>>From around the globe. It's the cube covering Fortinet security summit brought to you by Fortinet. >>Welcome back to the cubes coverage of 40 net championship security summit from beautiful Napa valley. Lisa Martin here with John farrier, John, and has been phenomenal to do an event in person outdoors and Napa valley. >>You're so bright. We have to wear shades. It's been sunny and it's been hot. It's been great. It's been a great, it's been a great day. I mean, I think Fordanet stepping up to that sponsorship for the PGA is a bold move they're doing well on the business front. They're expanding it. It's good for their customers. It's a new, bold marketing step. Affordanet honestly, they're doing extremely well on the business front. As I mentioned, they got a lot of cash coming in. They got happy customers and they're all here. And golf is a great environment for tech buyers. We know that. So it's great to have the cube on the sports circuit and, uh, we'll be doing more of them. It's it's awesome. >>Good. I, it is great to be on this sport circuit. One of the things that I talked with several folks about today, John Madison being one that CEO, CFO, COO, and then Kenzie, the CEO of Fordanet about the cultural synergies between the PGA and Ford nine. It was really nice to hear how both of these companies, both of these organizations are so invested in things like women in technology and steam and stem programs, and they really align on those two cultures. >>Yeah, there's a, it's a, it's a, it's a culture fit. I mean, they basically, it's a winning formula. Look at Ford and net. Um, you know, and having that kind of representation is good. They, they have a great reputation put in. It does PGA does as well and it's quality, right? So people like, like quality and they want to line that. So it's a great business move for Fordanet to, uh, to do the, uh, the golf sponsorship, uh, multiple years. I think it's six years, five or six years, they get they're doing this. Um, it's phenomenal. I think they're going to Fortnite is going to turn into a marketing powerhouse. I think you're going to start to see John Madison and the team, uh, really gin up some nice new things, because you can do a lot with the PGA. Again, this foundations is charities, again, a lot of causes that are involved in, in fundraising around the PGA and you got the tour players and honestly the tech scene. So I think tech and sports has always been something that I've loved. And I think, you know, we'd love to come and bring our sets here and having the cube here is just a really fun kind of winning formula as well. We'd love it. And we, and we wish we could eat it for more days this year. I think we will, but this has been so much, >>It has been so much fun. There's been about over 300 customers and partners here. Fortnite is a, is a hundred percent partner driven organization. Lot of innovation being discussed the last eight hours or so, but one of the things that you definitely feel is the strength in their partner, community and Fortinets commitment to it. Also something that really impresses me is their commitment to helping to fill the cybersecurity skills gap. This is a gap that has been growing for the last five years. They last week announced a pledge to train 1 million people in the next five years to help shorten that gap. And as we know that the threat landscape is only continuing to expand. So the great combination there, >>And it's a, cause that's a good business logic behind it because there's a of negative unemployment. They need more people to do cybersecurity careers, but also you mentioned women in tech, you know, a lot of that's a big movement too. You start to see a much more women in tech scene here. We had, uh, Merritt bear on principal office of the CSO at Amazon web services on she's amazing. She's wearing the Amazon Krypto shirts. That was a home run, love that interview, but you started to see them afford a net with the whole scene. Here is they're taking their message directly to their customers and they're including their customers. So the magic of this formula that they have with the PGA and this whole program is they don't have live concert series. They got a pavilion here with all their top partners, with customers that doing a summit behind us with their top marquee customers. And they're telling the story direct and you're going, I think you need to shift to see Fordanet really do more of that. What we love in the key, which is take that direct to, to media model, to their customers and contents data. We had great conversations here. I mean, that's all you, you know, viewing the, uh, head VP SVP of at and T cybersecurity, uh, amazing, uh, uh, candidate there's great cube guests. And he was just traveling some serious wisdom. So great guests all along. Fantastic. >>Well, it's, it's been an inspiring day. It's nice that 40 minute has taken the step to do an in-person event. Obviously they did it extremely safely. We were outdoors, but people are, I think a lot of people and I'm speaking for myself, for sure, ready for this to come back and meet the threat landscape that changes that that 40 net has seen in the last 18 months are phenomenal. The growth in ransomware, nearly 11 X in a year. And you had this massive shift to work from home. And now they're talking about how they're partnering with links us, for example, to help enterprises, to really make that remote work environment far more secure, faster, and optimize for the worker. Who's on video conferencing, communication tools. All the kids at home gaming are probably going to be pretty bummed about this, but it really shows coordinates commitment to this. There's a lot of permanence to what we're seeing here in this model. >>I know you and I have done ton of interviews together and, uh, with great guests around cybersecurity and the phrase always comes up and over the past decade, there's there is no more perimeter here. You couldn't, you couldn't, it was louder than ever here because now you have so much going on connected devices. The future of work is at home with the virtual, uh, issues with the pandemic. And now with the Delta variant, uh, continuing at forward, it's a reality, we're in a hybrid world and, um, everything's going hybrid. And I think that's a new thing for companies to operationalize. So they got, there's no playbook. So there is a security playbook. And what these guys are doing is building an ecosystem to build product that people can wrap services around and to solve the key security problems. And that's that, that to me is a good business model. And the SAS is, again, you're seeing everyone go SAS. They want to go SAS product, or, you know, uh, some sort of business models involved in cloud. So cloud security, SAS all kind of rolled up. It's really kinda interesting trend. >>Yeah. We've talked about a whole bunch of trends today. One of them is just one of the marketing terms I've been using and I don't like to use it, but around for years as a future ready people, tech companies always describing solutions and technologies and products is future ready? Well, what does that really mean? Well, when the pandemic struck, none of us were future ready, but what we did hear and see and feel today from 40 net and their partners is how much acceleration they've done. So that going forward, we are going to be future ready for situations that arise like in this challenging cybersecurity landscape that businesses in every industry can prepare for. >>I think, I think the talks here in the cyber security summit behind us, it's interesting. Uh, Tufin one of their customers on a lot of the talks were the same thing, talking about the cultural shift, the cultural shift and security departments has to become more agile. And so that is a big untold story right now is that security departments. Aren't well-liked, they slow things down. I mean, you know, app review everything's gotta be looked at and it takes weeks. That is not good for developers. So app developers in the cloud, they want minutes, you know, shift left is something that we talk about all the time in our events with the developers dev ops movement is putting pressure on the security teams, culturally, who moves first. You don't go faster. You're going to be replaced, but you can't replace a security team. So I find that whole security cloud team dynamic, real organizational challenges. That's something I'm going to look into is one of my key takeaways from this this week. Yeah. >>A huge organizational change. And with that comes, you know, obviously different cultures with these organizations, but at the same time, there really is no more choice. They have to be working together. And as Kenzie and I were talking about, you know, security is no longer an ITP, this is a board level initiative and discussion businesses in every industry, whether it's a retailer or PGA tour have to be prepared. >>Yeah. I mean, I'm a security Hawk. I think every company needs to be prepared to take an offensive strike and be ready on the defense. And this is a huge agility and speed cause ransomware, you get taken down, you know, I mean that's business critical issue. You're dead, you're dead in the water. So, so again, this is all part of his quote digital transformation, uh, that everyone's talking about and is a do over, everyone's doing it over and doing it with the cloud. And I remember just recently in 2012, people were saying, oh, the cloud is not secure. It's now some more secure than anything else. So we starting to see that shift so that realities hit everybody. So it's been great. >>What are some of the things that excited you about the conversations that you had today? >>I was pretty impressed by the fact that one was a physical advantage. You mentioned. So, you know, people in personal, I found it refreshing. I think people here, I noticed we're one relieved to be out and about in public and talking on the cube. Um, but I was really impressed with, uh, the guests from Amazon web services. She was a crypto shirt that got me there. But I think this idea that security is not just a guy thing, right? So to me, women in tech was a, was a big conversation. I thought it was very positive this week, um, here and still a lot more work to do, but I think that's, what's cool. And just the talks were great. I mean, it's cutting edge concepts here. And I thought at, and T was great. I thought, uh, Tufin was a great conversation and again, all the guests that were awesome. So what did you think, what was your take? >>Just how much acceleration we've seen in the last year on innovation and partnerships that really jumped out that when, like I said, we talked about future ready and go, wow. So much of the world wasn't future ready a year and a half ago when this came out and all of the innovation and the positivities that have come out of technology companies creating, because we don't have a choice. We have to figure out secure work from home. For example, we know that some amount of it's going to persist hybrid maybe here to stay, to see what 40 net and their partner ecosystem have done in a short time period. Given the fact that you mentioned ransomware and their global threat landscape, I was talking with Derek, nearly X increased in ransomware and just, >>And they've got four to guard. They got all this. I think your interview with Ken, the CEO, I thought it was really compelling. It was one point he said, um, we're making a lot more investments when you asked him a pointed question. And I think that theme comes across really strong in all of our interviews today. And the conversations in the hallway here is that people that are making the investments are doing well. And so there's more investments being made and that's like, people kind of say, oh yeah, we can do this one, but you have to now. And so the other thing that I thought was awesome with John Madison, talking about their strategy around the PGA, it's a bold move, but it's kind of got this mindset of always innovating, but they're not, they go step at a time, so they get better. So I'm, I'm expecting next year to be better than this year, bigger, uh, and more integrated because that's what they do. They make things better. Um, I think that's gonna be fun to watch, but I think that's a bold move for Affordanet to be doing this kind of marketing. It's really, they haven't done that in the, in the past. So I think this is a really bold move. >>I agree. And they've spun this out of their accelerate event, which is an event that we've covered for years in person. So this was the first time that they've pulled the security summit out as its own event. And clearly there was a great buzz behind us all day. Lots of, lots of topics, a lot of discussions, a lot of partnership. And you're right. A lot of talk about investment investment in their partner ecosystem and investment internally. Yes. >>It's fun too. On a personal note, we've been following Fordanet for many, many years. You and I both got doing the interviews and you do and go to the events is watching them grow and be successful. And it's kind of proud though. I, yeah, I'll go for it. And that kind of rooting for him. And I want to thank them for inviting the cube here because we're so psyched to be here and be part of this awesome event. And again, golf, the cube kind of go together, right? Sports, the cubes. We love it. So always fun. So thanks to, for, to net out there for, uh, supporting us and being, being part of the cube. >>Well, you got the gear, you got your Fordanet Gulf t-shirt I got one too. And pink. It's beautiful. Yeah. You got some shades, but we also have some gear here help us in the morning for our next shows. Be caffeinated. Yeah. But no, it's been great. It's been great to be here. Great to hook co-host with you again in person if for 20 months or so, and looking forward to seeing how 49 and how back >>He was back up the vents. Thanks to the crew. Chuck Leonard, every one's era, Brendan. Right. Well done. Fordanet thank you. Thank you for >>John's been great. Thanks for having me up here today. Looking forward to the next time from Napa valley, Lisa Martin, for John farrier, you've been watching the cube

>>From around the globe. It's the cube covering Fortinet security summit brought to you by Fortinet. >>Welcome back to the cube. Lisa Martin here at the Fordham het championship security summit. Napa valley has been beautiful and gracious to us all day. We're very pleased to be here. I'm very pleased to welcome a first-timer to the cube. Rupesh Chuck Chuck Xi, VP a T and T cybersecurity and edge solutions at, at and T cybersecurity. Refresh. Welcome. >>Thank you. Thank you so much for having me, Lisa, I'm looking forward to our conversation today. >>Me too. First of all, it's we're in Napa we're outdoors. It's beautiful venue, no complaints, right? We're at a golf PGA tournament. Very exciting. Talk to me about the at and T Fordanet relationship. Give me, give me an, a good insight into the partnership. >>Sure, sure. So, as you said, you know, beautiful weather in California, Napa it's my first time. Uh, so it's kind of a new experience for me going back to your question in terms of the relationship between eight P and T and Ford in that, uh, a long lasting, you know, 10 plus years, you know, hand in hand in terms of the product, the technology, the capabilities that we are brought together in the security space for our customers. So a strategic relationship, and I'm so thrilled to be here today as a, Fordanet invited us to be part of the championship. Tommy, >>Talk to me. So your role VP of, and T cybersecurity and edge solutions, give me an, a deep dive into what's in your purview. >>Sure, sure. So I, uh, sort of, you know, run the PNL or the profit and loss center for product management for all of at and T cybersecurity and ed solutions and the whole concept behind putting the teams together is the convergence in networking and security. Um, so, you know, we are supporting the entire customer continuum, whether it's a fortune 50, the fortune 1000 to mid-market customers, to small businesses, to, you know, government agencies, you know, whether it's a local government agency or a school district or a federal agency, et cetera. And my team and I focus on bringing new product and capabilities to the marketplace, you know, working with our sales team from an enablement perspective, go to market strategy. Um, and the whole idea is about, uh, you know, winning in the marketplace, right? So delivering growth and revenue to the business, >>Competitive differentiation. So we've seen so much change in the last year and a half. I know that's an epic understatement, but we've also seen the proliferation at the edge. What are some of the challenges that you're seeing and hearing from customers where that's concerned >>As you stated, right. There's a lot happening in the edge. And sometimes the definition for edge varies when you talk with different people, uh, the way we look at it is, you know, definitely focused on the customer edge, right? So if you think about many businesses, whether I am a, a quick serve restaurant or I'm a banking Institute or a financial services or an insurance agency, or I'm a retail at et cetera, you know, lots of different branches, lots of different transformation taking place. So one way of approaching it is that when you think about the customer edge, you see a lot of virtualization, software driven, a lot of IOT endpoints, et cetera, taking place. So the cyber landscape becomes more important. Now you're connecting users, devices, capabilities, your point of sale system to a multi-cloud environment, and that, you know, encryption of that data, the speed at which it needs to happen, all of that is very important. And as we think ahead with 5g and edge compute and what that evolution revolution is going to bring, it's going to get even more excited because to me, those are kind of like in a playgrounds of innovation, but we want to do it right and keep sort of, you know, cyber and security at the core of it. So we can innovate and keep the businesses safe. >>How do you help customers to kind of navigate edge cybersecurity challenges and them not being synonymous? >>That's a great, great question. You know, every day I see, you know, different teams, different agendas, different kinds of ways of approaching things. And what I tell customers and even my own teams is that, look, we have to have a, a blueprint and architecture, a vision, you know, what are the business outcomes that we want to achieve? What the customer wants to achieve. And then start to look at that kind of technology kind of convergence that is taking place, and especially in the security and the networking space, significant momentum on the convergence and utilize that convergence to create kind of full value stack solutions that can be scaled, can be delivered. So you are not just one and done, but it's a continuous innovation and improvement. And in the security space, you need that, right. It's never going to be one and done. No >>We've seen so much change in the last year. We've seen obviously this rapid pivot to work from home that was overnight for millions and millions of people. We're still in that too. A fair amount. There's a good amount of people that are still remote, and that probably will be permanently there's. Those that are going to be hybrid threat landscape bloated. I was looking at and talking with, um, 40 guard labs and the, the nearly 11 X increase in the last 12 months in ransomware is insane. And the ransomware as a business has exploded. So security is a board level conversation for businesses I assume in any. >>Absolutely. Absolutely. I agree with you, it's a board level conversation. Security is not acknowledged the problem about picking a tool it's about, you know, the business risk and what do we need to do? Uh, you mentioned a couple of interesting stats, right? So we've seen, uh, you know, two things I'll share. One is we've seen, you know, 440 petabytes of data on the at and T network in one average business day. So 440 petabytes of data. Most people don't know what it is. So you can imagine the amount of information. So you can imagine the amount of security apparatus that you need, uh, to Tofino, protect, and defend and provide the right kind of insights. And then the other thing that VOC and along the same lines of what you were mentioning is significant, you know, ransomware, but also significant DDoSs attacks, right? So almost like, you know, we would say around 300% plus said, DDoSs mitigations that we did from last year, you know, year over year. >>So a lot of focus on texting the customer, securing the end points, the applications, the data, the network, the devices, et cetera. Uh, the other two points that I want to mention in this space, you know, again, going back to all of this is happening, right? So you have to focus on this innovation at the, at the speed of light. So, you know, artificial intelligence, machine learning, the software capabilities that are more, forward-looking have to be applied in the security space ever more than ever before, right. Needs these do, we're seeing alliances, right? We're seeing this sort of, you know, crowdsourcing going on of action on the good guys side, right? You see the national security agencies kind of leaning in saying, Hey, let's together, build this concept of a D because we're all going to be doing business. Whether it's a public to public public, to private, private, to private, all of those different entities have to work together. So having security, being a digital trust, >>Do you think that the Biden administrations fairly recent executive order catalyst of that? >>I give it, you know, the president and the, the administration, a lot of, you know, kudos for kind of, and then taking it head on and saying, look, we need to take care of this. And I think the other acknowledgement that it is not just hunting or one company or one agency, right? It's the whole ecosystem that has to come together, not just national at the global level, because we live in a hyper connected world. Right. And one of the things that you mentioned was like this hybrid work, and I was joking with somebody the other day that, and really the word is location, location, location, thinking, network security, and networking. The word is hybrid hybrid hybrid because you got a hybrid workforce, the hybrid cloud, you have a hybrid, you have a hyper-connected enterprise. So we're going to be in this sort of, you know, hybrid for quite some time are, and it has to >>Be secure and an org. And it's, you know, all the disruption of folks going to remote work and trying to get connected. One beyond video conference saying, kids are in school, spouse working, maybe kids are gaming. That's been, the conductivity alone has been a huge challenge. And Affordanet zooming a lot there with links to us, especially to help that remote environment, because we know a lot of it's going to remain, but in the spirit of transformation, you had a session today here at the security summit, talked about transformation, formation plan. We talk about that word at every event, digital transformation, right? Infrastructure transformation, it security. What context, where you talking about transformation in it today? What does it transformation plan mean for your customers? >>That's a great question because I sometimes feel, you know, overused term, right? Then you just take something and add it. It's it? Transformation, network, transformation, digital transformation. Um, but what we were talking today in, in, in the morning was more around and sort of, you know, again, going back to the network security and the transformation that the customers have to do, we hear a lot about sassy and the convergence we are seeing, you know, SD van takeoff significantly from an adoption perspective application, aware to experiences, et cetera, customers are looking at doing things like internet offload and having connectivity back into the SAS applications. Again, secure connectivity back into the SAS applications, which directly ties to their outcomes. Um, so the, the three tenants of my conversation today was, Hey, make sure you have a clear view on the business outcomes that you want to accomplish. Now, the second was work with a trusted advisor and at and T and in many cases is providing that from a trusted advisor perspective. And third, is that going back to the one and done it is not a one and done, right? This is a, is a continuous process. So sometimes we have to be thinking about, are we doing it in a way that we will always be future ready, will be always be able to deal with the security threats that we don't even know about today. So yeah, >>You bring up the term future ready. And I hear that all the time. When you think of man, we really weren't future ready. When the pandemic struck, there was so much that wasn't there. And when I was talking with 49 earlier, I said, you know, how much, uh, has the pandemic been a, uh, a catalyst for so much innovation? I imagine it has been the same thing that >>Absolutely. And, you know, I remember, you know, early days, February, March, where we're all just trying to better understand, right? What is it going to be? And the first thing was, Hey, we're all going to work remote, is it a one week? Is it a two week thing? Right? And then if you're like the CIO or the CSO or other folks who are worried about how am I going to give the productivity tools, right. Businesses in a one customer we work with, again, tobacco innovation was said, Hey, I have 20,000 call center agents that I need to take remote. How do you deliver connectivity and security? Because that call center agent is the bloodline for that business interacting with their end customers. So I think, you know, it is accelerated what would happen over 10 years and 18 months, and it's still unknown, right? So we're still discovering the future. >>There's a, there will be more silver linings to come. I think we'll learn to pick your brain on, on sassy adoption trends. One of the things I noticed in your abstract of your session here was that according to Gardner, the convergence of networking and security into the sassy framework is the most vigorous technology trend. And coming out of 2020, seeing that that's a big description, most vigorous, >>It's a big, big description, a big statement. And, uh, we are definitely seeing it. You know, we saw some of that, uh, in the second half of last year, as the organizations were getting more organized to deal with, uh, the pandemic and the change then coming into this year, it's even more accelerated. And what I mean by that is that, you know, I look at sort of, you know, three things, right? So one is going back to the hybrid work, remote work, work from anywhere, right. So how do you continue to deliver a differentiated experience, highly secure to that workforce? Because productivity, human capital very important, right? The second is that there's a back and forth on the branch transformation. So yes, you know, restaurants are opening back up. Retailers are opening back up. So businesses are thinking about how do I do that branch transformation? And then the third is explosive business IOT. So the IOT end points, do you put into manufacturing, into airports in many industries, we continue to see that. So when you think about sassy and the framework, it's about delivering a, a framework that allows you to protect and secure all of those endpoints at scale. And I think that trend is real. I've seen customer demand, we've signed a number of deals. We're implementing them as we speak across all verticals, healthcare, retail, finance, manufacturing, transportation, government agencies, small businesses, mid-sized businesses. >>Nope, Nope. Not at all. Talk to me about, I'm curious, you've been at, at and T a long time. You've seen a lot of innovation. Talk, talk to me about your perspectives on seeing that, and then what to you think as a silver lining that has come out of the, the acceleration of the last 18 months. >>She and I, I get the question, you know, I've been with at and T long time. Right. And I still remember the day I joined at T and T labs. So it was one of my kind of dream coming out of engineering school. Every engineer wants to go work for a brand that is recognized, right. And I, I drove from Clemson, South Carolina to New Jersey Homedale and, uh, I'm still, you know, you can see I'm still having the smile on my face. So I've, you know, think innovation is key. And that's what we do at, at and T I think the ability to, um, kind of move fast, you know, I think what the pandemic has taught us is the speed, right? The speed at which we have to move the speed at which we have to collaborate the speed at which we have to deliver, uh, to agility has become, you know, the differentiator for all of us. >>And we're focusing on that. I also feel that, uh, you know, there have been times where, you know, product organizations, technology organizations, you know, we struggle with jumping this sort of S-curve right, which is, Hey, I'm holding onto something. Do I let go or not? Let go. And I think the pandemic has taught us that you have to jump the S-curve, you have to accelerate because that is where you need to be in, in a way, going back to the sassy trend, right. It is something that is real, and it's going to be there for the next three to five years. So let's get ready. >>I call that getting comfortably uncomfortable, no businesses safe if they rest on their laurels these days. I think we've learned that, speaking of speed, I wanna, I wanna get kind of your perspective on 5g, where you guys are at, and when do you think it's going to be really impactful to, you know, businesses, consumers, first responders, >>The 5g investments are happening and they will continue to happen. And if you look at what's happened with the network, what at and T has announced, you know, we've gotten a lot of kudos for whatever 5g network for our mobile network, for our wireless network. And we are starting to see that, that innovation and that innovation as we anticipated is happening for the enterprise customers first, right? So there's a lot of, you know, robotics or warehouse or equipment that needs to sort of, you know, connect at a low latency, high speed, highly secure sort of, you know, data movements, compute edge that sits next to the, to the campus, you know, delivering a very different application experience. So we're seeing that, you know, momentum, uh, I think on the consumer side, it is starting to come in and it's going to take a little bit more time as the devices and the applications catch up to what we are doing in the network. And if you think about, you know, the, the value creation that has happened on, on the mobile networks is like, if you think about companies like Uber or left, right, did not exist. And, uh, many businesses, you know, are dependent on that network. And I think, uh, it will carry on. And I think in the next year or two, we'll see firsthand the outcomes and the value that it is delivering you go to a stadium at and T stadium in Dallas, you know, 5g enabled, you know, that the experience is very different. >>I can't wait to go to a stadium again and see it came or live music. Oh, that sounds great. Rubbish. Thank you so much for joining me today, talking about what a T and T is doing with 49, the challenges that you're helping your customers combat at the edge and the importance of really being future. Ready? >>Yes. Thank you. Thank you so much. Really appreciate you having me. Thanks for 49 to invite us to be at this event. Yes. >>Thank you for refresh talk. She I'm Lisa Martin. You're watching the cube at the 40 net championship security summits.

>>From the cube studios in Palo Alto, in Boston, connecting with thought leaders all around the world. This is a cute conversation. >>Everyone. Welcome to the cube conversation here from our Palo Alto studios. I'm John furrier, host of the cube. We're here with our remote crew, getting all the interviews, getting all the stories that matter during this time were all sheltering in place during the COVID crisis. We've got a great returning guest, John Madison, EVP of products and chief marketing officer. Fordanet John. Great to see you, uh, looking good with the home studio. They're getting used to it. Yeah, indeed. Good to be here again, John. Thanks for coming. I really appreciate it. We're hearing a lot about sassy, which has a secure access network adjuncts, zero trust network access. Uh, what does that all mean now these days? What does this sassy? Well, there's definitely a lot of hype around the word sassy, which is the security of the age. Uh, for us actually it confirms a strategy that we've had since the beginning of the company. >>And two important concepts. One is, uh, the coming together of, uh, networking and security. We could refer to it as security driven networking, and we've been doing it using ACX and appliances for a long time. Uh, we're now going to expand it to a cloud as well as that's one concept, again, bringing together networking and security or converging them in a way. And then the second concept is more around a platform approach. So if you look at the definition of sassy, it includes, it includes web gateway as a service you a trust Caz B, a wife, et cetera. And so bringing those together in a platform approach, we refer to it as the fabric. So we're actually really happy about those two concepts coming together. Maybe the name itself could be, could be different, but definitely the concepts and the technologies play really well to our strategy. >>Yeah, it's sassy. S a S E not two ways, not like SAS softwares of service. Wait for one noses cloud. Yeah. I tried using the full name and I've reverted back to sassy again. So short and sassy, keep it short and sweet. Um, okay, well this is a super important relevant topic for multiple reasons. One is COVID is kind of accelerated the future for everybody. And you know, we've been kind of riffing on Twitter and throughout the industry I've been calling it the big IOT, uh, experiment because the unforecasted disruption of COVID is forced everyone to work at home. So the notion of work changes workplace is now home workforce, the people, how their interaction with the networks, workloads, workflows, all changing new expectations, new experiences. This is the real deal. And the edge is where the action is. That's the big, new obvious architectural highlight here. >>Yeah, so we talked last time. I think it would just be getting this work from home, uh, element, but, um, we're still here. And I think what it says is that what is forced is that, uh, enterprises and customers need to look at their edges and they're increasing. So we always, the one edge was a new one over the last two years. As we introduced us the, when they had a data center edge, they had an endpoint edge and now you have a home edge. And so you've got to apply security as a cloud edge as well. You've got to apply security to these edges. And the key is the flexibility to apply the security you want and you need against this agent. And so we're seeing some customers right now, look at setting up mini enterprise networks to protect that home age again, in that, in the homes of their executives or developers. >>And we reported with the news. You guys had a couple of months ago around just as such been a feeding frenzy for hackers and bad actors to go after the home environment. Um, as well as the it guys who are working from home, you have the cloud consumption's shifted as well. You're seeing the cloud players doing extremely well because now you have more cloud, you have more vulnerabilities at the edge with the home. This is changing completely increasing the attacks. >>Yeah. The tack factors, you know, predominantly, still actually, you know, a lot of fishing, but then if you're on the network, that attack factor is very important. So for us, and, you know, we did an acquisition last week of opaque networks because that gave us an additional consumption model and different additional form factor. So if somebody going from the home straight into the cloud, or the pairing off a branching off an SD Wang connection straight into the cloud, we can now apply that cloud edge security throughout our sassy capabilities. And so again, the ability to have security at all, these edges has become very important going forward. So for us now we've got appliances, we've got virtual machines, we've got cloud delivery, and this is becoming very important to customers. I'm not saying, and customers are not saying they're going to go to just cloud only going forward. They're going to be hybrid. And so having those options is very important. >>You mentioned opaque networks, we reported that acquisition. Congratulations. What does that mean for Fordanet and where does that technology fit? And you mentioned software. Can you just take a minute to explain the acquisition impact Affordanet and where does the tech fit? >>Well, as I said, we've been driving a lot of this conversion, sassy conversions through our appliances. Um, but it's sometimes makes sense to put that security closer to the cloud during points or wherever. And so opaque, we really liked their model of building out these hyper hearing stations and making sure they got high-speed security there as well as edges. And so, um, we bring, we're going to bring that inside our environment, uh, update it to include some of our technology, uh, but it gives us now great flexibility, uh, of applying that security at the SD wan edge, the data center agent now without edge or longer-term roadmaps will integrate orchestration capabilities. It also includes a zero trust network access capability as well. So really when we looked at our, uh, of sassy framework, uh, we had most of the things in place. This now adds firewall as a service as well as zero trust network access, giving us the most complete sassy framework in the marketplace. >>What is the security component of the work at home? You mentioned earlier, there's more networks and companies are looking to kind of up level the capabilities. Can you give an example and take us through what that like and what companies are thinking about, because it's not just, here's some extra money for your home bandwidth, your people are working there. It's like, it's gotta be industrial strength edge. Now it's not just, um, you know, temporary and their kids are home too. So you got they're gaming, they're watching Netflix, people zooming in and doing WebExes all day long. >>Yeah, it can be as simple as putting a zero trust network access, you know, an agent on there and doing some security locally, and then going back through a proxy in a, we believe actually that it's, it can be even better than that. That can apply many enterprise security in your house through a next gen firewall, give high availability through SD wan, uh, then, you know, expand out their secure access and switching and end points. And we can do that today. I think what's going to be key going forward is as you're dealing as it, uh, teams have to deal with more of a consumer approach remotely in the homes, we're gonna have to simplify the way things get set up, such that you can easily separate out, maybe home usage from corporate enterprise users. So that will be something we'll be working on over the next 18 months. >>I mean, just the provisioning, the hardware, okay, here you go. Plug it in it. Should it be plug and play? And this is kind of back to the future of where SAS is going. I mean, the old days was plug and play was the technology. Now you've hit that concept. It has to be auto configured. You have to provision pretty quickly. What's the future of sassy in your mind. >>Yeah. And so, you know, if you think about, you know, coming back to the home usage, then people have dumbed down those routers and the security is very simplistic. So we, people can just plug and play. If you, it needs to be a bit more sophisticated. Uh, you're going to need to put some tools in place. We believe longterm that the sassy model, once you've got the platforms in place, once you've got SD wan in place, your Cosby or your sassy zero trust and longterm, you're going to need an orchestration system. That's more AI driven. So we've done a lot of work on AI around security and making sure we can see things very quickly. Um, but the longterm goal, I think will be around AI ops, AI network ops, uh, where the system and the big data systems are looking across your network, across these different components to see where there may be an issue. Maybe there's a certain length has gone down across a certain ISP. We need to bring that back up. Maybe there's a certain cure or as to an application in the cloud somewhere. So we need to change the OnRamp. Uh, so once everything's in place and you have that console and policy engine that can look across everything, and then we need to get smarter by looking at the data and the logs, et cetera, and applying some of that AI technology. >>You know, John, we've been following Fordanet as you know, for many, many years and watching the evolution of you guys as a company. And also as the industry, the new waves are coming in. Um, a lot of the stuff you're doing with the fabric and now the secure driven networking has been kind of on the playbook. So I want to get your thoughts before we get into those topics and define them and kind of unpack them. But generally customers are looking at, um, a slew of vendors out there and you have 10 of two approaches. You have a platform, and then you have the we're an application or fully full stack or SAS or something. And this there's trade offs between the two. And how should customers understand the difference? Because there's different value propositions for each platforms, more enabling out of the box, SAS or point solution can solve a particular thing, but it may not have that breadth. How should customers think about a platform approach or fabric and how should they think about the value and how to engage with that longterm? >>Yeah, I'm definitely seeing more customers look towards a platform going forward. They just can't manage all the different point solutions and you don't have to train an individual in that product. You have to have a separate management console, you have to integrate it. And so more and more I'm finding customers wanting to converge, which is the basis of sassy consolidate applications onto a platform of security applications. What's important over that platform is that the consumption model is flexible enough to be an appliance, to be a virtual machine and to be cloud delivery does as a customer's networks move and their orchestration systems move into different, more cloud, or they've got their IP enabling their factories, for example, then they need that security to be flexible. So yes, you need to be a platform as the way forward. Um, but two things. One is you need a flexible consumption model for it. You know, clients, virtual machine and cloud. And also that platform needs to be very open. It needs to have connectors into the main orchestration systems that needs to allow people to build API and automation. So, uh, yes, you, you need a platform, but it needs to be open and it needs to be flexible. >>Great, great insight there. And that's exactly what the marketing, especially with cloud the kind of scale, second follow up question to that is how do you tell the difference between a tool camouflage is a platform. So I have a tool I want to sell you a tool, but no, it's a platform. So a lot of people are peddling tools and saying their platforms. How do you know the difference? >>Well, to me, a platform that has much greater scope across the attack surface festival, they attack factors whether that be email or application the network, the end point. So platforms not just of a specific attack back to go across the complete surface. And then also a platform is Wednesday organically built, allows those products to communicate. So then you can build automation across it. It's very hard to build automation across two or three different vendors. They have different scripts. So been able to build that automation. And then of course, on top of that, to have a single view, single visibility capability, as well as longterm applied that AI ops across it. So platform is very, very different from the, some of the tools I've seen in the marketplace. >>I want to get to your reaction to a comment that your CEO said about security driven, networking, and underscores what we've been saying for years, blah, blah, blah. He goes on in this era of hyperconnectivity and expanding networks with the network edge stretching across the entire digital infrastructure, um, networking and security have to be kind of be their, their convergence. You mentioned describe how you view hyper-connectivity and expanding networks and how the edge stretches across the digital infrastructure. What's what does that look like? Can you share your vision of that? >>Well, when you think about networking, if you go back 20 years, when you have these 10 megabit per second connections, learning, networking, and routing and switching, they haven't really changed that much over the last eight years, 20 years, they've just got a lot faster, gone to now to 400. You give us a second, but the basic functionality is the same. And so it's allowed them to go a lot faster. Um, security is very different, even though it started off with firewalling than VPN, and then next gen firewall, SSL inspection, all these functionalities IPS have been added, making a lot harder for it to keep up in the network. And so one of the fundamental principles of security and networking is bringing these two things together, but accelerating them either using a six and now cloud through our acquisition, uh, to allow those to run in a converged format. >>And that's very important because as I said, there's now more, you can look at it two ways. You can say the perimeter has expanded because it used to be a very narrow perimeter. The data center across these areas, or at the edges have formed as well. There's new edges sitting at the OT environment, sitting at the wan edge, sitting at the home mattress. I talked about seeing the cloud edge. And so the ability to apply that security in very high performance, very high quality security, not just a small sampling of security, a full enterprise stack, but those edges is going to be critical going forward. And the flexibility to apply in different ways is going to be very important. >>I think the convergence piece is totally relevant and honestly it consolidating into a platform is very key point there. Um, while I got you here, I would just like you I'd like you to define what is security driven networking and what does it mean to be security driven? So define security, driven, networking, and give an example of what it means. >>Yeah. And so I think it's, I think the one edge was one of the best examples of it. I mean, actually go before that next gen Fila was where you bought firewalling and then content inspection to go there. But I think the latest one is definitely the one edge or secure SD land where you had a networking function, which was to get the users to the right applications. And so they got this application now steering that goes out through there. Well, you also want to apply security to that because security into the wham, you've also got to protect the land. And so the ability to run a security stack there, whether it be IDs, right, patient control is very important. So getting all those networking functions, working at high speed, getting all the security functions, working at high speed, uh, is that it's the kind of the Genesis of security driven networking, and you can apply it there. We can also apply it in other places at the age, in the cloud. Now the home, uh, it's a very, very important concept, uh, to be able to run networking and security together. But high speed, >>Everyone has their own kind of weird definition of sassy, depending on when you're building your own or different analyst firms. Uh, I noticed you guys have a different take on this. Even Gartner has a different view on this. How do you guys diff differ from that, that definition and what should people be aware of when they hear that? What is the right definition? >>Yeah. You know, it's unfortunate. I mean, I think Ghana does some good work there and that they define it and I've come up with sassy, but this is like acronym soup. And, you know, I want a bit of next gen firewall on my sassy. It's just, it's just so many different terms. It confuses the customer. Then what makes it more confusing is that vendors look at their portfolio and go, Oh, sassy is a hot topic. I've got a sassy as well. And really, it should be very clear what the definition from Gardner is. It is bringing together security and networking. Now their definition is that they, uh, you should do that in the cloud, which we agree with as well, but it can only be in the cloud. The reason it's in the cloud is because not many people have got the ability to run on an appliance very fast. >>So we believe our different stairs that you should be able to run it on an appliance virtual machine in cloud. And then the second kind of differences that they've defined the components of Sassies being Estee, wagon, Cosby, firewalls, a service zero trust. We also think that the land age is very important. So we would add into that definition, that secure access of wifi and Ethan at switching as well. And so we try and point out, you know, the gun definition and we also point out where we differ and I think that's fair to the customer can make a good decision. >>I think it is fair. And I think one of the things I've been saying for years, and I love garden, I love the guys over there and gals. I just don't think that their business model is real time as much, but they ended up kind of getting it right down the road. But you brought up a good point. And again, I've been saying this for years, cloud changes Gartner's model because there's, if you have quadrants, it implies silos and implies categories. And one of the best things about cloud is it does horizontally scale. So some of the best vendors actually have multiple capabilities that might fall on different quadrants that may or may not be judged on a criteria that meets what cloud's doing. So, yeah, for instance, Asics, you mentioned right. That's in there too. You get cloud and ACX is that where they've got two different categories? You add the edge in there. If you do all three, really great as an integrated, converged and consolidated platform, you're technically awesome, but you might not fit in the quadrant. >>Yes. That's a really good point. I have this conversation with them all the time in that traditionally enterprises have a networking teams and security teams, and they've been in silos or I've had a networking team that just does switching or just this routing, just this SD wan. And I have a security team that does web gateway, and then they like to separate them all into different components. When you look inside those Nike quadrants, they're all different, even at the same vendor, the different products. And what we like to do is bring it all together. You a single operating system, a single appliance or cloud virtual machine. Sometimes it's not quite, it doesn't quite fit the model, but in the end, you're trying to do the same thing. Know, and COVID-19 >>One of the real realities that everyone's dealing with is it does expose everything and an expose. And again, it's been a disruption unforecasted, but it's not like an outage or a flood or a hurricane. If it happened and it's happening, it really puts the pressure on looking at the network. It's looking at how you can have continuous operations. How are you working with your people and workloads, workforces apps. You got to have it all there. And if you're not digitally enabled, you're going to be on the wrong side of history. This is what companies are facing every day. And they've got to come back and double down on the right project. So every CXO I talk about, that's the number one challenge I need to come out of the pandemic with a growth strategy and an architecture. That's going to allow me to take advantage of the new realities. Hey, it's really good for people to work at home. That's cool. Some people are going to continue to do that. Maybe that's normal. Maybe that's a new tactic >>And it's going to vary by industry as well. So if I'm a retail outlet, I absolutely need it 100% of the time, but those retail outlets cause people are ordering online and then they're driving up. And so it has changed the dynamics. It's for me working at home, I have to be on all the time. And so the ability to do really good, high quality networking, high availability, high IQ of as, with this integrated security across the different edges is super critical. >>I was talking with a network friend of mine. Again, we were having a few zoom cocktails and do a little social networking online. And we were like, and we've, and we've mentioned it before in the queue, but we keep coming back to the land is the new land. And meaning that it's in the old days, land was everything, everything, the local area network, and you were inside the data center, everything was great on premises. When is the new land? So if you think about it that way you go, okay, when edge I got a, now Atlanta at home, you got to SD wan and your house, of course you worked for Fournette. So it's a little bit beneficial for you, your, your, your, your geek there, but this is the new normal where it's all one network. It's not just a land link, it's a system. Can you react to that? What's your take on that? When is the new land kind of ref, >>First of all, it can't be too picky. He goes on the CMO as well. So there's no talk about the geekiness. Um, but, um, it's just, it just makes as a skip saying, it's, it's, it's making sure that wherever you may be, uh, you know, you're doing less traveling these days, but that may come back at some point or where they are at a branch office or a campus environment or wherever applications, and then moving around in different clouds, in different areas, in terms of consumption of workloads, um, wherever that's happening, you gotta be able to be flexible and applying that security to the different edges, land edge, one edge home edge data center edge. And so the ability to do that, uh, while providing high speed and connectivity, uh, is very important. And then again, as you go forward and you implement that platform approach. So not just the point product now, three or four products working together, uh, being able to apply that policy orchestration and AI ops is going to make sure that they get that user in the end. It's all about the user experience. Do I have a high quality of experience, whatever application I'm using? That's the key measurement in the end? >>You know, one observation I would have, if you look back at the whole virtualization trend, going back to the early days of VMware, that kind of enabled Amazon and kind of having a large scale kind of infrastructure, hyperconvergence really kind of collapsed everything together. And now you seeing things with Amazon, like outposts, you seeing, you know, these non premises devices, which is basically one cloud operations kind of highlights what you're saying here. And I want to get your thoughts on this because the combination of Asics with cloud, it's not a bug, it's a feature for you guys. That's a value proposition and it's kind of consistent with some of the big players like AWS. When you look at what they're doing and apprenticeships, for instance, what they're putting in the servers, having that combination of horsepower Asex with cloud is a guiding principle of the future architecture. Can you share your thoughts was also, you guys are, are announcing that and have that feature. >>Yeah, well, w another reason why I like the opaque acquisition as they were their major appearing pubs into the different cloud service providers that were using hardware and that hardware, uh, we, we can run hardware and with our Asics almost 50, a hundred times faster than equipment CPU. So I've got a firewall application I've gone on appliance. There, I may need a hundred virtual machines and, and CPU they're running the same thing. So again, we're coming back to our definition of security driven, networking in our minds. It can be basic, it can be virtual machine and it can be cloud. Now, imagine if we can take the best benefits of basic and combine that with cloud, uh, that's a great model going forward again, given that flexibility. So when people think cloud something has to run on something, it doesn't run in fresh air. So, you know, the big cloud vendors are putting in some Asex to accelerate some of the AI stuff, and we're going to use the same thing in some of our major, what we call 40 sassy. You know, our naming methodology is 40, whatever it does or going forward to provide us that performance and high availability now. Yeah. So you're always going to need some flexibility of virtual machines in certain areas, but we think the combination of both, it gives us a great advantage. Yeah. >>And there's definitely evidence that, I mean, there's a, there's kind of two schools of thought on hardware. Are you a box mover, you know, commodity general purpose, or are you using the hardware and a system architecture, acceleration has been a huge advantage, whether I've seen companies doing accelerated Kubernetes processing, you know, for clusters and some, you know, see GPS are out there. It's, it's, it's how you use the hardware. Yeah. That's the, really the key it's and again, back to the architecture. So, okay. So wrapping up, if you, if you believe that, and you look at the fabric that you guys are having out there, and as it evolves, what's the, what's the next level for 400. How do you see this going forward? You've got security driven networking, and you got the fabric. What's next? What are you guys working on the product side? >>I know you're public, you can't reveal any future earnings, but give us a taste of kind of the direction on the roadmap. I think, you know, we've got now all the, all the kind of component that underlying components of the platform in terms of the ability to apply appliances, deliver it by appliances or virtual machine or cloud. Um, we've got a very broad portfolio from endpoint, uh, all the way into, to the cloud and the networks, all those things that are in place. Obviously you always need some features here and there as you go forward and nest it when and next gen firewall, et cetera. Um, but I think the longterm, I think a goal for his nine is to, again, to apply a bit more intelligence, uh, both from a security perspective and from a network perspective, such that we can predict things, we can automatically change things. >>We can build automation and react to things much more quickly. So I think the building blocks are in place. Now. I think it's the ability to provide a bit more smarts across it, uh, which of course takes big data and very specific application programming. And I think, uh, definitely our customers are asking us about that. And we look very closely with our customers to build out that, to make sure it meets their needs going forward while it's great to see the platform continue to grow and, and fill in a holistic view of the, of the landscape from edge to throughout the enterprise. So a great strategy and thanks for the update, John Madison, the VP of product and CMR for that. John. Great to have you on. Thanks for coming on extra. Okay. This is the cube conversation here in Palo Alto studios. I'm Chad for a year hosting the cube. Thanks for watching.