Nutanix (NTNX) Corporate presentation summary

Market opportunity and growth drivers

• Targeting a $137B total addressable market by 2029, driven by hybrid multicloud, AI, and Kubernetes adoption.

• Achieved 16% year-over-year ARR growth and 12% revenue growth in FY2026.

• Added approximately 3,100 new customers in FY2026, reflecting strong new logo performance.

• Maintains a best-in-class Net Promoter Score of 90+ over a trailing 10-year average.

• Strategic partnerships with major hyperscalers and OEMs expand reach and innovation.

Product innovation and platform capabilities

• Offers a unified platform for hybrid multicloud, supporting enterprise apps, modern apps, analytics, and AI/ML.

• Nutanix Kubernetes Platform enables seamless management, automation, and enterprise-grade support for modern apps.

• Enterprise AI platform delivers operational simplicity, control, and cost efficiency for agentic AI and GenAI applications.

• Platform extends to public cloud for migration, disaster recovery, and rapid expansion use cases.

• Continuous product and partner innovation, including expanded support for Dell, AWS, Lenovo, and NetApp.

Financial performance and key metrics

• Q4 FY2026 revenue reached $757 million, with a non-GAAP operating margin of 26.2%.

• FY2026 free cash flow was $841 million, and Rule of 40 score was 42 for the third consecutive year.

• Non-GAAP gross margin for Q4 FY2026 was 87.7%, and free cash flow for the quarter was $277.6 million.

• Annual Recurring Revenue (ARR) for Q4 FY2026 was $2.55 billion, up 16% year-over-year.

• Updated ARR calculation methodology to better align with license availability timing.