AI brief of an SEC Form 8-K · Nutanix (NTNX)

Nutanix Q1 revenue rises 13% to $670.6 million; full-year revenue guidance updated

Positive Impact 3 of 5 earnings Written later

Nutanix reported first quarter fiscal 2026 results on November 25, 2025, with revenue up 13% and GAAP net income more than doubling from a year earlier. The CFO said some revenue shifted from Q1 into future periods, and the company updated its full-year revenue guidance to $2.82 - $2.86 billion while raising its full-year free cash flow guidance to $800 - $840 million. Shareholders see higher quarterly profit and cash flow, but the revenue timing shift and revised revenue outlook are the main points to note.

Key points

  • Revenue of $670.6 million, up 13% from $591.0 million in the first quarter of fiscal 2025
  • GAAP net income of $62.1 million, or $0.21 per diluted share, versus $29.9 million, or $0.10, a year earlier
  • ARR of $2.28 billion, up 18% year over year; free cash flow of $174.5 million versus $151.9 million
  • Q2 fiscal 2026 revenue outlook of $705 - $715 million; fiscal 2026 revenue outlook of $2.82 - $2.86 billion

The filing

CompanyNutanix (NTNX)
Form8-K, current report
Filed with the SECNov 25, 2025, 4:01 PM ET
Accession number0001171843-25-007590

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 25, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.