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Nutanix (NTNX) investor relations material
Nutanix Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Core business and value proposition
Provides a platform for modernizing infrastructure, enabling application and data management across on-prem, edge, and public clouds.
Supports both traditional and modern cloud-native applications, with a focus on simplifying operations.
Positioned to support emerging AI and agentic applications across hybrid environments.
Recent performance and supply chain dynamics
Bookings remained strong in Q2, but revenue outlook was cut due to ongoing supply chain challenges affecting hardware availability.
Customers are placing software orders to secure pricing and queue for hardware despite longer lead times.
Internal expectations for full-year bookings have increased, but revenue recognition is delayed.
Customer flexibility and product evolution
Offers customers choice of server platforms and now supports external storage, allowing use of existing hardware.
Nutanix Cloud Clusters (NC2) enables running software on public cloud bare metal, increasing deployment options.
Commercial mechanisms like future start dates for licenses help align with customer procurement cycles.
- Q2 FY2026 saw double-digit revenue and ARR growth, record new customers, and strong cash flow.NTNX
Corporate presentation5 Mar 2026 - Q2 FY26 revenue up 10% YoY, ARR rose 16%, and a $300M share buyback was completed.NTNX
Q2 20262 Mar 2026 - Nutanix leverages VMware disruption, partnerships, and innovation to drive multi-year growth.NTNX
BofA Securities 2024 Global Technology Conference31 Jan 2026 - FY 2024 saw 15% revenue growth, 22% ARR growth, and first GAAP operating profit, with strong FY 2025 outlook.NTNX
Q4 202423 Jan 2026 - Expanding hybrid cloud and AI offerings, leveraging industry shifts and new partnerships for growth.NTNX
Goldman Sachs Communacopia + Technology Conference 202421 Jan 2026 - Expanding platform, supporting AI and external storage, with adjusted revenue guidance and active buybacks.NTNX
28th Annual Needham Growth Conference Virtual16 Jan 2026 - Revenue up 16% to $591M, ARR $1.97B, net income $29.9M, and guidance raised.NTNX
Q1 202512 Jan 2026 - Raised guidance and strategic partnerships drive growth amid hybrid cloud and AI investments.NTNX
Barclays 22nd Annual Global Technology Conference 202411 Jan 2026 - Strong growth, larger deal focus, and innovation drive Nutanix’s evolving market position.NTNX
27th Annual Needham Growth Conference10 Jan 2026
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