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NTNX
Nutanix Inc
53.76 USD
+2.56%

Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

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NTNX Transcript

Nutanix, Inc. (NTNX) Presents at Bank of America 2026 Global Technology Conference Transcript
Neutral6-2
Nutanix, Inc. (NTNX) Q3 2026 Earnings Call Transcript
Positive5-28

The earnings call summary reveals a positive sentiment with strong bookings growth, optimistic revenue guidance, and strategic partnerships, particularly with AMD. Despite supply chain challenges, the company's guidance remains unchanged, indicating resilience. The Q&A section supports this with positive feedback on AI products and competitive positioning against VMware. However, the lack of specific guidance on deferred revenue and cash flow slightly tempers the outlook, but overall, the strategic initiatives and market opportunities suggest a positive stock price movement.

Nutanix, Inc. (NTNX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Neutral3-2
Carlsmed, Inc. (CARL) Q4 2025 Earnings Call Transcript
Unknown2-25

The earnings call presents mixed signals: strong gross margins and a solid cash position are positive, but increased operating expenses and widening net losses are concerning. The Q&A reveals positive early indications for new platforms, yet lacks detailed guidance, which may worry investors. The reduced revenue guidance, despite strong cash flow guidance, adds uncertainty. Overall, the mixed financial performance and cautious guidance suggest a neutral stock price movement.

NTNX Slides

PDFNutanix Q2 FY2026 slides: strong beat offset by supply chain concerns
2026-02-25
PDFNutanix Q1 FY2026 slides reveal solid growth with 13% revenue increase, raised FCF guidance
2025-11-25
PDFNutanix Q4 FY2025 slides: Revenue jumps 19%, operating margin expands significantly
2025-08-27

NTNX Report

Nutanix, Inc. 10-K
10-K
2024-09-19
Nutanix, Inc. 10-Q
10-Q
2024-06-10
Nutanix, Inc. 10-Q
10-Q
2024-03-07
Nutanix, Inc. 10-Q
10-Q
2023-12-07

Frequently Asked Questions

Where does this earnings call transcript come from?

All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.

How soon is the transcript available after the earnings call ends?

Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.

Is the transcript edited or altered in any way?

No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.

Why do some answers appear as “Unclear” or “Inaudible”?

When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.

Who creates the AI Summary and Key Q&A highlights shown above the transcript?

They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.

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