Episode 213

Q1 2020: All About Software-Defined and As-a-Service


June 12th, 2020

21 mins 18 secs

Season 2020

Your Host

About this Episode

What did we learn about datacenter infrastructure from the latest batch of earnings? That’s it all about software-defined and as-a-service. Data center hardware sales were down across the board, while the bright spots for the quarter landed on Nutanix and VMware, who showed particularly strong growth in is VSAN and NSX segments. This, while the traditional OEMs saw boosts in their respective service-based offerings.

Moor Insights & Strategy Industry analysts Matt Kimball and Steve McDowell talk about what it all means.