Nutanix, Inc.
NTNXQ3 2025(NTNX Q4 FY2025)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$394.5M
AI Revenue (Q)
$46.9M
Total Revenue (Q)
$670.6M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (FYE Jul 31, 2025): Annual revenue $2,537.9M. Q4 standalone: $2,537.9M - $1,884.7M = $653.3M. The FY2025 10-K expands AI language significantly, now including 'agentic AI' alongside ML and generative AI. Business description states: 'offering organizations a unified software platform for running applications and AI and managing data anywhere.' AI is now a core part of the company's value proposition. However, there is still NO AI revenue breakout. Single segment reporting only. Estimated 7% reflecting the full maturation of Nutanix's AI product suite and growing enterprise on-prem AI infrastructure demand. Math: $653.3M * 7% = ~$45.7M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $2,537,927 thousand for fiscal year ended July 31, 2025
10-K FY2025, Segment Note
Nutanix is 'a hybrid multicloud computing leader, offering organizations a unified software platform for running applications and AI and managing data anywhere'
10-K FY2025, Item 1 Business
Supports 'enterprise AI workloads (including machine learning, generative AI, and agentic AI)'
10-K FY2025, Item 1 Business
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