(upbeat music) >> Good morning and welcome back to fabulous Las Vegas, Nevada. We're here at AWS re:Invent with wall-to-wall coverage all day long on theCUBE. My name is Savannah Peterson and I am joined this morning by the beautiful Lisa Martin. Lisa, good morning. >> Good morning. Good. >> How you feeling day three? >> Day three is we are going to be shot out of a cannon today. The amount of content coming at you from theCUBE today- >> Get ready, you all. >> Us two gals, is a lot. We're going to have some great conversations. >> And we're starting with a really great one with a Cube Alumni to the max. You've been on the show multiple times. >> John: Yeah. >> Very excited to welcome John, the CMO of Couchbase. Welcome. How you doing this morning? >> Thanks. I'm doing great. Great to be here with you. >> How do you feel about the show so far? What's your pulse? >> The show has been great. I say the energy is great. The traffic at our booth, the conversations that we're having, both with prospective customers and even just partners, right? They're all here. The ecosystem is here >> And everyone's finally back in person and it feels so good. >> John: It does. >> So, we're going to dig in a little bit but just in case the audience isn't familiar, tell us about Couchbase. >> Sure. Couchbase is a publicly traded database company. We have a cloud database platform called Capella which is hosted on AWS and GCP. It is used for building mission-critical applications. So, we have great customers, we're building apps that really matter and are using to drive their business. So, we're very excited about that. 30% of the Fortune 100 are Couchbase customers. >> Nice. Talk a little bit about the AWS relationship. >> Mm-hm. Yeah, so we have a great AWS relationship. In fact, yesterday we announced a deepening of that relationship, a strategic collaboration agreement. We're very excited. It's a multi-year agreement. It's focused on go-to market, from a sales and marketing standpoint. We're going to target, you know, various verticals and, you know, really generate joint business between the two of us. So, it's a deepening of a already strong relationship and we're really excited about that. >> Savannah: Yeah. Go ahead. >> What are some of the industry verticals that you're going to be tackling together? >> Well, gaming for one, right? Manufacturing, the workloads that Couchbase is good for are these mission-critical workloads are ones that are really suited for us to be used with AWS. So, we've done some work with them already in those areas and I'm sure we'll be digging in even deeper. >> That's exciting. Speaking of digging in deeper, tell us a little bit more about Capella. >> Capella. It's a cloud databases services I mentioned. We launched it last October and we are super excited by the uptake, the interest that we're seeing. We have a free 30 day trial, so, you know, people can come and try it and get their hands dirty just getting experience with the product and then, you know, become a customer after that. And we're seeing very strong interest from our existing customer base as well. So, we're really excited about how things are going. >> Talk about Capella and the latest release and how it's really enabling Couchbase to invest deeper into the developer experience. >> Yeah, so, at the end of October, we announced a revamp of our user interface, our user experience for Capella really focused on developers. And what we've done is make it so that it's familiar to developers, right? It's a GitHub-like experience. So, developer comes in, they're very familiar, of course, with GitHub, they are familiar with how the Couchbase Capella interface will work. And so that's something that, you know, we've really invested, in fact, we've invested in developers quite a bit. We announced a Couchbase community hub and a Couchbase ambassadors program, both focused on developers and getting out there and building our community. >> A community is a big topic that we've been talking about at all the conferences this year. We're all back in person, in community. How often are you communicating with your community to get feedback on what that experience should be like? >> Yeah, I mean, we actually have a Discord server, so we're in constant communication. (Savannah laughing) >> Savannah: Yes. (John laughing) 24/7. (laughing) >> Basically, you know, we have staff who's dedicated to making sure that the users on there are getting their answers and giving us feedback on the experience. The ambassadors are somebody who have a really strong relationship, who get early insight and give us feedback before we even release a product. So, it gives us a chance to really test-drive it with core developers and get the insight we need before we get it in the market. >> Yeah. It matters so much. You can build it, but they won't come if it's not fantastic. >> John: Exactly. >> Lisa: Right. >> Let's shift a little bit and talk about customers. How, and price, how do you guys compare? >> Customers and? >> And price, your price performance? >> Price, oh. So, customers, we also announced this week a joint customer Arthrex with AWS. Arthrex is a orthopedics medical devices company and they use our Edge capabilities along with running Couchbase on AWS. So, you think of the kinds of surgeries that orthopedic surgeons do, it's scopes and they are often inside. So, what it does is it collects the data, the video data and all of that on a medical devices and then brings it back to a centralized app for the doctors to use sort of in post when they're actually doing further medical recommendations. >> Savannah: It's so cool. >> So, it's cool, the thing about it is it can work whether it's online or offline, it's one of the reasons that Arthrex selected us because the fact that it can, you know, often sometimes there's not connectivity in the operating room, I'd say deep inside of a hospital. So, these devices work regardless and then when they get connectivity, it sinks back to that centralized service. So, it's one of the main reasons that they selected us. >> That's outstanding. You know, one of the things that John Furrier, you know, John, well, you guys go way back. >> John: Way back. >> He had a sit down with Adam Selensky, oh, about 10 days or so ago. He gets an exclusive with the CEO of AWS every pre re:Invent. And one of the things that Adam said is that the role or the title, data analyst, is going to go away, in that every role will have responsibilities of analyzing data. And I always think of that in terms of operations, marketing, finance, sales, but you just brought up physicians as data analysts in their jobs, right? Probably not, we're thinking about it in that way. >> Yeah. >> But it's so interesting how data is really being democratized. >> John: Yeah. >> And how Couchbase is an enabler of that in an operating room. >> John: Yeah, yeah, yeah. >> That's amazing. >> It's a great story. There's many others and I think, you know, we have embedded operational analytics in Couchbase Capella, and, you know, in our offerings in general. So, what that does is allows us to do real-time, highly personalized applications based on that analytics that are coming in real-time from the data from the applications. And so that's something that's actually driving a highly interactive user experience, one that's very personalized and customized. And that's one of the things that our customers really like about what we do. >> It's fascinating. I never thought about it from a medical device perspective. >> Lisa: No, no. >> John: No. >> My gosh is if doctors don't have enough cognitive burden load. >> John: I know. >> You know, right? Like, they don't need to be a data analyst. I would much rather they were just good at the surgery part. That's a piece of the puzzle I need them to do. Yeah, for sure. That's a fascinating customer example. Can you share any other joint AWS examples with us? >> Joint AW- I mean, there's many in the gaming area where, because Couchbase is memory-first architecture, we deliver very, very interactive user experiences and we're used a lot for session management, user ID management in the gaming space, specifically with AWS. It's an area we've done some joint work already and had a lot of success, you know, with small and large gaming companies. >> Yeah. It looks like you also, according to my notes here, we've got things in travel and hospitality as well. >> Yes. Also Carnival Cruises is a great example. We enable their on-ship, on-board experience, highly customized, everybody wears a device called a medallion, and as they move around the ship, it knows where they are and it's able to provide customized services. You walk up to a bar, you have your favorite drink, it can be hit the bar when you land there. >> I'll take that. >> How about that? (laugh) >> That's outstanding. >> Isn't that great? >> Can we carry that onto the AWS show floor? >> Exactly. >> Or Starbucks order? >> Yeah, yeah. Yes, please. Yes, please. Well, another thing that's so interesting these days, is that every company has to be a data company. Say they have to be a software company. They have to be a data company. You just gave some great examples. Hospitality, gaming, healthcare, where that data democratization has to happen. >> John: Yeah. >> Businesses has to transform. But one of the things that Adam also told John is that CIOs, CEOs are coming to him not wanting to talk about technology but about transformation. >> Yeah. >> Huge topic. >> And that's a journey where every customer is at different levels. >> Yeah. >> How is Couchbase helping businesses transform and where are your customer conversations these days? >> Yeah, yeah, yeah. So, I mean, the transformation of the business is a major topic of conversation. So, we completely agree with that. How Couchbase helps is, you know, in our database, one of the things we have is the SQL engine. And so as people are looking to move and modernize their infrastructure, if they're moving off of, or from like a technology that's principally based on SQL but doesn't give all the flexibility of a JSON database or document database like we do, we actually enable them to get more easily onto our platform so that they can start that transformation. And then it's a, you know, it's a journey of how they want to transform their business and it's really focused on how do they better serve their customers and clients, whether it's internal or external? >> It really matters. I mean, and that ease of use as well as the transformation journey. It takes a long time for people to adapt. So, every piece of that puzzle, every Lego being quicker or easier, more intuitive, like you said, with the user experience, we can tell you're very thoughtful. How does this improve the total cost of ownership for your customers? >> That's one of the things that we announced along with that developer changes, was a new storage engine underneath Couchbase Capella. And it's 10 X more dense storage. And what that means is fewer servers. So, fewer servers is a much better cost of ownership story. That plus just the performance of the platform itself, we find, you know, against competition, we can do things on say six nodes that take 18 nodes for others. >> Lisa: Oh wow. >> And we have a great consolidation story as well because we have, it's a multi-modal database, meaning that it has SQL engine, document database, full tech search, eventing and analytics, all these pieces on one common data layer. So, you can actually consolidate off of other technologies onto one, onto Couchbase, and that actually saves you money. So, that's a great story for us. >> There's got to be a sustainability element to that as well? >> Yeah, I mean it's, obviously, if you're using less, using fewer servers, there's a kind of power consumption aspect of it as well. Absolutely. >> Are you finding that a lot of customers and companies we talk to these days have in their RFPs, they must only work with vendors who have an actual ESG program? Are you finding more customers coming to you saying, how can you help us dial down our carbon emissions? >> John: Yeah. >> Savannah: Great question. >> We've got a sustainability program that we've got to meet, we've got commitments to our customers. >> John: Yeah. >> Is that something that's really now kind of a hard and fast requirement? >> We're hearing it, we're definitely hearing it. I wouldn't say it's, you know, massively pervasive but I would say it's a growing component of, as you said, RFPs. And it's something that we feel like we have a great story for. And so, you know, it's something that helps when we get into those conversations, we can clearly articulate how we can provide that value and how we meet some of those needs that they have. >> Yeah, that's awesome. So, we have a bit of a challenge, new to the show at re:Invent. >> John: Mm-hm. >> Where we are prompting you to give us your 30 second Instagram Reel sizzle highlight. Don't worry, I'm not actually timing you, but your thought leadership hot-take on the most important theme or takeaway from this year's show. >> From the conference here. I would say that, and I think this was talked about a little bit by AWS as well, but the convergence of analytics and operational data, you know, through the applications is one that we're certainly seeing as well. It's the reason we have analytics in our database. But as I walk around and look at it, I see that very much as a common theme as well, in terms of what other vendors are saying and just the conversations we're having. So for me, that's one of the things I think would be a takeaway from this show. >> Yeah. Embedded analytics, real-time, everybody wants to know what's going on, in context. >> Yeah. That's right. >> Right now, not last week, not what we're processing from last month. >> Exactly. >> I mean, right? (cross-talking) >> So, I can react and take advantage or take an action if I have to. >> Exactly. And then deliver that personalized experience that we all expect these days. >> Oh, yes. >> I'll take that medallion- >> It's about the medallion. I was like, okay. >> You up with that, John? >> We'll get right on it. >> Lisa: All right. (laughs) >> About this. So, what's next for Couchbase? >> John: Well- >> I know you got the partnership, you've got all this exciting momentum. >> So, we're excited heading into next year. We're going to continue to innovate on Capella, right? Continue to deliver more value, lean into our developer community that we have. We're investing heavily, not just from a product standpoint but from a company standpoint in terms of, you know, our community meetups and some of those things. We have a big community-focused event coming up in March called Connect, Couchbase Connect. So, that's something that we'll, you know, continue to drive. That'll be a major theme for us next year. Cloud and developers and, you know, continuing to enable that ecosystem. >> Lisa: Excellent. >> I just had a Microsoft moment where I saw you saying, "Cloud developers," on stage. (Lisa and Savannah laughing) >> I'm not going Steve Ballmer on you. (all laughing) >> Pardon. I was trying to get someone to sing yesterday. I was hoping you were my Ballmer dance. Oh, man. Well, this has been a really great way to start the day. John, thank you so much for being on the show with us, seriously. And it's great that you keep coming back. I'm glad we haven't scared you off. (John laughing) >> Never. >> Savannah: We will have you anytime. >> Thank you. >> And thank you all for tuning in for yet another fantastic day of all day live coverage here from AWS re:Invent. We are in Sin City, having a fabulous time with Lisa Martin. I'm Savannah Peterson. This is theCUBE and we are the leader in high-tech technology coverage. (upbeat music) (upbeat music fades)

(upbeat music) >> Live from Orlando, Florida, it's theCUBE covering .conf18. Brought to you by Splunk. >> Hello everybody, welcome to Orlando. This is theCUBE, the leader in live tech coverage, and we're here at Splunk conf .conf 2018. The hashtag is #splunkconf18. My name is Dave Vellante, I'm here with my co-host Stu Miniman. Stu it's great to be in Orlando again. Last year we were in D.C. This is our seventh year covering Splunk.conf and we've seen the company really move from essentially analyzing log files on PRAM in a perpetual license model, to now a company that is permeating all of IT into the lines of business. Security, IT performance, application performance, moving into IOT. Really becoming a mature company. It's a company with $1.7 billion in revenue forecasted for this year. They were talking about a $17 billion market cap, they're growing at 36%, and they're a company Stu, that is in the process of successfully going from a perpetual license model to a renewable model. Splunk set the goal of being 75% renewable by 2020. Sounds like renewable energy, but repeatable renewable from a subscription standpoint, they're already there. So you're seeing that in the execution. This is your first .conf, or conf as they like to say. We were at the ESPN Wide World of Sports Center, you saw what, what's the number, 8,000 people? >> Yeah I think 8,000 at the show this year, it's strong growth, and Dave I've been hearing from the team for years the excitement of the show, the passion of the show, saw like, right over near where we were sitting there's the whole group of that was the Splunk trust. They've got the fezzes on, a lot of them have superhero capes on, and it's what you'd expect from a passionate, technical maybe even geeky audience. Things like, we're announcing the S3 API-compatible storage. Everybody's like, yay we're so excited for this. It's hardcore techies. >> What was the other big clap? Screen? >> Yeah, that's right dark mode. We're going to go to dark mode, I don't have to play with the CSS. Anybody that's played with a website, changing these things is not trivial. I click a little button and the joke was this was the bright one for the executives, but when I'm down in the gamer center I don't want this glaring screen here, so I can switch it over to dark mode. And people were pretty excited about that. >> So again the roots of Splunk, they took log data and analyzed it. Doug Merritt the CEO, talked today talked about, making things happen with data. I thought he did a really good job of laying out the past, putting the past behind us in terms of he said, "I've been to I can't tell you "how many Master Data management classes "trying to optimize the database, "trying to codify business processes "and harden those business processes." The problem is data is messy. Data is growing so fast, business processes are changing so fast, the competition is moving so fast, customers are changing. So you have to be able to organize your data in the moment. So, the whole idea that, even go back to the early big data days and Hadoop, the whole idea was to bring five megabytes of compute to a petabyte of data. And no schema on write, or what some call schema on read. Splunk was really a part of that. Put the data, get the data organized in a way that you can look at in in a moment, but then let the data flow. So that has definite implications in terms of how you think about data. It's not trying to get the data all perfect so you can use it, it's trying to get the data into your data ocean, as we like to say, and then have the tooling to be able to analyze it very, very quickly. They announced Splunk 7.2 today which is a big deal. Some things, we'll talk about a few of the features, obviously focused on performance, but one of the things they talked about was basically being able to split storage and compute. So previously you had to add essentially a brick of storage and compute simultaneously. We've heard about these complaints for years in the conversion infrastructure space, it's obviously a problem in the software space as well. Now customers are able to add storage or compute in a granular fashion, and they're cozying up to Amazon doing S3 compatible store. >> Dave, I love that message that he put out there you said, "life is messy. "You can't try to control the chaos, "you want to be able to ride those waves of data "take advantage of them and not overly "make things rigid with structure." Because once you put things in place you're going to get new data or something else that's going to come along and your structure is going to be blown away. So when you need to search things you want to be able to look at them in that point in time but be able to ride those waves, flow with the data, live the way your data lives. That's definitely something that resonates in this community. Dave, something I've watching this space, as an infrastructure guy and watching the Cloud movement, there were a lot of reasons why traditional big data failed. I kind of never looked at Splunk like most of those other big data companies. Yes they had data, yes they're part of the movement of taking advantage of data, but they weren't, oh well we have this one tool that we're going to create to do it all, like some of the new players. They're playing with all the latest things. You want tentraflow, you want to do the A.I, the ML. Splunk is ready to take advantage of all of these new waves of technologies, and they've done a couple of acquisitions like VictorOps in the space that they keep growing and the goal is, you mentioned the revenue, but Splunk today has I think it's 16,000 customers. They have a short term goal of getting to 20,000 but with what they started talking about in the keynote today, Splunk Next, they really want to be able to do an order of magnitude of more customers and when you get great customer examples like Carnival Cruises. The CEO I thought, talked about the sea of data. Lots of good puns in the keynote there but mobile cities floating around and lots of data that they want to be able to get the customer experience and make sure the customer gets what they need and make sure that Carnival knows what they have to make sure that they're running better and optimizing their business too, so great example. Looking forward to talking to them on theCUBE. >> Well and they have many dozens, I think it's in last quarter, it was like 60 plus deals over a million dollars. They have many $10 million plus deals. That's an outcome of happy customers, it's not like they're trying to engineer those deals. I'm sure some of the sales guys would love to do that. But that's a metric that I think was popularized by the likes of Aneel Bhusri at Workday, certainly Frank Slootman at ServiceNow. It's one that Wall Street watches and Splunk it's an indicator. Splunk is doing some very very large deals that underscores the commitment that many customers are making to Splunk. Having said that, there are many more that are still smaller users of Splunk. There's a lot of upside here. And they're going into a serious TAM expansion that's something we're going to talk to Doug Merritt about. Making acquisitions of a company, VictorOps was their most recent acquisition sort of security orchestration and management. They're doing, the ecosystem is growing, they're doing bigger deals or partnerships with the likes of Accenture, Deloitte is here, EY. Accenture actually has a huge space at this event, and those are indicators. I want to go back to something you said earlier about the failure of big data. Certainly big data failed to live up to the hype in many ways. You didn't see a lot of wholesale replacement of traditional databases and EDWs. You did see a reduction in cost, that was the big deal. But clearly enterprise data warehouses and ETL, they're still a fundamental part of people's data strategies despite what Doug Merritt saying, hey, the data is messy and you've just got to let it flow, essentially what he's saying. There is still a need for structured data and mixing, sort of, interacting of structured and unstructured data. Bringing transaction data and systems of intelligence together, analytic data. But the one thing that big data did do and the Hadoop movement, it did a couple things: one is, architecturally it pushed data out and back in the day you had to get a big Unix box and stuff everything in there. It was your god box of data. And you had Oracle licenses and Sun Microsystems boxes and it was very expensive. And you had a couple of people who knew how to get the data out. So the goal of democratizing data, what it did is, it is messy. Data went out to the distributed nodes and now the edge. But it brought attention to the importance of data and the whole bromide of data driven companies. And so now we're in a position to make a new promise and that promise is A.I, machine learning, machine intelligence, which seems to be substantive. We talk a lot on theCUBE is this old wine, new bottle? And we had an event in New York last month and the consensus from a lot of practitioners and others in the room was: no there's something substantive, the data substrate is now in place. Now it's all about taking advantage of it. Tooling is still complex but emerging or evolving. And I think the cloud, to your point, is a huge part of that. By integrating data pipelines in the cloud it dramatically simplifies the deployment model and the complexity of managing big data. >> Yeah, Dave, as you said, there used to be these giant boxes and some of these initiatives I needed 18 months, you know, millions of dollars and a large time you either need to be a country or a multi-national company to be able to put this thing together. I remember one of the earliest case studies that David Floyer did when we were looking at big data it was how do I take that 18 month deployment and drive it down to more like a six week deployment, and when you talk about A.I, ML, and deep learning, the promise is that a business user should be able to get answers in a much much shorter window. So actionable on that data, being able to do things with it not just looking backwards but hear the team. So I want to be able to be proactive, I want to be able to be responsive. I want to even predict what my client is going to need and be ready for it. >> So as Doug Merritt said that digital and physical worlds they're coming together. They don't stop evolving. They're organic. Your data model has to be flexible. It's a sea of data. It's an ocean of data. It's not a confined data lake, as John Furrier and others like to say. And so I was happy to hear Doug Merritt talking about a sea. We use the term oceans because that's really what it is. And oceans are unpredictable, they're sometimes really harsh, they can sometimes be messy. But they're constantly evolving and so I think that kind of metaphor works in this world of Splunk. We've got two days here of coverage. A lot of customers coming on today, in fact, Splunk is one of those companies that puts many customers on theCUBE, which we love. We love to dig in to the case studies. We've got some ecosystem partners. Some of the big SIs are coming on and of course, we're going to hear from some of the product people at Splunk that go to market people. Doug Merritt will be on tomorrow. And a number of folks. I'm Dave Vellante, @DVellante on Twitter. He's @Stu. Stu Miniman. Keep it right there, buddy. We'll be back with our next guest right after this short break. You're watching day one from Splunk conf18 in Orlando. Be right back. (soft bouncy music)