Nutanix, Inc.
NTNXQ4 2023(NTNX Q1 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$90.9M
AI Revenue (Q)
$11.3M
Total Revenue (Q)
$565.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 (3 months ended Oct 31, 2023): Total revenue $511.1M. Single segment, no AI breakout. Filing contains no AI-specific product or revenue references. However, Nutanix had by this point launched GPT-in-a-Box and was positioning its platform for AI workloads. Market demand for on-prem AI infrastructure was growing rapidly. Conservative estimate of 2% reflecting early commercial traction of AI-specific deployments. Math: $511.1M * 2% = ~$10.2M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $511,054 thousand for three months ended October 31, 2023
10-Q Q1 FY2024, Income Statement
AI Products Identified (Ring 1)
Nutanix Cloud PlatformGPT-in-a-BoxNutanix Kubernetes Engine
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix