>>The cube presents, Dell technologies world brought to you by Dell. >>Okay. Welcome back everyone. Day three of Dell tech world cubes live coverage in Las Vegas are down on the floor live event hybrid event as well online. If you're interested in seeing some of the replays, I'm John furrier with the cube with Dave LAN next guest, she cook senior vice president global channel at Dell tech know is Cub alumni. Great to see you in person. >>Thank you. Great to see you both in, in person. How >>Are you? We had a virtual virtual last year, but this year in person, a lot of action, a lot of big announcements. The big story is the snowflake deal. You're seeing the new architecture by design multi-cloud by design of variety. Everything. Cyber is huge. Now the partners are playing a huge role. So the notion channel and partner value add is really at an all time high. Could you share your, your thoughts on where you see it, where we are today and where's it going? >>Thank you. I absolutely couldn't agree more and I'm an optimist by nature, but I actually think the timing for the partner community and the partner ecosystem en large has never been brighter. So a lot of the themes we've been discussing is just the inherent complexity that our customers are trying to navigate through multi-cloud and multiple business models, consumption models that is so uniquely well positioned for what our partners do. So our partners help navigate those complexities for our customers. They bring a lot of expertise in not just infrastructure in multiple stacks and workloads, but also in verticals and industry expertise. And everything's moving use case workload industry centric. And I think our partners are incredibly well positioned. >>You know, you know, the game still remains the same, but the world changes in indirect and partner relationships. And, you know, we use words like ISV VA, a reseller at the end of the day, they're helping customers with solutions and the game has changed. Could you share your thoughts on what's different now because we're seeing a rise of more managed services plugging into your, your relationships and the value you guys bring. So it's still the same game value creation, helping customers making money. >>Absolutely. And I think, you know, the one trend that we're definitely seeing is everybody is overwhelmed with the complexity. And I think we all can acknowledge that one size doesn't fit all for every workload, whether it's a deployment model in a public cloud on premise, a private cloud, some customers wanna go asset light. How do I put, put it in a co-location facility? So customers are in charge right now. It's actually about their choice. And what we're trying to do with a lot of these partnerships and announcements is really enable and empower our partners to be able to meet their needs and offer the right solution for what they have, where they need to need to spend it. And I just think it's an incredible opportunity and the lines are blurring frankly, in the ecosystem. So many of these partners are participating in multiple business models already. So our notion of an MSP, a CSP, a reseller, it's kind of, yes, they're all doing it. <laugh> it's >>Called cloud. John John mentioned the snowflake deal. I wonder if you could talk about that a little bit in the, in the old days, it would've been Dell go into snowflake saying, Hey, your software can run really fast on our box. Yeah. You know, so we should go to market and do something together. It's a totally different dynamic. Now can, can you explain kind of how that deal came about and what the dynamic was like? Yeah. >>We're actually really excited about the snowflake partnership because I think it's a fabulous example and an expression of what the true partner ecosystem can represent. And what it really showed is we've got out a fabulous piece of technology and so innovative with snowflake in their analytics platform. And it was, cloud-based only, we have a lot of customers that for sovereignty reasons, security reasons, policies, what have you that have a lot of on-premise on Dell storage, quite frankly. So what this partnership enabled was the ability to export and take data off premise into their cloud for analytics and get it back. But as importantly for their customers, it now gives them the ability to take their IP and their snowflake analytics platform on premise to where the Dell storage is. And that's an incredibly strong example of how a, it's a really strong win-win partnership between Dell and snowflake, but it's a great win for our partners and customers to be able to leverage the best of both IP where it's appropriate. >>Oh. And by the way, to run really fast. Absolutely. But completely different discussion and dynamic in terms of going into that deal. Interesting. >>Absolutely. Absolutely. So >>That's a good example of the services that are emerging. So also highlights that that didn't exist before that, that use case. So as partners come in and want to make more money, there's tons of margin for them to build solutions and they're in multiple business models. Can you give an example of some of the hot trends? Is it as a service? Is it what models do you see kind of like evolving as kind of like the lead play for most of the, >>I, I would say, you know, the reason I think our partners are so incredibly well positioned is like some of our strongest partners. They all have relationships with the hyperscalers too. So they have practices built around AWS and as Azure and the like, and right now workloads can't live in one single place partner are so uniquely well positioned to advise and counsel their customers and do all the value added services you mentioned on where is the best fit in place for that workload. And what we're aiming to do is empower those partners and give them consistency in operating experiences, management experiences. So though that no matter where the data or the workload goes, those partners deep investments in their skills and their expertise is leveragable and extendable across wherever it lands. >>Yeah. Cheryl, we always have great conversations around the channel, the relationship and the value opportunities for them to make money and serve customers. But I wanna get your thoughts on, on what's just happened over the past three years, the pandemic has really shined the light on the value of partners, um, in, in, in a time where everyone's working at home and, and COVID has happened with the pandemic partners stepped up. Oh, and so can you share what was some of the highlights and, and, and different success trends you saw at the pandemic? Because they had to move fast with technology, people who weren't on the front end had to catch up fast, but yet were handicapped by the, by the pandemic. >>Yeah. You know, it's really revealed just so many inspirational stories actually. But I think what we learned and what we saw is PA partners are local partners are intimate with customers. They understand their business and they understand their need. And then when they leaned into a relationship with Dell, it was everybody focused on the customer. And at first it was business continuity, right? I mean, resiliency, how do we do it? How do we enable them to get their worker productive and working remote? And I think customers just needed help and they reach local, right. And the partners that are there have the expertise, as we know, it's not the first time they've done these deployments and they had the reach and scale. And I honestly think some of the joint success we enjoyed through that crazy phenomenal period <affirmative> is frankly, a Testament to let's just stay focused on the customer. I think our supply chain showed up, frankly. I think we helped navigate that and be responsive, but the opportunity was incredible. >>I heard people say the internet and partners saved, um, companies from going under with the pandemic. Can you give an example of, of what's changed for Dell because you who has had to rely on partners, what new learnings and changes came out of the pandemic because they had to solve the problems fast for customers. Did it change how you operate and how you run your business? >>So well, I'll tell you, I mean, I'll give you a real world example. What we kind of mobilized real quickly was all about digital selling and virtual selling and digital demand creation. And, you know, nobody could hold an event anymore and that's the way we all build pipeline and drive demand. And we have learned at a necessity how productive and efficient virtual opportunities can be. And we can also learn when, you know, Michael calls it zoom airlines, right. That we were on, you know, we could take our best experts and our most technical resources and engage them in five or 10 customer engagements. We opened that to our partners. We took our executive briefing center, made that virtual and all of that just unlocked the ability to one, meet the demand. And then as we've learned, we were just describing, I think it's gonna be hybrid. You know, some of those lessons learned and how fabulously efficient they were, are gonna continue. And we can't wait to get back in person too. It really makes >>The digital piece really work. We're calling it cube plus digital on our side, but we're now integrating digital. You have to have that first class citizen digital into your physical operations. >>Absolutely. We called it digital first. And I think, you know, we have so much evidence and data on buyer behavior changing. You know, the two years we all spent at home, we're all bringing, you know, our all online preferences to our B2B life and existence. And people want that simplified, elegant, responsive experience even where we are now. And we learned through the pandemic, frankly, that, you know, the MDF resources we extended to our partners, the work we did on digital activities was far more profit efficient. The returns are, I mean, the evidence speaks for itself. So it's phenomenal partner >>Partnership by definition implies a two-way relationship. And so what's your secret to scaling partnerships and making sure that you can give all your partners the attention, maybe not equally, obviously there's tier, but what's your, what's your trick there? >>Well, I think, you know, one size doesn't fit all. And I think that applies to our partner ecosystem. We've been talking about deployment models and clouds, et cetera. And we're gonna have a traditional partner program where we're gonna have coverage and resources and some of our largest partners. But then we lean into ISV relationships, distribution relationships that help extend and cascade the experience with Dell, our training and enablement the opportunity. And I think one of the trends we're also seeing is we're gonna have multiple partners engaging on single opportunities and that's where they're gonna play to their strengths. And we're gonna continue to have to enable that, you >>Know, that brings a good point. Just wanna riff on this real quick, if you don't mind, the local angle that you mentioned partners are local, um, partners are servicing. They're changing with you. Look at the edge. Jeff Clark was talking about the future, how the edge, uh, and data is so important and new personas like data engineerings, emerging data as code Caitlin was talking about you can't get more local than a 5g tower with absolutely with boxes there. And if you look at the hyperscalers trying to do these regional, uh, areas, Dell's actually positioned well with their partners to actually do what you've been doing, all your, all your, the company's history, deploying solutions, absolutely. At the edge. Absolutely. Which is essentially the customers, your reaction to that. Well, >>Like I said, I'm so bullish on the opportunity for partners going forward, but specific to edge, if you look at our OEM business, for example, there's a lot of edge solutions and deployments that have been conducted through that business. Our partners participate in our OEM capabilities and resale capabilities today that I think is only gonna continue. And if you look at almost as a 'em from all the way to custom design and embedded solutions that we can do up to, and including just working with ISVs, where we can help build purpose built technology around their software or the telcos as we've discussed, that's a great example of where we're gonna build purpose built hardware that actually has commercial applications that we've opened up more locally. So I think this edge >>And, and the deliveries there, >>Absolutely. And it's inherently use case centric. So when you start talking edge year by default, kind of into an industry, vertical conversation, and the unique opportunity for the win-win in partnership is really leveraging what we do well, which is horizontal consistency scale with their vertical industry, intimate expertise, it a nominal opportunity in a win-win. So >>You'll bring engineering resources to, for example, a retail, uh, opportunity that is a large enough Tam that you can go after and multiple partners can add value along the way. Absolutely. >>And because of our strength, our scale, our market share our presence. We're an attractive partner for a lot of ISVs to partner with. So when you think of the ecosystem partners, wanna partner with people that have strong partnerships. So when we have more snowflake like partnerships and we build out capabilities where we're putting services in AWS and the hyperscalers, and we have traditional relationships with Alliance partners and resellers it's compelling, and ultimately partners and customers are all trying to simplify the number of vendors they're working with. You can come and work with Dell across a large continuum of both portfolio and services. >>I think about three years ago, when we were in person with Dell tech world 2019, it was the same message core, um, cloud core edge. Yeah. And now with edge is everything in was part of that. So interesting. In fact, Chuck whi on his keynote said, um, multi-cloud by default multi-cloud by design. Absolutely. You might want to add in your commentary edge by default converting to edge by design >>Edge by design. I think, you know, Michael used to, to a statistic that I think it's, it's selling out of the data center. Right. You know, know we've seen this trend on having to sell to the line of business as opposed to the it department that inherently pulls you to the edge. And I think Michael said, even with the hyperscalers, there's 600 data centers in the world for all of 'em there's 6 million cell towers. And each of those are an opportunity to have these micro little mini edge deployment. >>I'm smiling because Dave and I have been saying for years, the edge data center is the edge. And now we have edges being data centers. Now you have data centers aren't going away. They're actually expanding, multiplying. Exactly, >>Exactly. <laugh> >>What is what's on your mind these days? What's what are you into, what are you watching and trends what's, uh, what's in the network that you like in terms of partners, what are some of the things you wanna share with the folks out there that you think's important to watch? >>I, I think the fascinating thing I see is this notion of multiple partners engaging and how do we get that simplified? How, you know, what's our role? How do we help enable that? How do we help orchestrate it? Because the market's moving so fast and the need, frankly, for time to revenue, time to competitive advantage, customers need us all to kind of work better together on their behalf to help solve those SIM. So I'm fascinated with this idea of what used to be a competitive or a Cooper competi is now a partner. And we're all actually kind of looking at things with a little longer term vision and should with the customer's outcome in mind. And frankly, that is just unlocking so much opportunity for multiple partners. So it's less about the traditional landscape of is it can competitive or complimentary. There's so much opportunity for everybody now. It's like, how do we just lean on each other and play to our own strengths to be able to satisfy the opportunity quickly? >>It's like a partner operating system absolutely. Coming together. Yeah. How about business performance? How's the scorecard look for you guys on the business side doing well. >>Oh, you know, we just, we couldn't be more delighted and humbled who would've the coming out of the last couple years, you know, Dell would've had record performance. So when our earnings and we closed our fiscal year, we're using adjectives like historic epic record breaking <laugh> and the partner performance inside those results is just phenomenal. It's growing faster than the overall business. And I think continue. So I see incredible consistency globally consistency across our whole partner ecosystem, whether that's traditional channel OEM alliances. And I'm frankly just see that continuing a hundred billion. I think the market's coming to them hundred >>Billion growing at 17%. You can't do that without partners in an ecosystem. Absolutely. >>And the partner of business for us right now is 59 billion. It's pushing 60% of Dell's revenue. >>It's only gonna get better, I think, faster. >>So I think that's gonna continue. >>Well, sure. Always great to chat with. You're awesome. Glad data insights. Thanks for sharing the update and the partner and more. Yeah. We'll have you on our digital program this year. We'll get you back on. Absolutely. >>Well, thanks for being here and it's fabulous to be back in person. Great >>To see you. Oh, great. To have you share cook SVP of global partnerships and channels at Dell technologies. Q we right back with more coverage after this short break.

>> Narrator: From around the globe, it's theCUBE with digital coverage of Dell Technologies World Digital Experience brought to you by Dell Technologies. >> Hello, and welcome back to theCUBE's coverage, actually, CUBE virtual coverage of Dell Technology World Digital Experience 2020. I'm your host John Furrier with theCUBE. We're not in person this year. Normally we're on the floor, we're talking to all the guests. This year, obviously, because of the pandemic we're going to be doing remote and of course, I'm proud to have a CUBE alumni back on the program. Cheryl Cook, senior vice president, global partner marketing for Dell Technologies. Cheryl, great to see you remotely, bummer we couldn't be in person, thanks for coming on. >> I know, thank you John. It's great to be with you virtually again. >> You know, I just want to just point out that obviously we're not face to face. Normally Dell Technology World is a real celebration. It's the, it's a culmination of all the announcements, all the community, all the partners, it's, it's actually a huge partner event as well as a customer event. You're running global partners. How has this pandemic changed your world? People still got to do business. More pressure for modern apps, programmable infrastructure Hybrid Cloud. The world's not stopping. What is your take on this? Because it's been a real challenge but it's an also an opportunity for the folks who can get through it. What's your take? >> Yeah, it's just been remarkable. You know, I tell people in some ways I find this the great equalizer because it has all of us around the world in the exact same place but our partners have just been remarkable. You know, we see inspirational work all over the place. They're so resilient and they have just been focused on the customer. And so together we have just been really focused on helping all of our customers as we know, in the early weeks and months of this now, you know, it was pivoting to support business continuity and enabling their employees to work remotely. And our partners just rallied to the cause. You know, they bring their expertise and their capabilities and their services. And you know, we've all been talking about digital transformation and the need to modernize all of our infrastructures. And I think we're all seeing it just accelerate. So in so many ways, it's just pushed it to the forefront and a lot of us, because we don't have an alternative, we're all engaging in modalities like this, but we're getting business done, right? We're helping our customers really respond to the needs of the business. And I think in the early stages of this, you know, we've been characterizing it as there was a lot of go fast, go light. Now we're seeing, you know, that we're all recognizing we're going to be in this circumstance for the foreseeable future, a little longer than maybe we all intended and now it's do it right. So we see a lot of just good work around hardening infrastructure, working on security vulnerabilities. How do we harden a VPN environment? So to be candid, you know, the breadth of our portfolio and a lot of the infrastructure solutions, our partnership with VMware has never been more relevant. And a lot of those capabilities our partners are leveraging to be able to support their customers needs and demands. >> Yeah, that's a great point about the VMware and I want to bring that up because I've been doing a lot of interviews and one of the themes for Dell Tech World Digital Experience this year has been the VMware integration. And what's interesting is is that that investment of being tightly coupled with VMware and your other partners is paying off now because as people need to be truly agile and flexible because of the disruption, the way the work environment, the workforce, workloads and the workplace has been changed they really need to lean on Dell. And you guys have that slogan, the power of partnering with Dell Technologies. I want to dig into what that means because the customers, your partners, end user customer there's kind of two spectrums. There's the, this is a tailwind, I have to go faster and put this modern app, I'm going to double down and solve problems. Whether it's a call center is getting stuff built quickly to solve needs. Two, well, this is a pandemic that's integral. So we're going to retool while we're kind of downtime. I won't say downtime, but like, while they're not truly active, whether you're in airlines or whatever, there's different spectrums and everything in between. You guys are bringing a lot to the table through these partnerships and the integrations. Can you talk about how that's paying off and two, how you guys are helping your partners and give some examples? >> Yeah, well, thank you John. And, you know, we have been saying for some time that we really do think the cross sell up, sell opportunity is a differentiated opportunity for our partners teaming with Dell Technologies. You know, even in the last several months while we've all been kind of working from home, our innovation engine hasn't stopped. I mean, we've launched nine new products in nine weeks all of which are just innovations that continue to represent areas where partners can team with us to bring those modernized applications to bear. And to your point, many of our partners and our customers are using this time when we're all remote and you can't go onsite, they're doubling down on their training. You know, we've seen an unbelievable demand in our competency training and our certification capabilities, clearly with the product launches. I just mentioned, there's new training to enable them around the new offerings. Our PowerStore product was just launched. So unbelievable opportunities. And as you said with VMware, you know, we have been for some time, when we talk about cross sell our partners that sell two and three lines of business, their revenues are multiples higher than partners that don't and candidly partners that sell three lines of business and sell VMware are selling like 148 times the revenue and I think it's a reflection of their engaging in strategic sticky services, rich deployments of hybrid cloud implementations with their customers, and the customers need their help and expertise like never before. So I think the results are showing true. And I also think in this dynamic of everything's gone digital, everything's pivoted to digital, you know, our partners have been asking how can we help them be more effective and successful in their digital marketing efforts and activities? How can we assist them in virtual selling? You know, everybody's accustomed to face to face sales contacts and we've all learned how to use your platform and Zoom and teams and all these other modalities that allow us to frankly be highly effective and efficient. And our partners candidly are leaning into some of our services and tools and capabilities that honestly have been there for some time, but like remote diagnostics, for example, remote capabilities so that you don't have to go on the data center floor and you can still be doing assessments and provisioning and orchestration and deployment for your customers in this time. And you're right, some customers and partners are using this as an opportunity to invest so that, you know, when the world opens up, this will end at some point, they are incredibly well positioned to move forward and take advantage of what's already been a fast moving market. And I just think this environment it's accelerated, the move and adoption, like never before. >> Yeah, and to your point, I think the thing we're seeing is that the vendors and the customers that have been prepared, suppliers and customers that have been thinking about it, you can see them having performance. Even in the challenging handcuffed environment that they're in with the whole, you know, disruption working at home to the data center because the edge and the data center are now connecting and you've got hybrid public, multi-cloud developing and everyone's got to learn and build out at the same time. So it's interesting, I want to get your thoughts on this because you know, the word virtual event has been kicked around. We have our own virtual event thing and everyone's doing it. This is theCUBE virtual but they don't use the word digital, but we say digital transformation. Is it digital, virtual transformation? So you've got virtual, I guess, reality virtual spaces, digital as digital, explain this from your perspective, how you see digital and virtual marketing and, or learning as a critical part of your program offerings because people still got to get the new things, they got to learn. >> I honestly, I think it's gone from a nice to have, and we all acknowledge that it's a transformation in the world of marketing to a, now it's a must have, right? I mean, when you no longer can do in person events, and many of our partners would have looked at that as a demand generation activity, they'd be capturing the leads from all the conversations we'd be having on a solution expo floor. We'd be having our in person events to now, we're going to convey our information and knowledge and maybe a virtual setting but that pivot to digital marketing, your online presence, the personalization at scale, making sure we acknowledged and understand that we have to meet our buyers and acknowledge the buyer journey has changed. And I think it's a must have now. So it's no longer a nice to have and we've all been describing the pace of change. But I think when you couple some of the trends in the industry with just the reality of this pandemic, that's making each of us be more resourceful than ever. You know, we, for example, I've seen our partners pivot the utilization of their MDF dollars into digital alternatives. They are certainly doing these Zoom experiences but they're also investing in their web properties and their search and making sure that as we pivot to digital we, for example, on the marketing side, we pivoted quickly to kind of stand up what we're calling an agile pod and it was a digital first agile pod that was frankly all aimed at training, enablement, social media guides, webinars on expertise on how we as a company were responding. What was our internal communication strategy, our external communication strategy. And I just think this appetite for training, knowledge. Some of it was necessity and some of it is we're all home and we have time and we want to hone our skills to ensure that we're ready. So I've never been busier as much as we're all working from home. We have never been busier on supporting the great and innovative work that our partners are doing but also really focused on the training, best practice sharing, enablement and webinars on how we're in it together, right? How can we help each other really respond in a sustaining way? Honestly, not just an interim way of our new digital capabilities, marketing capabilities. And I think we're experiencing, you know, what I think the opportunity of this digital trend in marketing is the handshake between marketing and sales has never been tighter. And I think really done well, we are going to provide a more personalized experience for our prospects and our customers. We're going to make our sellers more productive. We're going to be engaging along that continuum. We kind of it a digital heartbeat. We're going to be responding to where they are online and then we're also going to be meeting in person or over a virtual Zoom. And you're going to be accelerating in a highly relevant, much more personalized way to drive to the outcome of these solutions. It's a richer experience. So it's less about is marketing creating a bunch of leads that I can hand over to my sellers as much as what's the overall customer experience? And that experience needs to be a rich, personalized one that kind of transcends over marketing and sales. >> Yeah, Cheryl, you have an amazing vision, I think that is so spot on, you're on point. And I think you bring up a whole kind of sea change. It's really transformational just in the thinking, you mentioned, oh, just put out leads, also just, it's not about just standing up events either. You mentioned sustainability, how to have that heartbeat. This is a whole new level of thinking. I mean, every company the adage used to be, every company used to be a data company, every company will be a data company, true. Now you're seeing every company becoming a media company. Where you are probably doing more hosting of things. You're on camera more. So this new media API is developing where you want the command control, you want the truth, you want the community, you want the authenticity. This is the new, this is the new digital marketing, real time, agile and fast and relevant and cool too. What's your, expand more on your vision? >> And test and learn, you know, is a word we use a lot because instead of, you know, having to build something, go put it out, let's have some metrics and measures on how effective it was. The speed with which you can garner real time feedback. You know, everything needs to be more modular in natures, you know, snackable, if you will in nature, so that you can adapt and respond to what your customers are telling you, right? And I mean, I think we've been talking about consumerization of IT for some time. And I think this digital marketing is just the expression within marketing of how each of us come to work. And we're all at home as consumers engaging in this digital way as a consumer every day. So now when we bring it to work we bring our own preferences and in a B2B setting and a B2B context, we want to engage and it accelerates just the learning cycle. So I think it's a combination of the tools, the automation that exists now. So when you talk about leveraging AI and machine learning in the context of marketing automation, it's just putting to use all these technical trends that we've been discussing for some time in the context of customer experience. So I think this, like I said, the handshake between marketing and sales it's all about staying customer centric, listening to what the customers are telling you, their interests and preferences are. How do we respond in the most, highly relevant way around how we can help them, and done well, it's a positive experience but it's also an accelerated experience. You can get to the answer faster. And as long as we get to the answer faster, that's what the customer is looking for. Then it's a win, win for everybody. >> That's awesome, I love, I love that conversation because this brings up kind of the future for that, for your organization and your customers as you guys have this global partner network. Okay, and one of the things that the pandemic has shown is that with these digital technologies and virtual technologies, it's not a physical event, it's global. I mean, instantly Dell Technologies World you'd have to fly there, certainly from overseas, you could certainly do that. But now with one click of a button, you're in The programs that you have are global in nature. I'm sure there's some regional segmentation that's done with cloud and all that good stuff but you aren't going to have to recast your partner programs. Can you share how you're helping partners with their digital transformation? Didn't just give a couple examples of specifics of if I'm a partner what's in for me, Cheryl, what's going on? How is Dell helping me today? >> Yeah, well, I commented a little bit about this digital first kind of agile pod work we did. Some of that is selling guides, social media guides, how to actually do social selling, how to pivot some best practices around, you know, what activities can you put your MDF to good use that is showing really positive returns in the short term. So it's a lot of best practice sharing. And then candidly, we as a company, as we put campaigns in market, or we're giving marketing assets, collateral, social opportunities to our partners, it's all about how to help them get educated and use what we're already providing for them. So we recognize that, you know, partner's capabilities will vary across the board and certainly regionally, as you said but we definitely are helping them with, you know, here's what we're seeing around industry solutions. Here are certain industry verticals we know are responding or, you know, coming out of this environment faster than others. Here's campaigns that you can leverage both modularly or full-term key to be able to drive that. So to your point, the handshake, the support, the overall engagement of our partner community has never been higher. I mean, I'll give you a good example. You know, we talked about training and this opportunity to reach more people through these forums than in person. You know, we conduct trainings of presale technical teams around the world. We call it our heroes events, and these are in, you know, typically in person, but now they've gone virtual. We've trained over 18,000 presales technical engineers just in the first half alone to be able leverage our remote tools lean in and leverage the integration around VMware like we were just discussing. What are the new capabilities that have launched around, you know, VxRail with VCF Foundation and how they can go deploy. So in many ways we actually are touching and addressing the audience much wider than we might have otherwise. And I can put my subject matter experts, my best experts in the company on a Zoom forum like this. And I can have him in Sydney, Australia, Paris. I can have them in San Francisco on the same day and they never leave their home. So it's actually, we've all been very resilient, but are finding I think in the go-forward world, it'll be a hybrid model. We're going to leverage some of these best practices and tools. Even when the world reopens, we certainly will be doing in person events, again, that's going to come back but I do think it will be forever changed. And we're going to leverage this hybrid model with our partners and they're bringing their expertise to bear. And a lot of the vertical industry capabilities they bring, they're able to reach an audience broader over capabilities like this. >> You know, it's going to be a lot of fun too, all this new learning and all this headroom from asynchronous progressions that are nonlinear. As you mentioned training, people are getting trained faster to made for TV experiences. You're going to start to see, and then when hybrid events come back, they're going to be different. They may be more intimate. All new opportunities to learn and move fast and that's something that you guys have done. So congratulations, Cheryl, thanks for that great insight. My final question for you, this year for the partners watching who are there in person, 'cause we're not, we're remote. What should they take away from the Dell Technology World Digital Experience event this year? What's your, what's your, what's your summary here? >> Well, I hope they enjoy the couple of days and you certainly have heard, you know, Michael and Jeff and Pat and others talk about the innovation engine at Dell Technologies is not slowing down. You know, the tight partnership we have with VMware and the level of capabilities that we're bringing in this as a service, Hybrid Cloud, 5G, world of Hybrid Cloud deployments. We absolutely have our foot on the gas and are going to continue to be that partner to provide the world's best infrastructure and capabilities. And when you look at the power of partnership and to your point on what we're describing with our global alliance partners, the innovative and inspirational work, some of our OEM customers and partners have done is just remarkable. And like I said, we are growing faster than the competition, even in this environment. So we just really appreciate the partnership very much. And I want them to lean in with Dell Technologies because it's not going to slow down as we've just been discussing. I think it's going to continue to move fast and we absolutely are committed for the longterm to continue to innovate and bring new capabilities to market. >> Well, certainly people who have good business performance in this environment certainly are relevant and have the right product mix, made the right moves and it's paying off, a lot more to do. Cheryl, congratulations for all the success and the you're a great leader heading up the global partner marketing group over there. Congratulations, you've got a great vision, we totally agree. Thanks for coming, I appreciate it. >> Thank you, John, it's been a pleasure. >> I'm John Furrier here with Cheryl Cook, senior vice president, global partner marketing at Dell Technologies, theCUBE virtual covering Dell Technology World Digital Experience 2020. Thanks for watching. (gentle music)

(digital music) >> Live from Las Vegas, it's The Cube. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Kay, welcome back everyone. Live Cube coverage here in Las Vegas for Dell Technology World 2019. I'm John Furrier with my co-host, Dave Vellante. Three days of wall-to-wall coverage. Cheryl Cook, senior vice president of Global Partner Marketing in Dell Technologies joining us. We just reminiscing about the old days of how computing was going on, cloud computing, Sun Microsystems to now, Dell Technologies is doing extremely well. Congratulations. Welcome to The Cube. >> Thank you. It's a fantastic time. Thanks for being here and having me. >> And what a time to be in tech. Michael is on stage. This is just a pre-game show of what's coming. Kind of teasing out like best is yet to come. A lot of things are going on in tech. Certainly the business performance for Dell is strong but you guys have a huge partner ecosystem, huge global channel. That's changing and transforming. That's your wheelhouse. Tell us what's going on in the channel because you have partners that are making money with you. How's that going? What's happening? >> Thank you. Actually, we are thrilled with the momentum we've seen in the partner community and thanks to a lot of their engagement and support and solutions that they're developing around Dell Technologies. I mean our channel business has just hit fifty billion dollars in orders this year, growing faster than the market, growing faster than our competition and I honestly think it's an expression and a reflection of just the opportunity they see in the family of companies and just the assets of the technology that we have. >> One of the things that's happening with cloud and data is that these trends are kind of rising tides. There's no zero sum game anymore, this verses that, it's like a whole new shift. What are some of the trends going on that's impacting the channel specifically, that allows the partners to take advantage of the trends and either serve customers, have happy customers, and ultimately make more profit. Cash. >> Absolutely. You know, I kind of call it the art of the and. I think there Is a lot of traditional consumption that's still happening right now, while at the same time they're increasingly being asked by customers for as a service business model. So I think our partners are realizing that opportunity and meeting that demand right now. That's why you see the growth figures we have, frankly, in the channel in our traditional server and storage business, but also in our Dell Financial Services and really meeting these dynamic consumption model request as a cloud, as a service, manage services opportunities. We actually think some of the announcements we've made here this week, it's going to allow our partners to really enable and build services capabilities for their businesses that are highly lucrative, high margin service capabilities around these cloud offerings, these integrated solutions, really leaning in and leveraging their expertise across Dell, EMC, VMware and the rest of the family of businesses. >> Take a minute to explain some of the notable announcements here at Dell Technology World and what'll be the impact to the partners? >> Well, I think one of the most exciting things is we've been on an evolution as a company and we unveiled the new name of our partner program. We're now the Dell Technologies Partner Program. In many ways just simplifying the ability for the partners to lean in and realize the advantage of the offers, solutions, and capabilities of the family of companies. So all of the requirements for their tier attainment and tier status go unchanged. The strategically aligned businesses, such as VMware, will continue to have their own independent programs but the opportunity for the partners is it really empowers them to now be able to get access to these integrated offers, more access to the strategically aligned businesses, and go build out services that, as I said, that allow them to really bring those customer solutions at the level of expertise, either in a verticle or an industry, that their customers are struggling with their own transformations. >> How are they transforming, specifically? What are partners doing? I mean I always, you know we love selling boxes but if you're a box seller you just can't keep doing that. So you've got to change your business model. What are some of the things that they're doing? >> What I've seen, actually in the community, is I've seen certainly M & A. There's been some mergers and acquisitions where you'll see traditional integrators or solution providers investing and augmenting their capabilities with application development expertise. So they understand that not only do we have to modernize infrastructure, but it's about the work load. And we have to modernize the application. So, we've seen those kind of mergers happen. We've seen alliances form, where you have different partners that may not possess security capabilities, for example, they team and they partner. So I think the community in the ecosystem is evolving and they're leaning on their strengths and really trying to best position themselves to realize the opportunity. >> So you think about trends like converged infrastructure, hyperconverged, some of the stuff you guys announced. Ten years ago I remember when the modern CI first came on the scene. A lot of the channel partners didn't like that. They were like, no we want to screw the bolts in, we make money doing that. That has completely changed, hasn't it? >> Yeah, absolutely. I think it's less about, how do I integrate the bag of parts and the piece parts of the infrastructure, and it's much more about the work load and the outcome. So, I think where partners are really savvy and where they're uniquely advantaged and positioned well to help customers is in those complex work loads, in those inventory and assessment services of which work load is best served in a public cloud, which is best served in a private cloud, and helping their customers navigate that journey. It's richer services but they have to monetize their Value-Ad in those type services than traditional system integration-type services. >> How to secure it, how to manage it... >> Absolutely. How to migrate it, how to modernize it. Absolutely. >> So those services used to be reserved for a unique qualification of partner. Highly technical solution architect. Now someone says, I need to multicloud architecture, if you go back a couple years in DevOps you'd be like, okay got to get a alpha geek and we got to lay out architecture, you know, usually a higher priced person, but kind of what we're seeing now is almost a democratization or an increase aperture of opportunity capture for partners because the tools and technologies are, I won't say totally turn-key, but they're composable so as you don't need to have an advanced computer scientist degree to be a solution architect. You can be more of a composer of solutions, not the tech lead. So this is a trend we're seeing. Do you agree with that and if so how's that increasing your capabilities? >> Well I do and I think, frankly, we at Dell Technologies are uniquely positioned and one of our aims is to simplify the access to that type technology. So when you look at the announcements around our Dell Technologies cloud platform and the integration with VMware, it really is to provide that seamless, simple, common management layer, operational and orchestration layer, to be able to migrate and move your work loads to public, on-premise so the skills in our partners are really leverageable, so their VMware expertise, it really is about the work load, less about the infrastructure and how to go standup a virtualized environment. >> Cheryl, talk about the impact it's had on your job because I can only imagine the complexity involved in soft dollar programs, incentive programs, compensation programs, how to get more training, skill gaps closed down, and now that's hard in and of itself so I'm sure there's a lot going on there that you're spending and working on but when you start overlaying, oh VMware's got a program, I got this program, it's like, are you wiring up a bunch of programs or is it just first... Take us through the stages of your evolution because you now have to be agile with how you market globally. >> Absolutely. And we're trying to be as thoughtful as possible with an outside in perspective to be fair. So across the family of companies we're actively engaged with my peers at VMware and Pivotal and we're really looking at, how do we take the investment that our partners are making into their capabilities and make that leverageable and protect that investment across the offers. So we, for example, are offering reciprocal recognition within the credentials, for like credentials so the VMware capabilities they earn with VMware we'll recognize in our Dell Tech cloud competency. We want to try and offer an easier path for them to engage across the companies and to be honest, incentives, capabilities, they're on their own evolution and we're trying to help just to ensure that we can externalize a lot of the training that we create internally for our people. How can we leverage the strategically aligned companies, jointly, for what we're doing in the program, so that it at least holistically can be common and make sense for the partners to engage. >> So training's important to you? >> Sure, absolutely. >> Partners now account for over half the revenue of the company. You've said that you're growing faster than the competition. That's something that we've heard a lot this week. (Cheryl laughs) A two-part question. One is, how is it that you guys, it's almost like you're being set up by a great coach to win and everybody seems to be growing faster than the competition. That's what we're hearing as a theme. So, how does that happen? Why is that? And then the second is, do you set targets for how much of your business you want to be through the channel, or is it just, let the business go as it may? >> Well, first of all, I would say we are really clear inside the company on what the strategy and vision is of the company and as we take that to market, both on the direct side and through the partner community, we try and listen to the partners and gain feedback from them on what they need to be most successful, but then again, we are really ruthless in aligning our strategies, our goals, our metrics, our measures, our rewards, to ensure that we can go deliver those results and the outcome and I think frankly, the success we've been seeing and enjoying is, I think it's resonating. Our partners are responding with the strategy and the enablement that we're bringing to market and it's combination of good strategy, good vision, relentless execution, and commitment. And we listen. Right? There's always more to do. We know we're not perfect. We have a lot of advisory capacities with our partner community, our distributors, our system integrators, for them to tell us how they can monetize and realize the maximum value out of what we're bringing to market and we adapt, we adapt, we adapt. >> Cheryl, final question for you. Over the past three years it's been an interesting journey. EMC comes in, you guys went public, got the VMware relationship clicking, you've got the things going on. So you got the end-to-end operational consistency as a big land grab. We see that as a big strategic opportunity for Dell, as well as specialism up to the top of the stack around vertical industries with data. Clean strategy, we've been saying that in The Cube for years. That's the killer form, you guys are doing it. But without learnings along the way, take us through personal observations that you've had inside Dell around just getting the ship tightened up to keep executing going. What's it been like? Share some stories. >> I'll have to say, a merger as large as we did and certainly as large as we are now, growing at the pace we are, is never easy, and I think we have an amazing culture in the company and I think it starts with Michael from the top down, and I think as we came together as teams and we started really decomposing and working on what we needed to strategize we quickly found ourselves very like-minded. Really like-minded. Very complimentary. So it allowed us to move faster. So I would say my learnings are you've got to be really authentic, you've got to have a lot of trust, you got to lean on the culture which is a bit of an intangible, and then there's all the obvious strategy and execution. But I would say one of the enjoyable learnings out of this has been, you have to just trust and we've been very like-minded. We've been very fortunate. Really good talent. Amazing talent. >> Now the plantation of brands has got some fruit coming off the tree, business performance is coming out, you're seeing some results. >> Yeah. Well, I think we're realizing the vision of the mutual R & D and I think we're so uniquely positioned for the level of R & D in innovation going forward, the expression of bringing those technologies together is now coming to market. You're really seeing the work of the joint innovation bear fruit. >> Cheryl Cook, senior vice president of the Global Partner Marketing in Dell Technologies, here in The Cube sharing her insight and observations and learnings over the past couple years and what's happening. They're doing great. This is The Cube bringing you all the content from Dell Technology World, three days of coverage, day two. We'll be right back with more after this short break. Stay with us. (digital music)

>> Narrator: Live from Los Vegas it's theCUBE covering Dell Technologies World 2018 (relaxed music) brought to you by Dell EMC and its ecosystem partners. (relaxed music) >> Welcome to theCUBE. We are live on day two at Dell Technologies World. I'm Lisa Martin with my cohost the one and only @Stu, Stu Miniman. We are here in Vegas with about 14,000 attendees, the biggest event ever. Not just 14,000 people here but about 35,000 also engaging with the video experiences, live streaming, and the on-demand. Also going on here is a big event with partners. We're excited to welcome back to theCUBE Cheryl Cook, Senior Vice President of Global Channel Marketing from Dell EMC. Hi, Cheryl! >> Hi, thanks for havin' me! Welcome back! >> Yeah. So 6,500 partners. >> Absolutely. >> Wow, that's up from last year! >> We have record attendants. We just are really, really excited about the engagement and how we're resonating with our partners, so we just had a fantastic kick-off to our Global Partner Summit yesterday. >> So some big news regarding the Channel. One of the things I'd like to start with is the name of the event this year. The first time it's Dell Technologies World. Last year was Dell EMC World. >> Absolutely. Kind of indicative of the EMC Federation companies being absorbed into Dell, companies with their own channel programs. Talk to us about what you announce regarding the Dell Technologies Advantage framework. What is the framework, and how does it make it easier for channel partners to sell Dell products of- >> Well, thank you. You know, as you said, we've really elevated this event to the Dell Technologies World, and many of our partners today already participate in VMware's program or in Dell EMC's program, and really what we're doing with the Advantage is we're taking a lot of the messaging, the story, a lot of the marketing collateral that we candidly educated our internal employees on so that we can best differentiate and articulate to our customers the value and the power of all these strategically aligned businesses. So for the Partner community, we're bringing IT transformational campaigns to them, we're bringing a lot of the messaging and the story on how to enable and share with their team members and their customers, and we're also working on enablement and really driving more cross-functional, inclusive competencies and trainings to really enable them and their team members to be more effective. >> Yeah. >> Yeah. >> Cheryl, maybe you could explain to us some of those, the training and the cross-competencies and things like that. You know, I'm sure there's people on the Dell Channel side that need to be educated on other products and vice versa, and there's new products all the time, new changing. You know, Jeff Clark walk-through, you know interesting things with like AI and IoT that are coming in the future. So maybe bring us inside some of that training. >> Yeah, absolutely. So we're very mindful of trying to develop either reference architectures or some of our curriculum around training that would include, you know, vSphere from VMware for example along with the Dell EMC infrastructure or even on our client initiatives a Windows 10 refresh effort that includes AirWatch from VMware. So really looking at the outcome-based opportunity that we know we have to engage in those conversations with our customers so that we can stitch together the training and the availability, and we want to on a future state develop these training so our partners wouldn't have to take them multiple times. It would be credited and eligible in both, VMware's program as well as Dell EMC. So we're really striving to give commonality and be efficient with speed, time to market, and really leveraging all the capabilities across the strategic landline businesses. >> What about some of the feedback that you've gotten from, you know, legacy EMC partners, Dell partners, in terms of how to make this complimentary. Was that, being that the partners are on the front lines talking with customers about all their transformation needs, how have the partners really helped to create this new framework? >> Well, you know, we're always listening, and we host a number of advisory boards, and we listen to our partners, and we've heard very, very common: "We love the product marketing, "but we want you to give us solution marketing. "Can you help enable us "in the outcome-based conversation and dialogue?" One of the things we announced this week is an IT transformation marketing campaign which we're going to put in market with Dell EMC. It's available simultaneously for the partners that essentially really does map together all the technologies and componentry across the strategic landline businesses to the business outcomes that they're talkin' to their customers about. We also launched an IoT Competency for the first time this week which again is really driving at some of those emerging technologies you heard Jeff talk about like AI and getting to machine learning and analytics to really help them engage and be more competent and effective in those technologies. >> Yeah. Cheryl, how's the Channel doing? You know, there's been (Cheryl laughs) so much change going on. I remember back when, you know, converged infrastructure first launched. It was like, "Oh, we need to create data center practices "because they were server or storage people." When Cloud rolled out, it was like, "Well, we're workin' with Microsoft. "How do we figure this out?" How is the Channel transforming? How do they look at their business? How do they look at where they add value? >> Absolutely, and I'll tell ya, Stu, I've been in this business a long time, and I don't know a more exciting time when it's moving faster, and that's also true in the partner ecosystem, in the partner community. So we're still going to transact a lot of business the traditional way that we do now, but increasingly I'm hearin' from the partners they're looking at forming new alliances, they're looking at acquisitions, they're buying new skills and capabilities. We really want to help chart that map for them on kind of where the vision is heading and how we can help align with them. So if it's possible, we want to try and help align new alliances and introductions for them with other partners, or as I said continue to bring solutions, reference architectures, to market that can help them enable around it. >> Can you tell us a little bit about what was announced regarding the Dell EMC Ready Stack for Channel Partners and reference architectures? >> So that's a great example of where we're going to always continue to work to bring engineered systems together like a VxRail or a VxBlock. But the Dell EMC Ready Stack is really a certified and tested reference architecture for those partners in those instances where they want to go build it. So we'll tell them, "Here's all the buildin' materials and all the capabilities. "It'll be a completely inclusive Dell Technology stack," but it's a way to give them confidence, mitigate risk, and they can build it and integrate it rather than buying a system that's been pre engineered. >> Cheryl, how has the Dell Technologies World experience different for the Channel partners? You know, one of the feedbacks I always get is, I was like aw, well, I mean everybody from Dell is really busy, and there's certain things you can tell the customers, but the Channel people it's like, "Well, tell us more about the future. "Give us some of that NDA stuff." How do you manage that and, you know, maybe give us a little bit of flavor of what the week is like for them that are attending. >> Well, you've certainly seen the scale of this event, so we call our Global Partner Summit an event inside an event, but we have everything from technical training, where the partners are able to take their exams and certifications. We certainly have Heroes exposition and Heroes going for the Pre-Sales technical community, and we also have an Executive Briefing Center where we're hosting. Right behind me, we have our partner lounge. We're hosting over 800 one-on-one meetings in that partner lounge where the partners get to meet either with customers. They've certainly brought a lot of customers here. They get to meet with Dell EMC executives or the partner executives, and it's really around collaborating, networking. In many ways it accelerates sales opportunities here, so it's a combination of technical training, networking, executive meetings, obviously product launches and announcements that we're bringing to market, the opportunity to really cultivate and work globally in our Global Partner Summit. So it's a pretty active week, but we have everybody rather busy. >> Talk to us about some of the ways that you are incentivizing and rewarding partners for their loyalty. >> Yeah, well thanks for asking. One of the things we announced this week actually is a My Rewards program, and think of this as a way to accelerate incentives to our partners, sales reps and their Pre-Sale SE community. So it's a platform that's going to allow them to redeem points, so you earn these points. You can either get cash cards, gifts, trips, and it really does go directly to their sales reps and their SEs. So we've launched a really comprehensive loyalty program around our storage offerings. This is an excellent sales tool that our partners can leverage with their customers, but it comes with it a host of incentives and rewards for competitive take-out and displacement, growth of new business and new logos. I mean, our partner community in the last year brought 54,000 new customers to Dell EMC, many of those if they're targeting these competitive takeouts, they're eligible for those incentives, and it's a win-win. >> Cheryl, how is the competitive landscape out there? You know, it's always a balance between, "Well, I want to incent you for loyalty, "but it's a diverse market, "and there's a partner you might grow with "that might end up being more competitive "somewhere down the road." How do ya balance that? How do you work through some of those issues in the field? >> Well, you know, we're very focused on tryin' to earn their business and earn the opportunity in the marketplace. We're incredibly fortunate right now that we've been experiencing double-digit growth. Many of our partners would tell us that they're growing faster with us than others, and to be completely honest, when you look at the categories we compete in, we enjoy market leadership positions whether it's in our servers or in storage or all-flash or hyper-converged. So when you really bring that together, it's an opportunity, candidly, for our partners. We're going to have to earn it every day. We recognize and know that they're business people and they work with other companies, but we're just trying to make sure that we bring simple, predictable, and profitable opportunities in both technology and platforms but also in our program and engagement. >> So the transformation theme has been really predominately woven throughout yesterday and today as well, digital transformation, IT transformation, security and workforce transformation. And in fact, Jeff talked about that during his keynote this morning. What are some of the expectations as the partners being on the front lines with customers, and customers are now looking at leaders like Dell Technologies to say, "How do we start utilizing emerging new technologies?" You mentioned IoT, campaign. How are you, what are your expectations for the Channel to be able to help customers build infrastructures that allow them to take advantage of artificial intelligence, machine learning, IoT, to really be able to then transform their businesses to be competitive? >> You know, I am impressed every day when I meet with our partner community. In many ways they're leading the charge. So the natural engagement of some of these leading edge and emerging new technologies, our partners are doing amazingly innovative work on embedding their intellectual property around these. But for our part, what we want to do is certainly make sure that they're aware of use cases. Here's business outcomes, many of which were kind of shown in the keynote, in the big stage earlier this morning, and we'll just drive competencies, we'll give them demo gear, we'll put them in labs in our Executive Briefing Centers. We actively encourage our partners to take advantage of our Solution Centers and our Executive Briefing Centers. It's a fantastic way for them to come into a sandbox and really immerse themselves in the technology and do proof-of-concepts with their customers. So we're going to continue to be focused on doing market research for them. Must of the marketing material that we're bringing out on these transformational campaigns, the partners can benefit and leverage the research that we've done with companies like ESG and IDC and Forbes to really substantiate and build assessments and use cases for business outcomes with their customers. >> Yeah. Cheryl, we've watched since the acquisition, Dell has been very, you know, focused on, "How do we merge these companies? "How do we put this Channel program together?" Would you say are we at kind of a 1.5 version of that now? How when you would talk to the channel, how much more change did they expect kind of throughout the year? And there's always feedback and learning, of course, but (mumbles). >> Well, we're moving fast, but we're also genuinely committed to predictability and consistency with our partners. So one piece of pretty honest feedback we receive is don't change it all the time, right? Don't change it frequently. And we couldn't be more delighted with the success we've had in our inaugural year. I mean, when you just look at the fact that we unified and brought the program together, the success we're both enjoying, it's not completely broken. So we want to make sure that we can make refinements, we can adapt and be responsive to some of these new technologies and new transformations without really being disruptive and have wholesale change. So you'll see us really listen and continue to take feedback from our partners, but frankly, we feel like we're winning right now, and we want to continue to just try and earn it and keep goin' fast. >> The word that comes to mind in summary is symbiosis. >> Yes, yes. >> Thank you, Cheryl, so much for comin' by, >> Absolutely. and congratulations on growing the partner community this year and having over 800 meetings. Wow, that's a lot! >> I know. >> We're busy. Thank you! >> You are busy, thanks so much. We want to thank you for watchin' theCUBE. We are live in Los Vegas, day two of Dell Technologies World. I'm Lisa Martin with Stu Miniman! We'll be right back after a short break. (upbeat music)

>> Announcer: TheCUBE presents Dell Technologies World brought to you by Dell. >> Welcome back to theCUBE's coverage, day one, Dell Technologies World live from Las Vegas at the Venetian. Lisa Martin here with Dave Vellante and John Furrier. Guys let's talk, first of all, first time back in person since Dell Tech World 2019. Lots going on, lots of news today. I'm going to start with you, Dave, since you're closest to me. What are some of the things that have impressed you at this first in-person event in three years? >> Well, the first thing I want to say is, so John and I, we started theCUBE in 2010, John, right? In Boston, EMC World. Now of course, Dell owns EMC, so wow. It's good to be back here. Dell's built this beautiful set. I'd say the number one thing that's surprised me was how many people were here. Airport was packed, cab lines, the line at the Palazzo, the hotel, to get in was, you know, probably an hour long. And there's, I thought there'd be maybe 5,000 people here. I would say it's closer to eight. So the hall was packed today and everybody was pumped. Michael Dell was so happy to be up on stage. He talked, I dunno if you guys saw his keynote. He basically talked, obviously how great it is to be back, but he talked about their mission, building technologies that enable that better human condition. There was a big, you know, chewy words, right? And then they got into, you know, all the cool stuff they're doing so we can get into it. But they had CVS up on stage, they had USAA on stage. A big theme was trust. Which of course, if you're Dell, you know, you want people to trust you. I guess the other thing is this is the first live event they've had since the VMware spin. >> Right. >> So in 2019 they owned VMware. VMware's no longer a part of the income statement. Dell had a ton of debt back then. Now Dell's balance sheet looks actually better than VMware's because they restructured everything. And so it's a world without VMware where now with VMware their gross margins were in the 30-plus percent range. Now they're down to 20%. So we're now asking what's next for Dell? And they stood up on stage, we can talk about it some more, but a lot of multi-cloud, a lot of cyber resilience, obviously big themes around APEX, you know, hybrid work, John. So, well let's get into that. >> What are some of the key things that you heard today? >> Well, first of all, the customers on stage are always great. Dell's Technologies, 10 years for theCUBE and their history. I saw something back here, 25 years with celebrating precision, the history of Michael Dell's journey and the current Dell Technologies with EMC folded in and a little bit of VMware DNA still in there even though they're separated out. Just has a loyal set of customers. And you roam the hallways here, you see a lot of people know Dell, love Dell. Michael Dell himself was proud to talk before the event about he's number one, Dave, in PC market share. That's been his goal to beat HP for years. (laughing) And so he's got that done. But they're transforming their business cause they have to, the data center is now cloud. Cloud is now the distributed computing. Dell has all the piece parts today. We've covered this three years ago. Now it's turned into multi-cloud, which is multi-vendor, as a service is how the consumers consume, innovate with data, that's kind of the raw material. Future of work, and obviously the partners that they have. So I think Dell is going to continue to maintain the news of being the great in the front lines as a data-center-slash-enterprise, now cloud, Edge player. So, you know, I'm impressed with their constant reinvention of the company and the news hits all the cards: Snowflake partnership, cutting edge company in the cloud, partnership with Snowflake, APEX, their product that's innovating at the Edge, this new kind of product that's going to bring it together. Unifying, all those themes, Dave, are all hitting the marks. >> Chuck Whitten up on stage, obviously he was the multicloud, you know, conversation. And I think the vision that they they're laying out and Jeff Clarke talked about it as well, is a term that John and I coined. We can't remember who coined it, John or me, "supercloud." >> Yeah. (laughing) >> And they're talking about building an abstraction layer, building on top of the clouds, connecting on-prem to the clouds, across clouds, out to the Edge, hiding the underlying complexity, Dell managing all that. That's their vision. It's aspirational today but that really is supercloud. And it's more than multi-cloud. >> You coined the term supercloud. >> Did I? >> We riffed together. I called it sub-cloud. >> Oh, that's right. And then I said, no, it's got to float over. Super! Superman flies. (John laughs) Right, that's right. >> Sub-cloud, not really a good name. Nobody wants to be sub of anything. >> I think my kid gave it to me, John, actually. (laughing) >> Well if we do know that Michael Dell watches theCUBE, he's been on theCUBE many times. He watches theCUBE, clearly he's paying attention! >> Yeah, well I hope so. I mean, we write a lot about this and we talk to a lot of customers and talk to a lot of people. But let's talk about the announcements if we can. So... The APEX cyber recovery service, you know, ransomware recovery. They're now also running that on AWS and Azure. So that's big. We heard Presidio, they was super thrilled about that. So they're... The thing I'd say about that is, you know, Dell used to be really defensive about cloud. Now I think they're leaning in. They're saying, "Hey we're not going to spend, you know, Charles Fitzgerald, the snarky guy, does some good work on CAPEX. I mean, you look at how much the cloud guys are spending on CAPEX a year, $30, $40 billion. >> They can't compete. >> On cloud CAPEX. Dell doesn't want compete. >> John: You can't compete. >> Build on top of that, so that's a gift. So that's cool. You mentioned the Snowflake announcement. I thought that was big. What that is... It's very interesting, so Frank Slootman has always said, "We're not doing a half-way house, we're in the cloud." Okay, so square that circle for me. Now Snowflake's coming on-prem. Well, yeah, what they're doing is allowing customers to keep data in a Dell object store, ECS or other object stores. But use Snowflake. So non-native Snowflake data on-prem. So that expands Snowflake cloud. What it also does is give Dell a little sizzle, a little better partner and there's a path to cloud migration if that's where the customers want to go. >> Well, I mean, I would say that that's a dangerous game because we've seen that movie before, VMware and AWS. >> Yeah but that we've talked about this. Don't you think that was the right move for VMware? >> At the time, but if you don't nurture the relationship AWS will take all those customers, ultimately, from VMware. >> But that product's still doing very well. We'll see with NetApp is another one. NetApp on AWS. I forget what they call it, but yeah, file and AWS. So that was, go ahead. >> I was just going to say, what's the impact of Snowflake? Why do you think Snowflake chose Dell? >> Because Dell's a $101 billion company and they have a huge distribution channel and a lot of common customers. >> They own storage on the premise. >> Yep. And so Snowflake's looking for, you know, storage options on which they can, you know, bring data into their cloud. Snowflake wants the data to go from on-prem into the cloud. There's no question about that. >> And I would add another thing, is that Snowflake can't do what Dell Technologies does on-premises with storage and Dell can't do what Snowflake's doing. So I think it's a mutual short-term and medium-term benefit to say, "Hey you want to run on Snowflake? You need some services there? Great, but come back and use Dell." So that to me, I think that's a win-win for Snowflake. Just the dangerous game is, whoever can develop the higher-level services in the cloud will ultimately be the winner. >> But I think the thing I would say there is, as I said, Snowflake would love for the migration to occur, but they realize it's not always going to happen. And so why not partner with a company like Dell, you know, start that pipeline. And for Dell, hey, you know, why fight fashion, as Jeremy Burton would say. The other thing was Project Alpine, which is file, block and object across cloud. That's again setting up this supercloud. And then APEX. I mean, APEX is the discussion. We had a one-on-one session, a bunch of analysts with Jeff Woodrow who runs ISG. We were supposed to be talking about ISG, all we talked about is APEX. Then we had another session with APEX and all we talked about, of course, is APEX. So, they're still figuring that out, I would say, at this point. They don't quite have product market fit and I think they'd admit that, but they're working hard on scaling engineering, trying to figure out the channel model, the compensation. You know, taking their time even, but moving fast if you know what I mean. >> I mean, Dave, I think the big trend that's jumping out of me here is that, something that we've been covering, the headless cloud, meaning if you can do as a service, which is one of Dell's major points today, that to me, everyone is a PaaS layer. I think everyone that's building digital transformation apps has to be their own SaaS. So they either do that with somebody, a man in service, which fits beautifully into that trend, or do it own. Now e-commerce has this nailed down. Shopify or build your own on top of the cloud. So headless retail's a hot trend. You're going to start to see that come into the enterprise where the enterprise can have their cake and eat it too and take advantage of managed services where they don't have expertise. So those two things right there I think is going to drive a lot of growth for Dell. >> So essentially Lisa, what Dell is doing is saying, "Okay, the timing's good with the VMware spin." They say, "Now we're going to build our own cloud as a service, APEX." And they're starting with infrastructure as a service, you know, storage as a service. Obviously cyber recovery is a service. So you're going to get compute and storage and data protection. Eventually they'll move into other areas. And it's really important for them to do that to have their own cloud, but they've got to build up the ecosystem. Snowflake is a small example. My view, they need hundreds and hundreds of Snowflakes to fill the gaps, you know, move up the stack in middleware and database and DevOps. I mean, they should be partnering with HashiCorp. They should be partnering with all these companies that do DevOps stuff. They should be... I'd like to see them, frankly, partner with competitors to their data protection group. Why, you know, sounds crazy, but if you're going to build a cloud, look at AWS. They partner with everybody, right? And so that's what a true cloud experience looks like. You've got this huge menu. And so I think Dell's going to have to try to differentiate from HP. HPE was first, right, and they're all in. Dell's saying we're going to let the customers tell us where to go. And so they, I think one differentiation is their ecosystem, their ability to build that ecosystem. Yeah, but HP's got a good distribution channel too. Just not as big as Dell's. >> They all got the assets in it, but they're transforming. So I think at the end of the day, as Dell and even HPE transforms, they got to solve the customer problems and reduce the complexity. So again, the managed services piece with APEX is huge. I think having the building blocks for multi hybrid cloud at the Edge, just, you can't go wrong with that. If the customers can deploy it and consume it. >> What were some of the messages that you heard from, you mentioned CVS on stage, USAA on stage. Dell's always been very, very customer-focused. They've got some great brands. What did you hear from that customer's voice that shows you they're going in the right direction? >> Well first of all, the customers are longstanding customers of Dell Technologies, so that's one recognition of the ongoing partnerships. But they're also messaged up with Dell's messaging, right? They're telling the Dell story. And what I heard from the Dell story was moving fast and reducing complexity is their number one goal. They see the cloud option has to be there. Cloud native, Edge came up a little bit and the role of data. So I think all the new application development today that's relevant has a data as code kind of concept. Data engineering is the hottest skillset on the planet right now. And data engineering is not data science. So you start to see top-level CSOs and CIOs saying the new modern applications have to have data embedded in. It's just too hard. It's too hard to find that engineering team. So I heard the customer saying, we love the direction, we love the managed services. And by the way, we want to have that supply chain and cyber risk reduced. So yeah, big endorsement for Dell. >> You know, the biggest transformation in Dell, the two biggest transformations. One was the financials. You know, the income statement is totaled at a $101 billion company, growing at 17% a year. That's actually quite remarkable. But the flip side of that, the other big transformation was the customer. And with the acquisition of EMC but specifically VMware, it changed the whole conversation for Dell with customers. I think pre-2015, you wouldn't have had that type of narrative up on stage with customers. Cause it was, you know, compellant and it was equal logic and it was small businesses. Now you're talking about really deep strategic relationships that were enabled by that transformation. So my point is, to answer your question, it's going to be really interesting to see what happens post-VMware because when VMware came together with Dell, the industry didn't like it. The VMware ecosystem was like (growls) Dell. Okay, but customers loved it, right? And that's one of the things I heard on stage today. They didn't say, oh, well we love the VMware. But he mentioned VMware, the CTO from USAA. So Dell configured this commercial agreement with VMware, Michael Dell's the chairman of both companies. So that was part of the incentive. The other incentive is Dell is the number one distribution channel for VMware. So I think they now have that muscle memory in place where they've earned that trust. And I think that will continue on past the spin. It was actually quite brilliant the way they've orchestrated that. >> Yeah, Lisa, one more thing I want to add to that is that what I heard also was, you got the classic "here's how you be a leader in the modern era." It's a big leadership message. But then when you heard some of the notes, software-defined, multi-cloud with an emphasis on operations, Dave. So, okay, if you're a good leader, stay with Dell in operations. So you see strategy and operations kind of coming together around cloud. But big software defined multi-cloud data operational story. And I think those customers are kind of on that. You know, you got to maintain your operations. DevOps is operations, DevSecOps is operations. So big, like, don't get too greedy on the modern, shiny new toy, you know, in the cloud. >> Yeah, it's a safe bet, right? For infrastructure. I mean, HPE is a good bet too, but I mean Dell's got a way broader portfolio, bigger supply chain. It's got the end-to-end with the desktop, laptop, you know, the client side business, you know, a bigger services organization. And now the big challenge in my mind for Dell is okay, what's next? And I think they got to get into data management, obviously build up as a service, build up their cloud. They need software in their portfolio. I mean, you know, 20% gross margin company, it just, Wall Street's not as interested. You know, if they want to build more value, which they do, they've got to get more into software and I think you're going to see that. Again, I think you're going to see more M&A. I'd love to see more organic R&D instead of stock buybacks but I get why they have to do that. >> Well one of the things I'm looking at, Dave, in terms of what I think the future impact's going to be is the generational shift with the gen-Z and millennials running IT in the modern era. Not your old school rack-and-stack data center mentality. And then ultimately the scoreboard will determine, in my mind, the winner in their race is, where are the workloads running? Right? The workloads, and then also what's the application development scene look like? What do the apps look like? What are they building on? What's scaling them, what's running them? And the Edge is going to be a big part of that. So to me, operations, Edge, workloads and the development and then the workforce shift. >> And I do think Edge, I'm glad you brought up Edge. Edge is, you know, so fragmented but I think there's going to be a massive opportunity in Edge. There's going to be so much compute at the Edge. Dell talked about it, so much data. It's unclear to me right now how they go after that other than in pockets, like we heard from Gill. I believe they're going to do really well in retail. No question there. >> Yeah. >> But there's so much other industrial aisle IT- >> The telco space of towers, Edge. >> And Dell's, you know, Dell's server business, eh okay, it's got Intel and AMD inside, okay great. Their high margins come from storage, not from compute. Not the case with AWS. AWS had 35% operating margins last quarter. Oracle and Microsoft, that's the level that they're at. And I'd love to see Dell figure out a way to get paid more for their compute expertise. And that's going to take some R&D. >> John: Yeah, yeah. >> Last question guys, as we wrap up our wrap of day one. Given everything that we've all been through the last couple of years, what is your overall summary of what Dell announced today? The vibe of the show? How well have they fared the last two years? >> Well, I mean, they had a remarkable last two years. In a large part thanks to the client business. I think today you're seeing, you know, them lift the veil on what's next. And I think their story is coherent. There's, again, financially, they're a much more sound company, much better balance sheet. Not the most attractive income statement from a margin standpoint and they got work to do there. But wow, as far as driving revenue, they know how to sell. >> Yeah, I mean to me, I think looking back to before the pandemic, when we were here on the stage last, we were talking end-to-end, Dell leadership. And I say the biggest thing is Dell's catching up fast, faster than I thought. And I think they got, they're skating to where the puck is going, Dave, and I'll tell you why. The end-to-end I thought wouldn't be a total flyer if the Edge got too dynamic, but the fact that the Edge is growing so fast, it's more complex, that's actually given Dell more time. So to me, what I see happening is Dell having that extra time to nail the Edge piece, cause if they get there, if they get there, then they'll have their core competency. And why do I say that? Cause hardware is back. Server god boxes are going to be back. You're going to see servers at the Edge. And look at the failure of Amazon's Outpost, okay? Amazon's Outpost was essentially hardware. That's Dell's business. So you talk about like compute as a cloud but they really didn't do well with deploying compute like Dell does with servers. EKS is kicking ass at the Edge. So serverless with hardware, I think, is going to be the killer solution at the Edge. A combination of cloud and Edge hardware. And the Edge looks more like a data center than the cloud looks like the data center, so- >> So you're saying hardware matters? >> HardwareMatters.com. >> I think that's what I heard. >> HardwareMatters.com, check out that site, coming soon. (all laughing) >> I think it matters more than ever, you know- >> Blockchain, silicon advances. >> I think reason hardware matters is cause it's barbelling. It's going from the box to the silicon and it's going, you know, upstream into software defined. >> Horizontally, scalability means good silicon at the Edge, under the cover, scaling all the stuff and machine learning and AI in the application. So we've said this on theCUBE now, what, five years now? >> Dave: Yeah, yep. >> Guys, we've got an action packed night tonight. Two days tomorrow and Wednesday. Michael Dell is on tomorrow. Chuck Whitten is on, Jeff Clarke, et cetera, et cetera. Caitlin Gordon is on Wednesday. >> All the heavy hitters are coming on. >> They're coming on, they're going to be... >> Dave: Allison Dew's coming on. >> Allison Dew's coming on. >> We're going to talk about the Matthew McConaughey interview, which was, I thought, fantastic. J.J. Davis is coming on. So we're going to have a great channel discussion, as well, with Cheryl Cook. >> That's right. >> A lot of the product people are coming on. We're going to be talking APEX, it's going to be good. With cyber recovery, the Storage Alchemist is coming on, John! (all laughing) >> Boy, I can't wait to see that one. >> Well stick around guys for our coverage all day tomorrow, Tuesday and Wednesday. Lisa Martin with Dave Vellante and John Furrier coming to you live from the Venetian in Las Vegas. This is Dell Technologies World 2022. We look forward to seeing you tomorrow and the next day. (bouncy, upbeat music)

(bright music) >> Hi, this is Dave Volante, and we're getting ready to bring the Cube to Dell Tech World 2022. This is the first Dell Tech World that will be held in person since 2019. And, it's the first major Dell customer and industry gathering since Dell spun out VMware, as a completely separate company. Without Dell ownership, of course the chairman remains the same. Now, that Dell is untethered from VMware, it means its most lucrative asset is no longer going to show up on the income statement. Now, with the client business as an increasingly large share of revenue for Dell, over the past couple of years, thanks to the pandemic, Dell's gross margin line stands out more going from the low 30s to around 20%. Now, as part of the spin, Dell executed a special commercial agreement with VMware. Dell is VMware's number one distribution channel and sells tons of VMware software. So, that combined with the fact that Michael Dell is leading both companies was plenty of incentive for VMware to make disagreement. The special commercial agreement sets certain terms and conditions regarding how the two companies will work together to maximize technical integrations, co-marketing initiatives, and other go to market opportunities. This was done to ensure that the relationship between the two companies remains as strong as it was prior to the spin. It's interesting, a lot of people complained about the acquisition, that Dell and VMware shouldn't be together but customers, by all accounts, loved it. The other major change is Dell... For, with Dell post spin, is it now is a much stronger balance sheet. It has paid down a ton of debt to where it's now considered investment grade by the ratings bureaus. This means lower interest rates for Dell on its debt. And, it also means Dell has more flexibility to do dividends and stock buybacks and MNA. Dell, in our view, will begin to do some more of these tuck in acquisitions and beef up its software portfolio, As it still relies heavily on VMware software for much of its data center business, but we think it needs to diversify. It's increasingly going to look to expand into cloud offerings with its apex as a service. And, apex really is this as of surface offer, which is essentially Dell's version of their cloud and it spans on premises, the public cloud, and ultimately out to the edge. So, at Dell Tech World, expect the following areas to be emphasized client solutions. It's around half of the company's revenue. So, laptops and desktops and client side solutions have to be part of the discussion. It's a lower margin business than enterprise, but with COVID been growing quite rapidly as remote work has become the thing. The other thing we expect to hear, the other theme, is around ransomware, cyber resiliency, cyber threats are top of mind. Expect Dell to stress the importance of having sound security and data protection strategies in the post COVID era. You may see some specific offerings from Dell or perhaps even further emphasizing security in many of its products or both. Okay, we would also expect more storage innovation. Dell's legacy EMC storage business has been under pressure from the cloud and other competitors like Pure and some new entrants, nipping at Dell's heels. We would expect Dell to beef up its as a service offering both on prem within systems, AKA boxes, and as part of apex. Now, apex is going to be a big theme at the show. The as a service is going to absolutely be a big focus in our view. Dell has entered the market after HPE came in with GreenLake and Dell doesn't want to be overshadowed by HPE's all in as a service strategy. So, expect Dell to provide updates on its progress with apex, identify differentiation from some of the other players, AKA HP, and announce new services across its portfolio. You'll likely also hear some discussion about the ecosystem and partnerships with some global system integrators and also of some announcements about how they plan to appeal to the developer community. I think multi cloud is another theme that you're going to hear. Sometimes we call it super cloud. We would expect Dell to emphasize the importance of its ability to serve customers irrespective of physical location, right? Cloud is not a destination. It's an operating model kind of thing. On-prem, public cloud, across clouds, at the edge. Some of this is going to be vision, a lot of it of course will be vision, but some of it's going to be offerings. Might see some things in Telco and hear some 5g talk, as well as some Edge and Telco partnerships to attack that 5g opportunity and other opportunities at the edge. Dell's a large company. They, I think very conscious of responsibility. So, you're going to hear, I would say some, maybe not tons, but some fair dose of ESG, environmental, social, and governance. This will likely be a theme as companies like Dell, they got to demonstrate their commitment to diversity and inclusion, as well as the sustainability of the environment. They can move the needle. They may likely also get into privacy, things like that. Maybe tech for good, or maybe talk a little bit about AI for good, maybe even AI solutions, although let's, we'll see, we'll report if we hear that. You're going to also hear about digital transformation like any conference and how Dell is helping customers transform their businesses. What maybe what Dell's doing internally with its own technology organization and its own digital transformation. Dell's role is to provide technologies and services that can accelerate those digital transformations. So, you'll hear Dell position itself there we think. And, finally channel partnerships and ecosystems as Dell transforms to a cloud company, that's going to redefine cloud. It has to, in our view, increasingly emphasize its ecosystem partnerships which are a critical component of cloud companies. Now, I hope as a company building out its own cloud vision, and trying to reset the cloud narrative, that we hear some focused discussion around developers. I mentioned that before, and how infrastructure's code is a key aspect of Dell's vision and offerings. Now, the Cube will be there. We start Monday evening. It'll be late east coast time, but it'll be 6, 6:30 west coast time. We're going to feature myself, John Farrier, Lisa Martin, and David Nicholson as host. Monday is largely focused on partners. And, then we go all day, wall to wall, on Tuesday and Wednesday with our typical Cube coverage. Several key execs are going to be joining us including, of course, Michael Dell and Chuck Whitten, who's the new co-chief operating officer, along with Jeff Clark, who is also vice chairman. He's going to be joining us and several others from Dell's ELT, including Cheryl Cook, JD Davis, Alison Dew, and a number of Dell customers, partners, and several members from the product teams coming on to talk about the new announcements that they're making at the show. And, of course, you'll get the Cube's take on all the keynotes, the product announcements, and the vibe at the show and what's happening in the hallways and in the evening events. So, tune into the cube.net, check out siliconangle.com for all the news and coverage. And, we'll see you there. (bright music)

>> Narrator: Live from Las Vegas, it's theCUBE covering Dell Technologies World 2018, brought to you by Dell EMC and its ecosystem partners. >> Hey, welcome back to theCUBE, Lisa Martin with Stu Miniman. Day two of Dell Technologies World. Loads of people here, 14,000 in attendance. 65 hundred partners, analysts, press, you name it. It's here talking about all things transformation. We're very excited to welcome back to theCUBE, Sam Grocott, senior vice president of Infrastructure Solutions Group Marketing. Welcome back! >> I'm psyched to be here, thanks for having me again. >> Lots of news, lots of buzz. >> Mhm. >> Break it down. >> We're powering up the modern data center. I think that was a big theme of this morning's keynote. We're very much focused on taking the, what we refer to as the pillars of the modern data center, to the next level, and being able to introduce a handful of new products this week. Very, very excited about them, and I think we're getting the feedback and response we expected. >> Stu: Yeah Sam, I heard Jeff actually said powers that brand that I want to hear. You know. >> Sam: Yeah. >> We got the PowerMax and the PowerEdge, and you know. >> Sam: You might want to get used to it a little bit. >> Yeah. >> Sam: You might be able to connect a couple trends here. We're powering up the modern data center, but we're not done yet. Obviously today and this week was a big push there, with the introduction of of PowerMax, the new PowerEdge servers. As well as the VX rail, VX rack XDC enhancements. But this is a journey we're on, as we power up the portfolio, and we're just getting started. >> Stu: Alright. Sam, give us the update on the portfolio. You basically have marketing for all the Dell EMC >> That's right. >> Which is the data centerpiece there. EMC you know, Joe Tucci always used to say, overlap's good, I never want to let a wedge in there. But the critique would always be, it was like oh my gosh, I can't figure out, you know, what that portfolio is. >> Sam: Right. >> It's kind of sprawling. So, how do you balance the breadth and meeting what the customers need. And how should we be looking at, both from a product and a market standpoint? >> Yeah, so, you're right. Our history is no creases, no gaps, choice for everyone. Options for everyone. The alternative, one product for everything. We've always chosen not to go that path. However, there is a balance here that I think we all strive for. And that's something that I'm working very closely with the rest of the ISG team and Jeff's team to really understand as we move forward and power up this portfolio. How do we walk that fine balance of choice and flexibility for customers and partners. As well as simplification and simplicity for end users that want to make sure that they're deploying the best upreach solution for their needs. And not confuse them at any time. So, it's a fine line. I think we're making good progress there, we're going to continue to do that as we move forward. >> When you're talking with customers, the users, what is it that they're looking to power up? What, how is it actually applied within an organization? >> Sam: The big shift going on is this world of traditional enterprise applications that are certainly considered mission critical, tier one. Those aren't going anywhere. Those are needed to require the highest levels of resiliency and data services, and everything you would expect from an enterprise grade ray. What is new is the next generation applications that have historically been run in a sandbox, off the beaten path, a line-up business, an architect. Built their own thing, and then guess what, it became important. In fact, now mission critical. This is where you find things like AI, ML, deep learning, IOT. When it becomes mainstream and important, guess whose problem it becomes. It moves to IT. Because that's where they run their end to end data services, their resiliency plans, their data replication plans, business contingency. The expectations of those use cases now, are at the enterprise level. So the bar is being raised there because they don't want sprawl of use cases and applications, especially for their mission critical use cases. So that's what we're focused on. As those apps become mission critical, providing them solutions that give them the enterprise-grade capability, but the performance and capabilities they expect for that other segment of the market. >> Sam, when I look at the portfolio, I wonder if you could speak to really who you're targeting with the messaging. Think back ten years ago, well, EMC was a storage company, Dell was primarily server and PCs and the like. Now we're talking digital transformation. Powering the future. Jeff and Michael and Allison went through all of these trends >> Transformations, yeah. >> How do you position where the products fit and who you're hitting, who some of the chief constituents that you will add to with. >> Yeah, it's gotten more complex. There's no doubt about it. Especially as the next generation work loads emerge in various spots of the organization. As well as some more, as you talk about digital transformation, you're really moving up the stack so to speak in terms of type of people you're selling to. So we've got the world's greatest sales force in the industry, but we've had to modernize them as well. So we've gone through this product modernization. How do we modernize a sales force that of course can have the storage admin conversation. The backup admin conversation. That's what we've been having for 20 years. But that's no longer good enough. You've got to be able to pivot, and go up into the CXO level in terms of the leadership of the IT department. The line of business leaders, which a lot of times are architects or specialists within a given field. And frankly even some cases, in my role, the CMO you're selling into because it's a business data analytics engine, or something that's providing new insights, new markets, and new businesses. So it has gotten more complex there, and the skills required to sell at the byte level all the way up to the boardroom level, is of paramount importance as we go forward. So we spend a lot of time on that now. >> We were talking with a gentleman from TGen earlier today, Stu and I were. It's such an exciting topic, biomedical research. Sequencing the human genome, and how much faster they can do it now, and how much more data they're generating. But they have such potential there, you mentioned Stavros for example, to be able to use that data, combine it, recombine it, to people always say, oh, actionable insights. It's one thing to be able to get actionable insights. It's another thing to be able to have an infrastructure and agility to be able to capitalize on them and deliver differentiated products to market. Revolutionize the customer experience. From a digital transformation perspective, are you finding any industries in particular, you mentioned biomedical research, where they're kind of really leading the charge here and helping you guys develop the product strategy? Or is it more horizontal? >> Sam: Yeah, I think genomics and medical and the health industry are great examples of traditional, large businesses that also play very aggressively in early adopters. I was kind of born and raised in a small company called Isilon, that is now part of the Dell EMC portfolio. And what we are able to do with a breakthrough, leading edge technology ten years ago was we went right after a vertical, go to market strategy, so genomics research, media and entertainment, manufacturing. These are areas that are large businesses but they make big bets on emerging technology, because it's the only place you can go to get those next generation capabilities as those applications mature over time. The great thing about within Dell EMC and the ISG portfolios, we have solutions that can now meet both of those roles needs. More so as they start to mature and become mission critical. I think we're even more well-positioned to help them lead through that transformation that we're seeing going on in all those different verticals today. >> Sam, one of the the things we heard in the keynotes, is are some of the emerging trends. Give us a little look forward, your ISG group, what kind of things are hot on your plate? Especially if you kind of look at the enterprise customers. What's kind of near term and give us a little bit of a roadmap. >> Sam: Yeah. Couple things. I would certainly say cloud, and moving to a cloud, first cloud enabled world. That is really driving a lot of our roadmap innovation as we go forward. So it includes everything from mobility of information, from an on-ram hybrid, to exclusively cloud native off-ram. We're innovating in all of those vectors. You really can't just pick one anymore. So that's a key area. As well as cloud-based analytics and telemetry information. Leveraging the cloud to understand how your infrastructure is operating over time. I would say that's definitely a major area of investment. The other major areas, we have a vision of autonomous infrastructure, within the storage world. Autonomous storage. Really eliminating the need for the day to day management of storage, because the system is so smart, it really takes care of all those typical tasks that consume a storage administrator's, system administrator's day to day. We are in the business of creating outcomes and helping our customers create outcomes. The more we can get them out of the managing and migrating and protecting data and into the application there, where they're adding a lot more value to the organization. I think that's a win-win for both organizations. So machine learning AI as the technology, that's going to allow us to enable an autonomous infrastructure, really make the infrastructure invisible so you can focus on your applications and your outcomes. >> What are some the things that you're hearing from channel partners in terms of, they're on the front lines, often dealing with customers that are at some stage, of a digital, of a transformation journey, we'll say. What's some of the feedback that you're hearing from the channel, we know that there's a number of announcements, we spoke with Cheryl Cook this morning. >> Sam: Yes, good, good. >> How are they being enabled to deliver these solutions, to help drive autonomy for example? >> We've got, in parallel to Dell Tech World, we've got the Global Partners Summit, we've got just an enormous amount of the channel community here for this event. We did make some key announcements, including the Dell MC Ready Bundle. I think it's a great, Ready Stack I should say. Its a great example, which reflects the feedback that they've given us, is give us all the pieces to be successful, to stand up a IT transformation, in their customer's environment. Train them, enable them, package it for them, to make it easy and seamless for them to go in and be that trusted partner for those organizations. So that's one example of the direct feedback from the channel partners. They asked for that offer. We responded very, very quickly. And now we've provided them that kind of end-to-end, kind of reference architecture to build your own Dell EMC end-to-end CI infrastructure. So, very excited about that, and that's direct feedback from the partner community. >> Alright, so that's partner. How about the customer feedback you've gotten so far? Went through a lot of announcements. I can't even imagine how many customer sessions are going on here. >> Sam: Oh yeah. >> What's the consensus so far? >> The excitement is around MVME, and look, we're not first to market. I'm totally okay with that. I'm fine admitting it here in theCUBE. But we are the first to get to market the right way. And that's really what I measure ourselves on. We didn't just build our own custom MVME modules. We didn't build something that would be difficult to add on to, in terms of MVME over-fabrics, or storage class media. We built something architected via software defined architecture, with an end-to-end MVME implementation. Our customers love that because it gives you the right away benefits of performance, but it also in the future, in that they'll be able to easily add in storage class memory, MVME over-fabrics when it becomes available into that system. So its not a forklift upgrade. It's built for today as well as tomorrow. They love that aspect. >> So if customers, their pent-up demand for the MVME solution, can you give us any guidance as to is this going to be 10%, what kind of, how fast will adoption be of something like this? >> Sam: Yeah, so, the reality is, its still fairly early days there as well. We expect this to be an offering that's going to start small and grow over time. That's why, in the high end space where PowerMax is complementing our BMax line, the Bmax 950 and 250 are not going anywhere any time soon. For our organizations that need to bring those next generation applications together, and need that real-time response, PowerMax is the way to go. We expect 60 to 70% of all organizations by 2020 to have at least one real time application running in a mission critical environment. That's one. 60 to 70%. So I would say its still early days. You're going to have a specific need for that level of performance to go to MVME. But it's going to start accelerating here over this year. Particularly with MVME over-fabrics coming to market later. As well as storage class memory. That's going to accelerate it even more. >> Stu: Alright Sam, just want to give you the final word. >> Yep. >> Take aways you want people to have understanding Dell and the Dell EMC portfolio when they leave DELL EMC Dell Technologies World 2018 this year. >> Yeah, certainly I hope they see the investments we're making to power up the portfolio. I think the announcements we made this week have been fantastic in terms of responding to market needs, customer needs. And frankly, I want them to learn more. I want them to watch more and more of theCUBE, to learn deeply how things are rolling out. What was the mind behind the madness of building these products. I know we've got a large amount of the team speaking in theCUBE, but whether its in theCUBE, or through the sessions, learn, adjust. Because everybody's modernizing, everybody needs to transform, this is a great opportunity for them to do that with their skill set and their knowledge in the industry. >> Lisa: Everybody does need to transform. Sam, thank you so much for stopping by theCUBE again. >> Thanks for having me. >> Lisa: For sharing what's new, and what you're doing, leading marketing for all of Dell EMC. >> Sam: Thank you, thank you. >> Lisa: You've been watching theCUBE, we want to thank you for watching. I'm Lisa Martin, for Stu Miniman, we are live day two of Dell Technologies World in Vegas. Stick around, we'll be right back after a short break. (pop music)