NTNX — what changed in the latest 10-Q
A section-by-section comparison of NTNX's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-05-29 vs the prior 10-Q · 2026-03-02
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +12 | −10 | ~24 | 78 |
| Market risk (Item 3) | Text added/removed | +1 | 0 | ~1 | 16 |
| Controls & procedures | Text added/removed | +1 | 0 | ~1 | 16 |
| Legal proceedings | Text added/removed | +1 | 0 | ~1 | 16 |
| Risk factors | Text added/removed | +1 | 0 | ~1 | 16 |
| Other information | Text added/removed | +1 | 0 | ~1 | 16 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-05-29
Our end customers typically deploy our technology for a specific workload initially. After a new end customer's initial order, which includes the product and associated software maintenance subscriptions, support subscription and services, we focus on expanding our footprint by serving more workload…
Management's Discussion and Analysis of Financial Condition and Results of Operations (Continued)
Other income (expense), net decreased for the three months ended April 30, 2026, as compared to the respective prior year period, due primarily to an increase in foreign exchange expense.
Other income (expense), net increased for the nine months ended April 30, 2026, as compared to the respective prior year period, due primarily to an increase in interest income from our short-term investments which increased from approximately $1,009.9 million as of April 30, 2025 to $1,299.1 millio…
The increase in the income tax provision for the three months ended April 30, 2026, as compared to the respective prior year period, was due primarily to the release of certain uncertain tax positions as a result of the expiration of the statute of limitations during the fiscal quarter ended April 3…
Text removed vs the prior filing · source: 10-Q · 2026-03-02
Our end customers typically deploy our technology for a specific workload initially. After a new end customer's initial order, which includes the product and associated software maintenance subscriptions, support subscription and services, we focus on expanding our footprint by serving more workload…
Management's Discussion and Analysis of Financial Condition and Results of Operations (Continued)
Other income (expense), net increased for the three and six months ended January 31, 2026, as compared to the respective prior year periods, due primarily to approximately $11.3 million of inducement expense recognized during the second quarter of fiscal 2025 related to the partial repurchase of the…
The decreases in the income tax provision for the three and six months ended January 31, 2026, as compared to the respective prior year periods, were due primarily to the release of certain uncertain tax positions as a result of the expiration of the statute of limitations during the fiscal quarter …
Our principal sources of liquidity are cash, cash equivalents and marketable securities and net accounts receivable. As of January 31, 2026, we had approximately $603.4 million of cash and cash equivalents and $1,270.6 million of short-term investments, which were held for general corporate purposes…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-05-29
our expectations regarding outstanding and potential lawsuits, claims, investigations and proceedings;
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-05-29
our expectations regarding outstanding and potential lawsuits, claims, investigations and proceedings;
Legal proceedings
Text added vs the prior filing · source: 10-Q · 2026-05-29
our expectations regarding outstanding and potential lawsuits, claims, investigations and proceedings;
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-05-29
our expectations regarding outstanding and potential lawsuits, claims, investigations and proceedings;
Other information
Text added vs the prior filing · source: 10-Q · 2026-05-29
our expectations regarding outstanding and potential lawsuits, claims, investigations and proceedings;
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice