Nutanix, Inc.
NTNXQ4 2024(NTNX Q1 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$246.7M
AI Revenue (Q)
$29.5M
Total Revenue (Q)
$591.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (3 months ended Oct 31, 2024): Total revenue $591.0M. Single segment, no AI breakout. The filing mentions AI in forward-looking statements about investing in 'emerging opportunities around generative artificial intelligence.' Revenue grew 16% YoY, partly driven by AI infrastructure demand. Multiple industry analysts noted Nutanix benefiting from enterprise AI infrastructure buildout, but the company provided no specific AI revenue figures. Estimated 5% reflecting acceleration of on-prem AI infrastructure deployments. Math: $591.0M * 5% = ~$29.6M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $590,956 thousand for three months ended October 31, 2024
10-Q Q1 FY2025, Income Statement
Forward-looking: 'continued investment in our growth by strengthening our core offerings, investing in our solution ecosystem, and taking advantage of emerging opportunities around generative artificial intelligence'
10-Q Q1 FY2025, Forward-Looking Statements
AI Products Identified (Ring 1)
GPT-in-a-BoxNutanix Enterprise AI (NAI)Nutanix Kubernetes PlatformNutanix Cloud Platform (AI workloads)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Nutanix AHV hypervisorNutanix AOS storage
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix