Nutanix, Inc.
NTNXQ2 2024(NTNX Q3 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$159.0M
AI Revenue (Q)
$41.1M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (3 months ended Apr 30, 2024): Total revenue $524.6M. Single segment, no AI breakout. The filing mentions AI in forward-looking statements about 'emerging opportunities around generative artificial intelligence.' No dollar figures or percentages cited for AI revenue. The HCI market was seeing growing AI infrastructure demand. Conservative 3% estimate reflecting broader AI adoption on Nutanix platforms. Math: $524.6M * 3% = ~$15.7M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $524,577 thousand for three months ended April 30, 2024
10-Q Q3 FY2024, Income Statement
Forward-looking: 'taking advantage of emerging opportunities around generative artificial intelligence and modern applications across hybrid and multicloud environments'
10-Q Q3 FY2024, Forward-Looking Statements
AI Products Identified (Ring 1)
Nutanix Cloud PlatformGPT-in-a-BoxNutanix Enterprise AI (NAI)Nutanix Kubernetes Engine for AI
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix