路坦力 2025年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended October 31, 2025OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number: 001-37883 NUTANIX, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction ofincorporation or organization) 1740 Technology Drive, Suite 150San Jose, CA 95110(Address of principal executive offices, including zip code)(408) 216-8360(Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Class A Common Stock, $0.000025 parvalue per share Nasdaq Global Select Market Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) ofthe Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant wasrequired to file such reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required tobe submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or forsuch shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-acceleratedfiler, a smaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer,""accelerated filer," "smaller reporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act. Large Accelerated Filer☒Non-accelerated Filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extendedtransition period for complying with any new or revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of November 30, 2025, the registrant had 270,399,924 shares of Class A common stock, $0.000025 par valueper share, outstanding. TABLE OF CONTENTS PAGEPART I.FINANCIAL INFORMATIONItem 1Financial Statements (Unaudited)6Item 2Management’s Discussion and Analysis of Financial Condition and Results ofOperations30Item 3Quantitative and Qualitative Disclosures About Market Risk46Item 4Controls and Procedures47PART II.OTHER INFORMATIONItem 1Legal Proceedings48Item 1ARisk Factors48Item 2Unregistered Sales of Equity Securities and Use of Proceeds48Item 3Defaults Upon Senior Securities48Item 4Mine Safety Disclosures48Item 5Other Information49Item 6Exhibits49EXHIBIT INDEX50SIGNATURES51 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains express and implied forward-looking statements within the meaningof Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the SecuritiesExchange Act of 1934, as amended (the "Exchange Act"), which statements involve substantial risks and uncertainties.Other than statements of historical fact, all statements contained in this Quarterly Report on Form 10-Q, includingstatements regarding our future results of operations and financial position, our business strategy and plans and ourobjectives for future operations, are forward-looking statements. The words "believe," "may," "will," "potentially,""estimate," "continue," "anticipate," "plan," "intend," "could," "would," "expect," or words or expressions of similarsubstance or the negative thereof, that convey uncertainty of future events or outcomes are intended to identifyforward-looking statements. Forward-looking statements included in this Quarterly Report on Form 10-Q include, butare not limited to, statements regarding: •our investment in initiatives that support the long-term growth of our business, including the development ofour solutions and sales and marketing efforts aimed at capitalizing on market opportunities, while also focusingon improving our operating cash flow through operational efficiencies, including in our go-to-market functions; •our plan to continue investing in sales and marketing functions, including initiatives focused on opportunitieswith major accounts, large deals, and commercial accounts, as well as other initiatives to increase our pipelinegrowth;•our plan to continue investing in our global research and development teams to support enhancements to oursolutions, improve integration with ecosystem partners and expand the range of technologies and featuresavailable through our platform;•our plan to continue to leverage our relationships with our channel and original equipment manufacturerpartners and expand our network of cloud and ecosystem partners;•the