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Understanding VMware's Improved Fiscal 2018 Guidance

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Part 9
Understanding VMware's Improved Fiscal 2018 Guidance PART 9 OF 19

How Is VMware’s vSAN Performing?

vSAN’s continued growth momentum

Earlier in the series, we discussed VMware’s (VMW) NSX performance in fiscal 1Q18. Let’s see how the company’s vSAN (virtual storage area network) offering is performing in terms of HCI (hyper-converged infrastructure) and software-defined storage. vSAN has found a preference among companies that want to keep their computing and storage in one box.

In fiscal 1Q18, VMware’s vSAN license bookings rose 150% year-over-year and had over 8,000 bookings. vSAN significantly benefited from the introduction of vSAN 6.6 in April 2017. According to CRN.com, vSAN 6.6 was the first version to include native HCI security.

How Is VMware’s vSAN Performing?

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In VMware’s fiscal 1Q18 earnings release, Zane Rowe, its chief financial officer, said, “We believe that we have the broadest offering in the hyper-converged market, and that vSAN outgrew the competition.”

Apart from VMware, Hewlett Packard Enterprise Company (HPE), Cisco Systems (CSCO), and startups such as Cohesity and SimpliVity dominate the HCI space. To scale up further in this space, HPE announced its acquisition of SimpliVity in January 2017.

Increased adoption of HCI

HCI technology removes the requirement for traditional storage arrays. As the hypervisor has direct access to storage resources, it leads to performance benefits.

VMware’s focus on the HCI space should also benefit it in the hybrid cloud space because HCI enables the easy storage and management of data across private servers and the public cloud. This capability is important for companies who adopt hybrid approaches to the cloud.

Richard Fichera, an analyst at Forrester Research, summed up HCI’s popularity in saying, “Everyone and their brother are either thinking about a hyperconverged system or building new ones,” adding “It’s a hot active area right now because it has a high value to its users.”

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