(clicking) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. It looks like they're letting the general session out. We're here at the Professional Business Women of California Conference; 6,000 women, about 5% men really talking about, it's amazing, the 28th year. I've never been to this show about how women can get more inclusive and diversity and taking, executing on steps to actually make it happen as somebody said in the key note. It's not a strategy problem, it's an execution problem. So, we've got a great story here and we're really excited to have CUBE alumni, Andrea Ward. She's now the CMO of Magento Commerce. Welcome back, Andrea. >> Thank you so much, it's great to be here and great to be at this conference. The buzz is amazing and I was here two years ago and it's grown so much, just in the two years. >> How many people were there, they say it's 6,000, now. >> I mean, it looks like it's about doubled. I don't know what the numbers were two years ago but the participation is amazing and it's such a great opportunity for local businesses to bring employees from their companies, have them have a chance just to talk and learn from such powerful women. So, it's been a really great conference. >> And, it's also a cross of so many kind of verticals if you will, because you know we go to a lot of tech conferences. This is more kind of a cross industry with banking and insurance and, you know, United Airlines we talked to earlier. And so, it's a much more diverse kind of set. >> Absolutely, I mean the women on the panels this morning spanned legal professions, government, entertainment, business, really diverse issue and it's fantastic that women are coming together to support each other to help make a difference. >> So last we saw you, I think we were on the street on Howard Street a couple years back which was pretty exciting as well, but now your new company, Magento Commerce. So, for people who aren't familiar with the company, give them kind of the four-one-one. >> Yeah great, well Magento Commerce is a leading commerce technology platform for mid-size businesses. We have recently separated from Ebay about 15 months ago and are now a privately held company and we power about a third of the world's commerce, believe it or not. >> That is amazing. Yeah. >> A third of the world's eCommerce. >> That's right. So, it's a fantastic company. We're growing and a part of that growth is absolutely growing a more diverse workforce and we've been putting into place some initiatives since last year. >> Yeah, part of the key note conversations were, obviously, that you need to put goals down on paper and you need to measure them and I think it was Bev Crair from Intel talked about, you know, doing it across all the pay grades. It's not just in engineering or just on the board or just the executive ranks, but really all the way across and it sounds like you guys are executing that to really help you just grow the company generically. >> Well, we're in a very lucky position in that we're experiencing growth and so that gives us room to really go out and look for amazing talent across the board. And so, we put a focus on diversity and inclusion and by doing that, we've increased the percentage of women in all roles across the company by 50% and that's since last June. So I think, you know, really just what you said earlier about execution and putting some numbers and goals against that can really make a difference. >> Right, and if you hadn't had those, that execution detail you probably couldn't have grown that fast because let's face it, it's hard to get good talent. If you're not including a broader base of talent, you're not going to be able to achieve your goals. >> Well, that's right and I think that some of that is, I don't know if you want to call it unconscious bias or unintentional, we're used to hiring people that look like us, have experience like us. And so, by encouraging that diversity, it really has made us expand the pool of applicants, make sure that we're not going for the easiest choice or the simplest choice but really considering a wide range of candidates to fill those positions. >> You know, I don't the birds of a feather conversation comes up enough, it's just easy to go with what you're familiar with. So whether it's unconscious or not, it's just easy, people are busy, you want to check the box and get off to your next task. So, you have to take a step back and consciously do the extra work, take the extra effort. >> Well, in the industry we support, the industries we support are going through digital transformation, I mean, commerce is key and central to digital transformation. And, transformation and change means that you have to consider other perspectives. You need to learn from new ideas and I think, you know, diversity plays a big part in that as well. So, I think bringing that into our own company because we're supporting that broader industry has been very important. >> Right. So, I want to take that opportunity to pivot on what you just said about in terms of the changing role of commerce. You know, I often think of like banks because in a bank, you know, your relationship was with your local branch; maybe you knew the banker, maybe you knew a couple of the tellers whatever, but you had a personal connection. Now, most people's engagement with the brands they interact with is electronic and via their phone and it's interesting that you say that. And, it's the commerce around those engagements, that the commerce is becoming the central point of gravity if you will and the relationship is spawning all from that. >> Well, I mean, personal connections are still very important and commerce I feel is like the moment where a conversation really turns into a relationship. So, it's important that those digital experiences, the customer experiences really make up the right connection with the brand. And so, that seamless interaction between what happens at the branch, for example in the financial example, on what you can do at home, that needs to be very cohesive. It needs to be trustworthy, it needs to be authentic and that means businesses need to create individual experiences that really reflect their brand. And, our company specifically has really helped businesses create those experiences, seamless experiences and translated them from digital to in-store or in the branch. I think the biggest change now is how that's starting to impact business-to-business relationships, I think. >> In what way? In the consumer world, we're used to that now right? We're all doing that in our everyday experiences. Now, we're starting to see that also come into a business-to-business relationship. So, just like the seamless conveniences that you have online in your day to day life, people want to see that in the workplace, too. And so, we're seeing the biggest change now in those types of business models. >> They're rocking in the background, if you can't hear them. >> Yeah! We are here. >> Yeah! You know, it's funny, I just saw, something come across the feed talking about that annoying business-to-business add in Instagram, but then aren't you glad you saw it? >> Yeah. >> So, it's interesting how, you know, the B to C norms, you know, continue to help define what's going on in the B to B space and we've seen it in Enterprise Software Applications and Cloud and the flexibility and speed of innovation. It just continues to really drive the business-to-business relationship. >> Yeah, and I think just like in the business-to-consumer world, it has started with content in business-to-business. But, now people want to move from just learning and knowledge to actually transacting which means that companies need to enable specialized price list, account management, things like that and that's starting to surface in the commerce world as well. So, we're really excited about that and we're going to be sharing some of that at our conference next week; Imagine, in Las Vegas. >> Okay yeah, it's amazing how fast. It was not that long ago, we were just trying to get the 360 view. Right? We were just trying to pull from all the various desperate systems to know who that customer was for a given system. Now, it's a segmentation to want, a very different challenge. >> Right, I mean it's that change from thinking about trying to attract your customer to come to your business to really bringing the business to the customer. I mean, I think that's what some of this digital technology is allowing us to do. We're going to them rather than trying to draw them in to come to us, if that makes sense. This idea of commerce coming to you, right? >> And, it's got to come to you with something that's relevant, that's topical, that's timely. >> That's easy to execute, that can mirror a real experience. I mean, you hear a lot of things about, things like virtual reality, artificial intelligence. I mean, all of that's just gimmicks unless you can actually think about how you make that real for your brand. So, for example, we have a customer in Mexico City who is selling eyewear, right. And so, everybody when they buy glasses, they want to try them on, so we need to help them give their customers that virtual experience. If they can't come into the store and try them on, we want to be able to let them try them on at home. So, that's a natural extension of the brand and a way to use virtual reality and I think businesses are still trying to figure that out. But, if those customers didn't have that experience, it'd be less likely that they actually would buy or, you know, make a commerce transaction. >> But, if I'm hearing you, instead of it really kind of being in a marketing effort that then it's completed with a transaction, you're kind of coming at that which you just described from the transaction first and this is really a supporting or an enabling activity. >> That's right, it all starts with the customer understanding what is going to help them make their decisions. Giving them experiences that feel seamless, giving them options. So, if they want to come in-store but see what's maybe available at another store for pick-up or if they want to come in-store and order online or if they want to order from home and then go into the store and pick it up. It's really about giving the customer the right options for them. >> Right. >> Another great story we had is, I mean, how many of us travel, I know you travel a lot. >> Right. >> I travel a ton. >> Especially, to Vegas. (chuckling) >> Especially, to Vegas! And, you know, my kids are always expecting something when I come home but who has time? So, you know, one of our partners worked with the Frankfurt Airport and created an application where on the way to the airport, you can go shopping at all of their stores in the airport and have your package waiting for you at the gate on the way to the plane. So now, you know, they've figured out what their customers want to do first by creating this great shopping experience at the airport. Now, they know people are running through the airport, how can we extend that shopping experience for them while they're sitting in the taxi (chuckling) on the way, have it waiting for them at the gate? And so, for me personally, working for a company that's helping customers to do those kinds of things has really been fun. >> Right, because they always have the liquor for ya ready to go at the gate but never the kids', you know, t-shirts or a little tchotchke or, I can remember running through Heathrow time and time again trying to find something quickly. >> Yeah, and now with two kids and a husband that all want something different, (laughing) you know, it makes it much easier for me. >> Alright, Andrea, well you've been doing this marketing thing for a long time. I'll give you the last word both on the conference and kind of, you know, as a marketer to see where we're going with A.I. and really the ability to actually segment to one. You know, how exciting is that for you? >> Yeah, I mean, it's fantastic. I think, you know, marketers want to create relationships with their brand and all of these tools are giving us better access, better chance to create that fantastic experience. So, it's a great time to be a marketer. (chuckling) And, it's a great time to be at this conference, too so. >> Alright. Thanks very much. >> Thanks for stopping by, Andrea Ward. I'm Jeff Frick, you're watching theCUBE from the Professional Business Women's Conference in San Francisco. Thanks for watching. (upbeat electronic music)

(soft music) (soft music) >> Narrator: Live from Las Vegas. It's the Cube. Covering Oracle Modern Customer Experience 2017. Brought to you by Oracle. >> Okay welcome back everyone. We're live in Las Vegas. This is the Cube. SiliconAngles flagship program. We got out to the events and extract the (mumbles). Been here two full days of wall to wall coverage. I'm John Furrier. My cohost Peter Burris. Peter really good to see Oracle really move from modern marketing experience, the old show name, to a cleaner broader canvas called Modern CX. Which is modern customer experience. And you startin to see the new management which took the baton from the old management. Kevin Akeroyd. Andrea Ward who did a lot of work. I mean they basically did a ton of acquisitions. We talked last year if you remember. Look they have a data opportunity and we spelled it right out there and said if they can leverage that data horizontally and then offer that vertical specialism with differentiation, they could have their cake and eat it too. Meaning the pillars of solutions in a digital fabric with data. That's what they did. They essentially did it. >> Yeah they did. And it's been, it was a. We came here hoping that that's what we would see and that's what we saw John. Oracle not only has access to a lot of data but a lot of that first person data that really differentiates the business. Information about your finances. Information about your customers. Information about orders. That's really, really crucial data. And it's not easy to get. And if you could build a a strategy for your customers that says let's find ways of bringing in new sources of data. Leveraging that data so that we can actually help you solve and serve your customers better. You got a powerful story. That's a great starting point. >> And one of the things that I would observe here is that this event, the top story was that Mark Hurd came down and talked to the customers in the keynote. And also made a cameo visit to the CMO, some which they had separately. But really kind of basically putting it transparently out there. Look we got all this technology. Why are we spending all of this technology and effort to get a one percent conversion rate on something that happens over here. Let's look at it differently. And I think the big story here is that Oracle puts the arc to the future. Which I think is a very relevant trajectory. Certainly directionally correct using data and then figuring out your process and implementing it. But really looking at it from a people perspective and saying if you can use the data, focus your energies on that data to get new things going. And not rely on the old so much. Make it better but bring in the new. >> I think that's the one thing that we need to see more from Oracle in all honesty. At shows, this show, and shows like this. Is that and we asked the question to a couple quests. What exactly is modern marketing? Technology can allow a company to do the wrong things faster and cheaper. And in some cases that's bad. In marketing that's awful. Because more of the wrong thing amplifies the problem. That's how you take down a brand. You can really annoy the hell out of your customers pretty quickly. >> Well I think you made that point interesting I thought. On that just to reiterate that, validate that, and amplify. Is that if you focus more on serving the business as a marketer versus now it's about the customer. Okay which is why I like the CX and I know you do too. You can create enterprise value through that new way. Versus hey look what team. I'm helping you out with some leads and whatever. Support, content. Marketing now owns the customer relationship. >> Well marketers talk about a persona all the time John. They say what's the persona? It's a stylized type of customer, and now with data we can make it increasingly specific. Which is very, very powerful. I think Oracle needs to do the same thing with the marketing function. What is that marketing function persona that Oracle is, it's self driving to. Driving it's customers to. And trying to lead the industry into. So I would personally like to see a little bit more about what will be the role of marketing in the future. What exactly is the modern. What exactly is modern marketing? What is the road map that Oracle has, not just for delivering the technology, but for that customer transformation that they talk about so much. It's clear that they have an idea. I'd like to see a little bit more public. Cause I think a lot of marketers need to know where they're going to end up. >> I was a bit skeptical coming in here today. I was a little nervous and skeptical. I like the team though, the people here. But I wasn't sure they were going to be able to pull this off as well as they did. I'd give them a solid letter grade of an A on this event. Not an A plus because I think there's some critical analysis that's worth addressing in my opinion. In my opinion Oracle's missing some things. It's not their fault. They're only going as fast as they can. Not to get into your perspective too, but here's my take. They don't know how to deal with video. That came up as technical issue. But Jay -- >> But nobody really does. >> But nobody really does. And that's just again because we're in the video business it jumped out at me. But Jay Baer was on. Who's hosted the CMO Summit. And he's out there too like us. Content is a big thing. And I haven't heard a lot about the content equation in the marketing mix. So if you look at the modern marketing mix, content is data. And content is instrumental as a payload for email marketing. And we're in the content business so we know a lot about the engagement side of it. So I just don't see a lot of the engagement conversations that are happening around content. Don't see that dots connecting. >> And I think you're right. I think you're right John. And part of the reason is, and again I think Oracle needs to do a better job at articulating what this means. From our perspective, it's my perspective but you agree with me. I'll put words in your mouth. Is that marketing has to be a source of value to customers. Well what do customers find valuable? They find information in easily digestible, consumable chunks as they go on their journey. What are those chunks? Those chunks, in fact, are content. So to tie this back and show how crucial this is. At the end of the day, consumers, businesses need to learn about your brand. Need to learn about next best action. All that other stuff. In consumable interesting, valuable chunks. And it ultimately ends up looking like content. So your absolutely right to talk about how this all comes together and show how, that content is the mechanism by which a lot of this value's actually going to be delivered. Is really crucial. >> And now to give the praise sandwich, as we say in positive coaching alliance, two positives and then the critical analysis in the middle. That's the praise sandwich. So to give them some praise around the criticism. I will say that Oracle validates for me, and this is why I think they got a good strategy. That there's no silver bullet in marketing. Okay there's no silver bullet. This product will get you more engagement. This will do that. They do show that data is going to be an instruble part of creating a series of collections of silver bullets. Of bullets if you will. To create that value. And I think that's the key. And then the second praise is, this is kind of nuance in their analysis. But the third party data support, is a big deal in my mind. I want to expand more on that. I want to learn more about it. Because when you have the first party data, which is very valuable, and access to more data sources. That becomes increasingly interesting. So the extensibility for getting content data or other data can come in through third party. I think that opens the door for Oracle to innovate on the area we gave the criticism on. So I think that's a positive trend. I think that's a good outlook on having the ability to get that third party data. >> Yeah but it's also going to be one of the places where Oracle is going to have to compete very, very aggressively with some other leaders who are a little bit more oriented towards content. At least some of their marketing clients are a little bit more content oriented. I'm comfortable Oracle will get there because let's face it. At the end of the day, marketing's always done a pretty good job of created, creative, using data to figure out what creative to use or create is nice. Very important. But what we're really talking about is customer experience. Will the customer get something out of every interaction? And while content's crucial to that the end result is ultimately, is the customer successful? And Oracle is showing a better play for that. So I'll give you, I like the way you did it on the grading. I'll give them a B plus. But I'm not disagreeing with you. I think we saw A talent here. We saw an A minus story. And they're a year in. So there's still some work that needs to be done, but it's clearly -- >> Why you weighted as a B plus >> I give them an A on vector. And where they're going. >> I would agree with that. >> And the feedback that we've gotten from the customers walking the show floor. There's a lot of excitement. A lot of positive energy. The other thing that I would say -- >> Oh the band. I'd give the band, the band was a B minus. (Peter laughs) Yeah that takes it. That's going to kill the curve. >> What was the band last night? >> I don't even remember. We missed the good one, I know that. We had dinner so we came late. It was a good band. It wasn't like, it wasn't like Maroon 5 or One Republic. Or Imagine Dragons or U2. >> Or one of the good ones. Sting. C minus. But the other thing that I think is really important is at least it pertains to modern customer experience. Is that they are, they are absolutely committed to the role the data's going to play. And we talked about that right at the front. But they are demonstrating a deep knowledge of how data and data integration and data flows are really going to impact the way their customers businesses operate. And I think that there were a couple of, I'll give a really high point and one that I want to hear more about in terms of the interviews we had. Great high point was one, we talked a lot about data science and how data science technologies are being productized. And that we heard, for example, that Oracle's commitment to it's marketplace is that they are going to insure that their customers can serve their customer's customers with any request within 130 milliseconds anywhere in the world. That's a very, very powerful statement that you can only really make if you're talking about having an end to end role over, or influence -- >> Like we commented, that's a good point. Like we commented that this end to end architecture is going to be fundamental. If you read the tea leaves and look at other things happening, like at Mobile World Congress. Intel I think is a bellwether on this with 5G. Cause they have to essentially create this overlay for connectivity as well as network transformation to do autonomous vehicles. To do smart cities. To smart homes. All these new technologies. It's an end to end IPR (mumbles). It's connected devices. So they're super smart to have this connected data theme which I think's relevant. But the other one, Ron Corbusier's talked about this evolution. And I find some of these, and I want to get your reaction to this statement. So Ron was kind of like, "oh it's an evolution. "We've seen this movie before." Okay great. But when you talk to Marta Feturichie, who was a customer from Royal Phillips. >> Peter: Great interview. >> She's head of CRM. Now she's doing some other stuff. So okay. What does CRM mean? So if you think evolution. What the customers are doing. Time Warner and Royal. It's interesting. Certain things are becoming critical infrastructure and other things are becoming more dynamic and fluid. So if you believe in evolution, these are layers of innovation. So stuff can be hardened as critical infrastructure, say like email marketing. So I think that what's happening here is you start to see some hardening of some critical infrastructure, aka marketing technology. MarTech (mumbles). Maybe some consolidation. AdTech kind of comes together. Certain things are going to be hardened and platformized. >> Let's take the word hardened and change it cause I know what you mean. Let's say it's codified. Now why is that, why is that little distinction a little bit interesting is because the more codified it gets, the more you can put software on it. The more you can put software on it the more you can automate it. And now we're introducing this whole notion of the adaptive intelligence. Where as we start to see marketing practices and processes become increasingly codified. What works, what doesn't work? What should we do more of? What should we do less of? Where should we be spending out time and innovating? Versus where should we just be doing it because it's a road activity at this point in time. That's where introducing this adaptive intelligence technology becomes really interesting. Because we can have the adaptive technology elements handle that deeply codified stuff where there really is not a lot of room for invention. And give the more interesting ongoing, customer engagement, customer experience -- >> Right on. And I think we should challenge Oracle post event and keep an eye on them on this adaptive intelligence app concept. Because that is something that they should ride to the sunset cause that is just a beautiful positioning. And if they can deliver the goods on that, they say they have it. We'll expand on that. That's going to give them the ability to churn out a ton of apps and leverage the data. But to the codified point you're making, here's my take. One of the things that I hear from customers in marketing all the time is a lot of stuff if oh yeah mobile first all that stuff. But still stuff's web presence based. So you got all these coded URL's. You got campaigns running ten ways from Sunday. DNS is not built to be adaptive and flexible. So it's okay to codify some of those systems. And say, "look we just don't tinker with these anymore." They're locked and loaded. You build on top of it. Codify it. And make that data the enabling technology from that. >> Peter: Without it become new inflexible (mumbles). >> Yeah I can't say, "Hey let's just tweak the hardened infrastructure "to run an AB test on a campaign." Or do something. No, no. You set this codified systems. You harden them. You put software on top of them. And you make it a subsystem that's hardened. And that's kind of what I mean. That's where the market will go because let's face it. The systems aren't that intelligent to handle a lot of marketing. >> Peter: They're still computers. >> They're still computers. People are running around just trying to fix some of this spaghetti code in marketing. And as the marketing department gets more IT power. Hey you own it. They're owning now. Be afraid what you wish for you might get it. So now they own the problem. So I think Oracle on the surfaces side has a huge opportunity to do what they did with Time Warner. Come into the market and saying, "Hey we got that for you." And that's what Hurd's kind of subtle message was on his keynote. Hey we're IT pros, but by the way you don't need to be in the IT business to do this. We fix your problems and roll out this -- >> We're going to talk to you in your language. And your language is modern customer experience. Which is one of the reasons why they've got to be more aggressive. And stating what they mean by that. >> And we have all the data in our data cloud. And all the first party data in our Oracle database. >> Right, right exactly right. >> That system of record becomes the crown jewel. Oracle has a lock spec on the table. You think it's a lock spec? >> Uh no. And that's exactly why I think they need to articulate where this is all going a little bit. They have to be a leader in defining what the future of marketing looks like so they can make it easier for people to move forward. >> Alright putting you on the spot. What do you think a modern marketing looks like? And organization. >> We talked about this and the answer that I gave, and I'll evolve it slightly, cause we had another great guest and I thought about it a little bit more is. A brand continuously and always delivers customer value. Always. And one of the -- >> Kind of cliche-ish. >> Kind of cliche-ish. >> Dig into it. >> But modern marketing is focused on delivering customer value. >> How? >> If they're deliver - well for example when the customer has a moment in a journey of uncertainty. Your brand is first is first to the table with that content that gets them excited. Gets them comfortable. >> Lot of progression. >> Makes them feel ready to move forward. That your, and well I'll make another point in a second. And I would even say that we might even think about a new definition of funnel. At the risk of bringing up that old artifact. Historical funnel went to the sale. Now we can actually start thinking about what's that funnel look like to customer success. >> Well there's two funnel dynamics that are changing. This is important, I think. This is going to be one of those moments where wow the Cube actually unpacked a major trend and I believe it to be true. The vertical funnel has collapsed. And now the success funnel is not >> Peter: It's not baked. >> Not big. It's decimated from this perspective of if the sale is the end game of the funnel, pop out that's over. Your point is kind of like venture funding for starter. That's when the start line begins. So here it's, okay we got a sale. But now we have instrumentation to take it all the way through the life cycle. >> And you know John. That's a great way of thinking about it. That many respects when you, when you introduce a customer to a new solution that has complex business implications that you are jointly together making an investment in something. And you both have to see it through. >> I mean sales guys put investment proposal on the -- >> That's exactly right. And so I think increasingly. So I would say modern marketing, modern marketing comes down to customer success. A prediction I'll make for next year is that this session is called, you know we'll call it the modern marketing modern customer experience show. But the theme is going to be customer success. >> Heres what I'm going to do. Here's what we're going to do this year Peter. We're going to, we will, based upon this conversation which we're riffing in real time as we analyze and summarize the event. We, I will make it my mission. And you're going to work with me on this as a directive. We're going to interview people, we're going to pick people that are truly modern marketing executives. >> Peter: That's great. >> We're going to define a simple algorithm that says this is what we think a modern marketing executive looks like. And we're going to interview them. We're going to do a story on them. And we're going to start to unpack because I think next year. We should be coming here saying, "we actually did our work on this." We figured out that a modern marketing organization and an executive behave and look this way. >> Right I think it's a great idea. So I'll give you one more thought. Cause I know you'll like this one too. Doug Kennedy. The partner. The conversation that we had. >> Very good. >> Talking about clearly a grade A executive. Seven weeks into the job. But that is going to be, you know for this whole thing to succeed he's got a lot of work in front of him. It's going to be very interesting to see how over the course of time this show and other Oracle shows evolve. >> I have a lot of partner experience. You do too. He's got a zillion years under his belt. He's a pro. He did not have any deer in the headlights look for seven weeks on the job. He's been there. He's done that. He knows the industry. He's seen the cycles of change. He's ridden waves of innovation up and down. And I think Oracle has a huge opportunity with his new program. And that is Oracle knows how to make money. Okay Oracle knows how to price things. They know how to execute on the sales side and go to market. And partners relationships are grounded in trust. And profitability. I would say profitability first and trust second. And it's kind of a virtuous circle. >> But John they've got to start getting grown in customer experience right? >> John: Yeah, yep. >> And that's not, it's doable but it's going to be a challenge. >> Well we talk about swim lanes with his interview, and I thought that was interesting. If you look at a center for instance, Deloy, PWC and all the different players. They're picking their swim lanes where their core competency is. And that's what he was basically saying. They're going to look for core competency. Now I think they're not there yet. The major SI's and potential partners. So he's going to have to put the spec out and put the bar there and say this is what we got to do. But you got to make the channel serve the customer. It has to be profitable. And it has to be relevant. And the only dangerous strategy I would say is the co-selling thing is always dicey. >> Especially if one has customer experience as a primary. >> It requires equilibrium in the ecosystem. >> You got it, you got it. >> It isn't there. >> And also it's a multi-partner go to market. It's not just one or two now. >> So he's going to have to really spread the love at the same time have hardened rules. Stick to his knitting on that one. Okay Peter final word. What do you, bottom line the show. Encapsulate the show into a bumper sticker. >> Well we heard Amazon released today. Google released today. Beat their numbers. Two companies that are trying to build an ecosystem from their core of the cloud. And the question is. Is Oracle who has customers with applications and with that first person data. Are they going to be able to cloudify, sorry for using that word, but are they going to be able to gain that trust that this new operating model they're really committed to for the future. Before Amazon and Google can create applications to their platform. Because Oracle has the end to end advantage right now. And in the world where digital's important. Speed's important. The fidelity of the data's important. The customer experience is important. That end to end has a window of opportunity. >> And I would also add two other companies reported, Microsoft and Intel and missed. So you have Amazon and Google. New guard, newer guard. Old guard Intel, Microsoft. Oracle is considered old guard even though they have some modernization going on from CX and the cloud. But Oracle is cloud a hundred percent in the cloud. Their SAP, for instance, is going multi-class. So the wild card in all this is, if the multi-cloud game evolves. >> Think end to end. End to end. Because that has advantages. When you're talking data, one of the things that Jack Brookwood said. He said, "you know why we can hit that 150 millisecond target?" >> Cause you don't have to move the data around. >> Cause sometimes we don't have to move the data around. >> This can be very interesting. And this going to be fun to watch and participate in. Of course the Cube will covering Oracle, well we'll be there again this year. We don't have the exacts specifics on that, but certainly if your interested in checking us out. Were siliconangle.com. Peter's research is at wikibon.com as well as SiliconANGLE on the front page. SiliconAngle.tv has all the videos. And well will be documenting and following the modern marketing experience with people and companies. And documenting that on the Cube and SiliconANGLE. So that's a wrap from day two at Oracle Modern CX. Thanks for watching. (electronic music)