Nutanix, Inc.
NTNXQ2 2025(NTNX Q3 FY2025)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$333.0M
AI Revenue (Q)
$96.1M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (3 months ended Apr 30, 2025): Total revenue $639.0M. Single segment, no AI breakout. Forward-looking statements continue AI references. Revenue grew 22% YoY. AI infrastructure demand from enterprises deploying on-prem generative AI solutions is a growth driver, but Nutanix provides no specific quantification. Estimated 6% reflecting continued AI adoption momentum. Math: $639.0M * 6% = ~$38.3M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $638,983 thousand for three months ended April 30, 2025
10-Q Q3 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 Q3 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