Nutanix continues to gobble up disgruntled VMware customers stung by Broadcom-led pricing and licensing changes, but is also seeing traction with its GPT-in-a-Box platform and accompanying Kubernetes offerings in stealing away customers from Red Hat.
Nutanix CEO Rajiv Ramaswami told investors that the vendor attracted approximately 620 “new logos” during its most recent third fiscal quarter of 2025. The executive did note that it remains challenging to delineate how much of that was direct VMware displacement but had previously stated that a “vast majority” of past quarterly logo growth was “probably VMware customers.”
Those new logos were down slightly from the approximately 700 Nutanix said it added in the previous quarter as well as the 630 it added during the first quarter of its current fiscal year. However, Ramaswami did note that the more recent customer wins include a growing breadth of the vendor’s portfolio.
“More and more of these customers are starting their journey with us, with the hypervisor,” Ramaswami said of Nutanix’s Acropolis Hypervisor (AHV). “This was certainly not the case five years ago.”
Nutanix’s AHV has been central to many of the vendor’s most recent platform expansions. This includes storage deals with Pure Storage and Dell Technologies.
GPT-in-a-Box and Kubernetes
Ramaswami also touted traction from some of Nutanix’s other offerings.
One of those was the Nutanix GPT-in-a-Box platform. That platform was initially launched in mid-2023, and designed as an opinionated full-stack software platform to support enterprise artificial intelligence (AI) adoption. It gained an update last year to support new ecosystem partners.
That platform was central to Nutanix’s deal with Cisco that ties together Cisco’s Unified Computing System (UCS) hardware with the Nutanix Cloud Platform software. But the updated version was cited as helping Nutanix steal some business away from Red Hat.
Ramaswami explained that Nutanix signed a seven-figure expansion agreement during its most recent fiscal quarter with an IT provider based in its Europe, Middle East, and Africa (EMEA) operating region.
“This customer was an early adopter of our GPT-in-a-Box 1.0 solution, along with Red Hat's OpenShift for managing Kubernetes,” Ramaswami said. “With this expansion, they're adopting our GPT-in-a-Box 2.0 solution, including Nutanix Enterprise AI, while also replacing OpenShift with Nutanix Kubernetes Platform.”
The Nutanix Kubernetes Platform was born out of the vendor’s D2iQ purchase early last year, which infused Nutanix with a long-standing Kubernetes player. The Nutanix platform provides a consolidated Kubernetes-based runtime, orchestration, and management environment for cloud-native applications.
Ramaswami explained that the Kubernetes offering is focused on expanding support to both legacy virtual machines (VMs) and container-based applications.
“It's still pretty early days for the Kubernetes piece. We're actually quite enthusiastic about the initial progress we are seeing in terms of the product market fit that we've seen with what we've talked about, but it's still early days, and the numbers and adoption are still pretty early,” Ramaswami said. “We really got into this about a year ago with our acquisition of D2IQ, and we're building out, and we'll continue to build out this platform over the next few years. So the contribution is still small but growing nicely.”
Broadcom and Red Hat have also continued to update their container orchestration offerings.
Broadcom’s moves have been around its Tanzu Platform and its vSphere Kubernetes Service (VKS), with the latter becoming an integral part of the VMware Cloud Foundation (VCF) offering. Red Hat’s have been in updating its long-standing Kubernetes-based OpenShift platform to help manage both VM- and container-based applications.
