Yes, new quarterly results are out, and this is crazy, Yanbing (SVP/GM for Storage & Availability BU) dropped the news on twitter last night:
Amazing customer momentum in Q2. Hyper-converged license bookings (VSAN+VxRAIL SW) grew >200% YoY. Customer count grew to 5,000! Congrats!
— Yanbing Li (@ybhighheels) July 18, 2016
Yes that is correct, VSAN customer count grew with 1500 in just 1 quarter and the license bookings also grew > 200% Y0Y. Crazy numbers if you ask me, and some serious traction. Considering how well VxRail is doing I can only see this ramping up faster even. Just some quotes from last nights earnings call, you can find a transcript here and audio here if you are interested.
Our hyper-converged license bookings, including VSAN and VxRail software, grew over 200% year-over-year. The new VxRail appliance we jointly developed with EMC was launched earlier this year and has enjoyed an impressive start, benefiting also from Dell’s decision to resell VxRail.
The rock stars of Q2 were NSX and VSAN and they were just fabulous
Yes, clearly the VxRail and the momentum that it is seeing was a piece of that. But a lot of the customer count was non-VxRail. So this product has now hit a point of inflection, as you suggest, that really was thrilling. And if I would call out one product in Q2 that just blew their numbers away, VSAN is it, and it was the rockstar of Q2 above all others. And what we’re seeing is that the product maturity, the channel momentum, I commented on the transactional channel before, and that really is well fit to VSAN. But also some of the enterprise use cases have clearly seen momentum, as well. And then we add to that the incremental benefits of VxRail that we jointly developed with EMC and Dell now reselling that VxRail product. It was also geographically balanced, as well. We saw VSAN growing across all of the geos, large customers, major wins, in healthcare, also mid market wins across different geos. So really, really excited about the VxRail, as well as the overall hyper-converged category for us and VSAN, the rockstar of Q2.
You know what, I will give away 5 “Essential Virtual SAN” books to 5 random people who leave a comment (and retweet / share this post on linkedin) to celebrate this great achievement. Please leave comment with your real name and correct email address so I can reply for your home address! I email winners Wednesday 19th of July end of day. [UPDATE: Winners have received an email from me, or will within the next 10 minutes]