{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-001101","form_type":"8-K","ticker":"NTNX","cik":"0001618732","company_name":"Nutanix, Inc.","filed_at":"2026-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.654993+00:00","generated_at":"2026-05-16T00:19:28.475653+00:00","sec_items":["2.02","3.02","7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Nutanix reports Q2 FY2026 revenue beat, announces $150M AMD investment and AI partnership","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-001101","json":"https://secwatch.observer/filing/0001171843-26-001101.json","markdown":"https://secwatch.observer/filing/0001171843-26-001101.md","text":"https://secwatch.observer/filing/0001171843-26-001101.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1618732/000117184326001101/0001171843-26-001101-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1618732/000117184326001101/f8k_022526.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T00:19:28.475653+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":"fafcf60487014a3782ebd366f2c5eb97fd83fa56","claim":"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.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 3.02/3.03","evidence_url":"https://www.sec.gov/Archives/edgar/data/1618732/000117184326001101/0001171843-26-001101-index.htm","confidence":0.98,"family_label":"Equity Issuances","details":[{"label":"Security","value":"common stock"},{"label":"Shares","value":"4,136,789 shares"},{"label":"Purchaser","value":"Advanced Micro Devices, Inc. (AMD)"},{"label":"Consideration","value":"$150 million aggregate cash purchase price at $36.26 per share"}],"fact_type":"equity_issuance"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}