The mass exodus from VMware following Broadcom wasn't a sprint as much as it was a walk. Nevertheless, earnings results from Nutanix and Pure Storage highlight VMware customers are taking a measured approach to leaving.
Platform9, which has been gaining momentum in moving VMware customers to its private cloud suite, launched a community edition of its Private Cloud Director.
Broadcom has made VMware more profitable and has kept large customers in the fold, but the next wave of competitors, notably HPE and Platform9, is ramping up efforts to migrate them to a new virtualization platform.
Broadcom CEO Hock Tan said the integration of VMware is "largely complete" with revenue growth and operating margins hitting 70% exiting 2024.
Broadcom reported better-than-expected fourth quarter earnings as its AI revenue continued to surge.
The list of VMware rivals trying to poach workloads is swelling and recent days highlight how vendors such as HPE, AWS, Red Hat and Nutanix are stepping up the pressure.
Broadcom reported better-than-expected third quarter results as revenue growth was driven by Ethernet networking and custom accelerators for AI data centers.
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
Broadcom CEO Hock Tan said that VMware has heard from enterprise customers and made VMware Cloud Foundation (VCF) more integrated and user friendly to be the private cloud platform of choice.
VMware added a bevy of features to its VMware Cloud Foundation (VCF) platform including import tools that make the migration from vSphere and vSAN to VCF easier.
Broadcom saw strong AI demand in the fiscal second quarter and said VMware accelerated its software business.
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
