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Material beat on ARR growth and cash flow, plus multi-year AI/product momentum and durable FY27 guidance; suggests multiple expansion risk if execution remains consistent. Historical precedent: robust ARR growth and durable FCF often lead to multiple re-rating when guidance for next year is solid and AI catalysts are tangible.
What happened, with direct paths to the underlying reporting
Nutanix posted FY26 results with ARR rising 16% YoY to $2.55B and Q4 revenue of $757.1M, supported by $277.6M free cash flow. The company highlighted partnerships with AMD, Lenovo, NetApp, and NVIDIA, and AI platform innovations, guiding FY27 revenue to $3.18–$3.23B with a non-GAAP margin of 24–25% and $850–$950M in free cash flow, signaling a durable growth and profitability trajectory.
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