NASDAQ$NTNX

Nutanix Inc A · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Nutanix reported Q1 2026, revenue of $591M, a net loss of $50M, diluted EPS of $-0.10.

For Q1 2026, Nutanix reported revenue of $591M, a net loss of $50M, diluted EPS of $-0.10. Management discussed segment trends, liquidity, and priorities for upcoming periods as disclosed in the quarterly filing.

  • Revenue $591M.
  • Net loss $50M.
  • Diluted EPS $-0.10.

Headline financials

Total Revenue

$671M

Previous: $591M+13.5%
EPS (adj)

-$0.10

Previous: $0.42-123.8%
Annual Recurring Revenue

$2.28B

No prior period
Avg Contract Duration

3.1

No prior period
GAAP Gross Margin

87.0%

No prior period
Non-GAAP Gross Margin

88.0%

No prior period
GAAP Operating Margin

7.4%

No prior period
Non-GAAP Operating Margin

19.7%

No prior period
Capital Expenditures

-$22.3M

Previous: -$9.83M-127.0%
Free Cash Flow

$39.8M

Previous: $152M-73.8%
Net Income

$62.1M

Previous: $29.9M+107.5%
Operating Income

$49.3M

Previous: $27.3M+81.0%
Gross Profit

$583M

Previous: $508M+14.7%
Cash & Equivalents

$780M

Previous: $717M+8.9%
Total Assets

$3.32B

Previous: $2.18B+52.4%

Revenue & EPS history

Nutanix · Revenue · Quarterly

$671M

Q1 2026+13.5%vs Q1 2025
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

Nutanix · $502M total across 2 segments · Q1 2024

  • Subscription Revenue
    $479M+19.0%
  • Professional Services & Other
    $22.8M+2.5%

Forward guidance

Management discusses Nutanix's outlook, capital deployment, and key risks as disclosed in the earnings materials and periodic report.

Tailwinds

  • Nutanix cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations and investment.

Headwinds

  • GAAP profitability remained under pressure in the reported quarter.
  • Macro, competitive, and input-cost pressures may affect margins.
  • Segment mix and one-time items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.3%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.9%

Avg return

30 days after

54%

21 / 39 earnings

Positive

+29.5%

Q4 2020

Best reaction

-33.7%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+4.9%+19.3%
Q2 2026+4.0%+5.9%-2.2%
Q1 2026-17.8%-19.7%-10.1%
Q4 2025-5.1%-3.6%+10.8%
Q3 2025-3.9%-1.5%-4.5%
Q2 2025+10.4%+11.1%+2.4%
Q1 2025-8.4%-10.3%-12.5%
Q4 2024+18.3%+18.8%+12.0%
Q3 2024-21.5%-26.1%-20.8%
Q2 2024+8.5%+12.4%+6.0%
Q1 2024+6.4%+9.8%+17.7%
Q4 2023+13.3%+13.1%+13.2%
Q3 2023+16.2%+15.3%+7.1%
Q2 2023-7.4%-13.8%-11.6%
Q1 2023+12.5%+11.3%-4.0%
Q4 2022+23.3%+20.0%+15.0%
Q3 2022-21.2%-19.4%-26.1%
Q2 2022-2.1%-13.3%+3.9%
Q1 2022+6.4%+4.5%-1.9%
Q4 2021+9.5%+17.1%+5.8%
Q3 2021+3.0%+1.7%+29.0%
Q2 2021-6.8%-3.9%-15.7%
Q1 2021-0.9%-1.4%+16.6%
Q4 2020+29.5%+30.1%+0.6%
Q3 2020-6.5%-1.6%-7.2%
Q2 2020-32.9%-30.6%-51.2%
Q1 2020+14.2%+27.5%+10.1%
Q4 2019+25.6%+26.7%+37.1%
Q3 2019-16.7%-16.8%-23.0%
Q2 2019-33.7%-33.4%-25.7%
Q1 2019+3.3%+7.2%-4.3%
Q4 2018-7.9%-7.8%-30.1%
Q3 2018-6.7%-7.7%-3.4%
Q2 2018+6.6%+21.1%+34.7%
Q1 2018+10.9%+4.9%+8.5%
Q4 2017+0.5%-2.7%+2.2%
Q3 2017+12.3%+4.0%+10.7%
Q2 2017-25.2%-30.4%-38.9%
Q1 2017-4.0%-16.7%-21.5%
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2014
Q1 2014
Q4 2014
Q3 2014

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