You bring up some great points! I’m not sure Nutanix avoids vendor lock-in, so much as they want to be the vendor you lock in with. They may help you avoid lock-in with one particular cloud vendor, but your solutions designed with Nutanix won’t work with VMWare, they only work with Nutanix!
From what I learned about Nutanix that would not be true: https://www.nutanix.com/solutions/virtualization-cloud/vmwar…
Also, I think Nutanix does help companies avoid cloud lock-in, not vendor lock-in. Most companies do not only use one cloud:
More than 80% of companies use a multi-cloud strategy, typically comprised of a hybrid cloud model which relies on public and private clouds, according to Rightscale’s 2018 State of the Cloud. The report is based on a survey of almost 1,000 technical executives and cloud practitioners.
On average, companies are using 4.8 private and public clouds to run applications and experiment with new services. The increased cloud use has sparked more investment. One-fifth of enterprises plan to more than double cloud spending, and another 17% expect to increase cloud spending by 50-100%, according to the report.
The killer app for the multi-cloud environment seems to be MIGRATION. What Nutanix seems to be aiming to build would be a platform that would be the best at MIGRATION…meaning that if a company wants to switch applications to run on a different cloud because of regulatory reasons, pricing, richer feature set elsewhere or simply to have a backup on a different cloud, then Nutanix might be the best service to do that.
I also encourage people to read either my Nutanix conference call notes in the paid services https://discussion.fool.com/4056/q1fy19-conference-call-transcri… or read the actual conference call itself: https://www.fool.com/earnings/call-transcripts/2018/11/27/nu…
Just from light reading on the subject, I think Nutanix would be a lot further ahead of VMware as far as features might be concerned. In fact, I think a lot of what Nutanix seems to be doing would be disrupting VMware.
One thing that the Nutanix CEO claims would be that VMware does not try to compete against Nutanix where the potential customers want to see a proof of concept. The Nutanix CEO gave a example where VMware blew a proof of concept with a airport.
Nutanix has been calling VMware out lately:
“Our dominance in the core is why VMware avoids doing PoCs in accounts when we are in a head-to-head fight,” he said, citing a Q1 customer win. He didn’t name the customer but said it’s a major international airport in the Europe, Middle East, and Africa region and “one of the busiest in the world.”
“With this customer, VMware’s good-enough wasn’t good enough to create dynamic, cloud-grade platform for the majority of their core airport applications,” he said. Later on the call, Pandey added “we really want to go after PoCs, proof of concepts, with VMware.”
What does the Nutanix CEO say about AWS?
The Nutanix CEO claims that:
“Only Amazon AWS has a true grasp of infrastructure and even they will have to think hard about how to make it truly enterprise workload ready and also miniaturize themselves, that is, ship code to tens of thousands of sites to disperse clouds.”
One of the few companies that I think Dheeraj Pandey respects as a competitor might be Amazon but I still think that Nutanix might even be ahead of Amazon in understanding network architecture.
I am no expert in this area but I think Nutanix has a decent sized lead in creating a multi-cloud operating environment that can MIGRATE applications between any cloud as necessary…whether that cloud be a public cloud or private cloud or increasingly a cloud on the Edge.