Nutanix reports Q2 FY2026 revenue beat, announces $150M AMD investment and AI partnership

Nutanix, Inc.

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.

Key facts

Extracted from this filing and checked against the source text.

Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.98

Nutanix, Inc. issued 4,136,789 shares of common stock to Advanced Micro Devices, Inc. (AMD) for $150 million aggregate cash purchase price at $36.26 per share.

Security: common stock
Shares: 4,136,789 shares
Purchaser: Advanced Micro Devices, Inc. (AMD)
Consideration: $150 million aggregate cash purchase price at $36.26 per share

Exact text from the filing

On February 23, 2026, the Company entered into a Stock Purchase Agreement (the “ Stock Purchase Agreement ”) with Advanced Micro Devices, Inc. (“ AMD ”) pursuant to which AMD agreed to purchase 4,136,789 shares of Class A common stock of the Company, $0.000025 par value per share (the “ Shares ”), at a purchase price of $36.26 per share, representing an aggregate purchase price in cash of $150 million.

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26 equity issuances filed in the last 30 days. Browse all equity issuances →

Nutanix, Inc. filing history →

Source: SEC EDGAR

accession 0001171843-26-001101

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