outlook.

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Recent NTNX quarters

All NTNX earnings
+6.8%FY2026 Q4+4.8%FY2026 Q3+4.0%FY2026 Q2-5.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.