{"filings":[{"id":94123,"accession_number":"0001193125-26-204667","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Nutanix closes $150M private placement of 4.14M shares to AMD at $36.26/shr","event_type":"other_material","confidence":"high","bullets":["Sold 4,136,789 Class A common shares to AMD for aggregate cash proceeds of ~$150M.","Per-share price of $36.26; transaction closed May 4, 2026 per Feb 23 Stock Purchase Agreement.","Issuance exempt from registration under Section 4(a)(2) of the Securities Act of 1933."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94122,"accession_number":"0001171843-26-002298","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Nutanix boosts share repurchase authorization by $750M to ~$779M total","event_type":"other_material","confidence":"high","bullets":["Board authorized $750M increase to existing buyback program, with ~$29M remaining, totaling ~$779M.","Repurchases may occur via open market, private transactions, or 10b5-1 plans; no minimum obligation.","CFO Rukmini Sivaraman cites confidence in long-term strategy and financial strength.","Authorization has no expiration date and can be modified, suspended, or discontinued any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106264,"accession_number":"0001193125-26-126340","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Nutanix board adopts amended bylaws with changes to advance notice and indemnification provisions","event_type":"other_material","confidence":"high","bullets":["Second Amended and Restated Bylaws adopted March 24, 2026, effective immediately.","Amends advance notice deadlines and disclosure requirements for stockholder nominations and proposals.","Clarifies Board and chairperson authority to set meeting rules and procedures.","Broadens mandatory indemnification and advancement to cover additional officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106263,"accession_number":"0001171843-26-001101","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","3.02","7.01","9.01"],"status":"ready","headline":"Nutanix reports Q2 FY2026 revenue beat, announces $150M AMD investment and AI partnership","event_type":"other_material","confidence":"high","bullets":["Q2 revenue $722.8M (+10% YoY); GAAP operating income $84.1M, ARR $2.36B (+16%).","AMD invests $150M in Nutanix stock at $36.26/share; funds up to $100M for R&D and go-to-market.","Jointly developing open AI infrastructure platform with AMD Instinct GPUs and EPYC CPUs; first platform expected late 2026.","Supply chain constraints push near-term revenue and FCF timing; guidance updated with higher bookings expectations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122568,"accession_number":"0001193125-25-328770","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Nutanix appoints Tarkan Maner as President and Chief Commercial Officer","event_type":"leadership","confidence":"high","bullets":["Mr. Maner, 56, previously CCO since Nov 2019, adds oversight of sales, marketing, and customer experience.","Appointment effective December 18, 2025; compensation arrangements unchanged.","CEO Rajiv Ramaswami continues in his role; no family relationships or disclosable transactions.","Mr. Maner also serves on boards of IGEL, Invicti Security, and Silicon Valley Leadership Group."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122567,"accession_number":"0001193125-25-321799","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Nutanix launches $300M accelerated share repurchase with Bank of America","event_type":"other_material","confidence":"high","bullets":["ASR agreement to repurchase $300M of common stock; funded with existing cash.","Initial delivery of ~4,972,032 shares (80% of $300M) expected Dec 17, 2025.","Final settlement under ASR expected before end of January 2026.","Total repurchases since FY2026 start reach ~$382.5M including $82.5M prior.","CEO cites confidence in business, sustained revenue and free cash flow growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122566,"accession_number":"0001193125-25-319180","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Nutanix stockholders approve amended equity plan with fixed 19.5M share reserve","event_type":"other_material","confidence":"high","bullets":["Stockholders approved a reduced, fixed share reserve of 19,500,000 shares, down from prior evergreen pool.","All nine director nominees elected; Eric Brandt, Craig Conway, Max de Groen, Virginia Gambale, Steven Gomo, Greg Lavender, Rajiv Ramaswami, Gayle Sheppard, Mark Templeton.","Deloitte & Touche ratified as independent auditor for fiscal 2026 with 243.5M votes for.","Say-on-pay advisory vote approved: 195.9M for, 16.8M against.","The amended plan eliminates annual automatic share increase and prohibits repricing without stockholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122565,"accession_number":"0001171843-25-007590","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Nutanix Q1 FY2026: ARR $2.28B (+18% YoY); revenue $670.6M (+13%); raises FCF guidance","event_type":"earnings","confidence":"high","bullets":["ARR $2.28B (+18% YoY); revenue $670.6M (+13% YoY); operating cash flow $196.8M.","GAAP operating margin 7.4% (up 280 bps); Non-GAAP operating margin 19.7% (down 30 bps).","Free cash flow $174.5M (+15% YoY); full-year FCF guidance raised.","CFO cited late-quarter revenue shift into future periods; Q2 and full-year revenue guidance updated accordingly.","Partnerships expanded with Dell (PowerStore) and Microsoft (Azure Virtual Desktop)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":670576000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122564,"accession_number":"0001193125-25-280121","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Nutanix sets FY2026 executive compensation: no salary changes, equity grants issued","event_type":"other_material","confidence":"high","bullets":["Base salaries unchanged for CEO Rajiv Ramaswami, CFO Rukmini Sivaraman, CLO Brian Martin.","Annual incentive targets: CEO 100% ($800k), CFO 100% ($520k), CLO 75% ($356,250).","Equity grants: CEO 141,283 RSUs + 141,283 PRSUs; CFO 54,339 each; CLO 30,430 each.","PRSUs vest based on TSR vs NASDAQ Composite over three periods; achievement 0-200%, capped at 100% for first two periods."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139256,"accession_number":"0001193125-25-207584","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Nutanix appoints former Intel CTO Greg Lavender to board of directors","event_type":"leadership","confidence":"high","bullets":["Appointment effective September 17, 2025; Lavender joins Security and Privacy Committee.","Board determined Lavender is independent under Nasdaq listing rules.","Lavender served as Intel CTO (June 2021 – June 2025) and previously as VMware SVP/CTO.","He holds a Ph.D. in Computer Science from Virginia Tech and has over 40 years of tech experience.","Lavender also serves on the board of Arista Networks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139255,"accession_number":"0001171843-25-005613","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Nutanix Q4 revenue up 19% to $653M; full-year non-GAAP operating margin 21.1%; adds $350M share buyback","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $653.3M (+19% YoY); FY revenue $2.54B (+18% YoY).","GAAP operating income Q4 $31.2M (vs loss $12.2M); FY $172.5M (vs $7.6M).","Non-GAAP op. margin Q4 18.3%, FY 21.1%; ARR $2.22B (+17% YoY).","Free cash flow FY $750.2M (vs $597.7M); Rule of 40 score 48.","Board authorized $350M share repurchase increase; total authorization $461M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":2537927000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156820,"accession_number":"0000950170-25-086863","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Nutanix director Brian Stevens resigns; Eric Brandt joins board","event_type":"leadership","confidence":"high","bullets":["Brian Stevens resigned as director effective June 16, 2025; no disagreement.","Eric K. Brandt appointed to board effective May 15, 2025; brings CFO/CEO experience.","David Humphrey resigned from board effective May 15, 2025; Bain Capital remains represented by Max de Groen."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156819,"accession_number":"0001171843-25-003493","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Nutanix beats Q3 FY2025 guidance: ARR up 18% to $2.14B, revenue +22%","event_type":"earnings","confidence":"high","bullets":["Revenue $639.0M (+22% YoY); GAAP operating income $48.6M vs loss of $11.6M a year ago.","Non-GAAP operating income $137.1M (+87% YoY); free cash flow $203.4M vs $78.3M.","GAAP gross margin 87.0% (up 220 bps); non-GAAP gross margin 88.2% (up 170 bps).","Average contract duration 3.1 years, up from 3.0 years.","Management cited demand for Nutanix Cloud Platform, and guidance was above high end of ranges."],"consensus_eps_estimate":0.3314,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1884660000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156818,"accession_number":"0000950170-25-073565","cik":1618732,"company_name":"Nutanix, Inc.","ticker":"NTNX","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Nutanix appoints former Broadcom CFO Eric Brandt to board; David Humphrey resigns","event_type":"leadership","confidence":"high","bullets":["Eric K. Brandt appointed to Nutanix board effective May 15, 2025.","Brandt served as Broadcom CFO (2007-2016) and held CEO/CFO roles at Avanir and Allergan.","David Humphrey (Bain Capital partner) resigned effective same date; no disagreement with company.","Max de Groen, also a Bain Capital partner, will continue serving on the board.","Brandt will receive standard non-employee director compensation and enter indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}