Nutanix, Inc.
NTNXQ3 2023(NTNX Q4 FY2023)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$66.8M
AI Revenue (Q)
$6.7M
Total Revenue (Q)
$448.6M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2023 (FYE Jul 31, 2023): Annual revenue $1,862.9M. Q4 standalone revenue derived: $1,862.9M - $1,368.7M (9-month through Q3) = $494.2M. The FY2023 10-K still contains no AI-specific product descriptions. However, Nutanix announced GPT-in-a-Box in mid-2023, so minimal early adoption revenue may have begun. Single segment, no breakout. Slight increase to 1.5% reflecting early AI infrastructure demand building in the market. Math: $494.2M * 1.5% = ~$7.4M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,862,895 thousand for fiscal year ended July 31, 2023
10-K FY2023, Segment Note
Nine months ended April 30, 2023 total revenue $1,368,685 thousand (implying Q4 ~$494.2M)
10-Q Q3 FY2023, Income Statement
AI Products Identified (Ring 1)
Nutanix Cloud Platform (general HCI)GPT-in-a-Box (early stage)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix