canar.ai
Rankings/NTNX/Q1 2023 Analysis

Nutanix, Inc.

NTNX
Q1 2023(NTNX Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$42.4M
AI Revenue (Q)
$4.5M
Total Revenue (Q)
$448.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 FY2023 (3 months ended Jan 31, 2023): Total revenue $486.5M. Single segment, no AI revenue disclosure. No AI product references in the filing. Conservative estimate of 1% for incidental AI infrastructure workloads. Math: $486.5M * 1% = ~$4.9M.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenue $486,495 thousand for three months ended January 31, 2023
10-Q Q2 FY2023, Income Statement

AI Products Identified (Ring 1)

Nutanix Cloud Platform (general HCI)

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix