Nutanix Inc. reported its fiscal third-quarter 2025 earnings with revenue of $639 million, surpassing estimates of $626 million and marking a 22% year-over-year increase. The company’s annual recurring revenue (ARR) reached $2.14 billion, up 18% from the previous year. Adjusted operating income was $137.1 million, exceeding the estimated $111 million. Nutanix’s adjusted earnings per share (EPS) came in at $0.42, above the $0.38 consensus. For the fourth quarter, Nutanix forecasted revenue between $635 million and $645 million, slightly below the estimated $640 million, with a non-GAAP operating margin guidance of 15.5% to 16.5%. The company highlighted strong free cash flow of $203 million, driven by demand for hybrid multicloud and new AI solutions. NetApp Inc. reported fiscal fourth-quarter 2025 revenue of $1.73 billion, beating the $1.72 billion estimate and representing a 4% year-over-year increase. Adjusted EPS was $1.93, above the $1.89 consensus and up 7% from the prior year. The company’s all-flash ARR grew 14% year-over-year to $4.1 billion, while public cloud revenue increased 8% to $164 million. For the full fiscal year 2025, NetApp posted $6.57 billion in revenue, up 5%, with non-GAAP EPS rising to $7.25 from $6.46. NetApp’s fiscal first-quarter 2026 guidance includes adjusted EPS between $1.48 and $1.58, below the $1.66 estimate, and revenue between $1.46 billion and $1.61 billion. The company also expects fiscal 2026 EPS in the range of $7.60 to $7.90 on approximately $6.75 billion in revenue. NetApp returned $1.57 billion to shareholders through buybacks and dividends during the year, emphasizing momentum in all-flash storage and AI-focused innovations.