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

Nutanix Q2 revenue rises 10% to $722.8 million; AMD to buy $150 million in stock

Positive Impact 4 of 5 earnings Written later

Nutanix reported second-quarter fiscal 2026 revenue of $722.8 million, up 10% from a year earlier, and GAAP net income of $103.0 million, up from $56.4 million. The same day, it agreed to sell 4,136,789 shares to AMD at $36.26 per share for $150 million, and the companies announced a multi-year partnership with AMD funding up to $100 million for Nutanix R&D and go-to-market work. The company guided third-quarter revenue to $680 million to $690 million and said supply chain constraints could affect the timing of near-term revenue and free cash flow.

Key points

  • Q2 GAAP net income was $103.0 million, or $0.36 per diluted share, versus $56.4 million, or $0.19 per diluted share, a year earlier.
  • Annual Recurring Revenue was $2.36 billion as of January 31, 2026, up 16% year over year; free cash flow was $191.4 million.
  • Q3 fiscal 2026 revenue outlook is $680 million to $690 million; fiscal 2026 revenue outlook is $2.80 billion to $2.84 billion.
  • AMD agreed to buy 4,136,789 Class A shares at $36.26 per share, or $150 million in cash, in a private placement; closing is subject to a Hart-Scott-Rodino waiting period.

The filing

CompanyNutanix (NTNX)
Form8-K, current report
Filed with the SECFeb 25, 2026, 4:12 PM ET
Accession number0001171843-26-001101

Items reported: 2.02 Results of Operations3.02 Unregistered Equity Sale7.01 Regulation FD Disclosure

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 February 25, 2026.

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.