Nutanix, Inc.
NTNXQ4 2025(NTNX Q1 FY2026)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$453.8M
AI Revenue (Q)
$46.7M
Total Revenue (Q)
$583.9M
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 (3 months ended Oct 31, 2025): Total revenue $670.6M. Single segment, no AI breakout. Revenue grew 13% YoY. The company continues to position AI prominently in its strategy, with forward-looking statements referencing 'taking advantage of emerging opportunities around generative artificial intelligence.' Nutanix is now a meaningful beneficiary of enterprise on-prem AI infrastructure buildouts, with GPT-in-a-Box and NAI as dedicated AI offerings. Still no specific AI revenue figures from management. Estimated 8% reflecting continued market acceleration and product maturation. Math: $670.6M * 8% = ~$53.6M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $670,576 thousand for three months ended October 31, 2025
10-Q Q1 FY2026, Income Statement
Forward-looking: 'our plan to continue investing in our global research and development teams to support enhancements to our solutions, improve integration with ecosystem partners and expand the range of technologies and features available through our platform'
10-Q Q1 FY2026, 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