So you are sitting pretty with a majority portion of the HCI segment...
1. You lose some high profile staff members
2. Simplivity eat away at the low end business (2-3 nodes - You can argue that is isnt their market but all deals are important End of Quarter)
3. VMware are pushing vSAN *HARD* now.... The release of 6.5 onwards made it a viable choice, and it is easier to discount software licensing than a Nutanix chassis.
Only way was down, really.... Even it they rally, its a "Lets get bought by Dell" situation.