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]

Summary of Everpure (NYSE:PSTG) FY Conference Call - February 26, 2026 Company Overview - **Company Name Change**: Pure Storage has rebranded to Everpure to reflect its expanded capabilities in the enterprise storage industry [11][14] - **Acquisition**: The company acquired 1touch to enhance its data management capabilities, allowing for better context and usability of stored data [13][19] Financial Performance - **Quarterly Earnings**: Everpure reported its first billion-dollar quarter with revenues of approximately $1.06 billion, marking a 16% year-over-year growth for the full year and a 20% growth in Q4 compared to the previous year [15][16] - **Future Guidance**: The company anticipates a 28% growth in Q1 year-over-year and a 19% growth for the entire year [15][16] - **Competitor Comparison**: Competitors are experiencing low single-digit growth rates, indicating Everpure's strong market position [16] Industry Dynamics - **NAND Flash Supply Chain**: Everpure has begun selling to hyperscalers, significantly increasing its responsibility for NAND flash supply. The company has long-term contracts in place but acknowledges the volatility in the spot market due to high demand and supply shortages [22][23][24] - **NAND Pricing**: The company noted that NAND prices have seen dramatic increases, with some products doubling in price within four months [23][24][90][96] - **Transition from HDD to Flash**: Everpure predicts that by 2028, virtually no new HDD enterprise data center systems will be sold, despite HDDs currently representing around 80% of gigabytes in hyperscalers [45][60] Competitive Positioning - **DirectFlash Technology**: Everpure's DirectFlash technology offers a 30%-40% price performance improvement over traditional SSDs, positioning the company uniquely in the market [66][67] - **Power and Cooling Efficiency**: Everpure's solutions require significantly less power, space, and cooling compared to HDDs and SSDs, making them attractive to hyperscalers [67][71] Market Trends - **AI and Data Management**: The company is focusing on making data more manageable and useful for analytics and AI, addressing the need for real-time data processing [135][136] - **Hyperscaler Demand**: Hyperscalers are currently price insensitive due to their urgent need for capacity, which is driving demand for Everpure's solutions [116][117] Strategic Partnerships - **Nutanix Partnership**: Everpure is seeing increased demand for alternatives to VMware, with Nutanix being a key partner in providing solutions for customers looking to transition away from VMware [172][173] Key Takeaways - **Market Share Growth**: Everpure is experiencing significant growth in its core business, with expectations to capture more market share in a $40 billion industry [187] - **Focus on Core Business**: The company emphasizes that the core business, which is growing rapidly, should receive more attention than the smaller AI segment, which currently contributes less than 10% of revenues [188][190] Conclusion - Everpure is positioned strongly in the enterprise storage market with innovative technology, robust financial performance, and strategic acquisitions. The company is navigating industry challenges effectively while focusing on long-term growth and market share expansion.

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 ...

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].

隔夜全球资本市场迎来普涨行情，欧美股市全线走高，科技股成为上涨核心驱动力，贵金属、大宗商品同步异动。而美股盘后算力龙头英伟达发布的超预期 财报，更是进一步点燃市场情绪，成为当日全球市场的绝对焦点。 当地时间2月25日，美股三大指数全线收涨，连续两个交易日携手上行。Wind数据显示，截至收盘，道琼斯工业指数涨0.63%，报 49482.15点；纳斯达克指 数涨1.26%，报23152.08点；标普500指数涨0.81%，报6946.13点。欧洲市场同步走强，截至收盘，法国CAC40指数涨0.47%，英国富时100指数涨1.18%，德 国DAX指数涨0.76%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普5( | | 49482.15 | 23152.08 | 6946. | | +307.65 +0.63% +288.40 +1.26% +56.06 + | | | | 中国金龙 | 纳指100期货 | 标普500 | | 7545.55 | 25344.25 | 6954 .! | | -35.49 -0.47% -37.75 -0.15% | | - ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...