---
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"
generated_at: "2026-05-16T00:19:28.475653+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 3.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-001101
- JSON: https://secwatch.observer/filing/0001171843-26-001101.json
- Plain text: https://secwatch.observer/filing/0001171843-26-001101.txt

## Key facts
- Equity Issuances
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1618732/000117184326001101/0001171843-26-001101-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.