Dell EMC overtook Nutanix to become the leading hyper-converged infrastructure 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.
The numbers for the top vendors were:
|Nutanix||$155,100,000||23.3 per cent|
|EMC||$114,500,000||17.2 per cent|
|Dell||$44,900,000||6.8 per cent|
|SimpliVity||$22,100,000||3.3 per cent|
|HPE Store Virtual||$15,800,000||2.4 per cent|
|VMware||$45,800,000||6.9 per cent|
|Others||$266,800,000||40.1 per cent|
|Total||$665,000,000||100 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.
The year-on-year revenue growth rates were:
- Nutanix ... 49.8 per cent
- Dell ... -6.9 per cent
- EMC ... 105.3 per cent
- VMware ... 116.2 per cent
- SimpliVity ... -36.2 per cent
- HPE ... 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. ®
* We've deleted an earlier incorrect graph