Nutanix, Inc.
NTNXQ3 2022(NTNX Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$39.9M
AI Revenue (Q)
$5.1M
Total Revenue (Q)
$511.1M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Nutanix reports as a single segment with no AI revenue breakout. In FY2022 (ended Jul 31, 2022), the company had total annual revenue of $1,580.8M. The 10-K makes no mention of AI products, AI workloads, or machine learning in the business description. Nutanix was focused on HCI and cloud platform at this time. Any AI-related infrastructure usage would have been incidental. Conservative estimate of ~1% representing customers using Nutanix HCI for ML training/inference workloads without any AI-specific product offering. Math: $1,580.8M * 1% = ~$15.8M annualized, or ~$4.0M for Q4.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,580,796 thousand for fiscal year ended July 31, 2022
10-K FY2022, Segment Note
Single reportable segment. No AI products or AI workload references in business description.
10-K FY2022, Item 1 Business
AI Products Identified (Ring 1)
Nutanix Cloud Platform (general HCI)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix