{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-021033","form_type":"8-K","ticker":"NAVN","cik":"0001639723","company_name":"Navan, Inc.","filed_at":"2026-03-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.719771+00:00","generated_at":"2026-05-15T09:01:03.836579+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Navan Q4 revenue $178M, +35% YoY; posts first full-year positive free cash flow","bullets":["Q4 revenue $178M, +35% YoY; usage revenue $161M (+35%), subscription revenue $17M (+29%).","Full FY2026 revenue $702M (+31%); non-GAAP income from operations $37M vs -$25M prior year.","First full year of positive operating cash flow ($34M) and free cash flow ($15M), one year ahead of target.","Q1 FY2027 guidance: revenue $204-206M (+30% YoY); non-GAAP operating margin ~2%.","Launched AI travel assistant Navan Edge; appointed Aurélien Nolf as CFO; added Shai Weiss to board."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-021033","json":"https://secwatch.observer/filing/0001628280-26-021033.json","markdown":"https://secwatch.observer/filing/0001628280-26-021033.md","text":"https://secwatch.observer/filing/0001628280-26-021033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/navn-20260325.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:01:03.836579+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":"2f2a6d07e9c1841d137a8263e884b84d00a59031","claim":"Navan, Inc. reported Fourth quarter fiscal year 2026 results: revenue Total Revenue was $178 million, an increase of 35% year-over-year, net income GAAP net loss was $73 million.","evidence_excerpt":"Fourth Quarter 2026 ● Total Revenue was $178 million, an increase of 35% year-over-year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fourth quarter fiscal year 2026"},{"label":"Revenue","value":"Total Revenue was $178 million, an increase of 35% year-over-year"},{"label":"Net income","value":"GAAP net loss was $73 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7978472b7849c62d4b1a5f25318c6bc299b3b25b","claim":"Navan, Inc. reported Full fiscal year 2026 results: revenue Total Revenue was $702 million, an increase of 31% year-over-year, net income GAAP net loss was $398 million, compared to a net loss of $181 million in the full fiscal year 2025.","evidence_excerpt":"Full Year 2026 ● Total Revenue was $702 million, an increase of 31% year-over-year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full fiscal year 2026"},{"label":"Revenue","value":"Total Revenue was $702 million, an increase of 31% year-over-year"},{"label":"Net income","value":"GAAP net loss was $398 million, compared to a net loss of $181 million in the full fiscal year 2025"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a2c3c018934ee7c643264831ad386777a7c9c770","claim":"Navan, Inc. reported First quarter of fiscal year 2027 (ending April 30, 2026) results: revenue Total revenue in the range of $204 - $206 million. Guidance initiated.","evidence_excerpt":"For the first quarter of fiscal year 2027 (ending April 30, 2026), Navan currently expects: ● Total revenue in the range of $204 - $206 million, representing year-over-year growth of 30% at the midpoint","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"First quarter of fiscal year 2027 (ending April 30, 2026)"},{"label":"Revenue","value":"Total revenue in the range of $204 - $206 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"e1faa5e80ab0ab54ed2642f1abcee418d8473b1b","claim":"Navan, Inc. reported for the fiscal quarter and year ended January 31, 2026 results: revenue Total Revenue was $178 million, an increase of 35% year-over-year, net income GAAP net loss was $73 million, compared to a net loss of $47 million in the fourth quarter of fiscal year 2025.","evidence_excerpt":"on Form 8-K and is incorporated herein by reference. --- EX-99.1 (EX-99.1) --- Navan Announces Fourth Quarter and Full Fiscal Year 2026 Results Fourth Quarter Revenue Grew 35% Year-Over-Year to $178 million Achieved First Full Year of Positive Cash Flows from Operating Activities and Free Cash Flow, Reaching Milestone One Year Ahead of Target PALO","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"for the fiscal quarter and year ended January 31, 2026"},{"label":"Revenue","value":"Total Revenue was $178 million, an increase of 35% year-over-year"},{"label":"Net income","value":"GAAP net loss was $73 million, compared to a net loss of $47 million in the fourth quarter of fiscal year 2025"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"fb82f0a2828e513cbf0ee869b84b7ac2b8cf5e1b","claim":"Navan, Inc. reported Fiscal year 2027 (ending January 31, 2027) results: revenue Total revenue in the range of $866 - $874 million. Guidance initiated.","evidence_excerpt":"For the fiscal year 2027 (ending January 31, 2027), Navan currently expects: ● Total revenue in the range of $866 - $874 million, representing year-over-year growth of 24% at the midpoint","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal year 2027 (ending January 31, 2027)"},{"label":"Revenue","value":"Total revenue in the range of $866 - $874 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}