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Publication Date: 2025-11-26 08:00:00
Nutanix continued to steal hundreds of VMware customers during the first quarter of its fiscal 2026, but the complexity of those migrations and the recent push of revenues from new deals toward later in the fiscal year squandered most of that momentum.
Nutanix CEO Rajiv Ramaswami told investors during the vendor’s latest earnings call that it attracted 640 VMware customers during the quarter, clients who dropped at least one VMware service in favor of a Nutanix offering. This growth built on the more than 2,700 such migrations Nutanix reported for its full fiscal 2025.
Ramaswami further touted that momentum by stating Nutanix was garnering a “good chunk” of those wandering VMware customers “compared to Red Hat.”
“Red Hat tends to be playing primarily where containerization is the main thing,” Ramaswami said. “Our platform is very solid when it comes to virtualization, the ability to run mission-critical workloads, and the flexibility to provide both virtualization solutions and container solutions. And we see some significant wins now, which are public.”
Nutanix and Red Hat have been viewed by many analysts as two of the most potentially attractive alternatives for VMware customers looking to move away from that vendor in light of Broadcom’s overhaul of VMware’s legacy licensing structures.
Broadcom, for its part, remains unconcerned by this leakage as it continues to strike new licensing deals with a vast majority of VMware’s largest legacy customers…