01. Dave Vellante & Stu Miniman Wrap Up Day 1 Of Nutanix. (00:21)
02. Is Infrastructure Invisible. (01:13)
03. Does Nutanix Have A Lead. (03:03)
04. Is The Hyperviser A Feature In What They're Doing. (05:58)
05. Is Nutanix Getting To The Billion Dollar Run Rate. (07:50)
06. Has Dell And Nutanix Extended Their Relationship. (08:53)
07. How Does Supporting Lenovo And Dell Affect Their Value Proposition. (10:05)
08. Observations Of The Conference. (11:37)
09. Are We Gonna See An IPO This Year. (13:32)
10. Can Nutanix Keep The Momentum Going. (16:36)
11. Can We Have Application Mobility. (19:04)
Track List created with http://www.vinjavideo.com.
--- ---
Analysts predict: Nutanix will be the market leader in the software-defined infrastructure space | #NEXTConf
by Marlene Den Bleyker | Jun 22, 2016
Wrapping up the final day’s coverage at the Nutanix .NEXT Conference 2016 at the Wynn in Las Vegas, Dave Vellante (@dvellante) and Stu Miniman (@stu), cohosts of theCUBE, from the SiliconANGLE Media, team broke down the event that boasted simple and invisible infrastructure along with the economics of the infrastructure ecosystem.
Are we there yet?
Vellante began the segment by asking Miniman if the infrastructure is invisible today. He responded by saying, “Not yet. It’s getting better; you don’t need to touch as much.” Speaking to Nutanix customers, he relayed their opinion of the product. “It’s simpler. I can drop it in. It was good to hear the number of end-users we talked to this week say, ‘I could give my kid an iPad, and he could manage this,’ but that still means that somebody’s managing it,” Miniman said.
Miniman went on to say that the Nutanix products eliminate some of the pain points with the migration of storage, especially the total cost of ownership, which he estimated to be about 30 percent of the overall cost of storage. He does not believe the technology is there yet, but he likes the messaging and what the company is planning moving forward. “Not invisible, but less visible,” Vellante concluded.
Analyzing the market
As an analyst, from a numbers standpoint, Miniman believes that Nutanix absolutely has the lead in the market, with last year’s revenue coming in at over $300 million, not counting deferred revenue from Dell, Inc. He noted the next highest revenue earnings in the market was not over $200 million.
Despite EMC saying it was going to take Nutanix down by 2017, Miniman believes Nutanix has differentiation that can keep the company going.
Economics rule
Along with Nutanix marketshare, theCUBE hosts analyzed the overall economics of the industry. Discussing a probable IPO, depending on the “choppy” stock market through the election, relying on customer adoption and continuing the company’s need to keep the momentum, they believe that Nutanix is poised for growth.
This is a must see wrap-up that includes forecasts on the marketplace and the economy.
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Wrap Up - #NEXTConf - #theCUBE
01. Dave Vellante & Stu Miniman Wrap Up Day 1 Of Nutanix. (00:21)
02. Is Infrastructure Invisible. (01:13)
03. Does Nutanix Have A Lead. (03:03)
04. Is The Hyperviser A Feature In What They're Doing. (05:58)
05. Is Nutanix Getting To The Billion Dollar Run Rate. (07:50)
06. Has Dell And Nutanix Extended Their Relationship. (08:53)
07. How Does Supporting Lenovo And Dell Affect Their Value Proposition. (10:05)
08. Observations Of The Conference. (11:37)
09. Are We Gonna See An IPO This Year. (13:32)
10. Can Nutanix Keep The Momentum Going. (16:36)
11. Can We Have Application Mobility. (19:04)
Track List created with http://www.vinjavideo.com.
--- ---
Analysts predict: Nutanix will be the market leader in the software-defined infrastructure space | #NEXTConf
by Marlene Den Bleyker | Jun 22, 2016
Wrapping up the final day’s coverage at the Nutanix .NEXT Conference 2016 at the Wynn in Las Vegas, Dave Vellante (@dvellante) and Stu Miniman (@stu), cohosts of theCUBE, from the SiliconANGLE Media, team broke down the event that boasted simple and invisible infrastructure along with the economics of the infrastructure ecosystem.
Are we there yet?
Vellante began the segment by asking Miniman if the infrastructure is invisible today. He responded by saying, “Not yet. It’s getting better; you don’t need to touch as much.” Speaking to Nutanix customers, he relayed their opinion of the product. “It’s simpler. I can drop it in. It was good to hear the number of end-users we talked to this week say, ‘I could give my kid an iPad, and he could manage this,’ but that still means that somebody’s managing it,” Miniman said.
Miniman went on to say that the Nutanix products eliminate some of the pain points with the migration of storage, especially the total cost of ownership, which he estimated to be about 30 percent of the overall cost of storage. He does not believe the technology is there yet, but he likes the messaging and what the company is planning moving forward. “Not invisible, but less visible,” Vellante concluded.
Analyzing the market
As an analyst, from a numbers standpoint, Miniman believes that Nutanix absolutely has the lead in the market, with last year’s revenue coming in at over $300 million, not counting deferred revenue from Dell, Inc. He noted the next highest revenue earnings in the market was not over $200 million.
Despite EMC saying it was going to take Nutanix down by 2017, Miniman believes Nutanix has differentiation that can keep the company going.
Economics rule
Along with Nutanix marketshare, theCUBE hosts analyzed the overall economics of the industry. Discussing a probable IPO, depending on the “choppy” stock market through the election, relying on customer adoption and continuing the company’s need to keep the momentum, they believe that Nutanix is poised for growth.
This is a must see wrap-up that includes forecasts on the marketplace and the economy.
