>>Yeah, yeah, yeah, >>already. Welcome back, Cube alum Dave Volante. We're covering the transformation of Oracle Consulting. Specifically focused on really, what is what I consider a rebirth from really staff augmentation to a much more strategic partner for customers and with me to explore that a little bit of Sherry Latin back. She is the senior vice president of Cloud Key accounts at Oracle, and we're also joined by Pat McGovern. Who's the group? EVP for the North American Cloud strategy. Also Oracle folks, welcome to the Cube. Thanks for coming on. >>Thanks >>for having us. >>You're welcome. So, Sheri, you're out talking to customers a lot. Um, I'm curious as to what that conversation is like specifically as it relates to consulting. I talked about the rebirth of Oracle consulting. You? Probably not, you know, earlier, years ago, leading with staff augmentation. That's not strategic. But are you bringing Oracle consulting now into the conversation? What's that conversation like? >>Absolutely. In fact, every conversation we have relating to our cloud strategy. Oracle consultants part and parcel to that they are not staff augmentation. They're actually the digital transformation arm of what we do around cloud. So it's been really interesting to see what they've been able to do in terms of changing the narrative of what we do it Oracle from just a software company to really transform into. I thought provider >>and Chris I'm interested in Sorry, pat. I'm interested in your title group. VP Cloud strategy. Right? So gravity, obviously a fundamental part of any customer interaction. But what are you seeing? What underscores customer strategies? What are the business drivers for them right now? One of the catalysts that are driving their their technology spending decisions? >>Yeah, it's a great question, and I think a lot of it depends upon, especially in the times that we're in now depends upon the industry that they're in. But, um, most importantly, what we're seeing is right now is durability. So we want to make sure that the customers of our Oracle customers and others have an opportunity to have disaster recovery business continuity. Um, in this stage, right now, it's less about expansion per se. Unless in an industry that's uniquely positioned for that more about durability, of the overall strategy that when we look at that, your ability, we think about kind of the core missions we think about, um so the back office operations and continuity and then we think about transformational revenue generation. And so when we partner with us, yes, we want to make sure that we have both of those concepts in mind. So >>I want to ask you both. Um, you know, it was a lot of we have a lot of talk about in our community about cloud first. Um, big oracle is sort of put forth the gauntlet of Look, we're we're leading now with cloud. You both have cloud in your title. But obviously being cloud first is is more than that sharing. What if you could talk about your customers and your cloud journey and share with us and convince us that you are cloud first? >>That's a great question. And in fact, I joined Oracle about 11 months ago, was in the industry for about 25 years and enjoying simply because I believe in what Oracle is doing around this journey. We're in our second generation of cloud capabilities, and that's purposeful. And we do that because we realized that where cloud started and where we are today, are two totally different things. And so we have capabilities around security viability extensions with autonomous that other cloud providers just simply don't have built these ground up to make sure that we can run Oracle for blitz databases and applications far better than any other cloud provider. So that's super exciting time you got Oracle, and it's absolutely fascinating what our customers are going to a doctor. Apology? >>Yes, so s so pat. I wanna ask you, Ah, sort of similar question. How fundamental is, uh, you know, Cloud to organizations, strategies, and obviously everybody is a cloud strategy. But I'm specifically asking as it relates to mission critical workloads because, let's face it, that's been the hardest to move into the cloud. So when you're out talking to customers about their strategy and obviously dovetailing at the Oracle strategy, how do you align those two views? >>Yeah, so it's actually really fascinating question. So first I think I would respond in the following away. When I think about our portfolio, I don't necessarily say cloud First, I say customer first, and I really want the customer to make a decision based upon a deployment model that makes sense for that. Think of the customer whether it's a regulated industry or the public sector or, you know, any sort of compliance considerations. So Oracle's one of the very few, uh, you know, enterprise Last Mile providers that has obviously on premise capabilities as well. And so 99% of the cases that we see, with the exception of some of the sort of startup S and B five folks that are born in the cloud, we're dealing with the hybrid cloud model anyway. And so that's the kind of the first order priorities what's right for the customer. And let's make sure that we get the appropriate I'm all for that customer in terms of enterprise essentially the workloads that we have, whether it's cloud or on Prem or enterprise workloads. And those were kind of separated into two buckets, one of the core mission of the revenue generation side. And what would be mission critical sort of the back office, the oracles historically tremendous at the back office side, running finance, running operations, running supply chain, you know, doing those things that are mission critical on the core mission side. That's really where we're starting to focus now, which is getting out into the revenue generation. The mission of the entity with things like high performance. Compute on making sure that we have an ability to support our customers on both sides of those. >>You got a follow up question on strategy. You talked about hybrid. And you know the hybrid. Clearly, riel, whatever the big buzzword today is multi cloud. My question is, is multi cloud the actual strategy of customers or is it actually just an outcome of multi vendor and and shadow I t. But what if you could address that? Yeah, >>So another great question. So I think if you're on one side of the fence, you call it a strategy on maybe risk mitigation on the other side of the fence, you could say, you know, I don't When people talk about multi cloud, they tend to say, Hey, you know that one of the big names that you hear, whether it's Oracle or aws, um you know Microsoft etcetera? Uh huh. But the reality is anybody who's running those are also running, you know, hundreds of father for SAS applications. Whether the department allowed sort of that shadow, I t. I think in part you call it a strategy. In part, you'd say it's just sort of propagation of cloud capabilities that have sprung up, Do you think? Based on, you know, security integration, performance considerations as well as sort of the general expansiveness of enterprise class capabilities? You probably see if you're niche players over time and you'll see kind of the broader bets happening around enterprise class capabilities. >>So, Sheri, you're relatively new to the oracle of just under a year. But you've been around the industry, and you know that the chairman of a horrible loves technology you love speeds and feeds and shares that Oracle Open World but and, you know or was a product company. But the conversation is changing. You kind of alluded to that before. It's not just about feature function speeds and feeds. Maybe you could address that. And where does Oracle consulting fit in that equation? >>Right, So it kind of detail of what Pat was just saying around the hybrid notion. We firmly believe that every customer is gonna wanna have different options for what they do in the cloud and based on the providers. So we want. We've partnered with Microsoft. We actually can interconnect are clouds together to provide that kind of flexibility to our customers. Yeah, it is a key component of that Azure customers and talk about. I'm going to stop integration. Our partnership or consultant is the arm that does that work for us. So we are seeing them come, come about in a much different way in a way that's different, you know? And other consulting, you know, staff augmentation firms. >>Well, that Microsoft is interesting to us. Uh, actually, a lot of people in the press might have put food. It saw that and said, Wow, this is This is pretty curious both from a strategy standpoint, but it really. But I think it's premature on Oracle. So you got the Number one database. Everybody knows Oracle's got the native get this hyper cloud partner now saying, Yeah, we can run. You're kind of seamlessly. I know that's an overused word, but what is the reaction been in the customer base? That deal? >>It's phenomenal. It's infinite, especially for a lot of our retailers that are being Microsoft Cloud companies. They're seeing that they can put their Microsoft applications in the Microsoft class. They can run the Oracle databases in the Oracle Cloud and Inter Operability is tremendous and they're not any sort of service as it relates to putting, you know, using a multi cloud strategy. And for us, we're seeing that as a differentiator for us in the market. >>So what's the strategy behind that? I want you to talk about that a little bit, because, I mean, you know, it was it was an interesting chess move by Oracle you got, you know, Amazon's out there doing their thing, and there's plenty of Oracle running on on AWS. But there's a lot of head bashing going on, and then you guys partner up with Microsoft that caught a lot of people off guard. Can you help us, You know, give us a little color on the strategy behind that? >>Yeah, so I think that there's a There's a technical component of the strategy which Sherry alluded to, but I also think that there's a cultural component of the strategy and so, you know, obviously Microsoft has been around for a long time. ESX has Oracle that they have a substantial on from this friend. But as much as any other company on the Lana, probably Microsoft has this hybrid strategy just like Oracle. And so, as we look at, you know, the partner ecosystem and what makes sense the partner and how can we diversify the workloads like Microsoft is one of those companies? That's just sort of, Ah, very vertical industry focused great portfolio products. I'm slightly differentiated in terms of the space that they would buy in versus an Oracle. As you pointed out, So, uh, cultural standpoint, I think it's quite a good fit for us to find, you know, as we look at partners to find a partner like Microsoft to work with an integrated workloads. It >>was kind of a judo move for both companies in my mind, because you see a lot of companies that are predominantly on Prem, just like Oracle has been historically saying with Microsoft and basically kind of going on to hybrid, obviously they want on Prem and multi Cloud, which is okay, we're going to span multiple clouds. But both Oracle Now and Microsoft, with its hybrid strategy, as I call it, a judo move because essentially you're doing things that maybe some of the other cloud providers can't do because of your own prim present. So you're turning what may have been perceived as a disadvantage, you know, a legacy business. You know, it's funny in our business legacies of >>a >>bad word, but but it's usually as good connotations. But turning that on Prem legacy into an advantage. Cherry. Is that a reasonable premise that I'm putting forth and you having conversations with customers in that regard? >>Absolutely. Yeah, I think that's a very fair statement to make, because we do have again. I oversee the top 120 Oracle's and in that they have years and years of investment in Oracle databases in Oracle applications and for us agreeable by the capabilities to move that to your cloud. Integrate with other things such as Microsoft, you know, applications and whatnot is huge issue, and no other cloud provider can say that. So I do think that good to see that we are uniquely differentiated. >>I want to ask you about lock in because that's always the criticism of Oracle. I talked to a lot of work with customers in particular exit data. People say, Why would anybody buy exit data locks in what you by AWS and why would you buy any product. You, uh, disk drive a lock in. So So I want to ask you about that because my research shows that while there's a there's a segment of customers that are very much concerned about that, and that's a primary concern you lock in. It's actually a small percentage, maybe 10 15%. Most of the customers that I to talk to the Oracle world will say, Listen, I'm willing to risk that lock in If if If the business value overwhelms that And again I ask you, Is that is that something that is a viable conversation with your customers? Do you see the same thing? I mean, I see it as kind of a strong indication. If they kind of poo poo the lock in pieces, they look at the business value that I'm driving from my organization. I wonder if you could >>Yes. So I think value is the crux of the conversation. And if you look at sort of the legacy business, just put it that for a second. You know that what people would call legacy, uh, the US is a tremendous asset because we have 400,000 customers or so around the world. Those are folks that we're giving choice. You can run on Prem. You can run in the cloud. You can find an engineered systems or into the data box behind your firewall. You can run it as a data cloud at customer, which is behind your firewall, but leveraging Native Public Cloud services. Or you can run that same capability and exit out of service. So really again, that deployment model choice about what, folks? You how folks wanna consume their services in terms of lock in. I don't think it's so much lock in, as you point out, is value if a customer's deriving value from a given solution, especially in the cloud world, they're going to consume right, and if they're going to consume the probability and higher likelihood is that they'll expand as well. So I look it. I essentially look at consumption in the cloud world being value that's been realized, and once you have value that's been realized, it's critical conversation. I don't I don't view it is lock. In fact, there's a lot of fun, mobility and portability that can occur when you talk about hybrid cloud multi cloud environments. I view it much more is identifying the value and then executing against that value so that folks consume cloud services. >>Why, Cheri, why are customers wanting to put mission critical workloads in the cloud? Is it the same sort of cloud, agility and cost, etcetera, etcetera. I mean, why not just leave it on Prem and keep it protected and maybe spend a little bit more? What's the driver for moving mission Critical workloads? >>Well, I think it's it's dependent upon you know what? The initiatives are in the company right now. They're looking for cost reduction for top line growth, either looking for different capabilities around security that the cloud provides. The great thing about what we do is we have optimized all of our work lives but our database and our applications into our class of providing additional capabilities. But we're also seeing a lot more. So we, uh we say all the time you put us to the test, let us, you know, quantify what we would look like in the cloud with our workloads versus competitors, er and we will guarantee that will save you a lot of money. So I think that a lot of it has to do with one. It starts with potentially cost reduction, but then they start seeing additional business value driven out of and back to Oracle Consulting. What Oracle consultant provides in terms of business value in the cloud is transformative for our customers. >>Well, that this is valued to is a component of the business case that has to be risk mitigation. And, you know, if you just want to buy some object storage, you know, probably not gonna work is not going to be my first call. But if I have a mission critical set of workloads that are running on Oracle, I'm really going to think twice about migrating that, you know, somewhere else I'm either gonna leave it on, Prem, or I'm gonna look look hard that Oracle's same same approach. And we've done some research on this that the risk and cost of actually migrating to a new environment is is potentially really detrimental to companies. I wonder if you could talk about how that plays into your and customers strategies. >>Yeah, and I think, you know, is, um, reference in what? What Kerry said. So it depends on the choice of the customer, but what I would say is if a customer is driving a lot of value on premise, um, that might look something like exists ts and the cloud for D. R. So they're actually have a disaster recovery plan that's file based. I think Cloud is one of these sort of unicorn conversations. Everybody, everybody wants to have a cloud conversation. And so, making sure that that cloud of conversation in the context of the customer, um, is what's crucial for us. And so, you know, as you look at mission critical workloads, those are the workloads that we want. We want either core mission, our mission critical. It's just object storage or just something, you know, that people want to spin up and spin down. Yeah, that's interesting to Oracle, but for us, as a B two b, your B two b enterprise class, um, software company, we want to be in your core mission or in your back office, you know, helping you execute against that mission. >>So share here, going in with a stacked deck. I mean, you're not going in trying to go head to head with the hyper scale you going in saying, Look, this is our wheelhouse, and I think I'm hearing in your wheelhouse you'll take anybody on. But I wonder if you could sort of affirm that and maybe talk about how you lead in these customer conversations, >>right? Well, normally, our entry point is one. Understanding with business drivers are right. It has to be a business led recession. Really? Isn't a technology starting point right? It really is around what business problems we're trying to solve and how can we help you solve them? And because we know your environments, we know what data bases air deployed in. Other public. What is your lover? Dji to run your business? We can, I think, successfully position ourselves very, very competitively against other cloud providers. And I think that is something that resonated incredibly well with our customers and back. >>Yes, So it seems like Oracle Consulting is an important ingredient as part of that strategy, Cause again, If it was, you know, five years ago it was just stack staff augmentation. That's really not a compelling conversation to have with customers. But if you can come in with A with the mindset of strategic partner you're bringing in Deloitte, we've been talking to some of their professionals about the elevate program with with Oracle, that is, that's a nice lever that your you can take advantage of. >>Absolutely. And in fact, we've seen that that is a huge opportunity. For one, the partnership with Deloitte is incredibly strategic. We also partner with other companies like Accenture and DXC and IBM Candidly and Oracle is consulting is incredibly flexible in terms of what kind of partnerships and the line they have with our customers is really based. Yeah, >>I want to end on a growth path and maybe talk about everyone wants to weaken. Cloud Cloud is the growth business. You look at Oracle's business, you know everybody's business. This cloud is growing. Everything else is either hanging on or declining. So it's all about growth. How do you drive growth? What what is Cloud's role in terms of, you know, the growth strategy and maybe had some color to that narrative? >>Yeah, so from a from an execution standpoint, how we drive growth is we have a kind of a core part capability, its value volume, velocity burger. Those are very simplistic approach that we take in each of our line of businesses and then across each of the segments of the market size pass and I as an engineer systems as well. The values crucial If you're not, you're not selling with value and kind of positioning value at the up front part of it. You know, the customers may book, but it won't consume and don't consume. They're not going to renew. So ensuring that customers are realizing value from the process is essential. And then with volume and velocity, you know, our legacy business was much more kind of chunkier, so you could focus on big quarter ends or a big year end on. You had impending events through, you know, started compliance considerations or contract negotiations, etcetera. We have to be in a volume and velocity business in order to scale out and also the average transaction sizes. Historically, although it's growing for us, >>it >>is slightly lower than what a license on premise capability would be. As you'd expect, um, from, uh, from a product perspective, I think, you know, we were sort of a luxury of riches around the autonomous capabilities. If you haven't so that's something that's incredibly unique. Oracle. You know, the Economist database and all the economist services that we're rolling out and that Autonomous gets back to what we talked about earlier, around security, around performance, around scale, ability and all these things. Ultimately, we're positioning the capabilities of the future, but we're positioning them today. So we're a market leader in this space. You're not only is the Oracle database. As you pointed out, the market leader were market leaders here. If you found a bunch of the SAS areas, this eponymous segment of the market is crucial for us and crucial to our growth. >>Yeah, it really isn't enabling. What I've been saying. That you it's almost compulsory for Oracle to participate and compete in the cloud because it gives you that automation and that that scale. But you're talking about also setting up, you know, some future advantages of being able to take advantage of data. The combination of data ai and Cloud is the new superpower with within the industry. Sherry, I want O end on you. 11 months in an oracle. Let's say things work out great. You're here 234 years down the road. You look back. What does success look like? >>Success looks like everyone of our customers moving to the Oracle cloud and see incredible business value from that partnering with Oracle Consulting. That's what my successful curious >>guys. Thanks so much for coming on the Cube where we've been we've been tracking this transformation of Oracle consulting and one of the things that's very clear. There was Oracle's obviously serious about cloud, but also seriously about bringing in new talent and new skill sets really not only transform Oracle but help transform your customers. So thank you for your time. Really appreciate it. >>Thanks so much. >>You bet. Thank you. >>All right. Thank you. Everybody for watching. This is Dave Vellante for the Cube. We'll see you next time. >>Yeah, yeah, yeah, yeah, yeah, yeah.

from our studios in the heart of Silicon Valley Palo Alto California this is a cute conversation hello and welcome to this special cube conversation here in Palo Alto California cube headquarters I'm Jennifer echoes the cube our guest here is Megan Eisenberg CMO of a new hot company called trip actions formerly the CMO at MongoDB before that taki sign we've known each other some advisory boards great to see you yes great to see you as well so exciting new opportunity for you at trip actions just transitioned from MongoDB which by the way had great earnings they did what was the big secret to Mongo DB z earnings tell us well it's fresh and I think they're executing and their growth is amazing they're bringing their costs down I mean they're they've got product market fit their developers love them and so I'm proud and not surprised you're there for four years yeah transformed their go-to market so that fruits coming off the tree yes yeah it's exciting to see the you know process people technology all coming together and seeing them scale and do so well in the markets yes you know being here in 20 years living in California Palo Alto you see the rocket ships the ones that flame out the ones that make it and there's a pattern right when you start to see companies that are attracting talent ones that have pedigree VCS involved yeah raising the kind of rounds in a smart way where there's traction product market fit you kind of take special notice and one of the companies that you're now working for trip actions yes seems to have the parameters so it's off the pad it's going up its orbit or taking off you guys have really growing you got a new round of funding one hundred fifty million dollars yes unique application in a market that is waiting to be disrupted yes travel about company you work for transactions trip actions is a fast growing business travel platform we service customers like we work slack zoom box and we're growing we're adding 200 customers a month and it's amazing just to see these fast-growing companies right when they hit product market fit I think the keys are they've gotten a massive addressable market which we have 800 billion online travel they're solving a pain and they're disrupting a legacy the legacy providers that are out there we're three and a half years old and we are you know really focused on the customer experience giving you the choice that you want when you book making it easy down to six minutes not an hour to book something and we've got 24/7 support which not many can compete with you know it's interesting you know I look at these different ways of innovation especially SAS and mobile apps you know chapter one of this wave great economics yeah and once you get that unit economics visibility say great SAS efficacious happened but now we're kind of in a chapter two I think you guys kind of fit into this chapter to where it's not just SAS cuz you know we've seen travel sites get out there you book travel it's chapter two of SAS is about personalization you see machine learning you got cloud economics new ventures are coming out of the woodwork where you could take a unique idea innovate on it and disrupt a category that seems to be what you guys are doing talk about this new dynamic because this is not just another travel app when you guys are doing gets a unique angle on this applying some tech with the Corpse talked about that this chapter to kind of assess business I think when I think about chapter 2 I think about all the data that's out there I think about the machine learning I think about how we understand the user and personalize everything to them to make it frictionless and these apps that I love on my phone are because they they know what I want before I want it and I just took a trip to Dallas this week and the app knew I needed to check in it was one click told me my flight was delayed gave me options checked me in for my hotel I mean it was just amazing experience that I haven't seen before and it's really if you think about that that business travel trip there's 40 steps you have to do along the way there's got to be a way to make it easier because all we want to do is get to the business meeting and get back we don't want to deal with weather we don't want to deal with Hotel issues or flight changes and our app is specific to when you look at it you've got a chat 24/7 and someone's taking care of you that concierge service and we can do that because the amount of data we're looking at we're learning from it and we make it easier for travel manager half the people go rogue and don't even book through their travel solution it's because it's not tailored to them so this is the thing I want to get it so you guys aren't like a consumer app per se you have a specific unique target audience on this opportunity its travel management I'm I'm gonna date myself but back when I broke into the business they would have comes like Thomas Cook would handle all the travel for youlet Packard when I worked there in the 80s and you had these companies I had these contracts and they would do all the travel for the employees yes today it's hard to find that those solutions out there yes I would say it's hard to find one that you love and trip Actions has designed something that our travelers love and it is it's for business travel it's for your business trips it's taking care of your air your hotel your car your rail whatever you need and making sure that you can focus on the trip focus on getting there and not just the horrible experience we've all had it you travel a lot I traveled certainly back and forth to the East Coast and to take those problems away so I can focus on my business is what it's so just just look at this right so you guys are off to unicorn the funding great valuation growing like crazy got employees so people looking for jobs because they're hiring probably yeah but you're targeting not consumers to download the app it's for businesses that want to have company policies and take all that pressure off yes of the low so as a user can't buy myself can't just use the app or get I know you can Nano that's the the the whole thing is that as a user there's three things we're providing to one inventory and choice so you go and you know all the options you get the flight you want it's very clear and art we have a new storefront where it shows you what's in policy what's not so we've got that its ease of use it's booking quickly nobody wants to waste time dealing with this stuff right you want to go in booked quickly and then when you're on the trip you need 24/7 support because things go wrong airline travel gets cancelled weather happens you need to change something in your trip and so yes the user has the app on their phone can book it can you do it fast and can get support if they need it so stand alone usually can just use it as a consumer app but when you combine with business that's the magic that you guys see is that the opportunity yes I should say as a consumer as a business traveler so you're doing it through your company so I'm getting reimbursed for the companies the company is your customer yes the company's our customer is the traveler yes okay got it so if we want to have a travel desk in our company which we don't have yet yes it would we would sign up as a company and then all your employees would have the ease of use to book travel so what happens what's the sum of the numbers in terms of customers you have said 200 month-over-month yes we're over 1500 customers we're adding 200 a month we've got some significant growth it's amazing to see product market and the cost of the solution tell people $25 a booking and there's no add-on costs after that if you need to make as many changes as you need because of the trip calls on it you do it so basically per transaction yes well Little Feat one of our dollars yes okay so how do you guys see this growing for the company what's the some of the initiatives you guys are doing a new app yes mo what's what's the plan it's a massive market 800 billion right and we've only just started we've got a lot of customers but we've got many more to go after we are international so we have offices around the world we have an Amsterdam office we've got customers travelling all over so we're you know continuing to deliver on that experience and bringing on more customers we just on-boarded we were ten thousand travelers and will continue to onboard more and more so as head of marketing what's the current staff you have openings you mentioned yet some some some open recs yes yes hi are you gonna build out I've got 20 open Rex on the website so I'm hiring in all functions we're growing that fast and what's the marketing strategy what's your plan can you give it a little teaser on yes thinking core positioning go to market what are some of the things you're thinking about building out marketing CloudStack kind of thing what's what's going on all of these things my three top focuses are one marketing sales systems making sure we have that mark tech stack and that partnership with the sales tech stack second thing is marketing sales alignment that closed-loop we're building we're building pipeline making sure when people come in there's a perfect partnership to service what they need and then our our brand and messaging and it's the phase I love in these companies it's really building and it's the people process and technology to do that in the core positioning is what customer service being the most user-friendly what's the core position we're definitely focused on the traveler I would say we're we're balancing customer experience in making sure we get that adoption but also for the travel managers making sure that they can administer the solution and they get the adoption and we align the ascent in the incentives between the traveler and the travel manager and customer profile what small munis I business to large enterprise we have SMB and we're going all the way up to enterprise yes has it been much of a challenge out there in the business travel side I'm just don't know that's why I'm asking is like because we don't have one I can see our r-cube team having travel challenge we always do no centralizing that making that available but it'd have to be easier is it hard to get is there a lot of business travel firms out there is what are some of the challenges that you guys are going after there well I I think what matters is one picking the solution and being able to implement it quickly we have customers implementing in a week right it's understanding how we load your policies get you on board get your cut you're you're really your employees traveling and so it's pretty fast onboarding and we're able to tailor solutions to what people need what are some of the policies that are typical that might be out there that people like yeah so maybe for hotels you may have New York and your your policy is $500 a night what the I would say a normal typical behavior would someone would book it at $4.99 they go all the way up to the limit we've actually aligned our incentives with the travel managers and the employees and that if you save your company money you save and get rewards back so let's say you book it for 400 that $100 savings $30 goes back to the employee and rewards they can get an Amazon card donate to Cherry charity whatever they'd like to kind of act like an owner cuz they get a kickback yes that's the dot so that's how you an interest adoption yes what other adoption concerns you guys building around with the software and or programs to make it easy to use and we're constantly thinking about the experience we want to make sure just I mean I think about what I used to drive somewhere I'd pull out a map and map it out and then I got lucky and you could do MapQuest and now you have ways we are that ways experience when you're traveling we're thinking about everything you need to do that customer when they leave their front door all the way to the trip all the things that can hang them up along the way we're trying to remove that friction that's a very example I mean Waze is a great service yes these Google Maps or even Apple Maps ways everyone goes to backed away yes yeah I don't I mean ways did cause a lot of Street congestion the back streets of Palo Alto we're gonna expedite our travelers well it's a great utility new company what what attracted you to the opportunity when was some of the because you had a kid going over there MongoDB what it was the yeah motivation to come over to the hot startup yeah you know I love disruptive companies I love massive addressable markets good investors and a awesome mission that I can get behind you know I'm a mom of three kids and I did a lot of travel I'm your typical road warrior and I wanted to get rid of the pain of travel and the booking systems that existed before trip actions and so I was drawn to the team the market and the product that's awesome well you've been a great CMO your career has been phenomenal of great success as a CPM mother of three you know the challenges of juggling all this life is short you got to be using these apps to make sure you get on the right plane I mean I know I'm always getting back for my son's lacrosse game or yes event at school this is these are like it's like ways it's not necessary in the travel portfolio but it's a dynamic that the users care about this is the kind of thing that you guys are thinking about is that right yeah definitely I mean I always think about my mom when she worked in having three daughters and I work and have three daughters I feel like I can do so much more I've got door - I've got urban sitter I've got ways I've got Google Calendar I've got trip actions right I've got all these technologies that allow me to do more and not focus on things that are not that productive and I have no value add on it just makes me more efficient and productive how about some of the tech before we get in some of the industry questions I want to talk about some of the advantages on the tech side is there any machine learning involved what's some what's not what's some of the secret sauce and the app yeah definitely we're constantly learning our users preferences so when you go in we start to learn what you what hotels you're gonna select what where do you like to be near the office do you like to be near downtown we're looking at your flights do aisle window nobody wants middle yes but we're we're learning about your behaviors and we can predict pretty closely one if you're gonna book and two what you're gonna book and as we continue learning you that's why we make you more efficient that's why we can do it in six minutes instead of an hour that's awesome so Megan a lot of things going on you've been a progressive marker you love Terry's tech savvy you've done a lot of implementations but we're in a sea change now where you know people that think differently they gonna think okay I need to be on an app for your case with with business travel it's real policies there so you want to also make it good for the user experience again people centric this personalization has been kind of a cutting edge concept now in this chapter to a lot of CMOS are either they're they're not are trying to get there what are you finding in the industry these days that's a best practice to help people cross that bridge as they think they cracked the code on one side then realize wow it's a whole another chapter to go you know I think traditionally a lot of times we think we need we're aligning very much with sales and that matters that go to market marketing sales aligned but when it comes to products and a customer experience it's that alignment with marketing and the product and engineering team and really understanding the customer and what they want and listening and hearing and testing and and making sure we're partnering in those functions in terms of distribution getting the earned concept what's your thoughts on her and media yeah I mean I definitely think it's the direction right there's a ton of noise out there so you've got to be on topic you've got to understand what people care about you've got to hit them in the channel that they care about and very quick right is you don't have time nobody's gonna watch something that's 30 minutes long you get seconds and so part of the earned is making sure you're relevant you what they care about and they can find you and content big part of that for you guys huge part of it yes and understanding the influencers in the market who's talking about travel who's who is out there leading ahead you know leading in these areas that travel managers go and look to you know making sure we're in front of them and they get to see what we're delivering I like how you got the incentives of the employees to get kind of a line with the business I mean having that kind of the perks yes if you align with the company policies the reward could be a Starbucks card or vacation one more time oh whatever they the company want this is kind of the idea right yeah they kind of align the incentives and make the user experience both during travel and post travel successful that's right yes making sure that they are incented to go but they have a great experience okay if you explain the culture of the company to someone watching then maybe interested in using the app or buying you guys as a team what's the trip actions culture like if you had to describe it yeah I would say one we love travel too we are fast growing scaling and we're always raising the bar and so it's learning and it's moving fast but learning from it and continually to improve it's certainly about the user all of the users so not just the travel manager but our travelers themselves we love dogs if you ever come to the Palo Alto office we've got a lot of dogs we love our pups and just you know building something amazing and it's hard to be the employees gonna know that's a rocket ship so it's great get a hold on you got a run hard yes that's the right personality to handle the pace because you're hiring a lot of people and I think that's a part of the learning we need continual learning because we are scaling so fast you have to reinvent what we need to do next and not a lot of people have seen that type of scale and in order to do it you have to learn and help others learn and move fast well great to see you thanks for coming in and sharing the opportunity to give you the final plug for the company share what who you what positions you're hiring for what's your key hires what are you guys trying to do give a quick plug to the company yeah so I mean we've grown 5x and employees so we're hiring across the board from a marketing standpoint I'm hiring in content and product marketing I'm hiring designers I'm hiring technical I you know I love my marketing technology so we're building out our tech stack our website pretty much any function all right you heard it here trip actions so when you get the product visibility those unit economics as they say in the VC world they've got a rocket ship so congratulations keep it up yeah now you're in palo alto you can come visit us here anytime yes love to Meagen Eisenberg CMO trip access here inside the cube I'm John Ferrier thanks for watching you [Music]

>> Live from San Francisco. It's theCUBE covering IBM Think 2019 brought to you by IBM. >> Welcome back everyone, this is the CUBE's live coverage in San Francisco at Moscone Center for IBM Think 2019. I'm John Furrier with Dave. Volante Dave it's been in AI, it's been cloud, it's been in data changing the game. We've got two great guests here Murali Nemani, CMO of ScienceLogic, your CEO has been on the CUBE before and Joe Damassa who is the VP of strategy and offerings for hybrid cloud service at IBM. Thanks for joining us. >> Welcome. >> Appreciate it. >> Thank you guys. >> Welcome to CUBE. So day four of four days coverage, yes, you can see the messaging settling the feedback settling, AI clearly front and center, role of data in that and then cloud scale across multiple capabilities. Obviously on premise multi cloud is existing already. Software's changing all this. >> Right. >> And so AI impacting operations is key. So how do you guys work together? What's the relationships in ScienceLogic and IBM? Could you just take a minute to explain that? >> I think I mean, clearly, as you talked about the hybrid nature of what we're dealing with, with the complexity of it, it's all going to be about the data. You know, software is great, but it's about software that collects the data, analyzes the data, and gives you the insights so you can actually automate and create value for our clients. So it's really this marriage, it's a technology but it's a technology that allows us to get access to the data so we can make change, it's all about the data. >> And so a lot of what IBM has been doing is building the analytics engines and Watson it's for them. Our partnership has been really building the data and the data lake and the real time aspects of collecting and preparing that data so that you can really get interesting outcomes out of it. So when you think about predictive models, when you think about the the way that data can be applied to doing things like anomaly detection that ultimately accelerate and automate operations. That's where the relationship really starts taking hold. >> So you guys are specialized in AIops and IT apparatus as that transforms with scale and data which you need machine running, you need a kind of gave it automation. >> Yes. >> And which is the devops use of operations is don't go down, right, up and running, high availability. >> Yeah. >> So on the cloud services side, talk about where the rubber is meeting the road from a customer standpoint, because the cultural shift from IT Service Management, IT operations has been this manual, some software here and there, but it's been a process. Older processes change a little bit, but this is a new game. Talk about how you guys are engaging the customers. >> Well, a part of it I mean, it's interesting when you step back and you stop breathing, you're on exhaust in terms of pushing what you're trying to sell and you listen to your customers what we're hearing is that they all understand the destination. They understand they're moving to the cloud, they understand the value that's going to bring, they're having a hard time getting started. It's how do I start the journey ? I've got all of this estate and traditional IT operations capabilities it's kind of move. How do I modernize it? How do I make it so it's portable across different environments. And so when you step back, you know, we basically said, hey, you need the portability of the platform. So what we're doing with Red Hat, what we're doing with IBM, cloud private, it creates that portable containerizing ability to take our existing workloads and start moving them, right. And then the other thing that the clients need are the services. Who's going to help me advise me on what workloads should move, which one shouldn't, most of the staff fails because you move the wrong things. How do you manage that? How do you build it? And then when you're done, and you've got this hybrid complex environment, how do we actually get insights to it and the data I need to operationalize it? How do I do IT apps, when I don't own everything within the four walls of my data set. >> Now, are you guys going to market together? You guys sell each other products, the relationship with ScienceLogic and IBM is it a partnership, is it a joint development? Can you explain a little bit more on how you guys work together? >> Well, we're one of the largest sort of services provider in the industry. So as we bring, our products, our technologies and our capabilities to market, we bring ScienceLogic into those deals, we use ScienceLogic in our services so that we can actually deliver the value to our clients. So it is sort of a co development, co joint partnership plus also our goal to market. >> So you use that as a tool to do discovery and identify the data that's in and the data that we're talking about is everything I need to know about my IT operations, my applications, the dependencies. Maybe you could describe a little bit more. >> Sure if you think about one of the things that Joe was mentioning is, today, the workloads are shifting, you're going from, let's say management performance monitoring and management platforms that you need to evolve from, to incorporate new technologies like containers and microservices and server-less architectures. That's one area of how did the tool sets fundamentally evolve to support the latest technologies that are being deployed? So think about that. Second is, how do you consolidate those set of tools now you're managing? Because you're adopting cloud based technologies or new capabilities, and so get consolidation there. And the third is, these workloads that are now migrating out of your private cloud or private data center into public clouds, right? And then that workload migration, I think it is Forrester level saying, about 20% of the total workloads are currently in some sort of a public cloud environments. So there's a lot of work to do in terms of getting to that tipping point of where workloads are now truly in a multi cloud hybrid cloud. So as IBM accelerates that transition and their core competencies in helping these large enterprises make that transition, you need a common manageable environment, that the common visibility across those workloads. So that's at the heart of what we're pulling, and then the data sets happened to be data sets that are coming either from the application layer, data coming from the log management systems, it could be data coming from a service desk in terms of the kind of CMDB based data sets, and we're building a data lake that ultimately allows you to see across these heterogeneous system. >> It could be service request to get that really touches the business process so you can now start to sort of map the value and how change is going to affect that value, right? >> Yeah, exactly. >> Yeah. >> I mean, what's interesting about ScienceLogic as a partner, it's the breadth of their platform in terms of the different things they can monitor, the depth, the ability to go into containers, and kind of understand what the applications are doing in them and the scale in terms of the types of devices. So when you think about, the types of devices, we're going to have to manage everything from, sensors in an Internet of Things, environment to routers, to sophisticated servers and applications that can be running anywhere, you need the flexibility of the platform that they have in order to be able to deliver that. >> And I think that's a key point when you talking about containers and Kubernetes, we heard your CEO Jeannie remitting mentioned Kubernetes, onstage like, that's great, good time(mumbles) I know no one like Kubernetes now it's mainstream. >> Yeah. >> So this is showing them what's going on the industry which is the on premise decomposition of on premise with cloud private, you guys have. >> Yes. >> Is giving them the ability to use containers to manage their existing stuff and do that work and then have the extension to cloud, public cloud or whatever public cloud. This gives them more mount modern capabilities. So the question is, this change the game we know that but how has it changed AIOps and what does it mean? So I guess the first question is, what is AIOps? And what is this new on premise with cloud private and full public cloud architecture look like in AIOps 2.0? >> So for me, it's a very simple definition. It's really using algorithmic mechanisms, right? Towards automating operations, right? It's a very simple way, simplistic way of looking at it. But ultimately, the end game is to automate operations because you need to move at the pace of business and machine speed. And if you want to go, move in machine speed, you can have, I mean, you can't throw enough humans at this problems, right? Because of the pace of change, the familiarity of the workloads spinning up and sitting down. We have a bank as a customer who turns up containers for every 90 seconds and then turn them down. Just can't keep that in that real time state of change and being able to understand the topological relationships between the application layer and the underlying infrastructure so that you can truly understand the service health because when an application degrades in performance, the biggest issue is a war room's scenario where everyone's saying, it's not me, it's not me and because everyone's green on their front, but it's now how do you get that connective tissue all the way running-- >> Well it's also not only the change, it's also the velocity of data coming off that exhaust or the changes and services is thrown off tons of data that you need machines now I mean, that's kind of the thing. >> Exactly, yeah. And I would add to that, I think part of the definition of AIOps is evolving. We know where we're coming from is more fit for purpose analytics, right? I have this problem, I'm the collect this data, I'm going to put these automations in place too address it. We need to kind of take it data Model approach that says, how do I ingest all of this data? You know, even at the start, when you're looking at which workloads and you're doing discovery and assessment of workloads, that data should go into a data lake that can be used later when you're actually doing the operations and management of those workloads. So what data do we collect at every stage of the migration and the transformation of it, and including the operational data? And then how do we put a form analytics on it, and then get the true insights? I think we're just scratching the surface of applying to AI, because it's all been very narrow cast, narrow focus, I have this problem, I collect this data, I can automate this server, it needs to move much beyond that to it... >> And services are turning up and on and off so fast as a non deterministic angle here, and you got state, non deterministic, I mean, those are hard technical computer science problems to solve >> Yeah. >> That's you don't just put a processor around say, oh, yeah. >> Well, let's back to the the scalability of the platform, the ability in real time to be monitoring and looking at that data and then doing something right. >> All right now, humans aren't completely removed from the equation, right? And so I'm interested in how the humans are digesting and visualizing all this data, especially at this speed there a visualization component? How does that all evolving? >> Yeah, I think that to me I mean, that's part of the biggest challenges. You humans are a, they have to be the ones that kind of analyze what's coming and say, what does this mean when you haven't already algorithmically built it into your automation technology, right? And then they also don't have to be the one to train, the system is doing to actually do it. So one of the things that were are that struggling with not struggling with, we're experimenting with is, how best to visualize this, right? We do some things now, we've got a hybrid cloud management platform, we're teaming with the product guys, and it's the ability to have four consoles. One from a consumption, how do I consume services from Amazon, IBM Cloud on premise, how do I deploy it? So in a Dev apps model, how do I fulfill that very quickly and operational councils, right, and then cost on asset management so you can actually have at glance say, oh, you know, I've got a big Hadoop cluster which been spun up, I'm paying $100,000 for it and it has zero utilization. So how do you visualize that so you can say oh, I'm need to put a rule in that if somebody's spinning something up on, you know, IBM Cloud and they're not using it, I either shut it down, or I sent messages out, right, for governance in top of it. So it's putting business rules and logic in terms, in addition to visualization to help automate. >> And Jeannie talked about this at our keynote efficiency versus innovation around how to manage and this is where the scale comes in. Because if you know that something's working, you want to to double down on it, you can then, kind of automate that away and then you just move someone, the humans to something else. This is where the AIOps I think it's going to be, I think, going to change the category. I mean, it's a Gartner Magic Quadrant for the IT operations. >> Right. >> AI potentially decimates that, I mean... >> Yeah, there's this argument that you know, you have these nice quadrants or let's say nicely defined market segments. You have the NPMD, the ITSM, the ITOM, you know, you have APM and so what's happening is in this world of AIOps, none of those D marks really fit anymore because you're seeing the convergence of that. And then the other transition that's happening is this movement from, you know, classic ops or Dev and a dev to Ops, Dev Ops and now dev sec Ops, you know, you're trying to get worlds to converge. And so when we talk about the data and being able to build data models, those data models need to converge across those domains. So a lot of the work we do is collect data sets from log management, from service desk and service management, from APM etc, and then build that data model in real time. So you can.... >> It kind of building an Uber or CMDB or I mean, right? (loud laughter) I mean, do most of your clients have a single CMDB? Probably not, right? >> Yeah. So this is sort of a new guidepost, isn't it? >> Yeah, a part of it is. There are these data puddles if you will, all right data exist in a lot of different places How do you bring them together so you can federate different data sources, different catalogs into a common platform because if a user is trying to decide, okay, should I spin this up on, you know, this environment or that one, you want the full catalog of capabilities that are on premise in your CMDB system with the legacy environment out of the catalogs that may exist on Amazon or Azure, etc and you want data across all that. >> It seems that everything's a data problem now. And datas are being embedded into the applications which are then the workflows are defining infrastructure, architecture, or are sole cloud, multi cloud, whatever the resource is, so we had JPMorgan Chase on top data geek on and she was talking about, we have models for the models and IBM has been talking about this concept of reasoning around the data. This is why I always like the cognition kind of angle of cognitive, because that's not just math, math is math, you do math on, you know, supervised machine learning and knowing processes to be efficient, but the cognition and the reasoning really helps get at that data set, right. So can you guys react to that? I mean, is everything a data problem? Is that how you should look at it and how does reasoning fit into all this? >> Well, I mean, that's back to your point about what is the humans role in this, right. So we're moving in a services business from primarily labor base with tools to make them more efficient to the technology doing the work. But the humans have to then say, when the technology get stumped, what does that mean? So should I build a new, how do I train it better? How do I, you know, take my domain expertise? How do I do the deep analytics to tell me all right, how do I solve those problems in the future? So the role changes I think Jenny talks about in terms of new collar workers. I mean, these are data scientists, these are people that understand the dynamics of the inner relationship of the different data, the data models that need to get built and they are guiding in effect the automation. >> I thought your CTO was on theCUBE talking about, Paul was talking about, you know, take the heavy and Rob Thomas was also on, the GM of the data plus AI team. I think he really nailed it. If you guys to take away the heavy lifting of the setup work then the data science who're actually there to do the reasoning or help assist in managing what's going on and putting guard rails around whatever business policy is. >> Today, I mean, we talked to in this about 79 percent I think it's a gardener stat of 79 percent of the data scientists. And these are these PhDs, they're highly valuable, spend their time collecting, preparing, cleansing those data models, right? So, you're now really applying that PhD level knowledge base towards solving a problem, you're just trying to make sense of the data. So one, do you have a holistic and a few? Two, is there a way to automate those things so you can then apply the human aspects towards the things that Joe was talking about. So that's a big part of what we're trying to come together in terms of the market for. >> Well guys thanks for the insight, thanks for coming on, great job. I think we talked for you know, an hour and on cultural shift because you mentioned the sets in here Ops and devs. It's a melting pot and it's a cultural shifts. I think that topic is worth following up on. But I'll let you guys just get a quick plug for you. I know you going to an event coming up and you got some work. You can talk about what you guys are doing. You got an event coming up, what your pitch, give a quick flag. >> Yeah, so we've got our symposium, which is our big user conference. It's in April. It's right in, it's on April 22 to 23rd to the 25th. It's in downtown Washington DC, Cherry Blossom festival season at the Ritz Carlton. And so a lot of that, we'll have theCUBE there as well. >> Yeah of course. >> So, we're looking forward to it. A lot of great energy to be carried over. >> We love going to the District. (laughs loudly) >> What don't we say, you guys are great, great to visit. So give the plugs with a service you're doing. Just give an update on what you guys are up to. >> Yeah, I think I mean, we're also we're investing the technology when we're full on board with the containerization, as we talked about, we're putting together a services portfolio. I think Jenny mentioned that we're taking a whole bunch of capability across IBM Global Technology Services, Global Business Services, and really coalescing into about, you know, 23 offerings to help customers advise on cloud, move to cloud build for cloud and manage on cloud and then you've seen the announcements here about what we're doing around the multi cloud management system. Those four console I talked about how do we help, you know, put a gearbox in place to manage the complexity of the hybrid nature that our customers are dealing with. >> It seems IBM got clear visibility on what's happening with cloud, cloud private, I think a really big announcement. I think it's not talked about in the show and I'll always kind of mentioned the key linchpin but you see cloud, multi cloud, hybrid cloud, you got AI and you got partnerships, ecosystem now its execution time, right? >> Yeah, exactly and, and frankly, that's the challenge, right? So we used to be able to manage it all on the four runs, right? Your SAP instances was in the data center, your servers were in the data center, your middleware is in the data center. Now I got my applications running in Salesforce.com often software as a service. I've got three or four different infrastructures of service providers. But I still have the legacy that I got to deal with. I mean the integration problems are just tremendous. >> Chairman VP of strategy at IBM hybrid cloud and Murali Nemani, CMO ScienceLogic, AI operations, bringing in hybrid clouds to theCUBE bringing all the coverage day four. I'm with Dave Volante, it's all about cloud AI developers all happening here in San Francisco this week. Stay with us from this short break. (upbeat music)

>> Announcer: Live from San Francisco, it's the CUBE. Covering Informatica World 2017. Brought to you by Informatica. >> Hey, welcome back everyone. We are here live in San Francisco for Informatica World 2017. Exclusive CUBE coverage of the event, Informatica World 2017. I'm John Furrier with my co-host, Peter Burris, General Manager, Head of Wikibon Research at Wikibon.com. Our next guest is Greg Hanson, Vice President of EMEA Cloud and DaaS, Data as a Service. Welcome back, good to see you again, CUBE alumni. >> Good to see you, yeah thank you very much. >> Year two, or year three of our coverage. >> Exactly. >> So last year, we had a great conversation. I think you laid out pretty much the playbook. Lots happened, in fact Brexit happened. But cloud in outside of North America is a tricky game because there's a lot of different countries. We got EU, and other parts of the world there. It's really a regional issue, and you see in a massive expansion. The cloud guys, we have Amazon, sponsorship here, Google, now expanded globally. What is the landscape like? Given Brexit, that was a political thing has ramifications but also the regional expansion of the cloud players has been pretty significant over the past year. With announcements coming, I can't even keep track of 'em all. How is that impacting your business? >> So it is quite fragmented across EMEA. Our region is EMEA and Latin America as well. It's a huge geographical region. Across a geographical region that's very different in different countries. So the EU as a whole, there is, cloud is very hot in the EU at the moment. There's a large adoption. I think we've past that point of no return, past the tipping point, as you should say. Every enterprise customer I talked to is now it's not when they're going to, or if they're going to adopt cloud it's when. Usually, they're already on a journey that we can help them with. But then in some of the far-flung regions where the maturity of cloud is less so, where the presence of Amazon or Microsoft, or even ourselves is limited. Like Russia for example or the Middle East. There's not that same kind of infrastructure. So the desire and the demand for cloud in those regions is less. But the large majority of our geographical region, cloud is a huge topic for every single customer. >> What's the state of the art right now in your territory with cloud? Obviously, from Informatica perspective, you have a view but also in cloud adoption, hybrid, clear, public cloud, there's use case for that, a lot of on-premise with hybrid. What' the key state of the art right now for Informatica and the cloud players? >> I think there's fabulous opportunity for Informatica. It really is a hot topic. There's two ways that we can deal with that. I mean, there's the enterprise space, which Informatica has been ruling for 20 years now but cloud gives us a huge opportunity to go into new market sectors as well that we've really not been in before. Mid market opportunities. You no doubt see a lot of the partners around the event here that we've got that allowed us to address customers that we simply weren't addressing before. We had an enterprise sales force. If you think about those mid market organizations, they're the organizations that are really going to drive the cloud adoption as well. In countries like Italy and Germany, where you very quickly get down to small and medium sized enterprise. Cloud is huge in those organizations, in those countries. There's a great opportunity for us to go after mid market sector as well as the enterprise. >> But increasingly in the digital business, we were talking about this earlier in one of your segments, in the digital business, you have greater distribution of data, greater distribution of function, and almost inevitably, the ecosystem is going to be comprised of big enterprises but also mid market companies. They're going to have to work together. >> Greg: That's true. >> So it's not looking at the enterprise and the mid market in isolation. Increasingly the enterprise is going to be acknowledged as a way of extending your influence into a lot of different customers or a lot of different domains both through partnerships, as well as your customers. How is Informatica going to facilitate that kind of a new approach to thinking about business as a network of resources. >> One of the great things about the cloud infrastructure itself, if we reel back and think about 10 years ago, when all our products were on-prem. It's very difficult for us to understand what our customers were doing with our products. We have to go an talk to them, and speak to them on the phone, visit them to understand what their use cases were. Now in cloud, that world has changed. Because if you think about one of the things at Informatica is well-known for is metadata. So operational metadata, technical metadata. We can actually see what our customers are doing with our products. We can understand the uses cases. That becomes a crowd sourcing in terms of how you can replicate, how you can industrialize, how you can you reuse a lot of that type of integration, which is enabling us to create new wizards, new accelerators, which are common across the marketplaces and use cases. So really a phenomenal change over the last two years, which has been brought on by that ramp of cloud adoption that we've seen globally to be perfectly frank. >> Okay, take a minute Greg, to talk about this DaaS. I think of Daas, I think of like cellular distributed antenna system but let me, it's an acronym, it's Data as a Service. >> Greg: Data as a Service, yeah. >> Peter: But what does it really mean? >> Take a minute to just break that down. What does that mean to the customer? What's the product? What's the offering? >> Greg: Okay. >> It's important, obviously data is the key, and people want it as a service. So take a minute to just explain what that means and the impact. >> Yeah, it's important to understand what Informatica means by Data as a Service, I think. Our Data as a Service product line, pretty much concentrated and focused on increasing the quality of data. So high performance, quality of data. If you think about digital transformation as the topic, which is being talked all around in rims and corridors around this event here this week. Fundamentally, data is really the key foundation of digital transformation. But I would say high quality data is key to the success of digital transformation. That's what our DaaS product can enable us to do. So if you think about-- >> Peter: How does the customer engage with DaaS? (faint statement) >> So the typical use case is that you could have address verifications and we have products that support multiple different countries and regions, more than 240 countries. So if you want to get high quality data to our customers, which everyone is ultimately wanting to do these days to effectively cross-sell and upsell. We can provide a global facility to do that. But you can fix, you can fix data in batch orientation but what's much more effective is actually plugging into the applications. So become seamless to an end user. So they're using Salesforce.com or they're using another application, and it's embedded into their application. So it runs in the background. When they enter a poor address for example, it will correct it, and it will validate email addresses and phone verifications. We've got a customer in Germany, just as an example, 1&1, which is an Internet service provider in Germany. They've got 7.7 million customers. One of their biggest problems is inaccuracy of data. That prevented them billing, prevented them onboarding the customer first and foremost. Then it prevented them billing, which is a pretty serious problem for an organization. >> Peter: Yeah, I'm moving to Germany. (laughs) >> So by implementing the DaaS products, what they enabled them to do is make sure that when they enter data into a system, that it was high quality, it was correct at the point of entry, which by the way is seven times cheaper to do it there rather than trying to fix it downstream. So it's an important product set for us to support high quality data for that digital transformation journey. >> So you're, sorry John, you're not buying and selling your customers' data. What you're using-- >> No. >> Is this is a service to enhance the quality. >> Greg: Exactly. >> Of your data. >> It will fix data and it will also enrich data that they've already got. >> That's an important distinction, John, because a lot of people talked about Data as a Service, they say, "Oh yeah, I'm going to monetize my data "by giving it to the marketplace." We all know that you give that data to a good data scientist they're going to reengineer your customers pretty quick. >> Exactly. >> That's what people are worried about, the privacy. So back down the drivers for your business. What are the drivers for your business in EMEA? >> Yeah, certainly cloud option which we already talked about is a huge growth market for us in EMEA. But there's other things that happening locally in EMEA marketplace, GDPR, General Data Protection Regulations that are coming up. That is a hot topic on the lips of all of our customers right now. Let me take a minute to describe what that means for people who maybe are not familiar with it. Because it's generally an EU thing but it affects every organization that wants to sell into the EU. It came on the back of the Google Right To Be Forgotten ruling where really what we've got to do, we've got to provide a framework, where a customer can say to an organization, I want you to forget me. Obviously, then need a central library. They'll be able to manage it from a single point. That is an extremely complex thing for an organization to do, particularly an enterprise organization. >> John: Forensics is what it is. >> Exactly. If you think about how to approach that, I think Informatica is in a unique position to help organizations deal with that type of issue. Because, I know one of the announcements today, I think Ronen, who was on before me was talking about CLAIRE, our Clairvoyancy, and our artificial intelligence but it's all about that unification of metadata. That's a great example of how a good use case of where that can be deployed. 'Cause if you think of the fragmentation of data that we've got across many clouds, on-premise, how do you understand even where all your customer data is? That's what the unified metadata can provide. It can go out, collect all the metadata from all these different vendors, index it, catalog it for you. We've been in business 20 years. We know what our customer data looks like. We know what product data looks like. We can categorize it and index it for you. Then you can search it. So you can identify where your risk is, where your customer data is at risk. You can do something about it. Now, with the most recent acquisition that we made last year in terms of Diaku, which is a missing piece for me in terms of how do we expose that to business users to actually engage in the governance process. The new Diaku acquisition of Acson, really fills that gap for us. I think we've got a really good stack to help customers. >> You got product chop, we talked about in the past. The brand is new brand is out there. You're seeing some branding, brand value. Good for the partners, good for business. So with that, I'll ask you my final question which is, what's different from last year? A lot of change in 12 months. Just in a short 12 months, certainly in the product side, we saw some awesomeness from the products. Always had good product folks at Informatica World, which is why I love doing this conference. But the brand challenges were there. What is Informatica? So what's different now from last year? The big highlights. >> For me personally, and I've been here at Informatica quite a long time. I think it's quite refreshing. We had quite a lot of change in terms of our C-level at Informatica. It's really breathe new life into the organization from my own personal perspective. There's a huge refocus and a drive on our, fantastic new product sets that we're releasing here today. Internally, in the organization, there is a big motivation. There is a new kind of culture, a new resurgence almost in terms of where we feel we're going to be in the next five years. 'Cause we're looking at the product portfolio. We're looking at the outlook in terms of our growth, and our strategy. It's a great place to be right now. Sales, it always helps when you get good sales and everything. I'm sure you've seen the figures et cetera that we've been doing. But I can't see that changing. (fast crosstalk) >> Amazon's stock price and sales, and net income over the past year. Really the inflection point was right at '08, end of '08, beginning of '09, but really the real kick up on the hockey stick, which they have, has been around 2010, halfway through 2010, and then just pretty much straight up, massive shift. This is a wave, cloud is here. >> Yeah, I think Sally Jenkins, our CMO, earlier on this morning. I think she put it exactly right. In Informatica, in my view, we've been a little bit too conservative in terms of shouting about how good we are. I think we're pretty much one of the hottest pre-IPO companies that are out there right now. So if you look at our product set, the leader in six market segments. That's a great place to be. So I'm excited about the future-- >> Going private, we've talked to Anil, and talked to all the top executives. It's just a great close the curtain, open the doors back up again when you're ready. Easier to retool. Certainly as a private company, no pressure on the 90-day shock Clark Cherry held, board member was talking about how that makes things go really smooth. >> That's right, yeah. I mean imagine trying to make that journey towards subscription when you're a quarterly based organization. It's helped for the product development, it's helped with the commercial modeling as well. It's an exciting place to be right now. >> So it's good for the management to be focused on not that window every 90 days. But it's really 60 days, when you got 30 days to prep for the earnings call. But focusing on real product innovation, Micheal Dell did at Dell Technologies, now EMC. Lot of great stuff. Greg, thanks for coming back on the CUBE and sharing your insights. >> Nice, great to be here. >> When we're in EMEA, we're going to come by and say hello. >> Absolutely. >> Certainly, we'll keep in touch as we expand the CUBE out to in Europe. >> Look forward to it. >> Thanks so much. It's the CUBE, live coverage. I'm John Furrier with the CUBE with Peter Burris, Wikibon. We have got more live coverage here in San Francisco at Informatica 2017, after this short break. Stay with us. (enlightening tune)

(techno music) >> Narrator: From Austin, Texas It's theCUBE, covering DockerCon 2017. Brought to you by Docker, and support from EnSync System Partners. >> Welcome back to theCUBE, I'm Stu Miniman, here with Jim Kobielus. Happy to welcome back to the program. Someone we've had on theCUBE many times, Ben Golub, who is the CEO of Docker. Welcome Back. Hey, congratulations to you and the team. >> Oh hey, thank you, and I'd like to say, this is our favorite time of year. Followed very closely by the week after DockerCon and we no longer have to do it. >> Absolutely, I mean, look, I'd say the word that stuck out for me the most this morning is, 'scaleability'. So, we talk about how customers are thinking about scaleability, how you scale the different solutions you have. And, look at the scale of an event like this. So, you know, we've got, you know, this big event here, 5,500 people ... Which we were reminiscing back to like the first DockerCon and the growth of this. It's impressive and it's done really well. I haven't seen people griping about taking an hour to check in, the food's been good ... You know, the lines haven't been. >> Ben: Yeah, good. >> And, Austin always a fun place to come, >> Absolutely. >> Apropos for all the open source stuff that's going on. >> Yeah, the only problem is, this is the first place where we've had a Docker conference, where we haven't been at a port. So, like all of these great, look at the containers ships outside, you know, we can no longer do that. But, that's okay. >> Uh, Vancouver would maybe be good. I remember actually, I did puns for an entire week when we were at Open Stack Summit in Vancouver. Overlooking the bay there cause there is container ships everywhere. >> Ben: Is that right? >> So Ben, you know please just bring us up to speed ... Kind of you, the team, we've gone through a lot of the announcements but, so some of the highlights for it. >> Yeah, I mean, I mean obviously this morning we had a lot of fantastic announcements. We talked about Lenox Kit. We talked about Mobi. You saw, just huge improvements in the developer flow. Tomorrow is going to be a lot about enterprise. For me, that's really the most exciting change that we've seen over the past year. It's just an explosion of Docker and the enterprise. You know, Docker has brought on over 400 enterprise class customers. Some of the largest names uh, really in the industry right? And, some of them like, MetLife and VISA and Intuit, will be talking live tomorrow. Um, and what's been especially interesting for us is that, the use of Docker is not just for Greenfield projects. Um, Docker's being used to keep planes in the air, keep trains running on time, and it's being used in the largest, some of the largest financial transactions, handling, you know, millions and millions of transactions a day, right? And, that's really exciting for us, it's also very humbling. >> All those used cases you throw out, it's Docker cover lots of applications, from a wide variety of things. It reminds of what we've see. >> Right, right. A lot of them are, you know, they're 15 three year old applications as well as, you know, two minute old applications. >> Yeah, and it's something we've been picking at is how much is it the new stuff, and how much is it the platform, that can bring some of the older stuff in. And, then we look at how we change it over time. I think it's something we've been struggling with, kind of, whole cloud and app, you know, modernization, for years now. >> Yeah, well I think it's really good. I think, um, that there's this sort of, there's this fallacy, that sort of persisted for a while, where people thought, okay, you know if you're going to have BiModal IT, there's going to be the new cool stuff down in the containers running the cloud, and then all that old stuff is just going to wither and die in some dark data center somewhere. >> Yeah, right. >> It doesn't match what we hear. >> That's absolutely not the case actually, you know. If we look across our customer base, you know, about 50% of them are beginning their Docker journey with their traditional apps. Now that's not where it ends. But, you know, if you think about it just by taking 80% or 90% of the apps out there, our traditional applications run in, you know, traditional infrastructure. And, just by taking a traditional application, you put it inside of a Docker container, you know, automatically you're getting, without changing a single line of code, something between 75% and 5X better resource utilization. You're able to do simple things like, upgrade your data base, or move from an old machine to a new machine, or old data center to a new data center. Again, without changing a single line of code. But, then the magic starts. >> Right? Then you start taking that traditional application, and treating it in a more modern way. CICD, gradually breaking it down into smaller and smaller bits, and that's the way it goes. >> So, You know, some of has struggled. We said, remember back to virtualization. Virtualization has the easy low hanging fruit of, oh, I can consolidate. I can get great utilization. %I can save a lot of money. I think you did a good job laying out. You know, in your last statement there. But, it's not as simple, you know? When it gets bubbled up to the customers, you know, the board, the sea level, when they're doing this. What is it they're like? What's the initiative they're running? Cause, it's not ... Nobody says, oh I have a container problem. >> Ben: Uh, right, right, we fix it. >> What is that business need, you know, that you're helping to, you're helping them to itch? >> Well, it's something all they need to, they need to be more efficient. They need to be faster, right? >> And, Docker helps you do that if you're running brand spanking new applications. >> Yeah, but she loves that. We talked about that for a while. >> It's agility. But, you know, part of agility is also making sure that your existing applications don't weigh you down, right? And, and that they actually support your business gradually going forward. >> Yeah. And, I mean, one of the things, one of the things that excited me about containers in the early days, is ... I'm an infrastructure guy, and, infrastructure has always held us back. and, the atomic, you know, you know, containers bring the applications really as the atomic note. yIt's not the server or their VM. It's the app, or you know, the 12 factor, you know, app there so. So if the app's driving it, not that infrastructure matters, but, it's not the thing driving it. >> Right, well the ... by focusing on the app, we actually let people choose the infrastructure that they want, or migrate from, you know one style of infrastructure to another style, over time. Uh, what it also though means is, if you're focusing on the app, or on the container, then how do you think about security, and how do you think about networking, and how you think about compliance? Uh, all of those things need a refresh. But, the good news is &once you do that refresh, it's actually much faster, and much more efficient. >> Alright, So you know John Furrier wouldn't let this interview come without, you know popping in. So, he is just sending me a note, and he said, "What is the intersection between the cloud native, and the app developers, that you're seeing?" >> Uh, the internet intersection between the cloud native ... >> Cloud native and app developers. >> Um, you know, I think that developers want to build really cool stuff. And, if they build a cloud native, that's fantastic. Um, if they want to build it, not being cloud native, that's very cool too, right? We're seeing this whole generation of, of developers who, you know, may have been working in Java for the past 15 years, or working in, ah, dot net. Um, They're able to do really, really cool things. Um, With Docker, uh, and it actually helps bring them into the cloud native space. But, you don't have to rewrite an amazing application, just because of your architecture, your infrastructure is changing. >> Yeah, you can wrap and refactor, and migrate your existing applications at the pace that you wish. Uh, rather than being forcibly upgraded or migrated. >> That's right, that's right. You also don't need to know what cloud you're going to be running on four years from now. Or, what infrastructure you're going to be running on, or, what your apps going to be able to do, right? Um, you know, this stuff happens organically with Docker. And, that's really part of the beauty of it. >> You know you are developing for the multi-cloud. In other words, the cloud you're on today, and the clouds you might be on tomorrow, and a flexible or graceful transition. And, you know, it's really cloud churn over time you're going to be on a variety of clouds, and you just want to make sure your applications, and your data and all your assets are easily migrate-able. >> Yeah, I think you stated that really well, and I think especially as people start looking into, you know, applications where they want to burst, or applications that are sort of big data where they want to, you know, be moving the application to the data rather than the date to the applications, right? Um, it needs to be multi-cloud because actually, or multi-location, right? Um, and we're happy to help with that. >> Um, so, we've watched the maturity of the technology, and the growth of the system. I mean, I think a lot of us were really happy. Eco system, I mean, you know, Soloman did a great job of highlighting that. To be honest, some of the swarm stuff, with Docker data center last year, felt like ... >> Felt like we were fighting, yeah. >> It felt like a little bit of fighting, and it feels like we're healing, and we're coming together, and, we're growing that. So, maybe speak on that a little bit. But, the follow up question I have for you on kind of the business is, I think we're still pretty early in the modernization strategy for this. And, I think it's good for people to realize that. That, you know, all of this stuff doesn't happen over night. It's amazing to see how far it's come, you know, In just four years of the company. Um, but, you know, I'll let you riff on those two things. >> Yeah, yeah, I mean, so I'll start with the first one, which is, um, you know, fighting within the eco system. You know, there's this sort of this saying that, you know, people hate people of a slightly different sect, more than they hate pagans, right? (laughing) so I think sometimes within, within like the open source community, oh, you take a slightly different approach towards orchestration than I would of taken, therefore, we should be enemies. And, then suddenly you take a step back and say, "now wait a minute, we're all trying to do the same thing. Build great apps and make the world, uh, enable people to build great things, Right?" And, I think as Solomon laid out today, right? Orchestration, container run time, security, networking, various slavers of the security. These are all things, that actually should be really atomic, and we should be able to all collaborate on them. So, you're seeing a lot more of that. Cause also what we're seeing is in terms of modernization you know, modernization isn't a single, isn't driven by a single factor. It's not driven by orchestration, or it's not driven by networking. It's really, what we're seeing more and more is that it's being driven by the supply chain. And it's how do I as an enterprise, with lots of developers building lots of different types of apps. Some are old, some are new, some are Lenix, some are Windows, some are running on Prim, some are running in the cloud. How do I manage that supply chain, and have it be secure no matter where it's going? And, that's where we're able to add a lot of value. What we're finding as a business, to get to your point. Is that we'll meet the customer wherever they want to start. Our business model, our subscription model, we charge based off of you know, nodes per year, or nodes per minute, if you really want to go there. And, we just let them gradually start using more and more and more. So we're actually very excited. Not only do we have, you know, 400 large customers, and you know, 10,000 smaller customers. But, we're seeing every customer is expanding, is renewing, and so customers who were on 40 nodes six months ago, are now on 400, 500, a 1,000 nodes. We have on 12,000 node customer, uh, and that's really good for our business model. >> Yeah, the other question from Furrier is, you know, what KPI's are you tracking this year? Are you talking, 400 enterprise customers, you look at, you know, the size of how many employees you have, you know. What are some of the growth drivers and levers that you guys are playing with this year? >> Yeah, it's honestly for us, the most important metrics that we're looking at is, is obviously number of new users, how that translates into number of new customers. You know, within the customers, how many nodes are they deploying on, and most importantly, how many more of them? >> What about your host, is that growing too? >> That's growing too, right, right? So, designated containers for host is growing. Ah, and for us, the KPI is okay. You know, how are those customers doing? How many of them are renewing? How many of them are expanding? Um, and for us, you know, I think that sort of brings it back to the customer level. We do a good job with the customers, especially with this subscription business model. I think that sort of forces you to, if you invest in the customer, they're going to invest in you. >> Yeah, um, speaking of money, we've got Cherry Chen coming on next. And, as far as you're saying, there's a lot of top VC's here. What do you see that, what's driving investment in this area? Um, you know, where are you guys with dollars? Anything you can you say on that? Just kind of the VC investment end. >> Okay, tell Furrier if he wants to ask difficult questions, you've got to be sitting here, otherwise ... (laughing) Um, uh, no, so, so, we're seeing ... >> He's shy, he can only talk through an intermediary. >> Yeah. I understand. John is not shy. >> Talk for yourself John. >> Um, we're very happy about what's happening with our modernization. We're seeing the top line growing much, much faster than the expanse line growing. I mean, if we want them to cross right at a certain point. But, it looks like that's going to happen pretty soon here. But, I think there's so much interest in this area, because this is really is much broader than a single application, right? I mean, yeah, you can go out and you can invest in some great sales companies, or, you know, some great open source application companies. But, you know, containerization and dockerization, right? It's really a c-chain, and it's impacting infrastructure, and it's impacting apps. It's impacting networking and storage, and also the other traditional areas, but I think in a really exciting way. >> Yeah, can you speak to the culture of Docker? I remember that first show in 2014, 42 employees. And, now you've got a little over 300. What is, you know, the prototype? What do you look for in a docker, an employee there, you know, what do you see this company being when you're a 1,000 employees? >> That's a really good question? >> How do you motivate them? What is the vision that they're all ... >> Well something like this. This is incredibly motivating. And, I honestly, um, for people at Docker, we look for all different types, sort of say, hey, we kind of like people who are type A personalities, and type B bodies, you know? (laughing) We're really excited, but are able to, you know, run at sprint pace for a marathon. Um, but honestly the things that keep us really, really motivated is, I say, if you're ever feeling down at Docker, go talk to users, go talk to customers, and that will get you excited. I spoke this morning about, ah, TGN, which is this non-profit genomics company. The fact that Docker has enabled them to sequence individual pages of genomes, so much faster, and diagnose them, and cure them faster. You know, you heard the story of the young girl who spent the first 12 years of her life in a wheel chair, barely able to talk. And, now because of things that Docker helped enable, she's out, she's living life like a typical teenager. Wants to become a genomics scientist when she grows up. Going to main stream school. I mean that, that's motivating. And, that helps to deal with the normal trough of oh, okay the code didn't work, we missed the ship date, whatever the case may be. >> Yeah, yeah, you didn't help advertising clicks. You know, you're helping to improve lives. And to that, I love that the show here, you've got some charitable events, that you're contributing to. Are there activities you guys are doing at corporate to help to drive, kind of, civic engagement? >> Um, you know, we do, but what we found is the best is when it comes from, from inside our employee base. Of course, our employee base would really love nothing more than going out, and talking to users, and to some extent we do have a lot of charitable things that we do. It's really exciting to have, 14 and 13 year olds who are using your technology. I mean, who would ever thought? I spent my entire life trying to have something that my kids would think is cool, and actually now, they think Docker is. >> How does it tie in with education? Are you guys helping to, you know, the next generation of active people? >> Absolutely, Docker is actually being used very broadly in computer science courses. Just because, that's basically how teachers want students to submit their, submit their projects to them, submit within the Docker container, right? Of course, we're thrilled that they're learning how to use Docker. It also means that students, they don't need to worry about making sure the student's laptops are set up correctly. They can focus on writing great code. So, yeah, we engage in education. We're doing some educational work with people in San Francisco. Just because that's our home base. And, we're really happy to support you know, three, actually four wonderful charities that are here at DockerCon today. You know, some servicing, LGBT youth, we've got one in the genomics space. Uh, one focused on teaching coding. Uh, and that just kind of ... That really helps to stay motivated. To stay motivated. >> It's a shame that you're not having any fun. >> You know, I'm having a ton of fun. I'm exhausted. I'll probably collapse in a corner. You know, come Friday. >> And as you said, your second favorite week of the year is this week, right? >> Absolutely, absolutely. >> Alright Ben, I want to give you the final word, you know, we've got another day, I'm sure you've got a ton of stuff in the announcements tomorrow. We're going to have Solomon on right after the key note tomorrow, but when people leave Austin, what do you want them to know about, you know, the Docker community and Docker the company? >> You know, I'd say that, you know, Docker is here, Docker is now, Docker is for old and for new, for on premise, and for cloud, for Lenix and for Windows. Docker is here for you, and however you want to use us, we're going to help you do amazing things faster. >> Alright, I think that's wonderful Cube gem to end this on, Ben Golub, CEO of Docker, always a pleasure to talk with you. Congratulations on the show. We are thrilled to be able to be here to cover it. >> Okay. >> And we'll back with one more guest here, on our day one of two days of live coverage, you're watching theCUBE. (techno music)