And yet ...
... they are making zero inroads into the enterprise or large commercial market. VxRail has serious performance issues and Dell/EMC immediately upsells Unity into those accounts. Nutanix has the same issues.
What you are seeing is Nutanix and Vmware subsidizing the SMB and commercial market. Yes, the guys who will go into a multipartner multivendor bid to eek out $2,000 on a deal. Sure, so they saturated that market with no profitability in sight. Great strategy. In other words, they succeeded in buying themselves into the cheapo storage market, killing Tintri and other 3rd tier storage vendors.
We will bookmark this article Chris and hold it up in a year or two.