Short answer
Nutanix Inc (NTNX) filed its Q4 2018 10-Q quarterly report on Dec 10, 2018 for the quarter ended Oct 31, 2018.
Nutanix Inc Q4 2018 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $313.3M, up 13.7% YoY from $275.6M
- Gross margin 76.3% vs 60.6%; operating margin (30.4%) vs (21.4%)
- Subscription revenue $127.0M vs $62.4M; hardware revenue $32.5M vs $80.8M
- Operating cash flow $49.8M vs $10.1M; free cash flow $20.0M vs $(7.9)M
- Continued subscription transition and software-only sales; sales-team ramping and unpredictable sales cycles as headwinds
Risk Factors
- Newly heightened regulatory risk: GDPR became effective May 2018, imposing stricter data-protection obligations and larger noncompliance penalties
- Most materially updated market risk: transition toward software-only and subscription sales may slow revenue growth and defer revenue recognition
- Operational risk: Dell represented 9% of fiscal 2018 revenue and may prioritize competing EMC and VMware offerings
- Financial risk: $126.6 million in guarantees to contract manufacturers for component purchases as of October 31, 2018
- Currency risk: 42% of three-month revenue ended October 31, 2018 came from international customers, with no foreign-exchange hedges implemented
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Nutanix Inc quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.