{"schema_version":"secwatch.filing_event.v1","accession":"0001157523-23-000398","form_type":"8-K","ticker":"NTNX","cik":"0001618732","company_name":"Nutanix, Inc.","filed_at":"2023-03-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.847002+00:00","generated_at":"2026-06-18T11:40:50.155845+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Nutanix reports Q2 ACV billings up 23% YoY, but delays 10-Q due to software license investigation","bullets":["ACV Billings $267.6M (+23% YoY); ARR $1.38B (+32%); Revenue $486.5M (+18%).","Record free cash flow $63.0M vs $17.2M YoY; net cash from ops $74.1M.","Raises FY2023 guidance: Revenue $1.80-1.81B, ACV Billings $905-915M.","Audit Committee investigating unauthorized use of third-party evaluation software; expects delayed 10-Q filing.","Investor Day rescheduled to summer 2023; no expense or Q3 guidance provided due to investigation."],"urls":{"canonical":"https://secwatch.observer/filing/0001157523-23-000398","json":"https://secwatch.observer/filing/0001157523-23-000398.json","markdown":"https://secwatch.observer/filing/0001157523-23-000398.md","text":"https://secwatch.observer/filing/0001157523-23-000398.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1618732/000115752323000398/0001157523-23-000398-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1618732/000115752323000398/a53356467.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T11:40:50.155845+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e79887ffc5700bffd4e8bc21d908debe025fc1a3","claim":"Nutanix, Inc. reported second quarter ended January 31, 2023 results: revenue $486.5 million. Guidance raised.","evidence_excerpt":"1 Billings $267.6 million $217.9 million 23% Annual Recurring Revenue (ARR) 2 $1.38 billion $1.04 billion 32% Average Contract Term 3 3.0 years 3.1 years (0.1) year Revenue 4 $486.5 million $413.1 million 18% Net Cash Provided by Operating Activities $74.1 million $25.8 million $48.3 million Free Cash Flow $63.0 million $17.2 million $45.8 million A reconciliation","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1618732/000115752323000398/0001157523-23-000398-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended January 31, 2023"},{"label":"Revenue","value":"$486.5 million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}