secwatch.observer — SEC 8-K summary ====================================== Issuer: Nutanix, Inc. (NTNX) CIK: 0001618732 Form: 8-K Filed at: 2025-11-25T23:59:59+00:00 Accession: 0001171843-25-007590 Event type: earnings Sentiment: neutral Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Nutanix Q1 FY2026: ARR $2.28B (+18% YoY); revenue $670.6M (+13%); raises FCF guidance -------------------------------------------------------------------------------- - 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). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1618732/000117184325007590/0001171843-25-007590-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1618732/000117184325007590/f8k_112525.htm HTML page: https://secwatch.observer/filing/0001171843-25-007590 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer