VMware Hanging on - Just
VMware are hanging on by dint of the "cost of change" - VMware shops not jumping on Hyper-V because of fear of change.
Hyper-V 2016 (well Windows 2016) does seem to have something to add to the local datacenter - looks to be getting much of NSX style SDN stuff - and that'll be included in the licences too...
VMware's heading the way of a number of other Vendors - a better implementation of something MS does OK (e.g. SCCM/SCOM/VDI/AV competitors) for those who need it and have a cheque book to pay... Falling from big player to bit part actor