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Nutanix Reports 15% ARR Growth, Raises Guidance, Announces AI Partnerships

May 27, 2026, 4:03 PM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Solid Q3 beat with ARR growth and raised guidance reduces execution risk; AI partnerships and NetApp alliance expand TAM; buyback adds optionality to equity and can lift sentiment, potentially driving multiple expansion in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Nutanix posted Q3 FY2026 results with ARR of $2.43B, up 15% YoY, and revenue of $703.1M. The company raised FY2026 guidance and highlighted AI initiatives, including Agentic AI, a NetApp alliance, and MongoDB integration, plus a $750M increase to its buyback. These moves point to stronger growth, higher profitability potential, and a higher valuation multiple ahead.

ARR $2.43B, up 15% YoY; ARR methodology updated; ARR as of Apr 30, 2026.
Q3 Revenue $703.1M, +10% YoY; GAAP gross margin 86.9%, non-GAAP 87.8–88.2%.
Guidance raised for FY2026; Q4 revenue guide $725–$745M; non-GAAP OPM 21–23%.
Nutanix Investor Day: $750M increase to share repurchase; AI/partners highlighted (NetApp NKP Metal).
Strategic AI moves: Nutanix Agentic AI, ND/DB MongoDB integration; NetApp alliance.

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