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Who's king of the hyperconverged castle? Dell or Nutanix? It's not as clear-cut as it seems

Anonymous Coward
Anonymous Coward

There is zero doubt that Nutanix's numbers are as real as they get when you add Nutanix + OEM as there is little room to distort those numbers.

Meanwhile, Dell/VMware/EMC and Cisco can legally distort their numbers through bundling. That is not to say that there are not many happy VxRail, VSAN, and HyperFlex customers. There are obviously many normal deals that have commenced without distortion. However, I have it on good authority (i.e. firsthand experience) that bundling techniques distort these numbers dramatically in favor of Dell/VMware/EMC and Cisco. Examples, VSAN can be included for free in a VMWARE ELA. Not illegal, but certainly a distortion. Cisco can lump in HyperFlex at no charge in a large UCS or Routing/Switch deal. Dell can add in VxRail into a VMAX or Xtremio or server deal. And there are numerous permutations to these offers.

In all of these cases, they can be shown to the customer at zero cost or massive discounts through the partner ecosystem; and then legally re-bucketed into whatever bins they want for accounting purposes. They can claim the customers signed off on the purchase order(which they did), and therefore, they paid X dollars for VSAN, HypeFlex, or VxRail. But the customers, in many cases, the end customers simply said yes to the incentive and not to the actual price put down in the books for the said bundled product.

This is the power of being a portfolio company and is a right earned by Dell/VMware/EMC and Cisco. But keep in mind, Nutanix looks this good without any of those distortions as they have no means to include their software in any deals by themselves without actual dollars.

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