Upbeat techno music >> Live, from Barcelona Spain, it's theCUBE! Covering Cisco Live Europe. Brought to you by Cisco and it's ecosystem partners. >> Hey, everyone. Welcome back to The Cube's exclusive coverage, here in Barcelona, Spain, for Cisco Live Europe 2019. I'm John Furrier. With hosts this week: Dave Vellante, Stu Miniman, here all for three days. So, we're wrapping up Cisco Live 2019, here in Europe. Guys, we're breaking it down. We had some great editorial segments, where we unpacked everything here. But, as we look back over the show, I want to get your observations and insights into, kind of what's going on with Cisco, the secret formula around why DevNet- their developer program; which also has Devnet Create, which is cloud native- is growing very rapidly. Huge resonance with the customer base in Cisco. It's created a revitalization of Cisco, as a company. And you can see that permeating throughout the organization with their branding, how the teams are organized, and they're engineering their products. Is this the future model for all infrastructure companies that don't have a cloud? And why is that successful? And then other observations. Guys, we'll start with DevNet. The very successful program, led by Susie Wee, Senior Vice President and CTO, executing flawlessly how to transform a community, without killing the old to bring in the new. Stu. >> Yeah, John, it's been fascinating to watch. We've talked about the ground effort, a lot of hard work by a small team, build a community. Last year, over 500,000. We hear they're at 560,000 people using this tool. Four and a half years ago, you know, Cisco- mostly a hardware company. It really- what I've seen over the last year or two, they were talking about software, but I've really seen deliverables here. You talk about CloudCenter Suite, you talk about the DNA Center platform; if they're a hardware company, there's a disconnect between what's going on in the DevNet zone, and what's happening in the company. But, we've seen rallying around software solutions. I've heard from the partnering system, from the customers: this isn't Cisco of a few years ago. Very fragmented, lots of lines of businesses, lots of different things. I remember back when Chambers announced, like, "oh, we've got, you know, 37 different adjacencies we're going to go into." No. Now it's: solution suites and platforms and, you know, DevNet- it is a unifying force of what they're doing. That's a great term, John. Love it. And see, that transformation of being a software company, that DevNet set some of the groundwork, and we heard the CIO of Cisco saying that, you know, security and the developer activity, are his partners in crime. Helping him, driving change, and... >> And they did a nice clever play on words: Data Centered. And that's kind of a shot across the bough of the classic data center, which shows it is a cloud world. And data is a center part of it. And, I think the API-centric economy's certainly doing it. But, Dave, I want to get your thoughts, because you asked a question to Susie Wee of DevNet- a very important question Other companies couldn't be successful with developer programs. Cisco has been. What's the secret formula? Well, I asked Amanda Whaley, who's her right-hand woman around what's going on, and she said, "well, there's no secret formula..." Guess what. There is a secret formula. They're being humble. But seems to be content- seems to be the unifying force of the community. They understood the need, they saw the future around cloud native and API's, being a very important connection tissue- connective tissue, for this cloud native world, and an upstream path for Cisco. They understood the future, knew the need, and they provided great content. The sessions and the education are open, inclusive, very education oriented. But, conversations with their peers have been key. TheCUBE's been here, talkin' to... They treat everyone the same, not the big pitches. Real authentic and genuine content that allowed people to learn and grow, and connect with others. To me, I think that is kind of- this is one of my observations. Your thoughts, Dave, on that. >> Yeah, so... First of all, there is a secret formula. And, this is the new blueprint, or the blueprint that infrastructure companies should be following. Cisco's clearly leading there. I think it's content and community. And, they're used their programmability, of their infrastructure, and they've socialized that. They've developed the technology. They say big companies can't innovate; DevNet is a real solid innovation. And it's- we witnessed all week, people coming in, training, learning; these are network engineers. They're learning new skills. They're learning how to be developers. And that is, to me, a huge innovation in business model, in technology. It's creating a flywheel for them. So, they've created- they've come up with the idea, that the network is a data platform. And it's now, also, become an application development platform. On which, they're deploying applications all over the place. Edge, we heard applications being deployed in police vehicles! And so, this is a very important trend, and from what I can tell, they're way ahead of other infrastructure companies: HP, I don't see this, they talk that game. Dell EMC; we talked about code. You know, IBM trying to make it happen with Bluemix. Oracle owns Java, and it still sort of struggles to own the development, developer marketplace. >> So, Dave, I love what you say there. I saw Jack Welch speak a number of years ago, and he's like, "eh, people always tell me all the time that big companies can't innovate." He's like, "well, maybe big companies, but what are companies made up of? Companies are made up of people, and people can innovate." And I think that's- you know, the key there is, it was very people-focused. Absolutely, content. When you talk about what were the big sessions here: oh, they're doin' Java, they're doin' kubernetes. It's like, okay, wait: is there a connection to Cisco products? Absolutely. Is it a product pitch in a product training? There's plenty of that going here! People need that. People built their careers out of Cisco. But this new career? A big question question I had coming in, is: it's a multi-cloud world, you know... Infrastructure, developer, and everything. Cisco's a piece of that. You know, how do they make sure that they get- sticking this with them, and helping them to build their career, and move forward. There's going to be some nice activity, there. And, you get a good glow, and you know, Cisco makes themselves relevant in those communities. >> The other observation that I saw, and I want to get your reactions to it, guys, is: that we saw Scale- and we talk about this all the time in theCUBE. Scale is now table stakes, to compete in this global landscape. But, complexity with multi-cloud, and these things, is there. Every major inflection point in the industry- abstraction layers and software, and/or hardware advances- certainly, Moore's Law kicks in and helps that. But, it's been software abstractions that have really moved the needle, because that's where you can have complexity, and still remove it; from an integration standpoint, from a consumption standpoint. This seems to be- Cisco's buying into this, across the companies, Stu- software. Not just hardware. They've coupled it, but they all work together. This is the magic of DevNet, the magic of API's. It's the magic of an internet operating system. Your thoughts. >> Yeah, and look- we talked to a number of the companies that were acquired by Cisco over the last few years, and I think those are helping to drive some of the change. You have, of course, APT is the big one, Duo in security; companies that were born in the cloud, and helping to move that change along the way, and John, as you said, that unifying factor of, "we're rallying," it's not just, the new Chip Stubbs standing up on the- and saying, "you know, okay, we spent millions of dollars in developing this thing, everybody go out and sell that." It's now- there's co-creation, you're seeing that evolution of that partner ecosystem. And, it's a challenging change, but Cisco is, you know, moving in the right direction. >> It starts at the top, too, Stu. And, I wanted to make a point of- we learned, also- and this is learning for me. Chuck Robbins is behind all this, okay. The CEO has identified DevNet, and said, "this is strategic to our company." All new products now, that are introduced at Cisco, will have API support and a DevNet component. This is a radical change from Cisco of the past. This means that every solution, out of the box- literally- and software, will have that in there. So, with API's and DNA Center, those are two areas to me, that I think will really be a tell sign. If Cisco can execute on the DNA Center, and bring in API's and a DevNet- a real supporting community behind every product; I think the programmable network will be a reality. >> So, help me squint through this. You know, we talk to a lot of people, we go to a lot of shows. We're gettin' the Kool-Aid injection from the DevNet crew here- but, there's real substance. We're going to challenge some of the other companies that we work with. Some of the other infrastructure companies. The IT business, it's like the NFL. It's a copycat league. So, HP is going to say, "oh, we got ATI's." EMC, Dell: they're going to say the same thing. But, what's different here... I mean, clearly, you see it in the evidence of being able to cultivate a community of developers. >> Of course. >> Is it because of the network? >> No, it's management. HP has people- I've talked to them on theCUBE- that believe in cloud native. The company just doesn't fund them properly. They've got the smallest booth at the events, they're always, you know, a partner booth. They're part of an adjunct of something else. HP and Tony O'Neary, I don't think is funding open cloud native... Or certainly the marketing people, or product people, are not funding developers. >> Well, certainly not to the degree that Cisco is, obviously. >> There's no physical signs of any kind. We go to all the shows. >> What about Dell? What about Dell EMC? >> I think Dell EMC is kind of keeping it open, but there's no coherent group. I can't, in my mind's eye, point to one group, saying, "wow, they're kickin' ass." >> They got bigger problems now. It's how you consolidate the portfolio... >> What is- Michael Dell's state of goal, is for Dell to be the leading infrastructu&re company out there. There's a big hardware component of that. Absolutely, they participate in open source, they have some developer- API's are great, and they love standards. But, you know, this is a software movement. >> Yeah. >> Infrastructure's code is where they're going. VMWare, you know, they've made some pushes and moves, in this space... >> With developers? >> Not big developers... >> But, where are the developers? They had their operators on the IT side, so- back to Dell for a second. I think Dell Boomi is one signal, I've seen some sign there. But then- and that's still relatively new, but there's no one- there's no DevNet for Dell. On VMWare... >> People Labs is someone that is helping customers learn to code, do that kind of activity. But, you know, broadly across the Dell family, I haven't seen as much. >> I think VMware has a good ecosystem. I think they have good technical people. I don't think they need a developer program, per se. I think they need more of an operator program. I think that's VMWorld. You go to VMWorld and you see a lot of the partners, and how they integrate in. >> So, who are the favorites in the developer world? Obviously, Microsoft, and MUS... >> I mean, to me, it's Amazon- as a kid in a candy store, if you're a developer, you're all over Amazon. They have great stuff, they're always introducing new candy for the kids, all the time. New services; Amazon, number one. Azure, I think- not so much, in my mind. I think it's a lot of legacy, there, with Azure. But, they are- they're puttin' up the numbers on the profit, and you know my stand on Azure. I think Azure's sandbagging the numbers. But, the growth's there, it's going to be a matter of time. I think, Azure, is on the path. And they have the legacy developer program, world class, Microsoft. Microsoft is in the Cisco kind of wheelhouse. If they can transform their existing developer community, to be cloud native, they hit a home run. >> Yeah, but, John, you were talking about IT ops, out there; Microsoft does great in that. They've got a lot of big push there. They absolutely- the DotNet developers are there. You go to the Build conference, they play. We go to CUBECon, and a lot of the developer shows, and Microsoft, strongly there... >> No, let me just clarify my point. Let me clarify my point on Microsoft. Yes, they have a pre-existing, huge, development. They've been successful by the core competancy, no doubt. Cisco had a developer community: all networking. So, I think Microsoft has that legacy win, but they have to transform, and go the next level. The question is, do they have that. So- with Azure, I'm saying... >> What about Google? You guys were at the Google Cloud Show last year, we'll be there again in April. >> Yeah, you got to put Google in the mix. No doubt, I mean, no question. And, what about Red Hat? With IBM, on the developer front? >> Yeah, look, when you talk to the developers, and all the- a lot of the training their doing, if you've got LITIC skill sets, you've got a leg up in a lot of these environments. There are a lot of developers. It's not like people at Red Hat- some, are like, "oh wait, 6here's my first hoodie, and I'm going to learn to start code." They're already there. They're in this ecosystem. Red Hat: huge part- everybody we just talked about, Red Hat has a strong piece in there. That's one of the reasons why IBM bought them, Dave, is to help ride that wave. >> That's expensive, but they got the ingredients now. >> Red Hat's- check, I love those guys. Google has a lot of developers. They contribute heavily in open source. But, in terms of a Google community, that's really the CNCF in my mind. I think they're doing great job stewarting CNCF, but there's not a lot of people- users, in the Google ecosystem, they've got tons of developers. And, that's an opportunity for Google, in my opinion. >> Well, let's bring it back to Cisco. So, are we in agreement that they've got a leg up on the other infrastructure competitors... >> Yeah, I do. >> Specifically, as it relates to developers. >> They have a huge leg up, but I think it's even bigger that that. I think that this company is going to skyrocket, if they crack the code on network programmability. They're at the early stages now, you're talking about intro to Python, they give more advanced classes... Give them 24 months, if they continue momentum on DevNet, that's the tipping point, in my mind. Two years, they could own everything, and just be a whole other level company, if they crack the code. 'Cause the network is the value. Payload, network effect, this is the new normal in today's.. >> It's a big challenger. I mean, it's really not- and, the networking companies, for years, haven't been able... The Aristas, and the Junipers, haven't been able to unseed them, as the leader. They still got 60 percent of the marketplace. >> DMWare- DMWare and Cisco. >> DMWare, alright. >> DMWare and Cisco, 'cause DMWare and Amazon, that's a lethal combination. I think that's what I'm going to watch, the frenemy action between DMWare and Cisco. I think that level of where NSX, and what Cisco's trying to do, within ten paces of that working. >> Well, and Outpost is the hybrid infrastructure. Does that eventually become a multi-cloud play? Maybe it's a few years off, but... >> Yeah, absolutely. Look, we've watched- a year ago, we were saying, "okay, Google's a strong partner to Cisco, how 'about AWO's?" Well, they're integrating with kubernetes, they're starting to do more with AWS. It's always an interesting partnership with Amazon. Cisco's got lots of products in the marketplace, they're growing in that environment, but Amazon's learning from everybody and can potentially be a threat down the road to where Cisco is. And, I'd love to see Cisco doing more in the Microsoft space, too. >> We'll be watching Cisco, over the year. We're going to continue to go deep on Cisco. We got the Cisco Live North America Show on the cal... >> San Diego. >> This year in San Diego. So, we'll see theCUBE there, for multiple days, as well. Of course, we'll be following all the traction of software define everything, as the world goes completely cyber, dark, encrypted; whatever it is, we're going to be covering it. Well, thanks for watching. I want to give a shout out to the crew. Good job, guys. Well done. Thanks for watching theCUBE here, in Barcelona. I'm Jeff Furrier with Dave Vellonte, Stu Miniman. Thanks for watching. (upbeat techno music)