Nutanix filings document material events for a cloud software company with Class A common stock and a subscription-based operating model. Recent 8-K disclosures cover operating and financial results, share repurchase authorizations, accelerated share repurchase activity, and a completed private placement of Class A common stock.
Governance filings address amended bylaws, stockholder meeting results, equity incentive plan changes, executive compensation arrangements and related capital-structure matters. These records also disclose material agreements, board actions and procedural changes affecting stockholder nominations, meeting authority, indemnification and equity compensation.
Nutanix, Inc. Chief Financial Officer Rukmini Sivaraman reported the vesting of multiple Restricted Stock Unit awards on March 15, 2026, exercising derivative awards into 22,150 shares of Class A common stock at an exercise price of $0.00 per share. To satisfy tax withholding obligations from these RSU vestings, the issuer withheld 8,064 shares at a price of $39.29 per share instead of taking cash. After these compensation-related transactions, Sivaraman directly holds 279,622 shares of Nutanix Class A common stock. Footnotes explain that each RSU represents one share and that the RSU grants vest in 16 equal quarterly installments starting on dates ranging from September 15, 2022 through December 15, 2025, contingent on continued service.
Nutanix delivered solid growth and higher profitability for the quarter ended January 31, 2026. Revenue rose to $722.8M from $654.7M a year earlier, driven mainly by subscription sales, while quarterly net income jumped to $103.0M from $56.4M.
For the first six months, revenue reached $1.39B and net income was $165.1M, both up strongly year over year. Operating cash flow was a robust $394.2M, helping support significant share repurchases. Deferred revenue grew to $2.20B, and remaining performance obligations increased to $2.90B, indicating substantial contracted future business.
Nutanix reported strong second-quarter fiscal 2026 results and announced a major AI-focused partnership with AMD. Revenue reached $722.8 million, up 10% year over year, with ARR of $2.36 billion, up 16%. GAAP net income grew to $103.0 million, and free cash flow was $191.4 million.
Nutanix said results exceeded the high end of guidance across all metrics, driven by strong bookings and new customer additions, though it noted server supply chain constraints are pushing some revenue and cash flow later. For full-year fiscal 2026, it targets revenue of $2.80–$2.84 billion, non-GAAP operating margin of 21%–22%, and free cash flow of $745–$775 million.
Nutanix also entered a Stock Purchase Agreement with AMD, under which AMD agreed to buy 4,136,789 Nutanix Class A shares at $36.26 per share, a $150 million private placement subject to customary conditions. A related strategic partnership includes AMD funding up to $100 million for joint R&D and go-to-market for integrated AI solutions.
Nutanix reported strong second-quarter fiscal 2026 results and announced a major AI-focused partnership with AMD. Revenue reached $722.8 million, up 10% year over year, with ARR of $2.36 billion, up 16%. GAAP net income grew to $103.0 million, and free cash flow was $191.4 million.
Nutanix said results exceeded the high end of guidance across all metrics, driven by strong bookings and new customer additions, though it noted server supply chain constraints are pushing some revenue and cash flow later. For full-year fiscal 2026, it targets revenue of $2.80–$2.84 billion, non-GAAP operating margin of 21%–22%, and free cash flow of $745–$775 million.
Nutanix also entered a Stock Purchase Agreement with AMD, under which AMD agreed to buy 4,136,789 Nutanix Class A shares at $36.26 per share, a $150 million private placement subject to customary conditions. A related strategic partnership includes AMD funding up to $100 million for joint R&D and go-to-market for integrated AI solutions.
Nutanix, Inc. insider activity centers on RSU vesting and tax withholding. On December 15, 2025, the company’s President and CEO, who is also a director, had several blocks of Restricted Stock Units (RSUs) convert into Class A common stock. These included 17,206, 15,884, 8,507, and 8,830 RSUs, each at an exercise price of $0, reflecting scheduled vesting under prior equity awards.
To cover related tax withholding obligations from these RSU vestings, 27,157 shares of Class A common stock were withheld at a price of $47.76 per share. After these transactions, the reporting person directly beneficially owned 547,878 shares of Nutanix Class A common stock. The RSUs vest in equal quarterly installments, contingent on continued service through each vesting date.
Nutanix, Inc.’s Chief Financial Officer reported multiple equity transactions on 12/15/2025. Several blocks of Restricted Stock Units (RSUs) vested and were settled into Class A common stock in amounts of 4,760, 6,250, 4,765, 2,977, and 3,396 shares, each at an exercise price of $0, reflecting the nature of RSUs as stock-based compensation rather than cash purchases. To cover tax withholding obligations from these vestings, the company withheld 11,249 shares at a price of $47.76 per share. After these transactions, the CFO directly beneficially owned 265,536 shares of Nutanix Class A common stock. The footnotes explain that each RSU equals one share and that the various RSU grants vest in 16 equal quarterly installments, contingent on the CFO continuing to provide service to Nutanix through each vesting date.
Nutanix, Inc. Chief Legal Officer reports RSU-related share activity. On December 15, 2025, the reporting person, Nutanix’s Chief Legal Officer, acquired Class A common stock through the vesting and settlement of restricted stock units (RSUs). Two RSU awards were exercised (code "M"), delivering 2,824 and 1,901 shares of Class A common stock at an exercise price of $0 per share.
To cover tax withholding from these vesting events, 2,401 shares of Class A common stock were withheld by Nutanix at a price of $47.76 per share (code "F"). After these transactions, the reporting person beneficially owned 7,490 shares of Nutanix Class A common stock directly. The underlying RSU awards continue to vest over time, subject to the reporting person’s continued service with Nutanix.
Nutanix, Inc. entered into a $300 million accelerated share repurchase agreement with Bank of America to buy back its Class A common stock. The transaction will be carried out under Nutanix’s existing share repurchase authorization and funded with the company’s existing cash on hand, returning capital to stockholders.
On December 17, 2025, Nutanix will pay $300 million and expects an initial delivery of approximately 4,972,032 shares. The final number of shares repurchased will be based on the volume-weighted average price of the stock over the term of the agreement, less a discount, with customary adjustment features. Final settlement is expected before the end of January 2026 and could result in Nutanix receiving additional shares or, in certain circumstances, delivering cash or shares to Bank of America.
Nutanix, Inc. reported that one of its directors acquired additional equity through a stock-based award. On 12/12/2025, the director was granted 4,588 restricted stock units (RSUs), each representing a right to receive one share of Nutanix Class A common stock at a price of $0 per share. These RSUs vest in full on the earlier of the day prior to the next annual meeting of shareholders held after the grant date or the one-year anniversary of the grant, as long as the director continues to provide service to the company.
Following this grant, the director beneficially owns 47,685 shares of Class A common stock, which includes the 4,588 unvested RSUs that will convert into shares upon vesting. The filing confirms the director’s status as a board member and shows the holdings are reported as directly owned.
Nutanix director reported an award of 4,588 restricted stock units (RSUs) on 12/12/2025. These RSUs vest in full on the earlier of the day before the next annual meeting of Nutanix shareholders after the grant date or the one-year anniversary of the grant, provided the director continues to serve, and each RSU will settle into one share of Nutanix Class A common stock.
After this grant, the reporting person beneficially owns 4,588 unvested RSUs directly, 6,696 Class A shares held through the Steven and Chris Gomo Trust, and 51,200 Class A shares held through The Chris Gomo Legacy Trust. A transfer of 3,646 shares into the Steven and Chris Gomo Trust on 12/11/2025 changed the holding from direct to indirect without changing the reporting person’s economic interest.
Nutanix, Inc. reports that a director acquired 4,588 shares of Class A common stock on 12/12/2025 at a stated price of $0, increasing the director’s directly held beneficial ownership to 26,988 shares.
The new shares relate to restricted stock units (RSUs) that will vest in full on the earlier of the day prior to the next annual meeting of shareholders after the grant date or the one-year anniversary of the grant, provided the director continues to provide service. Each RSU represents a contingent right to receive one share of Class A common stock, and the reported total includes 4,588 unvested RSUs that will be issuable upon vesting.