Nutanix, Inc.
Nutanix is a U.S.-based software company focused on hybrid multicloud infrastructure and data management. Its Nutanix Cloud Platform helps organizations run applications, virtual machines, containers, and data across on-premises data centers, edge locations, and public clouds through a unified software stack.
Tilikausi 2026 · muutos edellisvuodesta
Kehitys 2021–2026
Liiketoiminta
Osuus liikevaihdostaDefined-term software entitlements, support subscriptions, and SaaS offerings.
Consulting, assessment, deployment, and optimization services for customers.
Non-subscription product revenue and related hardware/software items.
Tuotteet
Raportoitu · osuus liikevaihdosta- Subscriptionand Circulation Software Termbased Licenses49,5 %
- Subscriptionand Circulation Software Entitlementand Support Subscription45,5 %
- Professional Services5,0 %
Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Nutanix sells primarily to enterprises and public-sector organizations that need a consistent platform for running applications and managing data across multiple environments. Its customer base spans financial services, retail, manufacturing, healthcare, education, energy, technology, telecommunications, and service providers that resell cloud-based services to their own customers.
Buy the Nutanix platform to run business-critical workloads, virtualization, and data services across hybrid environments.
Use the platform for secure, standardized infrastructure and application hosting across distributed sites.
Deploy Nutanix to offer cloud-based services to their own downstream customers.
Sell and deliver Nutanix solutions to end customers through indirect routes.
Strategia
Nutanix is focused on expanding its customer footprint by investing in sales, marketing, channel partners, and OEM relationships. It is also broadening the platform with external storage support, stronger Kubernetes capabilities, and AI-oriented functionality to address more infrastructure use cases.
Customer expansion drives subscription growth and broadens the installed base.
More workload support increases relevance across hybrid multicloud deployments.
Partner-led delivery and go-to-market efficiency support scalable subscription economics.
Maantiede
Q2/2026Nutanix is headquartered in the United States and serves customers globally through channel partners and OEM relationships. The filings do not provide a country revenue split in the excerpts, but the customer base is broad and includes organizations across North America, Europe, and other international markets.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Nutanix faces execution risk in scaling its subscription platform, winning new customers, and maintaining partner and OEM relationships in a competitive infrastructure software market. Its results also depend on technology adoption cycles, interoperability with third-party platforms, cybersecurity, and the ability to keep pace with AI, virtualization, and cloud-native shifts.
- Competitive pressure in hybrid infrastructure softwareVaikutus: KorkeaTodennäköisyys: Kohtalainen
Customers can switch among virtualization, cloud, and infrastructure platforms.
Kohdistuu: Core platform sales and renewals
- Reliance on partners and OEMsVaikutus: KorkeaTodennäköisyys: Kohtalainen
A large share of sales is routed indirectly, so partner performance affects demand.
Kohdistuu: Go-to-market execution
- Technology and interoperability riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
The platform must work across server, storage, cloud, and container ecosystems.
Kohdistuu: Product adoption and retention
- Cybersecurity and platform incidentsVaikutus: KorkeaTodennäköisyys: Kohtalainen
Security breaches or outages could damage trust in infrastructure software.
Kohdistuu: Customer data and service reliability
- Macroeconomic and geopolitical spending delaysVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Enterprise infrastructure purchases can be deferred during uncertainty.
Kohdistuu: New bookings and renewals
Kirjanpito
Harkinnanvaraiset erätDefined-term software, support, and SaaS are recognized over time, affecting timing of revenue.
Vaikutus: Revenue and deferred revenue
Material non-cash expense across R&D, sales, and G&A.
Vaikutus: Operating margin and earnings comparability
Acquisition-related intangibles flow through cost of revenue and operating expenses.
Vaikutus: Gross margin and operating income
Tax reserves depend on judgment and can change with audits or settlements.
Vaikutus: Tax expense and liabilities
Minimum purchase or revenue-target commitments can create loss accruals.
Vaikutus: Cost accruals and cash obligations
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Päivitetty: 24.9.2026