Short answer
Nutanix Inc (NTNX) filed its Q4 2016 10-Q quarterly report on Dec 8, 2016 for the quarter ended Oct 31, 2016.
Nutanix Inc Q4 2016 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $166.8M, up $79.1M or 90.1% YoY, driven by product revenue of $129.7M
- Gross margin 58.2% vs 60.0% YoY, with product gross margin declining from 60.7% to 59.7%
- Operating margin (82%) vs (42%) YoY, reflecting $83.0M cumulative stock-based compensation catch-up
- Operating cash flow $4.2M vs $(5.6)M YoY, IPO net proceeds $254.5M and $75.0M senior-notes repayment
- Near-term headwinds: unpredictable sales cycles, ramping sales staff, and continued investments pressuring profitability
Risk Factors
- Newly public-company compliance: Section 404 internal-control certification begins with fiscal 2018 Form 10-K
- Legal risk: IBM alleges infringement of at least five U.S. patents, with litigation or licensing costs possible
- Competitive risk: Dell’s September 2016 EMC acquisition could shift OEM promotion toward Dell, EMC and VMware offerings
- Channel concentration: Carahsoft and Promark represented 16% and 22% of three-month revenue, respectively
- Financial risk: Net loss $162.2 million for the three months ended October 31, 2016, with accumulated deficit $604.0 million
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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