Nutanix reported third-quarter revenue of $639 million, exceeding analyst expectations of $626 million and representing a 22% year-over-year increase. The company posted annual recurring revenue (ARR) of $2.14 billion, up 18% from the previous year, and adjusted operating income of $137.1 million, surpassing the estimated $111 million. Third-quarter earnings per share were $0.42, beating the $0.38 consensus estimate. GAAP operating margins are approaching double digits and free cash flow is approaching $750 million. For the fourth quarter, Nutanix guided revenue between $635 million and $645 million, in line with analyst expectations of $640 million, and projected a non-GAAP operating margin of 15.5% to 16.5%. Fiscal year 2025 revenue guidance was set at $2.52 billion to $2.53 billion, above the consensus estimate of $2.51 billion. Despite the positive results, Nutanix shares fell 5% in after-hours trading. Pure Storage reported quarterly revenue of $778.5 million, up 12% year-over-year, and beat analyst expectations. Subscription services revenue reached $406.3 million, a 17% increase, while subscription annual recurring revenue rose 18% to $1.7 billion. The company's remaining performance obligations stood at $2.7 billion, up 17%. In Q1 FY26, subscription revenue surpassed product revenue for the first time. Pure Storage provided second-quarter revenue guidance above consensus and reaffirmed its fiscal year 2026 revenue outlook. The company also announced that its chief financial officer will step down. The CFO stated, “Q1 FY26 was a solid start to the year, with strong revenue growth.” Shares of Pure Storage declined 3% in after-hours trading. Reservoir Media reported a 10% increase in revenue to $41.4 million for its fiscal fourth quarter, driven by gains in subscriptions and sync licensing. Adjusted EBITDA rose 14% to $18.2 million. Music publishing revenue grew 6% to $27.9 million, while sync revenue jumped 51% to $5.5 million. Full-year revenue reached $158.7 million, beating guidance, and adjusted EBITDA was $65.7 million. CEO Golnar Khosrowshahi attributed the results to demand and resiliency of the company's catalog. For fiscal 2026, Reservoir Media guided revenue to $164 million to $169 million and adjusted EBITDA to $68 million to $72 million.