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Nutanix (NTNX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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Nutanix (NTNX - Free Report) reported $757.08 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 15.9%. EPS of $0.60 for the same period compares to $0.37 a year ago.

The reported revenue represents a surprise of +2.6% over the Zacks Consensus Estimate of $737.89 million. With the consensus EPS estimate being $0.48, the EPS surprise was +25%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Nutanix performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Annual Recurring Revenue (ARR): $2.55 billion versus the nine-analyst average estimate of $2.51 billion.
  • Remaining Performance Obligations- Total: $3440.41 billion versus the three-analyst average estimate of $3302 billion.
  • Revenue- Support, maintenance and other services: $368.69 million versus the 12-analyst average estimate of $356.78 million. The reported number represents a year-over-year change of +17.6%.
  • Revenue- Product: $388.39 million versus the 12-analyst average estimate of $378.94 million. The reported number represents a year-over-year change of +14.3%.
  • Disaggregation of Revenue- Professional services revenue: $37.97 million compared to the $38.21 million average estimate based on seven analysts. The reported number represents a change of +31.4% year over year.
  • Disaggregation of Revenue- Subscription revenue: $719.11 million versus the seven-analyst average estimate of $699.92 million. The reported number represents a year-over-year change of +16.7%.

View all Key Company Metrics for Nutanix here>>>

Shares of Nutanix have returned +12.5% over the past month versus the Zacks S&P 500 composite's +3.7% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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