Nutanix
"Your key databases are still running on VMs, your SAP systems, your enterprise ERP systems, your security products..."
Virtualisation firm turns its first full-year GAAP operating profit, but admits " modest elongation of average sales cycles "
"One of the things in particular I'm looking at right now is a large competitor of yours. It presents a little bit of a risk…"
Meanwhile, Dell PowerFlex support from AHV coming soon and streamlined certification promised for more commodity hardware.
Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate.
"There is a lot of anxiety about the Broadcom-VMware acquisition around pricing, support and other issues"