Nutanix, Inc.
NTNXQ1 2025(NTNX Q2 FY2025)Estimated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$294.3M
AI Revenue (Q)
$59.2M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (3 months ended Jan 31, 2025): Total revenue $654.7M. Single segment, no AI breakout. Forward-looking statements continue to reference generative AI opportunities. Revenue grew 16% YoY. The company raised $848M in convertible notes, partly to fund growth including AI initiatives. No specific AI revenue figures disclosed. Estimated 5.5% reflecting continued AI infrastructure momentum. Math: $654.7M * 5.5% = ~$36.0M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $654,721 thousand for three months ended January 31, 2025
10-Q Q2 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 and modern applications across hybrid and multicloud environments'
10-Q Q2 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