Nutanix's CEO told a press briefing at the company's .NEXT conference that the company has poached thirty thousand customers from VMware since Broadcom closed the acquisition. The number went out as a headline. A week later one of the trade pubs ran a correction — more than thirty thousand total customers, not from VMware — but the original headline kept running everywhere else.

Meanwhile Broadcom's software revenue is up nine percent to $7.2B in Q2. Ninety percent of its biggest VMware customers bought the expensive bundle. The share price has roughly tripled since the deal closed.

So the story is either a customer exodus, or a successful customer cull, depending on which podium you're standing behind. The panel works out which.

Panel

- The Legacy Sysadmin — has watched this exac ...