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Nutanix reports 15% ARR growth, raised guidance, and larger buyback

May 27, 2026, 4:04 PM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong ARR growth, raised guidance, and a sizable buyback typically drive multiple expansion and investor optics positively, especially with AI partnerships validating the growth trajectory.

AI summary

What happened, with direct paths to the underlying reporting

NTNX delivered strong Q3 results with 15% ARR growth to $2.43B and solid bookings. Revenue rose 10% YoY to $703.1M, with non-GAAP margins around 22%, and full-year guidance was raised. The company also announced AI-related innovations, a NetApp alliance, and a $750M buyback, signaling earnings durability and a higher growth runway driven by AI initiatives.

ARR rose 15% YoY to $2.43B; bookings solid.
Quarter revenue $703.1M, up 10% YoY; gross margin ~87%.
Raised FY2026 guidance; Q4 revenue guidance $725–$745M.
Nutanix increases buyback by $750M; AI and NetApp partnerships expand.

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