Hyperconverged leapfrog: Dell EMC borg overtakes Nutanix

#DellEMC overtook #Nutanix to become the leading #hyperconvergedinfrastructure appliance shipper in 2017’s first quarter. Stifel analyst Aaron Rakers delved into IDC’s non-public numbers and revealed that Nutanix has a 23.3 per cent revenue market share whereas Dell EMC had 24 per cent

RevenuesMarket Share
#Nutanix$155,100,00023.3 per #EMC$114,500,00017.2 per
#Dell$44,900,0006.8 per
#SimpliVity$22,100,0003.3 per
#HPE Store Virtual$15,800,0002.4 per #VMware$45,800,0006.9 per Others$266,800,00040.1 per Total$665,000,000100 per cent

Nutanix revenues included software contributions from Dell and Lenovo. Dell, EMC and VMware were considered separately in the UDC numbers. Dell's HCIA revenues came from EVO:RAIL and the OEM'd Nutanix XC series.

EMC's came from ScaleIO, VxRack, VxRail and VSPEX Blue. VMware's from EVO:RAIL, VSAN+ Ready Nodes, VXRail and VxRack.

Similarly, SimpliVity and HPE were considered separately.

Here's a chart showing vendors and their revenues in the quarter:

The year-on-year revenue growth rates were:

Nutanix ... 49.8 per centDell ... -6.9 per centEMC ... 105.3 per centVMware ... 116.2 per centSimpliVity ... -36.2 per centHPE ... 90.8 per cent

If these growth rates continue then Dell EMC will draw ahead of Nutanix by some margin.

Rakers pointed out that this the first quarter, total hyperconverged revenue did not grow on a sequential basis; revenue declined 5 per cent sequentially – a probable seasonal effect

https://www.theregister.co.uk/2017/06/26/dell_emc_overtake_nutanix_to_claim_hcia_lead/