Nutanix, Inc.
NTNXQ1 2024(NTNX Q2 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$115.8M
AI Revenue (Q)
$13.1M
Total Revenue (Q)
$524.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 (3 months ended Jan 31, 2024): Total revenue $565.2M. Single segment, no AI breakout. No AI-specific revenue disclosed in the filing. Nutanix's enterprise AI strategy was gaining visibility but the company provided no quantification of AI-related revenue. Slight uptick to 2.5% reflecting growing enterprise demand for on-prem AI infrastructure (GPU clusters on HCI). Math: $565.2M * 2.5% = ~$14.1M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $565,233 thousand for three months ended January 31, 2024
10-Q Q2 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