Nutanix, Inc. Segments Disclosure
NOTE 13. SEGMENT INFORMATION
Our chief operating decision maker ("CODM") is our Chief Executive Officer, who reviews financial information presented on a consolidated basis. Accordingly, we have a single operating and reportable segment. The CODM uses net income, as reported on our consolidated statements of operations, as the measure of segment profit or loss to allocate resources and evaluate financial performance. The significant expenses regularly provided to the CODM are those expenses presented in our consolidated statements of operations and related notes to consolidated financial statements. There is no expense or asset information that is supplemental to the information disclosed in these consolidated financial statements.
The following table sets forth revenue by geographic location based on bill-to location:
|
|
Fiscal Year Ended July 31, |
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|||||||||
|
|
2023 |
|
|
2024 |
|
|
2025 |
|
|||
|
|
(in thousands) |
|
|||||||||
United States |
|
$ |
1,039,294 |
|
|
$ |
1,189,213 |
|
|
$ |
1,409,367 |
|
Europe, the Middle East and Africa |
|
|
471,367 |
|
|
|
563,281 |
|
|
|
685,569 |
|
Asia Pacific |
|
|
309,138 |
|
|
|
348,952 |
|
|
|
392,744 |
|
Other Americas |
|
|
43,096 |
|
|
|
47,370 |
|
|
|
50,247 |
|
Total revenue |
|
$ |
1,862,895 |
|
|
$ |
2,148,816 |
|
|
$ |
2,537,927 |
|
For the fiscal years ended July 31, 2023, 2024 and 2025, no individual country, other than the United States, accounted for more than 10% of total revenue.
The following table sets forth long-lived assets, which primarily include property and equipment, net, by geographic location:
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As of |
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|||||
|
|
July 31, |
|
|
July 31, |
|
||
|
|
(in thousands) |
|
|||||
United States |
|
$ |
102,873 |
|
|
$ |
108,921 |
|
International |
|
|
33,307 |
|
|
|
33,893 |
|
Total long-lived assets |
|
$ |
136,180 |
|
|
$ |
142,814 |
|
Historical Timeline
| Fiscal Year | Filed | |
|---|---|---|
| 2025 | Sep 24, 2025 | Showing above |
| 2024 | Sep 19, 2024 | |
| 2023 | Sep 21, 2023 | |
| 2022 | Sep 21, 2022 | |
| 2021 | Sep 21, 2021 | |
| 2020 | Sep 23, 2020 | |
| 2019 | Sep 24, 2019 | |
| 2018 | Sep 24, 2018 | |
| 2017 | Sep 18, 2017 | |
About Segments Disclosures
Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.
Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.