Broadcom reported better-than-expected third quarter results as revenue growth was driven by Ethernet networking and custom accelerators for AI data centers.
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
Broadcom CEO Hock Tan said that VMware has heard from enterprise customers and made VMware Cloud Foundation (VCF) more integrated and user friendly to be the private cloud platform of choice.
VMware added a bevy of features to its VMware Cloud Foundation (VCF) platform including import tools that make the migration from vSphere and vSAN to VCF easier.
Broadcom saw strong AI demand in the fiscal second quarter and said VMware accelerated its software business.
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
Nutanix outlined a series of deployment options, partnerships and platform enhancements at its .Next Conference in Barcelona. The gist of the news: VMware we have you surrounded.
Rimini Street said it will offer support services for VMware products so customers can continue to run their perpetually licensed software.
Broadcom has had a steady cadence of blogs that appear to be aimed at allaying VMware customer concerns.
Broadcom's first quarter results were better-than-expected as technology buyers plan to closely watch comments about retaining VMware customers. Broadcom's chip business continues to benefit from the AI buildout.
Nutanix's second quarter earnings conference call featured a heavy dose of VMware questions from Wall Street analysts. Here's what Nutanix is seeing in the field about disgruntlement over Broadcom's VMware strategy.
KKR said it will buy Broadcom VMware's End-User-Computing (EUC) division in a deal valued at $4 billion. With the move, Broadcom can focus on VMware's business and EUC will become an independent company.
