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NTNX earnings intelligence

Nutanix Inc

Technology · Software - Infrastructure · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Wednesday 26 August 2026

Time unconfirmed · Fiscal period ending 31 Jul 2026

80event risk

High

Countdown13 dayscalendar proximity
EPS estimate0.18 USDprovider consensus
Estimate growth-51.4%versus comparable year-ago actual
Historical movement11.4%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is closing and has persisted through 12 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move107.4%2023-08-18 to 2026-08-07
Earnings move536.7%trailing diluted EPS
Unresolved spread429.2 ptsClosing
Current multiple34.6xprice divided by TTM EPS
Relationship pressure84/100High
Model confidence66/100Moderate

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Repricing may be starting

The longstanding earnings lead is beginning to close through price confirmation.

Starting-base sensitivity

The three-year earnings move begins from an unusually depressed level; compare the shorter horizons before relying on its scale.

Model qualification

The three-year starting earnings level was unusually depressed.

Model qualification

The earnings move is exceptionally large and should be read with its quality confirmation.

Beat rate91.7%11 beats in 12 measured quarters
Average surprise+36.4%median 32.8%
Delivery streak22 consecutive beats
Average response+1.1%12 measured reactions
Result-price confirmation55%same directional sign
Surprise variability25.6 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth13.0%year on year
Average surprise18.4%latest four quarters
SUE1.65standardised surprise
Net margin10.0%trailing basis
Cash conversion3.16xcash flow / net income
P/E61.4xcurrent snapshot
Data completeness86%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close62.67 USDcompleted week
13-week return36.2%price momentum
Fair-value gap9.3%price versus current fair value
Relative strength1.9exchange benchmark
Trend signalActiveweekly architecture
Next-week statePositive56.7%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period27 May 202630 Apr 2026 · exact
EPS actual / estimate0.47 / 0.35USD
Surprise+34.3%Beat
EPS growth+11.9%year on year
Revenue / growth703066000+10.0% · USD
Next close / four weeks+10.5% / -0.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Feb 202631 Jan 2026 · exact
EPS actual / estimate0.56 / 0.44USD
Surprise+27.3%Beat
EPS growth0.0%year on year
Revenue / growth722825000+10.4% · USD
Next close / four weeks-3.9% / -0.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period25 Nov 202531 Oct 2025 · exact
EPS actual / estimate0.41 / 0.41USD
Surprise0.0%In-Line
EPS growth-2.4%year on year
Revenue / growth670576000+13.5% · USD
Next close / four weeks-17.0% / -9.2%completed weekly closes
ReadContainedresult versus price sign
Reported / period27 Aug 202531 Jul 2025 · exact
EPS actual / estimate0.37 / 0.33USD
Surprise+12.1%Beat
EPS growth+37.0%year on year
Revenue / growth653267000+19.2% · USD
Next close / four weeks-2.3% / +12.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 May 202530 Apr 2025 · exact
EPS actual / estimate0.42 / 0.38USD
Surprise+10.5%Beat
EPS growth+50.0%year on year
Revenue / growth638983000+21.8% · USD
Next close / four weeks-3.8% / -8.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Feb 202531 Jan 2025 · exact
EPS actual / estimate0.56 / 0.47USD
Surprise+19.1%Beat
EPS growth+21.7%year on year
Revenue / growth654721000+15.8% · USD
Next close / four weeks+10.3% / +4.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period26 Nov 202431 Oct 2024 · exact
EPS actual / estimate0.42 / 0.32USD
Surprise+31.2%Beat
EPS growth+20.0%year on year
Revenue / growth590956000+15.6% · USD
Next close / four weeks-10.8% / -11.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Aug 202431 Jul 2024 · exact
EPS actual / estimate0.27 / 0.20USD
Surprise+35.0%Beat
EPS growth+12.5%year on year
Revenue / growth547952000- · USD
Next close / four weeks+18.4% / +14.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 May 202430 Apr 2024 · exact
EPS actual / estimate0.28 / 0.17USD
Surprise+64.7%Beat
EPS growth-year on year
Revenue / growth524577000- · USD
Next close / four weeks-24.1% / -26.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Feb 202431 Jan 2024 · exact
EPS actual / estimate0.46 / 0.29USD
Surprise+58.6%Beat
EPS growth-year on year
Revenue / growth565233000- · USD
Next close / four weeks+9.6% / +9.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Nov 202331 Oct 2023 · exact
EPS actual / estimate0.35 / 0.18USD
Surprise+94.4%Beat
EPS growth-year on year
Revenue / growth511054000- · USD
Next close / four weeks+8.4% / +14.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period31 Aug 202331 Jul 2023 · exact
EPS actual / estimate0.24 / 0.16USD
Surprise+50.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+17.9% / +18.6%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context