then 2/3s of the market is captured, leaving only 1/3 left to capture. It is something to watch.
Taking out vmware is part of their target market.
From that viewpoint, 2/3rds of market is still in front of them.
Also - the spend within the g2k will not be static as more and more modernize and transform their IT Infrastructure and leverage multi-cloud solutions.
The initial sale can be difficult as it is disruptive, but vmware has enjoyed a near monopoly like cisco and clients are happy to get out from under the vmware licensing costs. Once nutanix is in, the land and expand opp is huge.
Finally - we are not talking about 1 product. Virtualization and hyoervisors is one thing. Hci is another. Automation and orchestration is another (Calm vs vRealize), network virt and microsegmentation is another (nsx vs Flow), Beam for cloud governance, Xi for Cloud-based DR, etc etc
Reality is Nutanix and Vmware can and will coexist in same accounts, especially larger enterprises. Just like those clients can have a mix of hpe dell cisco etc…
I am at their sales kickoff. This is an impressive and motivated sales culture. Honestly - that is just about the most important factor.
Dreamer