NTNXQuarter in the green
Nutanix just dropped its third-quarter fiscal 2026 results, and the headline reads like a company that actually enjoyed writing the earnings release. The hybrid multicloud player said ARR grew 15% year over year, while free cash flow stayed solid — a useful reminder that growth and cash generation can, in fact, share a spreadsheet.
Why investors care
The company also said it delivered outperformance across all guided metrics, which usually gets attention because guidance is where the market hangs its nervous little hat. If Nutanix is consistently beating the numbers it set for itself, that can help build confidence that demand is holding up and the business isn't just coasting on one-off wins.
The bigger picture
For investors, the key question is whether this is a one-quarter victory lap or the start of a more durable run. In cloud infrastructure, steady ARR growth plus healthy cash flow is a pretty attractive pairing — think less “flashy rocket ship,” more “boring, profitable treadmill,” which is often exactly what the market rewards.
Big picture: Nutanix seems to be doing the very unglamorous but very investable thing — growing, converting, and not burning cash like a bonfire at a beach party.