Nutanix, Inc.
NTNXQ4 2022(NTNX Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$41.0M
AI Revenue (Q)
$4.9M
Total Revenue (Q)
$486.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (3 months ended Oct 31, 2022): Total revenue $433.6M. Single segment, no AI revenue disclosure. No AI-specific products mentioned in the 10-Q. The filing contains no references to AI, machine learning, or generative AI in the context of product offerings. Conservative estimate of 1% for incidental AI infrastructure usage. Math: $433.6M * 1% = ~$4.3M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $433,609 thousand for three months ended October 31, 2022
10-Q Q1 FY2023, Income Statement
AI Products Identified (Ring 1)
Nutanix Cloud Platform (general HCI)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix