Core Insights - Nutanix (NTNX) reported second-quarter fiscal 2026 non-GAAP earnings of 56 cents per share, exceeding the Zacks Consensus Estimate by 27.27% and reflecting a year-over-year increase of 19.1% [1] - Revenues for Nutanix rose 10.4% year over year to $722.8 million, surpassing the Zacks Consensus Estimate by 1.27% and exceeding the guided range of $705-$715 million [1] Customer Growth - The company added over 1000 new customers during the fiscal second quarter, marking its strongest quarterly new logo additions in eight years [4] - Increased customer engagement was noted as NTNX is considered an alternative amid industry mergers and acquisitions, supported by stronger partnerships with OEMs like Cisco, Dell, and Lenovo [2] Revenue Breakdown - Product revenues, accounting for 53.6% of total revenues, increased 9.4% year over year to $387.4 million [3] - Support, maintenance, and other services revenues, making up 46.4% of total revenues, rose 11.6% to $335.5 million [3] - Subscription revenues, which represent 95.5% of total revenues, climbed 10.6% to $690.5 million [3] - Annual recurring revenues increased 16% year over year to $2.36 billion [3] Operating Performance - Non-GAAP gross margin expanded by 30 basis points year over year to 88.6% [5] - Non-GAAP operating expenses rose 8.2% year over year to $451.2 million [5] - Non-GAAP operating income was $189 million, an increase of $27.7 million from the previous year [5] - Non-GAAP operating margin was 26.2%, exceeding the guided range of 20.5-21.5% and up 160 basis points compared to the year-ago quarter [6] Financial Position - As of January 31, 2025, cash and cash equivalents plus short-term investments totaled $1.87 billion, down from $2.06 billion at the end of the first quarter of fiscal 2026 [7] - Cash generated from operating activities during the second quarter was $197.3 million, with free cash flow at $191.4 million [7] Future Outlook - For the third quarter of fiscal 2026, revenues are projected to be between $680 million and $690 million, with a non-GAAP operating margin expected in the range of 16-17% [10] - For fiscal 2026, revenues are estimated to be between $2.80 billion and $2.84 billion, with free cash flow anticipated in the range of $745 million to $775 million [10]

Group 1 - Nutanix shares are experiencing upward momentum following mixed fiscal second-quarter results and a new partnership with AMD [1] - The company reported revenue of approximately $723 million, exceeding Wall Street expectations, while adjusted earnings of 36 cents per share fell short of consensus [2] - AMD has made a $150 million equity investment in Nutanix, highlighting a collaborative effort to develop an AI infrastructure platform [3] Group 2 - The first jointly engineered AI platform is expected to launch in late 2026, aimed at enterprise and service-provider customers [4] - Nutanix has lowered its third-quarter revenue forecast to between $680 million and $690 million, which is below analyst estimates, and has also reduced its fiscal 2026 revenue outlook due to server supply constraints [5] - The company's stock has been trading below key moving averages, indicating a sustained downside momentum [6] Group 3 - As of Thursday, Nutanix shares were up 0.21% at $38.52 [7]

Nutanix Inc (NASDAQ:NTNX) on Wednesday reported better-than-expected second-quarter sales results and also signed a multi-year agreement with AMD to develop an open, full-stack AI infrastructure platform to power agenic AI applications.Nutanix reported quarterly earnings of 56 cents per share which beat the analyst consensus estimate of 45 cents per share. The company reported quarterly sales of $722.825 million which beat the analyst consensus estimate of $709.947 million."We saw healthy demand in our seco ...

Nutanix Inc (NASDAQ:NTNX) on Wednesday reported better-than-expected second-quarter sales results and also signed a multi-year agreement with AMD to develop an open, full-stack AI infrastructure platform to power agenic AI applications.Nutanix reported quarterly earnings of 56 cents per share which beat the analyst consensus estimate of 45 cents per share. The company reported quarterly sales of $722.825 million which beat the analyst consensus estimate of $709.947 million."We saw healthy demand in our seco ...

AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将于 2026年第二季度完成。 投资者对这一发展方向表示认可。两家公司表示，首个联合开发的智能体人工智能平台预计将于2026年 底开始交付客户。 责任编辑：张俊 SF065 AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将 ...

As 2026 progresses, volatility in the stock market remains elevated. The idea of the "SaaSpocalypse" is shaking up the stock market, wiping hundreds of billions of market value from established software companies like Salesforce (With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor ...

Core Viewpoint - Trailbreaker Resources Ltd. is initiating a non-brokered structured private placement to raise up to $3 million for critical minerals exploration expenses through the sale of flow-through units [1][3]. Group 1: Offering Details - The offering includes up to 2,142,857 CMETC flow-through units at a price of $0.56 per unit, aiming to raise gross proceeds of up to $1.2 million [1]. - Additionally, the offering consists of up to 3,600,000 flow-through units at a price of $0.50 per unit, targeting gross proceeds of up to $1.8 million [1]. - Each CMETC FT Unit comprises 1 CMETC FT common share and ½ of a common share purchase warrant, while each FT Unit consists of 1 FT common share and ½ of a common share purchase warrant [1]. Group 2: Use of Proceeds - The proceeds from the sale of FT Units and CMETC FT Units will be utilized to incur eligible Canadian exploration expenses, specifically for flow-through mining expenditures and flow-through critical mineral mining expenditures [3]. - The qualifying expenditures will be incurred on or before December 31, 2027, and will be renounced to the initial purchasers effective December 31, 2026 [3]. Group 3: Regulatory and Compliance - The offering is subject to acceptance by the TSX Venture Exchange and will have a hold period in Canada of four months plus one day from closing [2].

Core Viewpoint - American Salars Lithium Inc. has entered into a Mineral Claims Option Agreement to acquire up to a 100% interest in seven mineral claims for the Petawaga Lithium–Niobium–Uranium Project located in Québec [1][6]. Project Overview - The seven claims cover approximately 411 hectares and include the historical Petawawa River showing, which had a bulk sample of 45 kg returning 3.4% Nb2O5 and 0.65% U3O8 [2][3]. - The project is situated in the Grenville Geological Province, known for its pegmatites and the presence of minerals such as samarskite, euxenite, thorianite, columbite, and lepidolite [3]. - The area around Mont-Laurier is recognized for hosting uranium pegmatites and recently identified niobium and REE-bearing dykes, indicating a favorable geological context for mineral emplacement [3]. Transaction Terms - The Option Agreement allows the company to earn a 100% interest in the claims through total cash payments of C$120,000 over three years [6][8]. - Payment structure includes an initial C$5,000 upon signing, followed by additional payments at specified intervals until the total is reached [8]. Qualified Person - Technical data disclosed in the news release has been reviewed and approved by Isabelle Robillard, a qualified person as defined by National Instrument 43-101 [9]. Company Background - American Salars Lithium focuses on exploring and developing high-value battery metals projects to cater to the growing electric vehicle market [10].

此外，Nutanix宣布与AMD达成一项多年合作协议，共同开发开放式人工智能基础设施平台。AMD将以 每股36.26美元的价格投资1.5亿美元购买Nutanix股票，并出资至多1亿美元用于联合工程和市场推广计 划。(格隆汇) 格隆汇2月26日｜信息技术基础设施软件企业Nutanix(NTNX.US)盘前涨超18%，报45.44美元。 消息面上，Nutanix公布第二财季业绩，营收同比增长10%至7.228亿美元，超过市场普遍预期的7.1035 亿美元；调整后每股收益为0.56美元，亦高于分析师预期的0.44美元。 ...

IT之家 2 月 26 日消息，AMD 与超融合企业 Nutanix 当地时间 25 日共同宣布，双方将建立战略合作伙伴关系。与此同时，AMD 将向 Nutanix 进行 1.5 亿美 元的战略投资（IT之家注：现汇率约合 10.33 亿元人民币）并提供 1 亿美元资金用于双方合作。 AMD 同 Nutanix 将携手开发一个开放的全栈式 AI 基础设施平台，旨在为各种环境下的智能体 AI 应用提供支持。 此次合作将结合芯片、开放运行时软件、企业级云编排技术，在 AMD EPYC 霄龙 CPU 和 AMD Instinct GPU 上优化 Nutanix 云平台和 Nutanix Kubernetes 平 台，并将 AMD ROCm 软件生态系统和 AMD 企业级 AI 平台集成到 Nutanix 全栈 AI 解决方案中。 Nutanix 同日还公布了该企业的 FY2026Q2 财报，在截至 2026 日历年 1 月 31 日的三个月中，该企业实现 7.228 亿美元收入，同比增长 10%；ARR 年度经常 性收入升至 23.6 亿美元，同比增长 16%。 ...