Did VMware’s vSAN Continue Its Growth in Fiscal 2Q18?



VMware’s vSAN consistent growth momentum

Earlier in the series, we discussed the performance of VMware’s (VMW) NSX and ECU in fiscal 2Q18. Let’s see how the company’s vSAN (virtual storage area network) offering performed. vSAN is preferred by companies that want to keep their storage and computing in one box.

In fiscal 2Q18, VMware’s vSAN license bookings rose 150% on a year-over-year basis. The introduction of vSAN 6.6 in April 2017 significantly benefited vSAN, which has ~10,000 customers—an increase of ~2,000 from fiscal 1Q18.

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Trend in the HCI space

vSAN is the offering through which VMware is targeting the HCIspace, allowing it to gain a foothold in the public cloud space.

vSAN eases organizations’ transition to HCI (hyper-converged infrastructure) by reducing IT costs and providing agile hardware and cloud applications. This explains why the rapidly growing HCI space is being embraced by traditional hardware vendors.

Sharing this opinion, Charles King, principal analyst at Pund-IT, noted these players had experienced varying degrees of success. He noted in an email, “The competitive landscape is more complex today than it was a year or so ago.” King added, “We’ve seen Lenovo’s data center group reorganize and launch a completely refreshed IT infrastructure portfolio, and Dell continuing to succeed in its efforts to integrate assets from the EMC acquisition and expand on those solutions.”

Based on VMware’s vSAN, Lenovo (LNVGY) made a new addition to its ThinkAgile portfolio of integrated appliances and systems storage software.

Apart from VMware, Cisco Systems (CSCO), Hewlett Packard Enterprise (HPE), and startups such as Cohesity and SimpliVity dominate the HCI space.


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