secwatch.observer — SEC 8-K summary
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Issuer:     Navan, Inc. (NAVN)
CIK:        0001639723
Form:       8-K
Filed at:   2026-03-25T23:59:59+00:00
Accession:  0001628280-26-021033
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Navan Q4 revenue $178M, +35% YoY; posts first full-year positive free cash flow
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/0001628280-26-021033-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1639723/000162828026021033/navn-20260325.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-021033

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