secwatch.observer — SEC 8-K summary ====================================== Issuer: Nutanix, Inc. (NTNX) CIK: 0001618732 Form: 8-K Filed at: 2022-05-25T23:59:59+00:00 Accession: 0001157523-22-000689 Event type: earnings Sentiment: negative Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Nutanix Q3 FY22: ACV Billings up 28% to $204.7M; ARR $1.1B; revenue $403.7M; guides lower on supply chain delays -------------------------------------------------------------------------------- - ACV billings $204.7M (+28% YoY); ARR $1.1B (+46% YoY); revenue $403.7M (+17% YoY). - GAAP gross margin 80.2% (up 180 bps); non-GAAP gross margin 83.3% (up 160 bps). - GAAP operating expenses down 8% to $416.2M; free cash flow improved to -$20.1M from -$71.5M. - CEO cites unexpected supply chain delays with hardware partners and higher sales rep attrition as headwinds to Q4 outlook. - Rukmini Sivaraman comments as CFO; company reiterates focus on profitable growth. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1618732/000115752322000689/0001157523-22-000689-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1618732/000115752322000689/a52730304.htm HTML page: https://secwatch.observer/filing/0001157523-22-000689 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer