Short answer
Nutanix Inc (NTNX) filed its Q4 2019 10-Q quarterly report on Dec 5, 2019 for the quarter ended Oct 31, 2019.
Nutanix Inc Q4 2019 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $314.8M, up 0.5% YoY from $313.3M
- Gross margin 77.1% vs 76.3%; operating margin (69.9%) vs (30.4%)
- Subscription revenue $217.9M, up 71.6%; hardware revenue $9.7M vs $32.5M
- Operating cash flow use $26.2M vs $49.8M provided; free cash flow use $44.4M vs $20.0M inflow
- Cash, equivalents and short-term investments $889.4M; headwinds from subscription transition and unpredictable sales cycles
Risk Factors
- Newly triggered privacy risk: California Consumer Privacy Act effective January 1, 2020, potentially requiring costly data-processing changes
- Subscription transition: shorter license terms and ratable Xi Cloud Services revenue recognition compress upfront revenue and free cash flow
- Regulatory compliance: GDPR and expanding privacy obligations increase enforcement exposure, compliance costs and potential penalties
- Competitive risk: Dell accounted for 7% of fiscal 2019 revenue and could prioritize competing Dell, EMC and VMware offerings
- Financial risk: $152.7 million in contract-manufacturer guarantees increases exposure if appliance demand or component forecasts weaken
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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