IDC has produced their newest model of the Worldwide Converged Techniques Tracker for Q3 2022 and has proven VMware to be on prime once more, almost doubling the income of Nutanix, positioned in second.
IDC has produced their newest model of the Worldwide Converged Techniques Tracker for Q3 2022 and has proven VMware to be on prime once more, almost doubling the market share of Nutanix, which positioned in second.
VMware was additionally the one vendor to surpass the billion in gross sales quantity, which is roughly an 8% year-over-year achieve for the corporate. The total outcomes from IDC are beneath.
| HCI Software program Vendor | 2022 Q3 Income (in $ Hundreds of thousands) | Market Share | 2021 Q3 Income | YoY Income Change |
|---|---|---|---|---|
| VMware | $1,062.47 | 40.76% | $984.92 | 7.87% |
| Nutanix | $616.87 | 23.66% | $583.05 | 5.80% |
| HPE/H3C | $187.80 | 7.20% | $189.77 | -1.04% |
| Dell | $163.77 | 6.28% | $62.40 | 162.45% |
| Cisco | $92.76 | 3.56% | $104.13 | -10.92% |
| Huawei | $91.36 | 3.50% | $111.24 | -17.87% |
| Others | $391.84 | 15.03% | $334.70 | 17.07% |
| Complete | $2,606.87 | 100.00% | $2,370.21 | 9.98% |
Takeaways
VMware vSAN Prepared Nodes and the engineered equipment variations from the likes of Dell and Lenovo at all times had the trail of least resistance as soon as vSAN labored out a few of the early kinks and go-to-market choices (anybody bear in mind EVO: RAIL?). That stated, Nutanix has continued to hold round. They’ve gone by way of a significant management overhaul that can most likely take a minimum of 2023 to shake out whether or not or not they’ve sorted that out. Whereas they began off as a worth play, Nutanix has carried out nicely to proceed to develop their very own hypervisor and has lately invested in additional deeply supporting container and cloud-based workloads.
HPE has moved onerous to GreenLake, which can obfuscate a few of their HCI progress due to the best way IaaS is offered. Whereas they nonetheless have SimpliVity as their very own, the go-forward emphasis seems to be on Alletra (previously Nimble). HPE has a disaggregated HCI answer that has a pleasant simplicity message for SMBs, however HPE additionally finally ends up tossing within the VMware pile as nicely with gross sales of vSAN Prepared Nodes.
Cisco’s HyperFlex is the one which continues to shock. Not with their gross sales, that it’s on the listing in any respect. The final main replace was in March of 2022 and Cisco hasn’t even mustered a weblog about HyperFlex in six months. We’ve even been informed that HyperFlex freebies are tossed into offers to shut a sale. That stated, with the explosion in edge knowledge and present buyer relationships, Cisco nonetheless might have one thing on its fingers with HyperFlex, even when the corporate appears intent on conserving its HCI options hidden away.
Lastly, there’s nonetheless a large chunk within the “Others” class that features issues like Azure Stack HCI and Pink Hat options. We really fairly like Azure Stack HCI for a lot of causes, the first amongst them being the characteristic set per greenback. However for a very long time, Microsoft’s HCI answer was checked out as a server software program sale, which means trackers like this fail to account for the HCI enterprise as a discreet entity. Microsoft has modified this now with Azure Stack HCI OS, which can imply they’ll bubble up. There’s additionally an fascinating component with Azure Arc that’s growing as a possible visibility/management airplane as nicely for hybrid infrastructure.
No matter your HCI taste of alternative or monetary mannequin of consumption, this market is clearly primed for progress as extra knowledge assortment and evaluation takes place outdoors of conventional knowledge facilities. Will probably be fascinating to see although if a few of the smaller income gamers resolve to speculate additional in their very own enterprise HCI options or bend the knee to VMware.
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