Nutanix

NTNX

Market cap $10.4B

NTNX tops Q2 estimates as revenues rise 10%. It adds more than 1,000 customers and posts its strongest new logo growth in eight years.

SAN JOSE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Nutanix , Inc. (NASDAQ: NTNX ), a leader in hybrid multicloud computing, today announced that its management will present at the following upcoming financial community event: Morgan Stanley Technology, Media & Telecom Conference Monday, March 2, 20269:15 a.m.

Nutanix Inc (NASDAQ: NTNX) shares are trading higher Thursday morning after the company paired mixed fiscal second-quarter results with a new artificial-intelligence partnership and equity investment from Advanced Micro Devices Inc (NASDAQ: AMD).

Nutanix Inc (NASDAQ: NTNX) on Wednesday reported better-than-expected second-quarter sales results and also signed a multi-year agreement with AMD to develop an open, full-stack AI infrastructure platform to power agenic AI applications.

Nutanix (NTNX) stands out as a resilient AI infrastructure play amid tech sector volatility and SaaS weakness. Despite cutting FY26 revenue guidance to $2.80–$2.84B due to supply constraints, NTNX reported robust bookings exceeding available supply. AI-driven demand is fueling longer contracts and deferred revenue recognition, highlighting NTNX's strategic positioning in private cloud infrastructure.

The chip maker enjoyed a boost from its partnership with Meta Platforms, and now it's helping lift Nutanix.

The headline numbers for Nutanix (NTNX) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Nutanix (NTNX) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.56 per share a year ago.

Nutanix, which makes hyperconverged infrastructure including storage offerings, is partnering with AMD and betting that AI customers want flexible ecosystems.

Nutanix, Inc. (NTNX) Q2 2026 Earnings Call Transcript