>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back. The Cuba's Live at Cisco Live, San Diego, California That's your sunny San Diego. I'm Lisa Martin and my co hostess day Volante. Dave and I are gonna be talking about Baraki with Tony Carmichael, product manager A P I and developer platforms from San Francisco Muraki Tony, welcome. >> Yeah, Thank you. I'm super happy to be here. >> So you were in this really cool Muraki T shirt. I got that work and get one of those. >> We can get one >> for you for sure. Right. This is Muraki. Take over. Our here in the definite zone. This definite zone has been jam packed yesterday. All day Today, people are excited talking a little bit about what Muraki is. And let's talk about what the takeover isn't. What people are having the chance to learn right now. >> Sure. Yes. Oma Rocky, founded in two thousand six. I can't believe it's been over 10 years now. Way really started with the mission of simplifying technology, simplifying it, making it easy to manage and doing so through a cloud managed network. So that's really what Muraki was founded. And then, in 2012 Iraqi was acquired by Cisco. So we continue to grow, you know, triple digit, double digit growth every single year on, we've expanded the portfolio. Now we've got wireless way. Actually, just announced WiFi six capabilities. We got switching. We've got security appliances, we've got video cameras and then on top of all of that, we've got a platform to manage it so you can go in. And if you're in it, it's all about. Is it connected? Is it online? And if there's a problem solving it quickly, right And so that's why we're really here, a deb net and doing the take over because we're seeing this transition in the industry where you know, really is more about being able to just get the job done and work smart, not hard on. And a lot of times AP eyes and having a really simple a platform to do that is paramount, right? So that's what we're talking about here and the takeover. Just answer. The other question is on our here, where we just basically everything is Muraki, right? So we're doing training sessions were doing labs reading education and some fun, too. So reading social media and we've got beers. If you want to come up and have a beer with us as well, >> all right, hit the definite is on for that. >> So how does how does WiFi six effect, for example, what you guys are doing it. Muraki. >> Yeah, so that's a That's a really great question. So WiFi six means, you know, faster and more reliable, right? That is fundamentally what it's all about now. WiFi over the years has very quickly transitioned from, like, nice tohave. Teo, You know, you and I check into our hotel, and within seconds we want to be online talking to our family, right? So it's no longer best efforts must have, whether it's in a hospital, hotel or in office environment. WiFi six ads. You know a lot of new features and functionality, and this is true from Rocky for Cisco at large, and it's all about speed and reliability right now on the developer side. And this is a lot of what we're talking about here. A definite it also opens up completely new potential opportunities for developers. So if you think about, You know, when you go to a concert, for example, and you see a crowd of 30,000 people and they're doing things like lighting up lanyards the plumbing, right? The stuff making that tic is you know, it has to work at scale with 30,000 people or more, and that's all being delivered through WiFi technology. So it opens up not just the potential for us, maybe as as concertgoers, but for the developer being able to do really, really cool things for tech in real time. >> So you talked about a simplification, was kind of a mission of the company when it started, and it had some serious chops behind it. I think Sequoia Google was involved as well, right? So, anyway, were you able to our how have you affected complexity of security ableto Dr Simplification into that part of the stack? >> So that's a fantastic question. If you think about you know, this shift towards a cloud connected world not just for Muraki, but for for all devices, right, consumer ipads, iPhones and writhe thing that opens up from a security standpoint is that you have the ability from a zero day right, so you had a zero day vulnerability. You know, it gets reported to the vendor within seconds or minutes. You could roll out, uh, patch to that. Right, That is that is a very new kind of thing, right? And with Muraki, we've had a variety of vulnerabilities. We also work with the Talis T Mat Sisko who are, you know, they've got over 10 or 50 researchers worldwide that are finding these vulnerabilities proactively and again within, you know, certainly within a 24 hour period, because we've got that connectivity toe every single device around the globe. Customers now Khun rely on depend on us to get that patch out sometimes while they sleep right, which is really like it sounds nice. And it sounds great from a marketing standpoint, but it's really all right. We have retailers that, you know, they're running their business on this technology. They have to remain compliant. And any vulnerability like that, you've got to get it fixed right before it becomes a newsworthy, for example. >> So as networks have dramatically transformed changed as a cisco and the last you know, you can't name the number of years time we look at the demands of the network, the amount of data they mount. A video data being projected, you know, like 80% plus of data in 80 2022 is going to be video data. So in that construct of customers in any industry need to be able to get data from point A to point B across. You know, the proliferation of coyote devices edge core. How can Muraki be a facilitator of that network automation that's critical for businesses to do in order to be competitive? >> Yeah, so it's a fantastic question. I think it's something that's at the heart of what every I T operation is thinking about, right? You hear about, you know, digitization. What does that mean? It means supporting the business and whatever things, whatever they're trying to do. And a lot of times nowadays, it is video. It's being able to connect in real time with a team that's maybe working across the globe now to get right to your question. There's two things that that Muraki is delivering on that really enables it teams right to deliver on that promise or that really it's more an expectation, right? The first you know, we've got a serious of technologies, including rst one product. That a lot for you to really get the most efficient, effective use out of your win connectivity, right? So being able to bring in broadband, bringing whatever circuits you can get ahold of and then do you know application delivery that is just reliable in dependable Catskill? Thie. Other aspect to this is giving data and insights to the teams that are responsible, reliable for that delivery. And this is where ap isa Really, Really. You know, it's really at the heart of all of this because if you're operating more than, say, 50 sites, right, there's lots of beautiful ways that we can visualize this right, and we can, you know, add reports that give you top 10. But the thing is, depending on your business, depending on your industry, different things they're gonna matter. So this is where Iraqi is investing in an open platform and making it super easy to run system wide reports and queries on you know which sites were slow, which sites were fast, prioritizing the ones that really needs some love right? And giving data back to the teams that have those Big Harry questions that need to get answered. Whether it's you know, you're C suite that saying Are we out of the way or just a really proactive team? That's just trying to make sure that the employees experiences good. >> What about some of the cool tools you guys are doing? Like talking about them Iraqi camera? >> Oh, yeah. I mean, so the other thing I was thinking of when you asked about this was, you know, video as a delivery medium. Of course it's necessary when you're doing, you know, video conference saying and things like that. But when we look at, say, the Muraki M V, which is really our latest product innovation, it's really us kind of taking the architecture of, ah, typical videos, surveillance system and flipping on its head, making it really easy to deploy Really simple, no matter where in the world you are to connect and see that video footage right? The other thing we're learning, though, is that why do people watch video surveillance? Either You're responding to an incident, right? So someone tripped and fell. There was an incident. Someone stole someone or someone sold something, or you're just trying to understand behavioral patterns. So when it comes to video, it's not always about the raw footage. It's really about extracting what we often call like metadata, right? So them rocky envy Some of the really cool innovations happening on that product right now are giving customers the end state visualization. Whether that's show me all the people in real time in the in the frame, give me a count of how many people visited this frame in the last hour. Right? So imagine we have cameras all over. We want to know what those what those trends and peaks and valleys look like rate. That's actually what we're after. No one wants to sit there looking at a screen counting people s. So this is where we're starting to see this total shift in how video can be analyzed and used for business purposes >> are able to detect anomalies. You're basically using analytics. Okay. Show me when something changes. >> That's right. Right. And we've seen some incredibly cool things being built with our FBI. So we've got a cinema, a really large customer, cinemas all over. And they're doing these immersive experiences where they're using the cameras. A sensor on DH. There saying, OK, when there's more than a handful of people. So we've got kind of a crowding within the communal spaces of the cinema Changed the digital sign Ege, right? Make it a really immersive experience. Now, they didn't buy the cameras for that. They bought the cameras for security, right? But why not? Also, then two birds, one stone, right? Use that investment and use it as a data sensor. Feed that in and make it completely new experience for people in the environment. >> Well, I couldn't so I can see the use case to excuse me for for, like, security a large venue. Oh, yeah. Big time >> infected. Thank you de mode along that front >> easy. And Mandy >> dio definite create where there wasa like a stalker. Yeah, where there was, like, a soccer match. And they're showing this footage and asking everyone What did you see happen? You know, a few seconds and actually what they did was using Iraqi. They were able to zero in on a fight that was breaking out, alert the then use security team and dispatch them within a very short period of time. >> Yeah, and we've seen like there's amazing there's tons of use cases. But that's a great example where you've got large crowds really dynamic environment, and you're not again. You don't want to necessarily have to have folks just looking at that feed waiting for something to happen. You want an intelligence system that can tell you when something happens? Right? So we've seen a ton of really cool use cases being built on. We're gonna continue to invest in those open AP eyes so that our customer, you know, we can move at the speed of our customers, right? Because I'm a rocky like, ultimately, our mission is like, simple i t. There's different layers of simple, Like what matters to a customer is like getting what they need to get done. Done. Um, we want way. Want to really be ableto enable them to innovate quickly. Ap eyes really are the center of that. >> Yeah, and so talk a little bit more about your relationship with definite how you fit in to that on the symbiotic. You know, nature. Yeah, Iraqi and definite. >> I would love to. So we've been working with with Suzie and the and the definite team now for really, since the start of definite, and I think it's brilliant, right? Because Sisko were, of course, like from a networking standpoint, we're always at the forefront. But what we started to see early on and I certainly wasn't the visionary here was this transition from, you know, just just like your core. Quintessential networking tio starting toe like Bring together Your network stack with the ability is also right and rapidly developed applications. So that was kind of the, you know, the precipice of Like Bringing Together and founding Dev. Net. And we've been with definite sense, which which, you know, it's been exciting. It's also really influence where our direction right? Because it's a lot for us to see what our customers trying to dio, How are they trying to do it? And how can we, from the product side, enable that three FBI's but then work with Dev Net to actually bring, you know, bring That's a life. So we've got, you know, developer evangelists working with customers. We've got solution architects, working with customers, building incredibly cool things and then putting it back out into the open source community, building that community. I mean, that is really where we've had in a maze. Amazing relationship with definite rate that that has been huge. Like we've seen our adoption and usage just absolutely shoot through the roof. We're at 45,000,000 requests per day on DH. Straight up, like could have been done without >> having that visions. Amazing. We have Susie on in a minute. But I mean, I >> Why do you think >> other sort of traditional companies, you know in the computer business haven't created something similar? I mean, seems like Cisco has figured out Debs and traditional hardware companies haven't so >> It's a really good question, like at the end of the day, it's an investment, right? Like I think a lot of companies like they tend to be quite tactical. Um, and look at okay, like maybe here we are now and here's where we're going. But it's an investment, and customers really say OK, this is the thing that they're trying accomplish, and we're not going to keep it closed and closed source and try to develop intellectual property. We're going to enable and empower on ecosystem to do that. Now I think like you're quickly starting to see this trend, right? Like certainly I wouldn't say that Muraki or Cisco are the only ones that are doing this, which is this, you know, cultivation of technology partners that are building turnkey solutions for customers. You know, cultivation of customers and enabling them to be able to build. And you create things that perhaps Cisco might not even ever think about. But But that is a shift in mentality, I think right, and I think like we're starting to see this more in the industry. But I am proud to say that like we were right on that bleeding edge and now we're able to ride that wave. Iraqis also had the luxury of being cloud native for a cloud board. It's our technology has always been, you know, at a place where if we want to deploy or create a new a p i n point that provides new data like literally, the team behind me can take that from prototype to production to test it into a customer within weeks on. And that is in many cases, what we're doing. >> It seems to me looking kind of alluding to Dave's point from a Cisco overall perspective, a company that has been doing customer partner events for 30 years. What started this networker? We now notices go live a large organization. Large organizations are not historically known for pivoting quickly or necessarily being developer friendly to this. Seems to me what definite has generated in just five short years seems to be a competitive differentiator that Cisco should be leveraging because it's it's truly developer family. >> I could not agree more. I mean the and this goes right to the core of what, uh What I think has made us so successful, Which is this, you know, this idea that at the heart of everything we do, we have to think about not just the customer experience right, which is like, What does it look like toe by what does look like toe unbox? What does it look like to install and what his day to look like? But also, and very importantly, distinct track around thinking about developer experience, developer experience like when your first building AP eyes and things like it's easy to say. OK, this is what they need. This is what they want. But Cisco, and really definite more than anything, has gotten to the heart of way have to think about the way these AP eyes look, the way they shape of their responses, the data they contain, the ease of use, the scale at which they operate and how easy it is to actually build on that. Right? So that's where you're going to start seeing more and more of our kind of S, T K's and libraries and just a lot of like we just this week launched the automation exchange that is again right at the center of We're listening. And we're not just listening to the customers who are trying to deploy 4,000 sites in a in a month or two. Um, we're also listening to the developers and what the challenge is that they're facing, right? Um, I'd love to see more of this. I mean, we're seeing a huge amount of adoption across Cisco. Um, and I think that there's other you know, there's plenty about their tech companies, you know that are that are really, I think, just helping push this forward right. Adding momentum to it. >> Speaking of momentum in the Iraqi momentum's going that way. I >> mean, it's good. Yeah, I would agree with you. >> Well, Tony, it's been a pleasure having you on the program. Absolutely. Success. Were excited to talk to Susie next. And it's like this unlimited possibilities zone here. Thank you so much for your time. >> Absolutely thanks so much Happy to be here. >> Alright for David Dante, I am Lisa Martin. You're watching the Cube live from Cisco Live San Diego. Thanks for watching.

>> from our studios in the heart of Silicon Valley. Holloway ALTO, California It is a cute conversation. >> Welcome to the special Keep conversation here in Palo Alto, California. Here, two cubes Studios. I'm John for the host of the Cube. We're talking WiFi six. If you, uh, have use the Internet anywhere outside inside Cos you know why Fiza lifeblood connectivity and hear Expert in WiFi Todd Nightingale, senior vice president general manager at Cisco Muraki. It's been around the block around y fight knows a lot about wireless. Great to see you again. Welcome back. >> Thanks so much. Love the Cube. >> Last time we chatted, we were at definite create, which is advance. Cisco runs around bringing developers cloud native developers into the definite community and programming the infrastructure houses key part of the Cisco. You've been doing a lot of great work. They're making things programmable, switches, wireless, and you got to be big success of Iraqi. But now you're involved in something that I'm super excited about, Which is WiFi. WiFi. Six is upon us. Love the name. It's simple. It's not some acronym letter. Tell us what WiFi six. What is it? What's the new innovation around WiFi six. >> Actually, I've spent practically my whole career in WiFi and we've had just this alphabet soup of WiFi for years, not eleven A and B G and and and A C. And, um, Finally, we're putting that behind us and getting out of the alphabet soup. So there was a new standard called X uh, which is just about to launch around the world. And as a as an industry wide change, we've decided no longer to call that woman dot eight x, but instead WiFi six, which will be hopefully just dramatically easier for people to kind of relate to and understand. And now we have a shortcut. So I'll take it >> on. We want seven eight nights. We innovation run wireless is happening. Seeing a lot of discussion for G five g. Anyone who has a smartphone knows the importance of connectivity. How many bars do you have? How much battery left you So the world has been indoctrinated. Now it's pretty standard that we kind of get this kind, understand the value of having connectivity. What is the innovation on WiFi? Because it's become the critical needed people's lives has been joke. That's that one of the Masters hierarchy of needs. You goto a sporting event, you can see the band with getting choked away. You go to a spotty office. You know the limitations of WiFi. People have experienced that firsthand. What's the new innovations for this next generation? WiFi? >> Yeah. Look, I think wireless has become a basic need. And where that comes from the cellular side and for G. And we hope soon five g or or for comes from the WiFi side. The future. While she's probably looks more and more like outdoor with cellular and five indoor really WiFi and WiFi six and WiFi sixes Justin enormous step forward for that. WiFi technology has far better performance, especially when it comes to ban with client density on blatant See, that could give us just much more immersive experiences, much cleaner video, Much, uh, better, you know, density and performance. It also has a really unique performance optimization, something I think that has a lot of power in the mystery, which is a very sophisticated change to power save power state mode, which means that a wife I will be able to stay to support a whole new generation of Io ti devices operating on batteries for for months or years on this Khun, just open up the door. Tow new IO to use cases we really never thought possible before. >> So the next generation higher band with better power sounds like to market or trends or user trends that we see on the consumption side are immersive experiences. Video people are streaming more than ever now, whether it's in the office or at home or on the go. You have a R N V are more pressure tohave real time, rendering more band with. So this is the band with pressure device pressure on the power. These are the two big ones and I oh, Ty's been enterprise now emerging cloud space. But you know, I ot use cases, but really, it's about the new experiences are really kind of jamming up the highway of Digital highway, if you will. What's going? What's the new things is gonna help that goat better, >> We'LL tell you. We're seeing just a larger and larger percentage of the band with on the Internet and on all networks is as video me. That is the way people want to consume content. ATM, Iraqi We actually launched Ah, whole line of smart cameras just just a couple of years ago, and we see this enormous surge in people deploying cameras and wanting to see real time truly rial time video feeds from around the world. They want to consume content that way, and video is driving just and these immersive experiences, whether it's V. R. It's just driving this enormous need for >> true >> you know, High Band with connectivity. The wireless office in WiFi six the wires office feature. It has to feel like a wired connection. It has to be better than a wired connection. Mohr Band with Lower Late and Seymour efficient. And that's That's the promise of life. I said, >> Just kneel you down on this. I want to get out of the company in the spec sheet in my mind. So why five six has what better than WiFi current version? What's the last version? New version, One of the key bullet points. If you could just go down, stack rank the features that you think are >> important, I think, look, it quadruples the band with scruples. The capacity of these channels that lowers the latent see significantly both of those are important has a technology embedded and called off Oh FDA, which will help us increase the client density per channel, and especially for highly dense deployments that Khun Stadiums. We'LL be able to support MAWR clients on more channels, which is more clients on each channel, which is the key to making those deployments work. Um, and this this power save change for I have T devices for battery powered devices. That's that's really remarkable. And that power save change will affect everyone's mobile phone to I mean, I'm a person who worries about the battery life on my phone almost every day, and I'm hoping WiFi sex will really change that. There's other changes going on in the life I spaces. Well, there's more spectrum opening up. We're starting to see the six gigahertz band being opened up, which will be right, have a unique type of, uh, partially license, regionally licensed model. And by opening up more channels again, we can gain better, better dancer. >> So good density that on the modulation in the multiplex inside that that's for large stadiums. We've all been there offices. What's the impact would like, say, an enterprise who have been, you know, architect ing elaborate wireless networks Because this channel and all the configuration that goes on has been had to be done. What happens there? Is it easier to manage or what's the improvements with WiFi six over in an office space example? >> You know, I think what we'LL see is in high density spaces in conference rooms and our times immediately. See this benefit was higher density. This better performance. Uh, many of the WiFi platforms being built for WiFi six. They have twice as many antennas as the last generations of the high end of life. I five, uh, which was called a Hell of a C that was a four antenna system of what we call four by four radio. The high end of life high sex will be an eight by eight, and what that means is far better response to multi path, meaning these air radios that can see through walls that Khun see around corners. It's remarkable the performance, the thie R F sensitivities device, >> and that solves that people called the Dead Zone areas where, you know, like okay, the bars are down, or why's the why's the video stopping and kind of buffering. >> Exactly. Also solves issues were on interference, so places that of interference. Extra antennas could help see through that as well. And we sometimes call it the line of sight problem. If I could see the AP, it works. But if it's around a wall, I can't lie. Five, six and especially eight by eight antenna. >> Any mission concrete earlier before getting Karen also bounces around a lot of thistle environment where the are wrecked houses around that solves that problem helps that. >> Actually, that's called multi path in the industry. And, yeah, this eight, this eighty antenna ate our chain system really makes a difference >> because that change the form factories, they're still getting faster, smaller, cheaper, kind of thing. Going on boards law, um, or is it same size radios or chipsets? And >> that's a good question. The A. P s, uh, that we're building ATM Iraqi. Uh, they're about the same size, maybe, maybe a little bigger, but we've just built them in a slightly different shape. Um, but I think generally speaking, the technology has hit a point where the size of these devices similar toward the where they were in the last generation our eight by eight, uh, appeal. Maybe about things I >> think, General, if you pulled anyone who's in the WiFi business, whether deploying and rolling out our users, they really don't care what you think it the best performance is also not like, massively, like a tower of his small form factor. It's not going to change much. >> Do you really care? That's everything. There's some people who really care, and the aesthetic of the device really matters. They either wanted to look like physical plant like maybe it should look like it's kind of part of the building, or it should be really aesthetically pleasing and mixing and in your right. Of course, there's some people who really don't care. It's above a ceiling tile or something. All >> right, so let's talk about like the good point about the word matters. Size wise, also kind of footprint. A wind tower and I ot device. This does matter because size is important, whether it's a physical factory floor or somewhere out in the wild. Out in the open, rugged, durable Can it fit in with something? How does y five six save that? Is there any changes there? >> I think we're going to see pretty similar kind of idea will have. In turn, we will see the industry building internal antennas that we call it. Integrate antenna system an external ones for people who want to put custom and tennis solutions. And we'LL see indoor and outdoor e peas and the ruggedized after ones. I don't think that'LL change too much from life by six, but we will see perhaps just higher density deployment because these Raiders, they're so much more power. >> Tell what the impact to the industry isn't going to change the chipsets. How is WiFi? Signal Rollout is R O E EMS who manufactures it? Standards can use at some commentary around the industry coalition around it and impact. >> Yes, a WiFi six will become the new standard wife I will. Over time it will. It will replace not just the consumer at home. Ah, WiFi standard, but also the business and enterprise life I standard what it means is today we're starting to roll out the very first deployments of life I six in enterprise in enterprise B to B use cases on the access point side, and the client devices are just starting to come out. And so we're really right at the beginning of this transition of this curve, and over the next couple of years, we'LL see more and more devices move overto life by six until essentially all devices a couple years are launching on that. >> Iran has been the wireless because you've been in for a long time. They all kind of have this, you know, you know, Comrade of Arms can think is why, if I became so revolutionary that it just grew so fast. But there's been trouble spots has been hard thinking frequency physics, laws of physics, security, security all kind of coming. What's your personal take on where we are now mentioned? Five. G great back haul potential. The network's getting better and faster. Your thoughts just in the industry. Your personal perspective >> give you something I think is really important about life. I is, um, as an industry wife, I sort of developed together as part of a consortium called the WiFi Alliance, and what that means is these air truly standardised protocols and we run interoperability testing with our partners at Cisco. We work closely with the Intel and Samsung, and we run tons and tons of interrupt really testing. So the day this equipment ships it is operating at old, ultra high quality and interrupt. Inter operates with all types of devices made by all types of different vendors. Many other standards don't have that type of strong consortium, that kind of strong ecosystem of partners and that that that's a really powerful for why find? I think that's why it has become such a strong standard. >> You know, I know you're really humble Todd's, but I'LL give the plugs haven't fallen Cisco for many, many decades, So I've been following you. Guys have done a lot of wireless early days, you know. Misfires. Stop start acquisitions, airspace one of the notable acquisition, the WiFi space. Think a bunch of memo based acquisitions also have come in. You could have a lot of experience almost twenty years, plus experienced fifteen that I can point to direct wireless experience that Cisco you guys also care about. You're involved. You're part of the Alliance group ecosystem. What's the vibe internally at Cisco and why? Because it's packets or packets and we went with the air. They movement through cables. It's the same kind of philosophy right >> packets are packets, but it's how you care for your packets that really matters. That's why Cisco is different. >> No, I, uh I >> think the Cisco teams are all super excited. I'm of course, part of the Iraqi acquisition and our team is is just like I know we're pumped. WiFi six is going to be the new standard of WiFi across all of Cisco across all of our regions were starting to roll out education about it and getting ready for a big WiFi six product launch in the coming weeks. And >> what pumps you most? My wife, I six just is that attack? Is that the program ability? What if some of the key things that get you excited? >> I just think we will put the era of wiring desks behind us, and that is an enormous step forward. The life I six enables truly, ah, wireless work space and what we call the true digital work space. And we just won't be wiring offices anymore. After the life I six roll out and that is that's exciting. Wireless has arrived. >> I mean, I want one of my friends built this big house, and he was so meticulous. He's a nerd. He wired fiber to every port, every room. And I'm like, I don't think you need that anymore. He's out. I just going to have the highest band with. So now again, to the tear point that kind of becomes obsolete as long as you've got an access point to some back Hall with its Comcast or two networks. Three. >> Realistically, actually, the wireless devices for the enterprise, especially wireless capacity, is driving switch capacity. At this point, Um, we're building M gig switches to connect our access points primarily, and the purpose of the performance on that on that WiFi access points. Really, What's driving the wired performance on DH? That's, I think, just a telltale sign that this is a wireless digital work spaces. >> So I totally agree with that thing. It's a great vision. Nothing. It's pretty plausible. What would be your advice to your friend if I was your CEO, buddy? And I said, Hey, Todd, how should I be thinking about our protecting my network for the next ten years? OK, bye. Bye bye. The wireless thing I got What should I be thinking about? How shall be architect ing the big holistic plan. >> Yeah, I think right now we're really talking about building for the future. Most CEOs air thinking about rolling something out today or of the next twelve months, and they wantto be using that. Now we're deployment for five years, seven years. And in order to do that, you really need to look. The two technologies really need to look at our WiFi six and EM gig in the access layer, and you have to find a solution that provides a holistic, secure access. And don't think about any of your network deployment without bringing security into that thought process and decide how you're going to secure these sites. Because the band with goes up as the capacity goes up. All of our security concerns, of course. Just increase with that. And we have to be meticulous about that. My number one piece of advice to CEOs is planned for the future of life by six and m gig and plan plan for security. Because even if it's not top of mind >> today, in >> six months and twelve months and eighteen months, it will. >> The reality for them is the surface area is just now the world Todd Nightingale here breaking it down. WiFi six. Next generation Wireless Ethernet wireless connectivity. We all know WiFi wireless six going next generation secu bringing you all the coverage in tech here inside a studio. John Fergus. Thanks for watching.

>> Live from Barcelona, Spain, it's theCUBE, covering Cisco Live! Europe. Brought to you by Cisco and its ecosystem partners. >> Welcome back to Cisco Live! We're in Barcelona, Dave Villante and Stu Miniman. You're watching theCUBE, the leader in live tech coverage. We go out to the events, we extract the signal from the noise. George Bentinck is here. He's a product manager for Camera Systems at Cisco Meraki. >> Hi. >> Great to see you. Thanks for coming on theCUBE. >> Thanks very much. >> So, we were saying, Meraki's not just about wireless. It's all about cameras now. Tell us about your role. >> The Meraki camera is relatively new. It's one of the newer products. It came out just over two years ago and it's really embodying what we're about as a business unit at Cisco, which is about simplicity. It's about taking normally complex technology and sort of distilling it so customers can really use it. So what we did with the camera was we spoke to a lot of our customers, listened what they had to say, and they were fed up with the boxes. They don't want these servers, they don't want the recording solutions, they just want to get video. And so we built a camera which has everything inside it. All the video is stored in the camera using the latest solid state storage. And then we did all the analytics and the other sort of cool things people want to do with video in the camera as well. And yet to make it easy to use, it's all managed from the Meraki cloud. So that allows you to scale it from one camera to 100 cameras to 100,000 cameras and yet have nothing else other than the cameras and the management from the cloud. >> Well the way you describes it sounds so simple, but technically, it's a real challenge, what you've described. What were some of the technical challenges of you guys getting there? >> Well, there are sort of two components. There's the device piece and when we look at the device piece, we basically leverage the latest advances in the mobile phone industry. So if you look at the latest iPhones and Android phones, we've taken that high density, highly reliable storage and integrated it into the camera. And then we've also taken the really powerful silicone, so we have Qualcomm Snapdragon system-on-chip in there and that performance allows us to do all the analytics in the camera. And so the second piece is the cloud, the scaling, and the management. And with video, it's lots of big data, which I'm guessing you guys are probably pretty familiar with. And trying to search that and know what's going on and managing its scale can be really painful. But we have a lot of experience with this. Meraki's cloud infrastructure manages millions of connected nodes with billions of connected devices and billions of pieces of associated metadata. This is just like video, so we can reuse a lot of the existing technology we've built in the cloud and now move it to this other field of video and make it much easier to find things. >> And when people talk about, y'know, the camera systems, IoT obviously comes into play and security's a big concern. Y'know, people are concerned about IP cameras off the shelf. Y'know, everybody knows the stories about the passwords where, y'know, they never changed out of the factory and they're the same passwords across the, and so, y'know, presumably, Cisco Meraki, trusted name, and there's a security component here as well. >> Yeah, absolutely. This is actually one of my favorite topics because, unfortunately, not many people ask about it. It's one of those, it's not an issue until it's an issue type of things and we put a lot of work in it. I mean, Cisco has security in its DNA. It's just like part of what we do. And so we did all of the things which I think every camera vendor and IoT vendor should be doing anyway. So that's things like encryption for everything and by default. So all the storage on the camera is encrypted. It's mandatory so you can't turn it off. And there's zero configuration, so when you turn it on, it won't record for a few minutes while it encrypts its storage volume and then you're good to go. We also manage all the certificates on the camera and we also have encrypted management for the camera with things like two-factor authentication and other authentication mechanisms on top of that as well. So it's sort of leaps and bounds ahead of where most of the decision makers are thinking in this space because they're physical security experts. They know about locks and doors and things like that. They're not digital security experts but the Cisco customer and our organization, we know this and so we have really taken that expertise and added it to the camera. >> Yeah, George, security goes hand-in-hand with a lot of the Cisco solutions. Is that the primary or only use case for the Meraki camera? Y'know, I could just see a lot of different uses for this kind of technology. >> It really is very varied and the primary purpose of it is a physical security camera. So being able to make sure that if there's an incident in your store, you have footage of maybe the shoplifting incident or whatever. But, because it's so easy to use, customers are using it for other things. And I think one of the things that's really exciting to me is when I look at the data. And if I look at the data, we know that about 1% of all the video we store is actually viewed by customers. 99% just sits there and does nothing. And so, as we look at how we can provide greater value to customers, it's about taking the advances in things such as machine learning for computer vision, sort of artificial intelligence, and allowing you to quantify things in that data. It allows you to, for example, determine how many people are there and where they go and things like that. And to maybe put it all into context, because one of my favorite examples is a Cisco case study in Australia, where they're using cameras at a connected farm as part of an IoT deployment, to understand sheep grazing behavior and so this camera watches the sheep all day. Now as a human, I don't want to watch the sheep all day, but the camera doesn't care. And so the farmer looks at eight images representing eight hours, which is a heat map of the animals' movement in the field, and they can know where they've been grazing, where they need to move them, where this might be overgrazed. And so the camera's not security at this point, it really is like a sensor for the enterprise. >> Yeah, it's interesting, actually I did a walk through the DevNet Zone and I saw a lot of areas where I think they're leveraging some of your technology. Everything from let's plug in some of the AI to be able to allow me to do some interesting visualizations. What we're doing, there's a magic mirror where you can ask it like an Alexa or Google, but it's Debbie, the robot here as to give you answers of how many people are in a different area here. A camera is no longer just a camera. It's now just an end node connected and there's so many technologies. How do you manage that as a product person where you have the direction, where you put the development? You can't support a million different customer use cases. You want to be able to scale that business. >> Absolutely, I think the North Star always has to be simplistic. If you can't go and deploy it, you can't use it. And so we see a lot of these cool science projects trapped in proof of concept. And they never go into production and the customers can't take advantage of it. So we want to provide incredibly simple, easy out-the-box technology, which allows people to use AI and machine learning, and then we're the experts in that, but we give you industry-standard APIs using REST or MQTT, to allow you to build business applications on it directly or integrate it into Cisco Kinetic, where you can do that using the MQTT interface. >> So, Stu, you reminded me so we're here in the DevNet Zone and right now there's a Meraki takeover. So what happens in the DevNet Zone is they'll pick a topic or a part of Cisco's business unit, right now, it's the Meraki, everyone's running around with Meraki takeover shirts, and everybody descends on the DevNet Zone. So a lot of really cool developer stuff going on here. George, I wanted to ask you about where the data flows. So the data lives at the edge, y'know, wherever you're taking the video. Does it stay there? Given that only 1% is watched, are you just leaving it there, not moving it back into the cloud? Are you sometimes moving it back into the cloud? What's the data flow look like? >> You can think of this interesting sort of mindset, which is let's have a camera where we don't ever want to show you video, we want to give you the answer because video is big, it's heavy. Let's give you the answer and if that answer means we give you video, we give you video. But if we can give you the answer through other forms of information, like a still image, or an aggregate of an image, or metadata from that, then we'll give you that instead. And that means customers can deploy this on cellular networks out in the middle of nowhere and with much fewer constraints than they had in the past. So it really depends but we try and make it as efficient as possible for the person deploying it so they don't have to have a 40G network connection to every camera to make the most of it. >> Yeah, so that would mean that most of it stays-- >> Most of it stays at the edge in the camera. >> Talk a little bit more about the analytics component. Is that sort of Meraki technology the came over with the acquisition? What has Cisco added to that? Maybe speak to that a little bit. >> So the camera is a relatively new product line within the last two and a half years and the Meraki acquisition was, I think we're only like five years or more now down that road, so this is definitely post-acquisition and part of the continued collaboration between various departments at Cisco. What it enables you to do is object detection, object classification, and object tracking. So it's I know there's a thing, I know what that thing is, and I know where that thing goes. And we do it for a high level object class today, which is people. Because if you look at most business problems, they can be broken down into understanding location, dwell times, and characteristics of people. And so if we give you the output of those algorithms as industry-standard APIs, you can build very customized business analytics or business logics. So let me give you a real world example. I have retail customers tell me that one of the common causes of fraud is an employee processing a refund when there's no customer. And so what if you could know there was no customer physically present in front of the electronic point of sale system where the refund is being processed? Well, the camera can tell you. And it's not a specialist analytics camera, it's a security camera you were going to buy anyway, which will also give this insight. And now you know if that refund has a customer at the other side of the till. >> Well, that's awesome. Okay, so that's an interesting use case. What are some of the other ones that you foresee or your customers are pushing you towards? Paint a picture as to what you think this looks like in the future. >> It really is this camera as a sensor so one of the newer things we've added is the ability to have real-time updates of the lights' conditions from the camera, so you can get from the hardware-backed light sensor on the camera the lux levels. And what that means is now you have knowledge of people, where they are, where they go, knowledge of lights, and now you can start going okay, well maybe we adjust the lighting based on these parameters. And so we want to expose more and more data collection from this endpoint, which is the camera, to allow you to make either smarter business decisions or to move to the digital workplace and that's really what we're trying to do in the Meraki offices in San Francisco. >> And do you get to the point or does the client get to the point where they know not only that information you just described but who the person is? >> Yes and no. I think one of the things that I'm definitely advocating caution on is the face recognition technology has a lot of hype, has a lot of excitement, and I get asked about it regularly. And I do test state-of-the-art and a lot of this technology all the time. And I wear hats because I find them fun and entertaining but they're amazingly good at stopping most of these systems from working. And so you can actually get past some of the state-of-the-art face recognition systems with two simple things, a hat and a mobile phone. And you look at your phone as you walk along and they won't catch you. And when I speak to customers, they're expectation of the performance of this technology does not match the investment cost required. So I'm not saying it isn't useful to someone, it's just, for a lot of our customers, when they see what they would get in exchange for such a huge investment, it's not something they are interested in. >> Yeah, the ROI's just really not there today. >> Not today, but the technology's moving very fast so we'll see what the future brings. >> Yeah, great. Alright, George, thanks so much for coming to theCUBE. It was really, really interesting. Leave you the last word. Customer reactions to what you guys are showing at the event? Any kind of new information that you want to share? >> There are some that we'll talk about in the Whisper Suite, which I will leave unsaid, unfortunately. It's just knowing that you can use it so simply and that the analytics and the machine learning come as part of the product at no additional cost. Because this is pretty cutting-edge stuff. You see it in the newspapers, you see it in the headlines and to say I buy this one camera and I can be a coffee shop, a single owner, and I get the same technology as an international coffee organization is pretty compelling and that's what's getting people excited. >> Great and it combines the sensor at the edge and the cloud management so-- >> Best of both worlds. >> That's awesome, I love the solution. Thanks so much for sharing with us. >> Fantastic. >> Alright, keep it right there, everybody. Stu and I will be back with our next guest right after this short break. You're watching theCUBE from Cisco Live! Barcelona. We'll be right back. (techno music)

>> Live from Barcelona, Spain, it's theCUBE, covering Cisco Live! Europe. Brought to you by Cisco and its ecosystem partners. >> Welcome back to Cisco Live! We're in Barcelona, Dave Villante and Stu Miniman. You're watching theCUBE, the leader in live tech coverage. We go out to the events, we extract the signal from the noise. George Bentinck is here. He's a product manager for Camera Systems at Cisco Meraki. >> Hi. >> Great to see you. Thanks for coming on theCUBE. >> Thanks very much. >> So, we were saying, Meraki's not just about wireless. It's all about cameras now. Tell us about your role. >> The Meraki camera is relatively new. It's one of the newer products. It came out just over two years ago and it's really embodying what we're about as a business unit at Cisco, which is about simplicity. It's about taking normally complex technology and sort of distilling it so customers can really use it. So what we did with the camera was we spoke to a lot of our customers, listened what they had to say, and they were fed up with the boxes. They don't want these servers, they don't want the recording solutions, they just want to get video. And so we built a camera which has everything inside it. All the video is stored in the camera using the latest solid state storage. And then we did all the analytics and the other sort of cool things people want to do with video in the camera as well. And yet to make it easy to use, it's all managed from the Meraki cloud. So that allows you to scale it from one camera to 100 cameras to 100,000 cameras and yet have nothing else other than the cameras and the management from the cloud. >> Well the way you describes it sounds so simple, but technically, it's a real challenge, what you've described. What were some of the technical challenges of you guys getting there? >> Well, there are sort of two components. There's the device piece and when we look at the device piece, we basically leverage the latest advances in the mobile phone industry. So if you look at the latest iPhones and Android phones, we've taken that high density, highly reliable storage and integrated it into the camera. And then we've also taken the really powerful silicone, so we have Qualcomm Snapdragon system-on-chip in there and that performance allows us to do all the analytics in the camera. And so the second piece is the cloud, the scaling, and the management. And with video, it's lots of big data, which I'm guessing you guys are probably pretty familiar with. And trying to search that and know what's going on and managing its scale can be really painful. But we have a lot of experience with this. Meraki's cloud infrastructure manages millions of connected nodes with billions of connected devices and billions of pieces of associated metadata. This is just like video, so we can reuse a lot of the existing technology we've built in the cloud and now move it to this other field of video and make it much easier to find things. >> And when people talk about, y'know, the camera systems, IoT obviously comes into play and security's a big concern. Y'know, people are concerned about IP cameras off the shelf. Y'know, everybody knows the stories about the passwords where, y'know, they never changed out of the factory and they're the same passwords across the, and so, y'know, presumably, Cisco Meraki, trusted name, and there's a security component here as well. >> Yeah, absolutely. This is actually one of my favorite topics because, unfortunately, not many people ask about it. It's one of those, it's not an issue until it's an issue type of things and we put a lot of work in it. I mean, Cisco has security in its DNA. It's just like part of what we do. And so we did all of the things which I think every camera vendor and IoT vendor should be doing anyway. So that's things like encryption for everything and by default. So all the storage on the camera is encrypted. It's mandatory so you can't turn it off. And there's zero configuration, so when you turn it on, it won't record for a few minutes while it encrypts its storage volume and then you're good to go. We also manage all the certificates on the camera and we also have encrypted management for the camera with things like two-factor authentication and other authentication mechanisms on top of that as well. So it's sort of leaps and bounds ahead of where most of the decision makers are thinking in this space because they're physical security experts. They know about locks and doors and things like that. They're not digital security experts but the Cisco customer and our organization, we know this and so we have really taken that expertise and added it to the camera. >> Yeah, George, security goes hand-in-hand with a lot of the Cisco solutions. Is that the primary or only use case for the Meraki camera? Y'know, I could just see a lot of different uses for this kind of technology. >> It really is very varied and the primary purpose of it is a physical security camera. So being able to make sure that if there's an incident in your store, you have footage of maybe the shoplifting incident or whatever. But, because it's so easy to use, customers are using it for other things. And I think one of the things that's really exciting to me is when I look at the data. And if I look at the data, we know that about 1% of all the video we store is actually viewed by customers. 99% just sits there and does nothing. And so, as we look at how we can provide greater value to customers, it's about taking the advances in things such as machine learning for computer vision, sort of artificial intelligence, and allowing you to quantify things in that data. It allows you to, for example, determine how many people are there and where they go and things like that. And to maybe put it all into context, because one of my favorite examples is a Cisco case study in Australia, where they're using cameras at a connected farm as part of an IoT deployment, to understand sheep grazing behavior and so this camera watches the sheep all day. Now as a human, I don't want to watch the sheep all day, but the camera doesn't care. And so the farmer looks at eight images representing eight hours, which is a heat map of the animals' movement in the field, and they can know where they've been grazing, where they need to move them, where this might be overgrazed. And so the camera's not security at this point, it really is like a sensor for the enterprise. >> Yeah, it's interesting, actually I did a walk through the DevNet Zone and I saw a lot of areas where I think they're leveraging some of your technology. Everything from let's plug in some of the AI to be able to allow me to do some interesting visualizations. What we're doing, there's a magic mirror where you can ask it like an Alexa or Google, but it's Debbie, the robot here as to give you answers of how many people are in a different area here. A camera is no longer just a camera. It's now just an end node connected and there's so many technologies. How do you manage that as a product person where you have the direction, where you put the development? You can't support a million different customer use cases. You want to be able to scale that business. >> Absolutely, I think the North Star always has to be simplistic. If you can't go and deploy it, you can't use it. And so we see a lot of these cool science projects trapped in proof of concept. And they never go into production and the customers can't take advantage of it. So we want to provide incredibly simple, easy out-the-box technology, which allows people to use AI and machine learning, and then we're the experts in that, but we give you industry-standard APIs using REST or MQTT, to allow you to build business applications on it directly or integrate it into Cisco Kinetic, where you can do that using the MQTT interface. >> So, Stu, you reminded me so we're here in the DevNet Zone and right now there's a Meraki takeover. So what happens in the DevNet Zone is they'll pick a topic or a part of Cisco's business unit, right now, it's the Meraki, everyone's running around with Meraki takeover shirts, and everybody descends on the DevNet Zone. So a lot of really cool developer stuff going on here. George, I wanted to ask you about where the data flows. So the data lives at the edge, y'know, wherever you're taking the video. Does it stay there? Given that only 1% is watched, are you just leaving it there, not moving it back into the cloud? Are you sometimes moving it back into the cloud? What's the data flow look like? >> You can think of this interesting sort of mindset, which is let's have a camera where we don't ever want to show you video, we want to give you the answer because video is big, it's heavy. Let's give you the answer and if that answer means we give you video, we give you video. But if we can give you the answer through other forms of information, like a still image, or an aggregate of an image, or metadata from that, then we'll give you that instead. And that means customers can deploy this on cellular networks out in the middle of nowhere and with much fewer constraints than they had in the past. So it really depends but we try and make it as efficient as possible for the person deploying it so they don't have to have a 40G network connection to every camera to make the most of it. >> Yeah, so that would mean that most of it stays-- >> Most of it stays at the edge in the camera. >> Talk a little bit more about the analytics component. Is that sort of Meraki technology the came over with the acquisition? What has Cisco added to that? Maybe speak to that a little bit. >> So the camera is a relatively new product line within the last two and a half years and the Meraki acquisition was, I think we're only like five years or more now down that road, so this is definitely post-acquisition and part of the continued collaboration between various departments at Cisco. What it enables you to do is object detection, object classification, and object tracking. So it's I know there's a thing, I know what that thing is, and I know where that thing goes. And we do it for a high level object class today, which is people. Because if you look at most business problems, they can be broken down into understanding location, dwell times, and characteristics of people. And so if we give you the output of those algorithms as industry-standard APIs, you can build very customized business analytics or business logics. So let me give you a real world example. I have retail customers tell me that one of the common causes of fraud is an employee processing a refund when there's no customer. And so what if you could know there was no customer physically present in front of the electronic point of sale system where the refund is being processed? Well, the camera can tell you. And it's not a specialist analytics camera, it's a security camera you were going to buy anyway, which will also give this insight. And now you know if that refund has a customer at the other side of the till. >> Well, that's awesome. Okay, so that's an interesting use case. What are some of the other ones that you foresee or your customers are pushing you towards? Paint a picture as to what you think this looks like in the future. >> It really is this camera as a sensor so one of the newer things we've added is the ability to have real-time updates of the lights' conditions from the camera, so you can get from the hardware-backed light sensor on the camera the lux levels. And what that means is now you have knowledge of people, where they are, where they go, knowledge of lights, and now you can start going okay, well maybe we adjust the lighting based on these parameters. And so we want to expose more and more data collection from this endpoint, which is the camera, to allow you to make either smarter business decisions or to move to the digital workplace and that's really what we're trying to do in the Meraki offices in San Francisco. >> And do you get to the point or does the client get to the point where they know not only that information you just described but who the person is? >> Yes and no. I think one of the things that I'm definitely advocating caution on is the face recognition technology has a lot of hype, has a lot of excitement, and I get asked about it regularly. And I do test state-of-the-art and a lot of this technology all the time. And I wear hats because I find them fun and entertaining but they're amazingly good at stopping most of these systems from working. And so you can actually get past some of the state-of-the-art face recognition systems with two simple things, a hat and a mobile phone. And you look at your phone as you walk along and they won't catch you. And when I speak to customers, they're expectation of the performance of this technology does not match the investment cost required. So I'm not saying it isn't useful to someone, it's just, for a lot of our customers, when they see what they would get in exchange for such a huge investment, it's not something they are interested in. >> Yeah, the ROI's just really not there today. >> Not today, but the technology's moving very fast so we'll see what the future brings. >> Yeah, great. Alright, George, thanks so much for coming to theCUBE. It was really, really interesting. Leave you the last word. Customer reactions to what you guys are showing at the event? Any kind of new information that you want to share? >> There are some that we'll talk about in the Whisper Suite, which I will leave unsaid, unfortunately. It's just knowing that you can use it so simply and that the analytics and the machine learning come as part of the product at no additional cost. Because this is pretty cutting-edge stuff. You see it in the newspapers, you see it in the headlines and to say I buy this one camera and I can be a coffee shop, a single owner, and I get the same technology as an international coffee organization is pretty compelling and that's what's getting people excited. >> Great and it combines the sensor at the edge and the cloud management so-- >> Best of both worlds. >> That's awesome, I love the solution. Thanks so much for sharing with us. >> Fantastic. >> Alright, keep it right there, everybody. Stu and I will be back with our next guest right after this short break. You're watching theCUBE from Cisco Live! Barcelona. We'll be right back. (techno music)

>> Live from Orlando, Florida, it's theCUBE covering Cisco Live 2018, brought to you by Cisco, NetApp, and theCUBE's ecosystem partners. >> Okay, welcome back everyone. We're here live. This is theCUBE's exclusive coverage at Cisco Live 2018 in Orlando, Florida. I'm John Furrier with Stu Miniman co-hosting with me this week for three days of wall to wall coverage. Our next guest is Todd Nightingale, who is the Senior Vice President, General Manager of the Meraki team in Cisco. Welcome back to theCUBE, good to see you. >> Thank you so much. I'm honored to be here. >> So obviously day one, we got three days. The keynote kicked off pretty interesting putting a stake in the ground. It's not a new stake, but really amplified by CEO of Cisco Chuck Robbins said, "Look at the old architecture "is changing to a new architecture." We've been talking about this for multiple years, no perimeter, new things are changing, changing the nature of networks. I asked you in 2017 in May about more devices. He actually said a number, is millions and hundreds of millions of new devices and connections constantly coming on. So obviously you're at Cisco, you see all that data, but you nailed it. The network needs to be stable. They need to be programmable. This is really kinda where your mission is. Talk about what's changed since 2017 and now with the new reinvention of the architecture, how do you fit into that, how does Meraki fit into that? >> Yeah, I think the industry has really started to realize a lot of these trends. IoT was kind of a future back then. Now it feels pervasive. Everything I look at is connected. My door locks, my toaster oven, my refrigerator, and people are starting to see the impact of that. We're not talking about onboarding two or three devices per user, but dozen or more devices and we'll have entire sites with dramatically, dramatically more devices, hundreds of devices for every one person and that IoT world is real and a lot of vendors, I think, are trying to catch up to that, but Cisco really took an early view at this and they were able to like build and work on this intent based network was really designed for this of modern era networking. For years we've been working on that at Cisco and I think it shows, right, that vision that Chuck laid out for us drives home this idea of massively scalable networks that are secure as a foundation and that they have a cloud focus. It's a multi-cloud world. These are gonna be connected networks. Last time I was here we talked a little bit about SD-WAN in particular and routing, I think that that's a lot of change here too is 'cause now that we know that most of our devices, most of our traffic's going in the cloud, SD-WAN when it's so much more important, right? >> It's real too, I mean right now SD-WAN is exploding in growth, use cases are growing. What does that mean? What does that mean for customers? You look back, SD-WAN was the promise, was the holy land. Everyone's talking SD-WAN and then, but now it's really real. It's happening. >> Yeah. >> Big time, your thoughts? >> I think SD-WAN is just the future of routing. It is the way we will, it's the way we'll get on the internet from here on in and really, I'm glad to see that all the vendors are looking at bringing more than one type of WAN offering whether it be LTE or broadband or MPLS, but I believe and I think at Meraki we believe that true SD-WAN should be about the idea that you bring whatever internet connection you can get, MPLS, LTE, broadband, whatever, and the SD-WAN technology should provide to you the absolute best application experience without any intervention, without any assistance, right? It should be intelligent enough, we should have an intelligent enough system for it to take any connection it can and give you the best, the best application performance and I do believe that's the, really the future of SD-WAN, that's how we build our SD-WAN products at Meraki. >> You know, Todd, security of course is hugely important. For those those to travel a lot it seems like I, every, I'm constantly getting warnings, like don't like Log into your hotel WiFi, don't, don't do this. You talk about creating pervasive security everywhere. How are we doing and how do we get better? >> Yeah, people say a lot of security is about training the user. We should do better than that, right? And simplicity is the key. If we can make the systems incredibly simple for users to use securely, then we don't have to spend nearly as much time training them to be secure. And I think that that's what we see as consumers, is constant fraud alerts and best practices and don't open that email and do open this email, but we can expect more from our technology. It can be more intelligent and it can be simpler and it can make it easy for us to stay secure. And that's how we focus, really, the security portfolio at Meraki not just in our MX platform, our security appliance, but across all of our products. I mean, just embedding best in class encryption, best in class mobile device management, policy protection across all our products. The simpler you make it the more likely we are that people are really using all of it, right? And being as secure as they can be. >> Just to follow up on that, in the keynote this morning, Chuck Robbins was talking about how cloud was supposed to be this promise of simple, but now it's multi-apps. And you know how many different SaaS providers, I've got multiple public clouds, it's not getting any simpler. You talk about the vision for the network, I should be able to take all of them and put them together, so will it really be simple or will Cisco be able to just weave together all of these various options? >> Yeah, I think Chuck really has it right here. I remember when everyone talked about the cloud as this thing that would be infinitely simple and now whenever I talk to a startup getting started, the very first thing they have to buy, even before they figure out what CRM they're gonna use or sales force or whatever, the first thing they try to figure out is first we need a single sign on multi-cloud authentication solution. We're like, "That is not simple." That's the first thing that you have to think about and it's not simple. Yeah, we got, I think we got away from that as different cloud solutions became so prolific, there was no real best practice and best standards, and especially as we start to try to connect these enterprise sites into these clouds, that's what really makes them sort of, makes the multi-cloud world complex, and it's that connection where I think Cisco's gonna drive the most value. It's about bringing all of our physical sites to the cloud in the most secure way and the most performant way. >> And the developers who had Greenfield or startups they have to worry about that existing complexity in the cloud, so that's an obvious check for the cloud, but also the developers, their roles are changing I wanna get into that with you because we saw people playing with the Meraki switches at the last DevNet Create, but before we get into that I wanna ask you, just to get it on the record, explain to the folks out there that haven't gotten the update on Meraki, what is the Meraki team doing? What is it? What are you guys focused on? What's your mission for Meraki? Take a minute to say, just put that out there. >> Sure, yeah, our mission at Meraki is to simplify powerful technology so passionate people can focus on their true mission, whether that mission is technology for education or retail or hospitality. They shouldn't spend all their time just building the most sophisticated three tier switching network or whatever. They should spend their time really focused on their true mission and we can we can let them do that by taking this powerful technology at Cisco and making it simple. >> And it's software, hardware, what's the product? >> Exactly, yeah. And so my aspiration is to do that for all IT infrastructure so for IT shops that wanna focus on technology for their mission, I wanna try to make kind of keeping the lights on, making their basic technology work as simple as possible. And so we have WiFi and switching. We have SD-WAN routing and a security appliance. We have mobile device management. And we have actual surveillance and security cameras, which more and more are being used for IoT cameras. And all of this is all managed from Meraki's dashboard from a single native cloud experience. So we sell the hardware, of course, but our flagship product is the cloud itself, Meraki Dashboard and it gives you that true 100% native cloud management experience, single pane of glass, and most importantly, simplicity value proposition. It is the simplest to manage, simplest to monitor IT system in the world. >> And that's the cloud operation, that's the scale that kind of ties into the themes? >> Absolutely. >> Okay, now switching gears I wanna get your thoughts on this vision I've been hearing about, this 80/20. What is this 80/20 rule that you have? Could you just take a minute to explain what it is, why is it important, and where's the relevance and impact for enterprises? >> Sure, yeah the Meraki 80/20 rule if you're a developer at Meraki, software developer, and the day you get to Meraki we tell you our development principles and one of them, a bit of an important one, is our 80/20 rule so we build a pretty broad portfolio at Meraki, wireless switching, routing, all this network stuff and with that we wanna be, in the areas that we compete, we wanna be a complete solution for our customers. But we realized that's impossible, right? So the way we sort of guide our engineers is say, we want you to be a complete solution for 80% of the customers, right? And for a lot of smaller businesses and schools and even government agencies, that's great. That's great. For those customers Meraki is a very complete solution. It has every function they would ever want. But I don't want my engineering team scrambling around trying to build every vertical specific feature in the world this healthcare feature, that retail feature, this hospitality feature. So instead, the Meraki 80/20 rule says, for those last 20% of customers, especially the biggest, most sophisticated customers, for them, the Meraki 80% is probably gonna be only part of the total solution and we open up our platform. We open up all of our APIs using things like Cisco DevNet and we bring in a world, a universe of developers both our customers who actually have developers and can develop to our platform as well as all of our technology partners who build these applications on top and that 80/20 rule, really is how our engineers decide what to build and what to open up through the APIs and how to build this kind of ecosystem of development partners that expand ours. >> So the 20% you're enabling, because what I think I hear you saying is that 20% of those clients, customers are gonna have full stack engineering staffs. They're gonna have maybe complexity that might have to figure out in those APIs is where you guys wanna keep that open, but not predicate certain things, is that right? >> Yeah, well, I think the 20% come in two categories. There's the group that builds so they have like a full stack engineering team and they can build their own custom application for hotel management or for university student enablement or whatever it is, but then there's another group, they buy, right, so they want something very retail specific, but instead of trying to build it, they buy it from a partner. We have tons of application development partners who built on top of the Meraki API and they have awesome solutions. And you can check them all out on DevNet or on Meraki.IO. >> Todd, looking forward a little bit, there's a lot of discussion around 5G and what that will mean for network connectivity. I was joking with you before we started. Some people are like, "Well, hey, we won't even need WiFi "in the future because 5G's just gonna plaster the globe "with infinite bandwidth and will be lovely." So what's your take? >> Oh, I'll tell you. I'm super excited about 5G. So we think about 5G a lot as like the next generation of cellular connectivity, but the standard goes far, far beyond that. In fact, it gives a pretty prescriptive, and I hope, I hope this will really come true, it gives a pretty prescriptive recipe for how WiFi can be part of the 5G network. And finally, we'll be able to get all of these indoor networks unified on a single technology, but bringing all of those service provider, Authentication Service Provider Services, we're starting to see that with service providers who support voice over WiFi, right? But I think we're gonna see a whole universe of far more integration and really far more seamless service provider connectivity once 5G and all of the hooks into the WiFi network really start to work. We used to call this the Hotspot 2.0 and I'll be honest with you, I think they're gonna call it Hotspot 3.0. (laughing) But I think 5G is really gonna be the time when we start to see it really, really in action. >> The conductivity piece is critical for IoT. We're seeing machine learning and AI be critical. What's your vision for how machine learning and artificial intelligence is gonna bring in to impact smart cities, smart homes, because as you get to that next step-- >> Yeah. >> I got the connectivity, got the pervasiveness. Now I need application, I need security. I need to have a clean user experience. What's the thoughts on how Meraki is gonna deliver that? What's your vision? >> Yeah, look, there are times when the machines are gonna do better than the people and I think we all, with varying degrees of comfort, are gonna come to this realization, right? And the network is one great example, like we just released Meraki Wireless Health and Meraki Insight and these are both assurance products that are designed around an AI core. The machines are gonna be better at scrolling through radius logs and SNMP traps and all kinds of different data to find those anomalies to see what's going wrong. And we should expect them to do that. We should not do that stuff anymore. The system, the cloud, the Meraki Dashboard can do the heavy lifting for us, it can help diagnose when we're sick and help prescribe the cure because that type of AI is gonna have a far better understanding of all of that information, that massive amount of data that you have to sort through to come up to the right conclusions, but for smart cities, and I am super excited about that space. I mean, we launched this camera portfolio and we've been driving a ton of machine learning into it right now and I got to watch the cameras like learn how to count human beings using machine learning, and it's amazing. >> Mind blowing. >> It is mind blowing to see machine learning at work, especially in the learning phase, and now that this technology can be put in the hands of Meraki customers which is so easy to deploy and takes like, it just is for everyone now. It's not just for the people with massive data centers, GPU farms, and all that stuff. Anyone can deploy this and we can track people using cameras. I think it's finally gotten to the point where it's like, okay, we can realize maybe human beings shouldn't be staring at camera feeds all day. The machines will be better at that for us and that's I really think just the beginning, counting people, understanding where your traffic is, where there's congestion, having the cities start to become smarter over time I think the only gonna, It's only gonna make us all-- >> It augments the reality of having a human do it, but humans still might be involved. Todd, thanks for spending the time. I know you're super busy here at the conference. Thanks for coming on. I wanna get final question for you, kinda end the segment. Take a step back and kinda think about the customer interactions you've had with your customers. Share some anecdotes. People watch say, "Hey, this Meraki thing, "I wanna get to know more of it. "This sounds cool." They might be, wanna kick the tires, might wanna jump headfirst into the deep end and explore. Share some anecdotal feedback you've heard. What are people saying? What our customers saying? "Man that's the best thing since sliced bread." I mean what are some of the things that you've heard from customers? Share a few sound bites of customer reactions after using Meraki. >> It's funny I met with a Fortune 500 company this morning and they deployed Meraki at all their branches, like a full stack Meraki site, and he said in his entire time at that company, he's only been hugged after one project and it was for bringing Meraki to the company. And I think people are really reacting to this idea that powerful technology can be simple. And if you do that, your team can be freed up to do what they really want and your users can be cared for actually at a higher level, right? And simplicity unlocks that. We've had customers who are shocked at how wide the SD-WAN deployments are in Meraki, how dense the auditorium and even stadium WiFi is. I was just talking to a customer right out here who's really blown away by how much of the portfolio, how much the technology's opened up using the APIs that we're teaching folks about a DevNet right now. And I guess my only, just thinking back to when we spoke last which is like a year and two months ago, I can't believe it's only been that short of time. It's only been a year because where Meraki's come in the last year, I guess the only thing I'd ask for your audience is, hey, give it give it a look. >> And you're giving away free switches here too. >> Yeah, yeah, yeah, yeah. >> Gotta get your hands on Todd. Thanks and congratulations on your success, making things easy, reducing the steps it takes to do stuff and it's really good business model. >> Yeah, thank you. Simplicity is great, guys. >> Alright, Todd. He's the Senior Vice President and General Manager of Meraki team. Really changing the game. Cloud scale, cloud simplicity, running workloads and data across the cloud native and on-site on-premise activity. It's theCUBE here, bringing all the action in Orlando. We've got a bit more, stay with us after this short break. (techno music)

>> Live from the Computer History Museum, in Mountain View, California. It's the Cube! Covering DevNet Create 2018. Brought to you by Cisco. >> Hey, welcome back everyone. This is the Cube's live coverage here in Mountain View, California, heart of Silicon Valley, at the Computer History Museum for Cisco's DevNet Create. This is their developer eco-system for cloud natives, an extension to their popular and successful DevNet developer programs. A special event, really getting down and dirty on Kubernetes cloud native, and how to create real-time applications on the cloud. I'm John Furrier, my cohost Lauren Cooney, our next guest is Raj Krishna, who's the VP of Product Management with Cisco Meraki, doing some great things here, made a big announcement on stage. Welcome to the Cube, thanks for joining us. >> Thank you for having me, it's a pleasure to be here. >> So, before we jump into the speeds and feeds of some of the real impactful things that you've been doing, with this cool area in cloud, you just had some news on stage, you announced it. You guys are giving away a lot of Benjamins in product. Share the news. Yeah, we're going to be giving away 1.4 million dollars worth of our products, our cloud managed switches. And the reason why we're doing that is because we want to see the ecosystem, we want people to have access to our technology, because they're going to build all kinds of cool and interesting applications that we may not have thought of. So, by giving this gear away, we want to help evangelize, and help promote the ecosystem. >> You guys are creating a nice culture here, I got to say. I give you guys props, the second event you guys have done with DevNet create, where you're really looking at, and aligning with the cloud native developers. You've got things, you've got some hackathons, you've got some team-oriented camps here, but really it's about giving them the enablement, and the tooling to do things. You're not telling people "you need to develop this." You're not jamming stuff down their throat. Talk about the role of that, and what you guys are doing with your product, and how does that fit in? Because IoT comes right to mind for me. You know, new sensors, new things are happening, talk about specifically the things that you guys are offering from a tech standpoint, tools that you offer, and some of the things you expect that might happen. >> Most definitely. So, throughout the years as we've kind of built out a very large-scale cloud management platform, we've realized that the need for external orchestration tools, external monitoring tools, data aggregation tools, is paramount because people want to build not just interesting and cool applications, but they want to build security applications. They want to build data logging applications, analytics applications where they can take data from the infrastructure and then take data from their CRM, their customer resource management systems, and mix and match that data to be able to understand "hey, is there a pattern here, in terms of network traffic and foot traffic in my stores." So, as we've come to terms with this trend, we've been building out a very rich set of API's, that can help you aggregate data, that can help you visualize data, and we realized that that's not enough. So, that's why we've been investing heavily in the ecosystem play. That's why we've actually set up dedicated teams at Meraki. We have a brand new solutions architecture team that is hyperfocused and their sole mission in life is to enable developers. It's to go out and evangelize the technology, but then also have whiteboarding conversations with those developers, give them sample code, show them other sample applications. They've also stood up a brand new application app store where third party developers can have their apps featured, and they can have their apps purchased on their store. >> Take a minute to explain Meraki's role in this ecosystem, because it's a product, it's a switch, but it's not just hardware. Can you just take a minute just to lay it out, what is it, what does it do, and what does it enable? >> Yeah, so the reason why Meraki was so successful and acquired by Cisco was the cloud management aspect of it. The ability to roll out and provision and monitor, manage and scale a network, whether it's wireless, whether it's routing, whether it's switching, whether it's security, and to do that at a gargantuan scale where you have 10,000 sites or 20,000 sites, that was Meraki's bread and butter, but almost by accident what we realized was that would give you a large scale programmable platform, so we built these API's on top, and what we've learned through the years is that this is a massively programmable orchestration layer, right? For being able to program things, being able to extract data at scale-- >> Like what, like program what? >> So, let me give you an example. We have a service provider that we work with in Europe that services a million end customers. And what they do, is they're offering their services, their broadband connectivity services, their VoIP services, and they're also offering Meraki hardware in their web stores. I can go to their web store, and I can click "I want to buy a three year broadband contract, and I want to buy these widgets that come with it, one of those widgets is a Meraki widget." When they click Buy, it makes a series of API calls to the Meraki backend and everything gets provisioned automatically. Not just the Meraki services, but also the service providers own portfolio services, so it's enabled a seamless ordering experience where someone take Meraki, just as one part of the solution, and wrap a bunch of other services around it, and enable provisioning of that, at scale. >> Versus the alternative is ship a box, unpack it, connect to it-- >> Ship a box to a warehouse, unpack it, plug it in-- >> Login command line interface I mean, it's a nightmare, compared to what is is automated. >> Right >> Turnkey. >> Right, exactly. And the way that we really see ourselves fostering this ecosystem and our role in the ecosystem is we're just the platform, we are enabling the platform we want to make the platform easy to use, we want there to be rich documentation, we want there to be a set of API's, we want there to be scripts that we can make available, but really the creativity is going to come from those developers who come on board and solve unique customer problems that we may not have even thought of, so it's about working with those people, and making sure that they have the tools, the knowledge, the expertise and just enabling them. >> So, what would a traditional, kind of, Meraki developer look like? What kind of skills do they need? Do they have to have experience in networking, or app development, or what are you really looking at? >> Yeah, we're getting experience with an entire range of different types of application engineers, you know. People who are more mobile app centric, so we've seen mobile apps that are crafted, that integrate with Meraki beacons to trigger some kind of an action when I walk into a store, so very mobile app centric developers. We've seen a lot of interesting web-centric applications, you know, developers who are proficient in Java script, things like Ruby on Rails, building very rich, front-end visualizations of Meraki data, and then we've seen some even more hardcore networking engineers who really understand bits and bytes and the flows of data coming out of the network to, for example, take a NetFlow feed from our security appliance, and say "hey, this is a threat and I want to create, using this API call that tells me this is a threat, I want to have a tie-in with something like a lightbulb so that lightbulb goes off any time I see a network threat in my environment." So, what's kind of cool and interesting here is I have a range of different types of developers with different types of skillsets, and they're able to enable use cases and applications based off of their area of domain expertise. >> All right, I got to ask the hard question. This is the tough one. Increased surface area increases more potential security threats, malware, I mean there's lightbulbs out that that have, you know, connect to your WiFi, I mean they're basically a PC, you've got a processor in there, so great for malware, to attach to, sit there dormant, get inside the network, this is a huge concern. How do you guys look at the security paradigm for this? >> Yeah, absolutely. And that's why building a large scale network means having security first and foremost in your mind. So, we actually have a very rich set of security products that can help you secure your endpoints, and help you secure your network. So, just giving you an example here: We have a security appliance that actually integrates with Cisco's Talos threat engine. Cisco Talos is a team of hundreds of security researchers, and they're constantly staying up to date with the latest security vulnerabilities, security patches, trojans, malware, etc, etc. If you're running a Meraki security appliance, you have visibility into these real-time threats, and also you can extract that data and visualize it in a third party portal, or you can save it for logging. So, making sure that people are aware of the security threats, making rich tools available to our developer ecosystem that can help protect them against these threats, and then also having a privacy by design mindset when we're building and constructing API's. Let me give you an example. The upcoming laws in Europe, the GDPR laws, going into effect May 25th, we're actually building API's that will help you abide to these laws by letting you delete personally identifying information for a specific client. So, we want to help our customers and our developers be compliant with GDPR for their end users, so if their end users come to them and say "hey, I was connected to this network, but I want to be forgotten now, I want you to delete all my data," they can do that programmatically using an API. So, it's the kind of entire spectrum, right? It's building the awareness, building the product suite, as well as building the tools to help developers build privacy applications as well. >> That's definitely enabling the developer ecosystem, like we were talking about before. Now, what do you think is, when you talk about the industries that you're in, you know, I can see enterprises, retail, and manufacturing, and lots of different areas there, and there's probably service providers examples where they can make a lot of money, working with you guys and adding services to what they deliver to their customers. Where do you see kind of the most growth coming from, or the most interest? >> Yeah, we see the most growth coming from, kind of, a range of customers across the board, to be honest with you. Some of our traditional sweet spot verticals, that we were very strong in were distributed enterprise, retail and education because in these kinds of environments, you often have lean IT teams that want to do a lot more with a lot less. But what we've found is, our historic sweet spot was that kind of mid-market customer, you know, between 100 and 1000 employees, but over time we've been moving more and more up market, because we've been adding enterprise features, we've been really hardening and stabilizing the platform, so that can deliver enterprise networking at scale, and what we're finding now is increasingly more and more interest from that very high end premium segment of customer, you know, the Fortune 1000 companies who are saying "this is interesting for all my branch sites," or "hey, this is interesting for all my distribution centers or all my warehouses," so we're seeing growth across the board, which is why it's such an exciting time to be at Meraki. >> Raj, good luck with everything. Thanks for coming on the Cube, really appreciate it. What's next for you guys as this things evolves? More programmability, more automation? >> More of everything. We're going to be launching more products, we're going to be crafting more API's, we very recently released a new series of HD video surveillance cameras, and we're seeing a ton of very interesting IoT type of applications where those are being used in manufacturing or farming, we're getting interesting API requests for that. So, we're going to be continuing to invest heavily in our portfolio, build out more hybrid products, more software features, as well as more API calls. >> You guys are targeting the developers at the edge, on the cutting edge, pun intended-- [Raj] We hope so. >> Great stuff. IoT certainly a great opportunity for developers, you know, stuff that you couldn't do years ago are possible, certainly with the cloud and IoT, and Cisco's DevNet Create. I'm John Furrier. More live coverage here in Mountain View after this short break. (techno music)

>> Announcer: Live from San Francisco, it's The Cube. Covering DevNet Create 2017. Brought to you by Cisco. >> Hey, welcome back, everyone. We're live in San Francisco for Cisco System's Inaugural DevNet Create Event. Which is an extension of their DevNet Developer Program. Which is the Cisco, you know, core developer program. Now, going out to the community to create, kind of, ingratiate into the DevOps developer world, connecting IOT and infrastructure together. This is The Cube's exclusive coverage for two days. Our next guest is Todd Nightingale, senior vice president and general manager of Cisco. Welcome to The Cube, I'm John Furrier. My co-host Peter Burris, welcome to The Cube. >> Thanks. >> Tell us about your group first. Just explain your division, what you guys do and why is it relevant to DevNet Create? I mean, you guys already got a massive developer program that's kicked off and growth within Cisco. Why DevNet Create? Why ingratiate out into the community and connect with these new developers? >> Sure, sure yeah. The Meraki business, it's cloud-managed infrastructure. We make wireless, switching, routing. And now phones and cameras and mobile device management. You know what we've realized is as simple to manage, simple to monitor, that our solution is, a lot of our customers, they want to do more. They want to expand and build custom applications. They want to leverage social logins. And do all kinds of different analytics on top of the infrastructure. The infrastructure is starting to be a part of a greater technology you know, digitization of their business, or their school, or their government. And really I think the lesson that we've learned over the last couple years is the key is to open up the platform. Is to have some faith in the community. Open up the platform and do your best to recruit, you know, best in class development teams from around the world. And once people can get more from your platform than others than they're going to flock to you over time. We're lucky, right, as a cloud managed solution, we've got all of our devices already being managed and monitored from the cloud. So for developers, it's very easy to develop on cloud APIs. >> So, they don't need to come in and be a total network guru. They just come in and leverage infrastructure as code for a gameable infrastructure, is that right? >> Exactly, yeah, rest APIs in the cloud. Just like you might integrate to a Facebook API or a Google API. You integrate to a Meraki API. And you're able to control the infrastructure, get analytics from the infrastructure, understand your locations better, all of that stuff. >> Peter and I always talk on The Cube about a couple concepts, but two are relevant. For this one, I'll give you a reaction to. One is internet scale now is going to a whole nother dimension. Cisco dominating with scale at the router level within internet one. But now, with internet and things, he brings up this concept of this known technology but unknown processing development. You mentioned new devices connecting. This is, like, a new connection point that needs to be managed dynamically. You don't know when they're going to come on and off. So, that's kind of cool. I'm going to get your reaction to that. Is that how you guys see the world? Because that really is IOT. New devices are connected to the network, they need a connection, they need power, and they need to be provisioned, managed, and allocated. They're throwing off data. This is a developer dream but also could be a nightmare. >> Yeah, look, I think that a lot of the story of networking has been this concept of, like, building a network, configuring it up just right, and then when it's perfect, you don't touch it. You're afraid you might break something. The concept of fat-fingering is so common, right? And so these networks are incredibly powerful but brittle. And that just can't be the way anymore. It has to be simple enough that people can feel that their network is nimble and changeable and can be configured and managed and changed over time to react to this stuff. I think the technology is getting better when it comes to simple and automated provisioning of IOT devices. We're tracking very carefully a technology called mud that allows for these devices to provision with a policy set by the manufacturer, and all that stuff. The real story is the networks were deploying today will have to be nimble. And they'll have to be upgradable from the cloud and be able to get better over time and make it easier and easier for people who have maybe a thousand users on their network today, they're going to have a hundred thousand devices on their network in five years. And they have to be ready for that. And be ready to continue to evolve over time. >> So, one of the things, that our researchers, we've talked to a lot of CIOs, is that they're moving to an orientation that's focused on elasticity, which might be no workload at any scale to what we're calling, plasticity. Which has very, very specific meaning, at least, in the physics sense. Not only are you able to scale up and down, but you're also able to reconfigure very, very rapidly. So, things will plop into a new shape that will sustain itself. And I want to know what you think about this concept. Not just elasticity, but plasticity. The ability for the infrastructure to reconfigure itself in ways that make sense and sustain that shape as the business evolves. >> Yeah, I think, look on the compute side, that's very real, right? When you think about load on different servers, with applications running across different clouds and data centers. This stuff has to be expandable and also, expandable in a controlled way, not just, you know, spinning up thousands and thousands of servers. And I think this concept of plasticity gets to that. It has to scale but in a controlled concept. When it comes to the infrastructure, the bigger deal is, the infrastructure is always optimizing whatever networking resources you have. There's only so much ban with coming to your site or to and from you cloud and all that stuff. And when the load starts to spike, and really explode over time, before you have the ability to find more ban with another service provider. What the infrastructure has to do is it has to automatically optimize your most important apps, you more important applications. Prioritize that through your network and optimize the rest to do its best in whatever limited resource it has. Infrastructure and network infrastructure, I think of this more of like resource optimization. And those algorithms having to be nimble. And to be honest, really dynamic, as the load spikes in different ways, over different times. >> I think it's a great point. But let me push you on this. But don't we also have to remember the patterns associated with that? So we can anticipate the infrastructure, can anticipate some of these spikes, time of month, time of day. In response to particular other business events. So, the infrastructure itself has to then, have a muscle memory associated with some of these things. So, that it can, again, kind of, constantly reconfigured itself to support what the business events that are becoming more obvious overall. So that we don't have to reconfigure them ourselves. Does that make sense to you? >> Yeah, I think, you know, we talk about this, sort of, next generation of network intelligence. And really using some type of machine learning to predict these type of events. To me, it's not just about, you know, automatically reconfiguring the infrastructure. But it's also about making the next recommendation about hey, the way your trends are going, you're really going to need, x, y, z change in the physical network in two months, in six months, in nine months. Predicting what will be the next shoe to drop and how IT managers will have to expand their network capacity in what ways. You know, I think that's really this concept of networking intelligence. It's a serious problem. I mean, the machine learning to understand these patterns and to be able to see through a lot of noise and really see what's happening is interesting. I think what app dynamics does for the application space, in, like, large day centers, understanding which code is being used more often and where your load really is happening. We're going to start to see some of those same, like, deep learning data analytics applications in networking. And I think it's exciting, I agree. It's an exciting space. >> Todd, I want to get your thoughts on something because we're before we came on camera about your background at MIT and Meroki, when it's got a start on the roots. You guys were hackers, okay? You were freedom fighters for the internet band. Which, by the way, we still have broadband starvation in this country, in my opinion. But I got to give you guys props for that. So, you got kind of a hacker mentality. But you talk about your journey, about how you group is, kind of, bringing in some group core IP. You're also, kind of, a global system integrator within Cisco, among the core IP. That's more important now than ever, as app dynamics collides with the Cisco infrastructure DNA. Can you share some insight on what it's like internally as Cisco? Because this is the classic, you know, decade and a half long argument within Cisco of moving up the stack. I mean, I've talked to many SBPs at Cisco, "We got to move up the stack." And, "No, we're good down here." You guys are moving up the stack, you're on of the hackers in there. I mean, technically, maybe not a hacker now. But I mean, mentality wise, you're looking at it differently. What's the different view? Share some color. >> It's been awhile since checked in any code. Yeah, look, I'd say there's a really great reality to inquire by Cisco. If you're in networking. And we focus a lot on adding value up the stack, putting things into the cloud platform, not just into the device and all that stuff. But if you're at Cisco, Cisco is holding on the richest infrastructure, IT infrastructure, intellectual property portfolio in the world. Almost indisputably, right? And as soon as you're acquired by Cisco, you get access to this immediately. We have, through different acquisitions, been able to leverage like, source fire amp and directory of modules, networking components from around Cisco. You know, since part of Cisco, we've been able to build stackable switching and aggregation, fiber switching, all this stuff. Deep, deep networking IP from all around Cisco. And like, I keep waiting for the bill to arrive. And it never has. >> It's your like Picasso, you got this canvass, you got freedom. >> There is a lot of teamwork there. You really have access to all of the intellectual properties. As a network hacker, it's a pretty amazing opportunity. So, we're excited about that. >> But the other thing it does is that you not only get access to all of this intellectual property, but you've got an install base that is so extremely relevant and is the basis for much of what the computing industry and computing world does now and for some extended time into the future. So, you've got a ready-made target of people ready to adopt. How do you think that your core professionals, on the networking side, are going to evolve their skills and their capabilities to make themselves increasingly relevant in this emerging world. >> You know, look, I think that's the story of definite. We see a lot of IT shops that have, you know, really deep infrastructure management capability. And as the infrastructure gets more automated or they start to use Meraki and it gets simpler to manage, they find themselves with time to finally focus on their own mission. Their mission is not, like, massive management of thousands of networking devices. CIOs care about education technology, or hotel technology, or restaurant technology. They finally have time to really work on digitizing the hotel industry, or digitizing schools in Latin America, whatever that happens to be. I really see them, like, moving up the stack. The skills of IT groups around the world are what really are moving up the stack. And all of a sudden, they're building apps. And they're, like, analyzing data and trying to apply machine intelligence to customer behavior. And everything that the promise of this technology used to be. First, we got to get out of the weeds. We got to simplify the infrastructure and get our IT shops out of that and into that business-relevant IT. >> It's also a mindset shift too. Again, you mentioned earlier, it used to be the network is fixed and brittle. And then you were constrained by what the network could provide you above. Now, the apps are dictating down to the networks. So, there's now a new model of app saying, "Hey, I don't need you to be "a provisioning configuration management guru, "on provisioning new devices. "I just want to get the network to do "what I need and not be an expert." That's ethos of DevOps. How is that playing forth for you guys, with DevNet Create out here? Give us some examples of how you guys are making that a reality and some of the directional things that you were working on. >> Yeah, it's a great example. You know, we have an awesome deployment in Mexico, called Mexico Conectado. And it's kind of near and dear to my heart. Federal buildings all over Mexico. The government funded, for the first time ever, internet access and all those sites with wi-fi for the building but also publicly accessible. And a lot of the sites they deployed, it was the first internet connection going into that building. Or maybe even for that town in rural Mexico. You know, deploying out at thousands and thousands, tens of thousands of sites all around Mexico. That could've easily been it. Just trying to make that work. Just the crushing complexity of that many devices and that many sites and a dozen different service providers managing it. By using Meraki, those guys were able to, you know, deploy it out, and really have it managed by the service providers but monitored by the government. And then, open up the APIs. So, that the government can actually analyze across all of those deployments. How the network is being used, what kind of utility they're getting in urban areas verus rural areas. Is this initiative really working that they're bringing, internet's really being used in locations it hasn't been before. Or are they just, kind of, subsidizing internet for well-connected cities already? And they're really getting to see that visibility and understand if they're really meeting their goals. Not just scrambling all day to get off the ground. >> Okay, question from the crowd. Thanks for sending in the questions. Go to crowdchat.net/devnetcreate. A question is, "What is the most important "DevOps practice to you?" And you can globalize for Cisco or in your view, just the industry, community. "Infrastructure is code, configuration management, "continuous delivery, automated testing, or other?" >> Todd: Or other? >> Other being fill in the blank. One that you might think. >> Automated testing is near and dear to my heart. (John chuckles) It's near and dear to my heart. If we didn't implement a strong, automated testing practice at Meraki, we wouldn't ship anything. (John chuckling) Well, if you think about infrastructure is code, obviously that's important to us because that's what we're building, kind of, is a programmable network using these cloud APIs. Maybe the one that I feel is missing from the list would be the real concept of new product instruction through an MVP process. And this concept of building the minimally viable product. So that you get it in the hands of users as early as possible and start getting real feedback. But one value proposition, one used case met, if you can find a way to get that into the hand of users or in the hands of paying customers and start to get that feedback, that's the day that you hire the first real product manager. No one knows what people really want than active users trying to get value out of your product. And trying to figure out and get that expert in on day one before you start development. Don't believe experts, you know, believe users. >> Todd, thanks for coming on The Cube. And sharing the inside, really appreciate. Final question for you. DevNet's been very successful at the Susie. And the team put that together. It's pumping on all cylinders. Just go live, big showcase there. DevNet created an augural event. As it progresses, what's the objective of this event? And how is it different than DevNext events in your mind? >> Yeah, look, I think, just as my opinion and this is how I see it. For a long time, infrastructure has been this closed ecosystem. You buy expensive networking IT infrastructure, you configure it using whatever CLI is available and, like, that's it. And new systems came into being, like, in the cloud, even modern CRMs systems. Like salesforce, modern POS systems, all that stuff. And they all were open platforms. But infrastructure lagged. It was always a close ecosystem. I think what DevNet, kind of, stands for is the opening up of that ecosystem. And allowing the network to, like, dynamically react to the needs of the business. And to really be controlled in a new way. DevNet create for me is, sort of, this is inaugural event of, sort of, Cisco really stepping out and declaring, this is going to be the way of the future. I think we're all going to be sitting here in five years down at Moscone as they tear down the super structure from a five thousand person DevNet create. And we're going to be saying, "I was here at the first one. "I was in San Francisco for the first DevNet." >> Present and creation. >> Todd: Yes, exactly. >> Well done, totally love the mission. I think it's super important. Again, they're not mutually exclusive communities, they're merging together and it's a rising tide, congratulations. Todd Nightingale, senior vice president, general manager of Cisco Meraki cloud automation. Loves automated testing, but again, that's many practices that DevOps eat, those infrastructure is code, developer freedom. That's the theme here. We've got the more live coverage. I'm John Furrier with Peter Burris, stay with us. (upbeat music)

(upbeat music) >> Welcome back to Vegas. It's theCUBE live at AWS re:Invent 2022. We're hearing up to 50,000 people here. It feels like if the energy at this show is palpable. I love that. Lisa Martin here with Dave Vellante. Dave, we had the keynote this morning that Adam Selipsky delivered lots of momentum in his first year. One of the things that you said that you were looking in your breaking analysis that was released a few days ago, four trends and one of them, he said under Selipsky's rule in the 2020s, there's going to be a rush of data that will dwarf anything we have ever seen. >> Yeah, it was at least a quarter, maybe a third of his keynote this morning was all about data and the theme is simplifying data and doing better data integration, integrating across different data platforms. And we're excited to talk about that. Always want to simplify data. It's like the rush of data is so fast. It's hard for us to keep up. >> It is hard to keep that up. We're going to be talking with an alumni next about how his company is helping organizations like Cisco Meraki keep up with that data explosion. Please welcome back to the program, Matthew Scullion, the CEO of Matillion and how Hoshang Chenoy joins us, data scientist at Cisco Meraki. Guys, great to have you on the program. >> Thank you. >> Thank you for having us. >> So Matthew, we last saw you just a few months ago in Vegas at Snowflake Summits. >> Matthew: We only meet in Vegas. >> I guess we do, that's okay. Talk to us about some of the things, I know that Matillion is a data transformation solution that was originally introduced for AWS for Redshift. But talk to us about Matillion. What's gone on since we've seen you last? >> Well, I mean it's not that long ago but actually quite a lot. And it's all to do with exactly what you guys were just talking about there. This almost hard to comprehend way the world is changing with the amounts of data that we now can and need to put to work. And our worldview is there's no shortage of data but the choke points certainly one of the choke points. Maybe the choke point is our ability to make that data useful, to make it business ready. And we always talk about the end use cases. We talk about the dashboard or the AI model or the data science algorithm. But until before we can do any of that fun stuff, we have to refine raw data into business ready, usable data. And that's what Matillion is all about. And so since we last met, we've made a couple of really important announcements and possibly at the top of the list is what we call the data productivity cloud. And it's really squarely addressed this problem. It's the results of many years of work, really the apex of many years of the outsize engineering investment, Matillion loves to make. And the Data Productivity Cloud is all about helping organizations like Cisco Meraki and hundreds of others enterprise organizations around the world, get their data business ready, faster. >> Hoshang talk to us a little bit about what's going on at Cisco Meraki, how you're leveraging Matillion from a productivity standpoint. >> I've really been a Matillion fan for a while, actually even before Cisco Meraki at my previous company, LiveRamp. And you know, we brought Matillion to LiveRamp because you know, to Matthew's point, there is a stage in every data growth as I want to call it, where you have different companies at different stages. But to get data, data ready, you really need a platform like Matillion because it makes it really easy. So you have to understand Matillion, I think it's designed for someone that uses a lot of code but also someone that uses no code because the UI is so good. Someone like a marketer who doesn't really understand what's going on with that data but wants to be a data driven marketer when they look at the UI they immediately get it. They're just like, oh, I get what's happening with my data. And so that's the brilliance of Matillion and to get data to that data ready part, Matillion does a really, really good job because what we've been able to do is blend so many different data sources. So there is an abundance of data. Data is siloed though. And the connectivity between different data is getting harder and harder. And so here comes the Matillion with it's really simple solution, easy to use platform, powerful and we get to use all of that. So to really change the way we've thought about our analytics, the way we've progressed our division, yeah. >> You're always asking about superpowers and that is a superpower of Matillion 'cause you know, low-code, no-code sounds great but it only gets you a quarter of the way there, maybe 50% of the way there. You're kind of an "and" not an "or." >> That's a hundred percent right. And so I mentioned the Data Productivity Cloud earlier which is the name of this platform of technology we provide. That's all to do with making data business ready. And so I think one of the things we've seen in this industry over the past few years is a kind of extreme decomposition in terms of vendors of making data business ready. You've got vendors that just do loading, you've got vendors that just do a bit of data transformation, you've got vendors that do data ops and orchestration, you've got vendors that do reverse ETL. And so with the data productivity platform, you've got all of that. And particularly in this kind of, macroeconomic heavy weather that we're now starting to face, I think companies are looking for that. It's like, I don't want to buy five things, five sets of skills, five expensive licenses. I want one platform that can do it. But to your point David, it's the and not the or. We talk about the Data Productivity Cloud, the DPC, as being everyone ready. And what we mean by that is if you are the tech savvy marketer who wants to get a particular insight and you understand what a Rowan economy is, but you're not necessarily a hardcore super geeky data engineer then you can visual low-code, no-code, your data to a point where it's business ready. You can do that really quick. It's easy to understand, it's faster to ramp people onto those projects cause it like explains itself, faster to hand it over cause it's self-documenting. But, they'll always be individuals, teams, "and", "or" use cases that want to high-code as well. Maybe you want to code in SQL or Python, increasingly of course in DBT and you can do that on top of the Data Productivity Cloud as well. So you're not having to make a choice, but is that right? >> So one of the things that Matillion really delivers is speed to insight. I've always said that, you know, when you want to be business ready you want to make fast decisions, you want to act on data quickly, Matillion allows you to, this feed to insight is just unbelievably fast because you blend all of these different data sources, you can find the deficiencies in your process, you fix that and you can quickly turn things around and I don't think there's any other platform that I've ever used that has that ability. So the speed to insight is so tremendous with Matillion. >> The thing I always assume going on in our customers teams, like you run Hoshang is that the visual metaphor, be it around the orchestration and data ops jobs, be it around the transformation. I hope it makes it easier for teams not only to build it in the first place, but to live with it, right? To hand it over to other people and all that good stuff. Is that true? >> Let me highlight that a little bit more and better for you. So, say for example, if you don't have a platform like Matillion, you don't really have a central repository. >> Yeah. >> Where all of your codes meet, you could have a get repository, you could do all of those things. But, for example, for definitions, business definitions, any of those kind of things, you don't want it to live in just a spreadsheet. You want it to have a central platform where everybody can go in, there's detailed notes, copious notes that you can make on Matillion and people know exactly which flow to go to and be part of, and so I kind of think that that's really, really important because that's really helped us in a big, big way. 'Cause when I first got there, you know, you were pulling code from different scripts and things and you were trying to piece everything together. But when you have a platform like Matillion and you actually see it seamlessly across, it's just so phenomenal. >> So, I want to pick up on something Matthew said about, consolidating platforms and vendors because we have some data from PTR, one of our survey partners and they went out, every quarter they do surveys and they asked the customers that were going to decrease their spending in the quarter, "How are you going to do it?" And number one, by far, like, over a third said, "We're going to consolidate redundant vendors." Way ahead of cloud, we going to optimize cloud resource that was next at like 15%. So, confirms what you were saying and you're hearing that a lot. Will you wait? And I think we never get rid of stuff, we talk about it all the time. We call it GRS, get rid of stuff. Were you able to consolidate or at least minimize your expense around? >> Hoshang: Yeah, absolutely. >> What we were able to do is identify different parts of our tech stack that were just either deficient or duplicate, you know, so they're just like, we don't want any duplicate efforts, we just want to be able to have like, a single platform that does things, does things well and Matillion helped us identify all of those different and how do we choose the right tech stack. It's also about like Matillion is so easy to integrate with any tech stack, you know, it's just they have a generic API tool that you can log into anything besides all of the components that are already there. So it's a great platform to help you do that. >> And the three things we always say about the Data Productivity Cloud, everyone ready, we spoke about this is whether low-code, no-code, quasi-technical, quasi-business person using it, through to a high-end data engineer. You're going to feel at home on the DPC. The second one, which Hoshang was just alluding to there is stack ready, right? So it is built for AWS, built for Snowflake, built for Redshift, pure tight integration, push down ELT better than you could write yourself by hand. And then the final one is future ready, which is this idea that you can start now super easy. And we buy software quickly nowadays, right? We spin it up, we try it out and before we know it, the whole organization is using it. And so the future ready talks about that continuum of being able to launch in five minutes, learn it in five hours, deliver your first project in five days and yet still be happy that it's an enterprise scalable platform, five years down track including integrating with all the different things. So Matillion's job holding up the end of the bargain that Hoshang was just talking about there is to ensure we keep putting the features integrations and support into the Data Productivity Cloud to make sure that Hoshang's team can continue to live inside it and do all the things they need to do. >> Hoshang, you talked about the speed to insight being tremendously fast, but if I'm looking at Cisco Meraki from a high level business outcome perspective, what are some of those outcomes that a Matillion is helping Cisco Meraki to achieve. >> So I can just talk in general, not giving you like any specific numbers or anything, but for example, we were trying to understand how well our small and medium business campaigns were doing and we had to actually pull in data from multiple different sources. So not just, our instances of Marketo and Salesforce, we had to look at our internal databases. So Matillion helped us blend all of that together. Once I had all of that data blended, it was then ready to be analyzed. And once we had that analysis done, we were able to confirm that our SMB campaigns were doing well but these the things that we need to do to improve them. When we did that and all of that happened so quickly because they were like, well you need to get data from here, you need to get data from there. And we're like, great, we'll just plug, plug, plug. We put it all together, build transformations and you know we produced this insight and then we were able to reform, refine, and keep getting better and better at it. And you know, we had a 40X return on SMB campaigns. It's unbelievable. >> And there's the revenue tie in right there. >> Hoshang: Yeah. >> Matthew, I know you've been super busy, tons of meetings, you didn't get to see the whole keynote, but one of the themes of Adam Selipsky's keynote was, you know, the three letter word of ETL, they laid out a vision of zero ETL and then they announced zero ETL for Aurora and Redshift. And you think about ETL, I remember the days they said, "Okay, we're going to do ELT." Which is like, raising the debt ceiling, we're just going to kick the can down the road. So, what do you think about that vision? You know, how does it relate to what you guys are doing? >> So there was a, I don't know if this only works in the UK or it works globally. It was a good line many years ago. Rumors of my death are premature or so I think it was an obituary had gone out in the times by accident and that's how the guy responded to it. Something like that. It's a little bit like that. The announcement earlier within the AWS space of zero ETL between platforms like Aurora and Redshift and perhaps more over time is really about data movement, right? So it's about do I need to do a load of high cost in terms of coding and compute, movement of data between one platform, another. At Matillion, we've always seen data movement as an enabling technology, which gets you to the value add of transformation. My favorite metaphor to bring this to life is one of iron. So the world's made of iron, right? The world is literally made of iron ore but iron ore isn't useful until you turn it to steel. Loading data is digging out iron ore from the ground and moving it to the refinery. Transformation of data is turning iron ore into steel and what the announcements you saw earlier from AWS are more about the quarry to the factory bit than they are about the iron ore to the steel bit. And so, I think it's great that platforms are making it easier to move data between them, but it doesn't change the need for Hoshang's business professionals to refine that data into something useful to drive their marketing campaigns. >> Exactly, it's quarry to the factory and a very Snowflake like in a way, right? You make it easy to get in. >> It's like, don't get me wrong, I'm great to see investment going into the Redshift business and the AWS data analytics stack. We do a lot of business there. But yes, this stuff is also there on Snowflake, already. >> I mean come on, we've seen this for years. You know, I know there's a big love fest between Snowflake and AWS 'cause they're selling so much business in the field. But look that we saw it separating computing from storage, then AWS does it and now, you know, why not? It's good sense. That's what customers want. The customer obsessed data sharing is another thing. >> And if you take data sharing as an example from our friends at Snowflake, when that was announced a few people possibly, yourselves, said, "Oh, Matthew what do you think about this? You're in the data movement business." And I was like, "Ah, I'm not really actually, some of my competitors are in the data movement business. I have data movement as part of my platform. We don't charge directly for it. It's just part of the platform." And really what it's to do is to get the data into a place where you can do the fun stuff with it of refining into steel. And so if Snowflake or now AWS and the Redshift group are making that easier that's just faster to fun for me really. >> Yeah, sure. >> Last question, a question for both of you. If you had, you have a brand new shiny car, you got a bumper sticker that you want to put on that car to tell everyone about Matillion, everyone about Cisco Meraki, what does that bumper sticker say? >> So for Matillion, it says Matillion is the Data Productivity Cloud. We help you make your data business ready, faster. And then for a joke I'd write, "Which you are going to need in the face of this tsunami of data." So that's what mine would say. >> Love it. Hoshang, what would you say? >> I would say that Cisco makes some of the best products for IT professionals. And I don't think you can, really do the things you do in IT without any Cisco product. Really phenomenal products. And, we've gone so much beyond just the IT realm. So you know, it's been phenomenal. >> Awesome. Guys, it's been a pleasure having you back on the program. Congrats to you now Hoshang, an alumni of theCUBE. >> Thank you. >> But thank you for talking to us, Matthew, about what's going on with Matillion so much since we've seen you last. I can imagine how much worse going to go on until we see you again. But we appreciate, especially having the Cisco Meraki customer example that really articulates the value of data for everyone. We appreciate your insights and we appreciate your time. >> Thank you. >> Privilege to be here. Thanks for having us. >> Thank you. >> Pleasure. For our guests and Dave Vellante, I'm Lisa Martin. You're watching theCUBE, the leader in live enterprise and emerging tech coverage.

>> From theCUBE studios in Palo Alto in Boston, connecting with our leaders all around the world, this is theCUBE Conversation. >> Hello everyone, and welcome to this week's Wiki Bond CUBE Insights powered by ETR. In this breaking analysis, we're changing the format a little bit, we're going right to the new data from ETR. You might recall that last week, ETR received survey results from over 1000 CIOs and IT practitioners. And they made a call at that time, which said that actually surprisingly, a large number of respondents about 40% said they didn't expect a change in their 2020 IT spending. At the same time about 20% of the survey said they're going to spend more largely related to Work From Home infrastructure. ETR was really the first to report on this. And it wasn't just collaboration tool like zoom and video conferencing. It was infrastructure around that security, network bandwidth and other types of infrastructure to support Work From Home like desktop virtualization. ETR made the call at that time, that it looked like budgets, were going to be flat for 2020. Now, you also might recall consensus estimates for 2020 came into the year at about 4%, slightly ahead of GDP. Obviously, that's all is changed. Last week, ETR took the forecast down, and we're going to update you today. We're now gone slightly negative. And with me to talk about that again, is Sagar Kadakia, who's the Director of Research at ETR. Sagar, great to see you again, thank you for coming on. >> Thanks for having me again David, really appreciate it. >> Let's get right into it. I mean, if you look at the time series chart that we showed last week, you can see how sentiment changed over time. That blue line was basically people who responded to the survey starting at 3/11. Now you've updated that, that forecast, really tracking after the COVID-19 really kicked in. Can you explain what we're seeing here in this chart? >> Yeah, no problem. The last time we spoke, we were around an N or sample size of about 1000. And we were right around that zero percent growth rate. One of the unique things that we've done is we've left this survey open. And so what that allows us to do is really track the impact on annual IP growth, essentially daily. And so as things have progressed, as you look at that blue line, you can really see the growth rate has continued to trend downwards. And as of just a day or two ago, we're now below zero. And so I think because of what's occurring right now, the overall current climate continues to slightly deteriorate. You're seeing that in a lot of the CIOs responses. >> If you bring that slide back up Andrew, I want to just sort of stay on this for a second. What I really like about what you guys are doing is you're essentially bringing event analysis in this. So if you see that blue line, you see on 3/13, a national emergency was declared and that's really when the blue line started to decline. What ETR has done is kind of reset that, reset the data since 3/13. Because it's now a more accurate reflection of what's actually happening happening in the market. Notice in the upper right, it says the US approved... The Senate last night approved a stimulus package. Actually, they're calling it an Aid Package. It's really not a stimulus package. It's an aid package that they're injecting to help. A number of our workers actually sounds like existing workers and small businesses and even large businesses like Boeing. Boeing was up significantly yesterday powering the Dow and potentially airlines. As you can see ETR is going to continue to monitor the impact, and roll this out. Really ETR is the only company that I know of anyway, that can track this stuff on a daily basis. So Sagar, that event analysis is really key, and you're going to be watching the impact of this stimulus slash aid packet. >> Yeah, so here's what we're doing on that chart. If you look at that yellow line again, effectively what you're seeing is, if we remove the first I think six or seven 100 respondents that took the survey and start tracking how budgets are changing as a 3/13, that's when the US declared a national emergency. We can recalculate the growth rate. And we can see it's around... It's almost negative one and a half. And so the beauty of doing this, really polling daily, is it allows us to be just as dynamic, as a lot of these organizations are. I think one of the things we talked about the last time was some of these budget changes are going to be temporary. And organizations are figuring out what they're doing day by day. And a lot of that is dictated based on government actions. And so uniquely here, what we're able to do is kind of give people a range and also say, "based on these events, "this is how things are changing."" And so I think we think the first biggest event was on 3/13, where the US effectively declared a national emergency over COVID-19. And now what we're going to start tracking between today and over the weekend, and Monday is: Are people getting more positive? Is there no change? Or is there further deterioration because of this aid package that got passed this morning? >> Now I want to share with our audience. I've been down to ETR's headquarters in New York, it's staffed with a number of data scientists and statistical experts. The ends here are well over 1000. I think we're over 1100 now, is that correct? What is the end that we're at today? >> That's right. Yeah, we're we're pushing right over 1200. And we're going to expect a few more hundred respondents. The good thing is it's balanced, which is important. All these events that are occurring, we want to make sure that we have at least a few hundred more CIOs and IT executives answering. And so every week as we kind of continue to do some of these breaking analysis, there are going to be a few more hundred CIOs. And we'll really be able to zero in or hone in on what they're saying. The growth rate on the IT side, it's going to continue to fluctuate. It's going to continue to be dynamic over the next few weeks, but right now versus (murmurs). We are in negative territory now. >> I want to also explain I mean, the end is important. But in and of itself, it's not the be all end all, what's important about the end, the larger it is, the more cuts you can make. And I want to share... You guys have been doing this for the better part of a decade. And so you have firm level data. And you've got indicators and markers that you've tracked over the years. For example, one of the things that ETR tracks is Giant Public and Private GDP we call it. And that's for example, I'm not saying that, that Mars is one of the companies but Mars is a huge private company, UPS before they went public, huge private company. ETR tracks firm level data, they of course anonymize that, but they can see markers and trackers and trends, and probably have, I don't know dozens of those types of segments. So the bigger the end is, the more... The higher the end within those buckets, and the better the confidence interval. And you guys are experts at really digging into that in trying to understand and read the tea leaves. >> That's right. The key to this survey is, it's not anonymous, we know who is taking the survey. Now to your point, we do anonymize and aggregate it when we display those results. But one of the unique capabilities is we're able to see all of these trend lines. The entire drill down survey that we did on COVID-19 through the lenses of different verticals so we can take a look at industrials materials manufacturing, healthcare, pharma, airlines, delivery services, health, and all these other verticals and get a feel for which ones are deteriorating the most, which ones look stable. And, we talked about last week and it continues to remain true this week. And again, the ends have gone up on all these verticals on the supply chain side. Industrials, materials manufacturing, healthcare, pharma, they continue and they also anticipate to see these things in the next few months, broken supply chains and on the demand side, it's really retail consumer airlines delivery services. That's coming down quite substantial. And I think, based on what United and some of these other airlines have done these last few days in terms of cutting capacity, that's just a reflection of what we're seeing. >> Let's dig into the data a little bit more and bring up the next chart. Last week, we're about 40% actually, exactly 40% where that gray line that said: CIOs and IT practitioners said, "no change." They're like the budget of the green. The green was actually at about 20 21%. So it's slightly up now at 22%. And you can see, most of the the green is in that one to 10% range. And you can see in the left hand side, it's obviously changing. Now we're at 37% in the gray line, slightly up in the green, and a little bit more down and in the red. So take us through what's changed Sagar. >> Yeah, to reiterate what we were talking about last week, and then I'll kind of talk about some of the change is, I think the market and a lot of our clients, they were expecting the growth rate to be more negative. Last week when we talked about zero percent. The reason that, it wasn't more negative is because we saw all these organizations accelerating spend because they had to keep employees productive. They don't want to catastrophe in productivity. And so you saw this acceleration, as you mentioned earlier in the interview around Work From Home tools, like collaboration tools, increasing bandwidth on the VPN networking side, laptops, MDM, so forth and so on. That continues to hold true today. Again, if we use the same example that we talked about last week, (mumbles) organizations, they have 40 50 60,000 employees or more working from home. You have to be able to support these individuals and that's why we're actually seeing some organizations accelerate spend and the majority organizations even though they are declining spend, some of that is still being offset by having to spend more on what we're calling kind of this Work From Home infrastructure. But I will say this: you are seeing more organizations versus last week, which is why the growth rate has come down, moving more and more towards the negative buckets. Again, there is some offset there. But the offset we talked about last week, Work From Home infrastructure is not a one-for-one when it comes to taking down your IT budget, and that continues to hold true. >> Let's talk a little bit about some of the industries retail, airlines, industrials, pharma, healthcare, what are you seeing in terms of the industry impact, particularly when it relates to supply chains, but other industry data that went through? >> I think the biggest takeaway is that healthcare pharma, industry materials, manufacturing organizations, they've indicated the highest levels of broken supply chains today. And they think in three months from now, it's actually going to get worse. And so we spoke about this last time, I don't think this is going to be a V shaped recovery from the standpoint of things are going to get better in the next few weeks or the next month or two. CIOs are indicating that they expect conditions to worsen over the next three months on the supply chain side and even demand the ones that are getting hit the hardest on the retail consumer side airlines, delivery services, they are again indicating that they anticipate demand to be worse three months from now. The goal is to continue serving and pulling these individuals over the next few weeks and months and to see if we can get a better timeline as we get into two edge but for the next few months, conditions look like they're going to get worse. >> I want to highlight some of the industries and let's make some comments here. Retail... You guys called out retail airlines, delivery services, industrials, materials, manufacturing, pharma and healthcare, there's some of the highest impact. I'll just make a few comments here. I think retail really, this accelerates the whole digital transformation. We already saw this starting, I think you'll see further consolidation and some permanence in the way in which companies are pivoting to digital. Obviously, the big guys like Walmart and the like are competing very effectively with Amazon. But, there's going to be some more consolidation there. I would say potentially the same thing in airlines that really are closely watching what the government is going to do. But, do we need this this many airlines? Do we need all this capacity? Maybe yes, maybe no. So watching that. And of course, healthcare right now, as I said last week in the braking analysis, they're just too distracted right now to buy anything. And they're overwhelmed. Now, of course, pharma, they're manufacturing, so they've got disruptions in supply chain and obviously the business. But there could be an upside down the road as COVID-19 vaccines come to the market. >> On the upside, I think you kind of hit it, right on the nail. When you get these type of events that occur. Sometimes it speeds up digital transformation. one of the things that the team and I have been talking about internally is: this is not your father's Keep The Lights On strategy so to speak. Organizations are very focused on maintaining productivity versus significantly cutting costs. What does that mean? Maybe three to five years ago, if this had occurred, you would have seen a lot of infrastructure as a service platform, as a service... A lot of these cloud providers, you'd have seen those projects decline as organization spent more on on plan. And we're not seeing that. We're seeing continued elevated budgets on the Cloud side and Micron just reported this morning and again, cited strong demand on the Cloud and data center side. That just goes to show that organizations are trying to maintain productivity. They want to continue these IT roadmaps and they're going to cut budgets where they can, but it's not going to be on the Cloud side. >> You know what, that's a really important point. This is not post Y2K, not 2008, 2007, 2008, 2009 because we've, pretended but a 10 year bull market, companies are doing pretty well, balance sheets are generally strong. They somewhat in whether, it was used to stronger companies, whether they're so they're not focused right now anyway, on cut cut cut as it was in the last few downturns. Let's go into some of the vendor data and some of the sector data, Andrew if you'd bring up the next chart. What we're showing here is really comparing the the blue is the January survey to the current survey in the yellow, and you're seeing some of the sectors that are up taking. You've identified mobile device management, big data and Cloud, some of the productivity, you mentioned DocuSign, Adobe zoom, Citrix, even VMware with the desktop virtualization. We've talked about security, you've got marketing and LinkedIn, my LinkedIn inbound is going through the roof as people are probably signing up for a LinkedIn premium. Let's talk about this a little bit. What you're seeing... Help us interpret this data. >> Yeah, sure. One of the things that everybody wants to know is, okay, so Work From Home infrastructures getting more spend for the vendors that are benefiting the most. One of the unique things that we can do is because we're kind of collecting all the DNA, from a tech stack aside from these organizations, we can overlap, how they're spending on these vendors. And also with the data that they provide in terms of whether they are increasing or decelerating their IT budgets because of COVID-19. What you're looking at here, is we isolated to all of those organizations and customers that indicated that they're increasing their budgets because of COVID-19. Because of the Work From Home infrastructure. And what we're doing is we're then isolating to vendors that are getting the most upticks in spend. This actually really nicely aligns with a lot of the themes that we were talking about collaboration tools. You see that VMware, they're all right on the virtualization side, MDM with Microsoft. And you're seeing a lot of other vendors with Citrix and Zoom and Adobe. These are the ones that we think are going to benefit from this kind of Work From home infrastructure movement. And again, it's all very... It's not just the qualitative and the commentary. This is all analytics, we really went in and analyzed every single one of these organizations that were increasing their budgets and tried to pinpoint using different data analysis techniques, and to see which vendors were really getting the majority or the largest, pie of that span. >> We had Sanjay Poonen, who's the CEO of VMware on yesterday and he was very sensitive but not trying to hear as your ambulance chasing because obviously they do desktop virtualization and VDI big workload. At the same time. I think he was also being cautious because there's probably portions of their business that are going to get hit, Michael Dell similarly, I think he was quoted in CRN as saying, "hey, are we seeing momentum in our laptop "business in our mobile business?" But as you guys pointed out, the flip side of that is their on prem business is probably going to suffer somewhat. It's a kind of like the Work From Home is a partial offset, but it's not a total offset. You're seeing that with a lot of these companies. Obviously, Microsoft, AWS, a lot of the cloud companies are very well positioned, how about some of the guys that are going to get impacted? Obviously, as I said that the on-prem folks, you guys talked about earlier it's not your father's Keep Your Lights On strategy. Okay but this... You asked the question, is this a reprieve for the legacy guys? Not quite, was your conclusion. What did you mean by that? >> I think a lot of times when you have these sub-events, the clients a lot of the market think okay, "some of the legacy vendors are going to do well "because, we're in malicious times, "and we don't want to keep on this kind "of next generation strategy." We're not seeing that and to the point that you highlighted earlier. There are... Even though these companies like Dell, like Cisco, where they're seeing some products accelerate, there are products to your point that are not doing as well The desktops, right? As an example for Dell or the storage. On the negative side or the legacy side where we're just not seeing any traction, the IBM's the Oracle on-prem, Symantec, which got acquired by Broadcom, checkpoint MicroStrategy. And there's another half dozen other vendors that we're seeing where they are not capitalizing. There is no reprieve for these legacy names. And we don't anticipate them getting additional spend, because of this Work From Home infrastructure kind of movement. >> Let's unpack that a little bit. It's interesting Symantec and checkpoint in security, security you think would get an uplift there, but what you're seeing here is... Let me just tell the audience who you called out. Symantec Teradata MicroStrategy, NET app Checkpoint Oracle and IBM, and I know there are others. But I would say this: These are companies that are getting impacted in a big way by the Cloud. Particularly like Symantec and checkpoint. That's a Cloud security companies are actually probably still doing pretty well. You take Teradata, their data is getting impact by the Cloud from folks like Snowflake and Redshift, MicroStrategy a lot of modern BI coming out. NetApp here's a company that's embraced the Cloud, but the vast majority of the business changess to be on-prem. I think IBM and Oracle are interesting. They're somewhat different. Actually a lot different IBM has services exposure, and you guys call that out, particularly around outsourcing. At the same time, it's going to be interesting to see IBM is going to get a lot of resources. Going to be interesting to see if they start coming out with corona virus related services. So watching for that, and then Oracle, their whole story is, "okay, we got Gen 2 Cloud and Mission Critical in the Cloud, but they're on-prem businesses, I think clearly going to be affected here is kind of what you guys pointed out, and I would agree with your thoughts. >> I think what we're seeing is organizations they had a Cloud roadmap, and that roadmap is continuing. The one thing that is changing in some of that roadmap is we need to be able to support employees as they work from home as we achieve this roadmap. And so that's why we're not seeing a reprieve on the legacy side. But we are seeing upticks and spin where we just wouldn't anticipate them right on maybe on Citrix, on Dell laptops, Adobe and a few other areas. Now, in terms of security side, some of the next gen security vendors like CrowdStrike APi, which is an MFA, those vendors are doing well. It makes sense, where you have more people working from home, you have more devices that are connecting to data applications. Just a component itself. And so you would expect spend to continue going up as you need more authentication, more Endpoint Protection. Cisco Meraki they do Cloud Networking. That piece is looking very good, even though Hardware networking is not looking very good at all. The Cloud Networking is looking good, which again makes sense, as you're increasing bandwidth on that side. >> Definitely stories of two sides of that coin. >> That's right >> I want to... Andrew, if you want to... If you wouldn't mind bringing up the next job, we're going to go back to the first one that we showed you with the time series. This is a very important point. Again, we can't stress it enough. We want to understand the impact of the stimulus or aid package. And ETR is going to continue to track that. What can we expect from you guys over the next week or so? >> The goal is to determine whether or not the stimulus is having an impact on how people are responding to our survey as a relates to how they're changing their budgets. The next four or five days, if we start seeing an uptick in this yellow and blue lines here, I think that's a positive. I think that shows that people are kind of wrapping their heads around, great government is taking action here. There is a roadmap in place to help us get out of this. But if the line continues coming down, it just may be that the last few weeks or the last month or so, there was just so much damage. There's not really... There's no coming back from this at least in the near term. So we are kind of watching out for that. >> Well, the Fed is definitely active. >> They're doing right what they can, they're pushing liquidity into the marketplace. People think out of bullets. I don't agree with the Fed. Fed has a quite a bit of of headroom and some dry powder, (murmurs) which is awesome. But the Fed itself, can't do it. You needed to have this fiscal stimulus. So we're excited to see that come to market. I think what I would say to our audiences, my concern is uncertainty. The markets don't like uncertainty and right now there's a lot of uncertainty. If you saw the piece on medium of The Hammer And The Dance it lays out some scenarios about what could happen to the healthcare system. You see people who say, "hey, we should shut down for 10 weeks." The president saying, "hey, we want "to get back to work by by April." The big concern that I have is: okay, maybe we can stamp it out in the near term and get back to work by late April, early May. But then what happens? Are people going to start traveling again? Are people going to start holding events again? And I think there's going to be some real question marks around that. That uncertainty I think, is something that we obviously have to watch. I think there is light at the end of the tunnel, when you look at China and some of the other things that are happening around the world, but we still don't know how long that tunnel is. I'll give you final thoughts before we wrap. >> I think and that's the biggest thing here is the uncertainty, which is why we're doing a lot of this event analysis. We're trying to figure out: after each one of these big events, is there more certainty in people's responses? And just we were talking about, sectors and verticals and vendors that are not doing well. Because the uncertainty we're seeing a lot of down ticks and spend amongst outsource IT and IT consulting vendors. And as long as the uncertainty continues, you're going to see more and more IT projects frozen, less and less spend on those outsource IT and IT consulting vendors and others. And until there's something really in place here where people feel comfortable, you're going to probably see budgets remain where they are, which right now they're negative. >> Folks as we said last week, Sagar and I, ETR is committed, theCUBE is committed to keep you updated on a regular basis. Right now on a weekly cadence. As we have new information, we will bring it to you. Sagar, thanks so much for coming on and supporting us. >> You're welcome and thanks for having me again. >> You're welcome. Thank you for watching this CUBE Insights powered by ETR. And remember all these breaking analysis available on podcast, go to etr.plus that's where all the action is in terms of the survey work. siliconangle.comm covers these breaking analysis and I published weekly on wikibond.com. Thanks for watching everybody. Stay safe. And we'll see you next time.

[Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] you [Music] [Applause] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners come back this is the cubes coverage of Cisco live 2020 here in Barcelona doing about three and a half days of wall-to-wall coverage here I'm Stu minim and my co-host for this segment is Dave Volante John furs also here scouring the floor and really happy to welcome to the program to first-time guests I believe so Ron Daris is the product manager of product marketing for cloud computing with Cisco and sitting to his left is Matt Ferguson who's director of product development also with the Cisco cloud group Dave and I are from Boston Matt is also from the Boston area yes and Costas is coming over from London so thanks so much for joining us thanks IBPS all right so obviously cloud computing something we've been talking about many years we've really found fascinating the relationship Cisco's had with its customers as well as through the partner ecosystem had many good discussions about some of the announcements this week maybe start a little bit you know Cisco's software journey and you know positioning in this cloud space right now yes oh so it's a it's a really interesting dynamic when we start transitioning to multi cloud and we actually deal with cloud and compute coming together and we've had whether you're looking at the infrastructure ops organization or whether you're looking at the apps operations or whether you're looking at you know your dev environment your security operations each organization has to deal with their angle at which they view you know multi cloud or they view how they actually operate within those the cloud computing context and so whether you're on the infrastructure side you're looking at compute you're looking at storage you're looking at resources if you're an app operator you're looking at performance you're looking at visibility assurance if you are in the security operations you're looking at maybe governance you're looking at policy and then when you're a developer you really sort of thinking about CI CD you're talking about agility and there's very few organizations like Cisco that actually is looking at from a product perspective all those various angles of multi-cloud yeah definitely a lot of piece of cost us maybe up level it for us a little bit there's there's so many pieces you know we talked for so long you know you don't talk to any company that doesn't have a cloud strategy doesn't mean that it's not going to change over time and it means every company's got at home positioning but talk about the relationship cisco has with its customer and really the advisory position that you want to have with them it's actually a very relevant question to what to what Matt is talking about because we talk a lot about multi cloud as a trend and hybrid clouds and this kind of relationship between the traditional view of looking at computing data centers and then expanding to different clouds you know public cloud providers have now amazing platform capabilities and if you think about it the the it goes back to what Matt said about IT ops and the development kind of efforts why is this happening really you know there's there's the study that we did with with an analyst and there was an amazing a shocking stat around how within the next three years organizations will have to support 50% more applications than they do now and we have been trying to test this stat our events that made customer meetings etc that is a lot of a lot of change for organizations so if you think about why are they use why do they need to basically what go and expand to those clouds is because they want to service IT Ops teams want ER servers with capabilities their developers faster right and this is where you have within the IT ops kind of theme organization you have the security kind of frame the compute frame the networking where you know Cisco has a traditional footprint how do you blend all this how do you bring all this together in a linear way to support individual unique application modernization efforts I think that's what are we hearing from customers in terms of the feedback and this is what influences our strategy to converts the different business units and engineering engineering efforts right couple years ago I have to admit I was kind of a multi cloud skeptic I always said I thought it was more of a symptom than actually a strategy a symptom of you know shadow IT and different workloads and so forth but now I'm kind of buying in because I think IT in particular has been brought in to clean up the crime scene I often say so I think it is becoming a strategy so if you could help us understand what you're hearing from customers in terms of their strategy toward the multi cloud and how Cisco that was mapping into that yeah so so when we talk to customers it comes back to the angle at which they're approaching the problem in like you said the shadow IT has been probably around for longer than anybody won't cares to admit because the people want to move faster organizations want to get their product out to market sooner and and so what what really is we're having conversations now about you know how do I get the visibility how do I get you know the policies and the governance so that I can actually understand either how much I'm spending in the cloud or whether I'm getting the actual performance that I'm looking for that I need the connectivity so I get the bandwidth and so these are the kinds of conversations that we have with customers is is is going I realize that this is going on now I actually have to now put some you know governance and controls around that is their products is their solutions is their you know they're looking to Cisco to help them through this journey because it is a journey because as much as we talk about cloud and you know companies that were born in the cloud cloud native there is a tremendous number of IT organizations that are just starting that journey that are just entering into this phase where they have to solve these problems yeah I agree and it's just starting the journey with a deliberate strategy as opposed to okay we got this this thing but if you think about the competitive landscape its kind of interesting and I want to try to understand where Cisco fits because again you you initially had companies that didn't know in a public cloud sort of pushing multi cloud and you'd say oh well okay so they have to do that but now you see anthos come out with Google you see Microsoft leaning in we think eventually AWS is going to lean in and then you say I'm kind of interested in working with someone whose cloud agnostic not trying to force now now Cisco a few years ago you didn't really think about Cisco as a player now so this goes right in the middle I have said often that Cisco's in a great position John Fourier as well to connect businesses and from a source of networking strength making a strong argument that we have the most cost-effective most secure highest performance network to connect clouds that seems to be a pretty fundamental strength of yours and does that essentially summarize your strategy and and how does that map into the actions that you're taking in terms of products and services that you're bringing to market I would say that I can I can I can take that ya know it's a chewy question for hours yeah so I I was thinking about a satellite in you mentioned this before and you're like okay that's you know the world is turning around completely because we we seem to talk about satellite e is something bad happening and now suddenly we completely forgot about it like let let free free up the developers gonna let them do whatever they want and basically that is what I think is happening out there in the market so all the solutions you mentioned in the go to market approaches and the architectures that the public cloud providers at least are offering out there certainly the big three have differences have their strengths and I think those strengths are closer to the developer environment basically you know if you're looking into something like a IML there's one provider that you go with if you're looking for a mobile development framework you're gonna go somewhere else if you're looking for a dr you're gonna go somewhere else maybe not a big cloud but your service provider that you've been dealing with all these all these times and you know that they have their accreditation that you're looking for so where does Cisco come in you know we're not a public cloud provider we offer products as a service from our data centers and our partners data centers but at the - at the way that the industry sees a cloud provider a public cloud like AWS a sure Google Oracle IBM etc we're not that we don't do that our mission is to enable organizations with software hardware products SAS products to be able to facilitate their connectivity security visibility observability and in doing business and in leveraging the best benefits from those clouds so we we kind of we kind of moved to a point where we flip around the question and the first question is who is your cloud provider what how many tell us the clouds you work with and we can give you the modular pieces you can put we can put together for you so there's so that you can make the best out of your plan it's been being able to do that across clouds we're in an environment that is consistent with policies that are consistent that represent the edicts of your organization no matter where your data lives that's sort of the the vision in the way this is translated into products into Cisco's product you naturally think about Cisco as the connectivity provider networking that's that's really sort of our you know go to in what we're also when we have a significant computing portfolio as well so connectivity is not only the connectivity of the actual wire between geographies point A to point B in the natural routing and switching world there's connectivity between applications between cute and so this week you know the announcements were significant in that space when you talk about the compute and the cloud coming together on a single platform that gives you not only the ability to look at your applications from a experience journey map so you can actually know where the problems might occur in the application domain you can actually then go that next level down into the infrastructure level and you can say okay maybe I'm running out of some sort of resource whether it's compute resource whether it's memory whether it's on your private cloud that you have enabled on Prem or whether it's in the public cloud that you have that application residing and then why candidly you have the actual hardware itself so inter-site it has an ability to control that entire stack so you can have that visibility all the way down to the hardware layer I'm glad you brought up some of the applications wonderful we can you know stay there for a moment and talk about some of the changing patterns for customers a lot of talk in the industry about cloud native often it gets conflated with you know microservices containerization and lots of the individual pieces there but you know one of our favorite things that been talked about this week is the software that really sits at the application layer and how that connects down through some of the infrastructure pieces so help us understand what you're hearing from customers and and where how you're helping them through this transition to constants as you were saying absolutely there's going to be lots of new applications more applications and they still have the the old stuff that they need to continue to manage because we know an IT nothing ever goes away that's that's definitely true I was I was thinking you know there's there's a vacuum at the moment and and there's things that Cisco is doing from from technology leadership perspective to fill that gap between the application what do you see when it comes to monitoring making sure your services are observable and how does that fit within the infrastructure stack you know everything upwards network the network layer base again that is changing dramatically some of the things that Matt touched upon with regards to you know being able to connect the the networking the security in the infrastructure the computer infrastructure that the developers basically are deploying on top so there's a lot of there's a lot of things on containerization there's a lot of in fact it's you know one part of the of the self-injure side of the stack that you mentioned and one of the big announcements you know that there's a lot of discussion in the industry around ok how does that abstract further the conversation on networking for example because that now what we're seeing is that you have huge monoliths enterprise applications that are being carved down into micro services ok they you know there's a big misunderstanding around what is cloud native is it related to containers different kind of things right but containers are naturally the infrastructure de facto currency for developers to deploy because of many many benefits but then what happens you know between the kubernetes layer which seems to be the standard and the application who's gonna be managing services talking to each other that are multiplying you know things like service mesh network service mess how is the network evolving to be able to create this immutable infrastructure for developers to deploy applications so there's so many things happening at the same time where cisco has actually a lot of taking a lot of the front seat this is where it gets really interesting you know it's sort of hard to squint through because you mentioned kubernetes is the de facto standard but it's a de-facto standard that's open everybody's playing with but historically this industry has been defined by you know a leader who comes out with a de facto standard kubernetes not a company right it's an open standard and so but there's so many other components than containers and so history would suggest that there's going to be another de facto standard or multiple standards that emerge and your point earlier is you you got to have the full stack you can't just do networking you can't just do certain few so you guys are attacking that whole pie so how do you think this thing will evolve I mean you guys are obviously intend to put out as Casta as wide a net as possible capture not only your existing install base but attractive attract others and you're going aggressively at it as are as are others how do you see it shaking out deep do you see you know four or five pockets do you see you know one leader emerging I mean customers would love all you guys to get together come up with standards that's not going to happen so we're it's jump ball right now well yeah and you think about you know to your point regarding kubernetes is not a company right it is it is a community driven I mean it was open source by a large company but it's but it's community driven now and that's the pace at which open source is sort of evolving there is so much coming at IT organizations from a new paradigm a new software something that's you know the new the shiny object that sort of everybody sort of has to jump on to and sort of say that is the way we're going to function so IT organizations have to struggle with this influx of just every coming at them and every angle and I think what's starting to happen is the management and the you know that stack who controls that or who is helping IT organizations to manage it for them so really what we're trying to say is there's elements that you have to put together that have to function and kubernetes is just one example docker the operating system that associated with it that runs all that stuff then you have the application that goes rides IDEs on top of it so now what we have to have is things like what we just announced this week HX ap the application platform for HX so you have the compute cluster but then you have the on top of that that's managed by an organization that's looking at the security that's looking at the the actual making opinions about what should go in the stock and managing that for you so you don't have to deal with that because you can just focus on the application development yeah I mean Cisco's in a strong position to do there's no question about it and to me it comes down to execution if you guys execute and deliver on the the products and services that you say you know your nouns for instance this week and previously and you continue on a roadmap you're gonna get a fair share of this marketplace I think there's no question so last topic before we let you go is love your viewpoint on customers what's separating kind of leaders from you know the followers in this space you know there's so much data out there you know I'm a big fan of the state of DevOps report yeah focus you know separate you know some but not the not here's the technology or the piece but the organizational and you know dynamics that you should do so it sounds like Matt you you like that that report also love them what are you hearing from customers how do you help guide them towards becoming leaders in the cloud space yeah the state of DevOps report was fascinating and I mean they've been doing that for what a number of years yeah exactly and really what it's sort of highlighting is two main factors that I think that are in this revolution or this this this paradigm shift or journey we're going through there's the technology side for sure and so that's getting more complex you have micro services you have application explosion you have a lot of things that are occurring just in technology that you're trying to keep up but then it's really about the human aspect that human elements the people about it and that's really I think what separates you know the the elites that are really sort of you know just charging forward in the head because they've been able to sort of break down the silos because really what you're talking about in cloud native DevOps is how you take the journey of that experience of the service from end to end from the development all the way to production and how do you actually sort of not have organizations that look at their domain their data set their operations and then have to translate that or have to sort of you know have another conversation with another organization that it doesn't look at that that has no experience of that so that is what we're talking about that end-to-end view is that in addition to all the things we've been talking about I think Security's a linchpin here now you guys are executing on security you got a big portfolio and you've seen a lot of M&A and a lot of companies now trying to get in and it's gonna be interesting to see how that plays out but that's going to be a key because organizations are going to start there from a strategy standpoint and then build out yeah absolutely if you follow the DevOps methodology its security gets baked in along the way so that you're not having to sit on after do anything Custis give you the final word I was just as follow-up with regard what what Mark was saying there's so many there's what's happening out there is this just democracy around standards which is driven by communities and we will love that in fact cisco is involved in many open-source community projects but you asked about customers and and just right before you were asking about you know who's gonna be the winner there's so many use cases there's so much depth in terms of you know what customers want to do with on top of kubernetes you know take AI ml for example something that we have we have some some offering the services around there's the customer that wants to do AML there their containers that their infrastructure will be so much different to someone else's doing something just hosting yeah and there's always gonna be a SAS provider that is niche servicing some oil and gas company you know which means that the company of that industry will go and follow that instead of just going to a public law provider that is more organized if there's a does that make sense yeah yeah this there's relationships that exist the archer is gonna get blown away that add value today and they're not gonna just throw them out so exactly right well thank you so much for helping us understand the updates where your customers are driving super exciting space look forward to keeping an eye on it thank you thank you so much all right there's still lots more coming here from Cisco live 20/20 in Barcelona people are standing watching all the developer events lots of going on the floor and we still have more so thank you for watching the cute [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] you [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back over 17,000 in attendance here for Cisco live 2020 in Barcelona ops to Minh and my co-host is Dave Volante and to help us to dig into of course one of the most important topic of the day of course that security we're thrilled to have back a distinguished engineer Francisco one of our cube alumni TK Kia Nene TK thanks so much for joining us ideal man good good all right so TK it's 2020 it's a new decade we know the bad actors are still out there they're there the the question always is you know it used to be you know how do you keep ahead of them then I've here Dave say many times well you know it's not you know when it's it's not if it's when you know you probably already have been okay you know compromised before so it gives latest so you know what you're seeing out there what you're talking to customers about in this important space yeah it's uh it's kind of an innovation spiral you know we we innovate we make it harder for them and then they innovate they make it harder for us right and round and round we go that's been going on for for many years I think I think the most significant changes that have happened recently have to deal with not essentially their objectives but how they go about their objectives and Defenders topologies have changed greatly instead of just your standard enterprise you now have you know hybrid multi cloud and all these new technologies so while while all that innovation happens you know they get a little clever and they find weaknesses and round and round we go so we talked a lot about the sort of changing profile of the the threat actors going from hacktivists took criminals now is a huge business and nation-states even what's that profile look like today and how has that changed over the last decade or so you know that's pretty much stayed the same bad guys are bad guys at some point in time you know just how how they go about their business their techniques they're having to like I said innovate around you know we make it harder for them they you know on Monday we're safe on Tuesday we're not you know and then on Wednesday it switches again so so it talked about kind of this multi-cloud environment when we talk to customers it's like well I want the developer to be able to build their application and not really have to think too much underneath it that that has to have some unique challenges we know security we knew long ago well I just go to the cloud it doesn't mean they take care of it some things are there some things they're gonna remind you now you need to make sure you set certain things otherwise you could be there but how do we make sure that Security's baked in everywhere and is up as a practice that everybody's doing well I mean again some of the practices hold true no matter what the environment I think the big thing was cognitive is in back in the day when when you looked at an old legacy data center you were part sort of administrator in your part detective and most people don't even know what's running on there that's not true in cloud native environments some some llamó file some some declaration it's it's just exactly what productions should look like right and then the machines instantiate production so you're doing things that machine scale forces the human scale people to be explicit and and for me I mean that's that's a breath of fresh air because once you're explicit then you take the mystery out of what you're protecting how about in terms of how you detect threats right phishing for credentials has become a huge deal but not just you know kicking down the door or smashing a window using your your own credentials to get inside of your network so how is that affected the way in which you detect yeah it's it's a big deal you know a lot of a lot of great technology has a dual use and what I mean by that is network cryptology you know that that whole crypto on the network has made us safer for us to compute over insecure networks and unfortunately it works just as well for the bad guys so you know all of their malicious activity is now private to so it you know for us we just have to invent new ways of detecting direct inspection for instance I think it's a thing of the past I mean we just can't depend on it anymore we have to have tools of inference and not only that but it's it's gave rise in a lot of innovation on behavioral science and as you say you know it's it's not that the attacker is breaking into your network anymore they're logging in ok what do you do then right Alice Alice's account it's not gonna set off the triggers so you have to say you know when did Alice start to behave differently you know she's working in accounting why is she playing around with the source code repository that's that's a different thing right yes automation is such a big trend you know how do we make sure that automation doesn't leave us more vulnerable that's rarity because we need to be able automate we've gone beyond human scale for most of these configurations that's exactly right and and how do how do we I always say just with security automation in particular just because you can automate something doesn't mean you should and you really have to go back and have practices you know you could argue that that this thing is just a you know machine scale automation you could do math on a legal pad or you can use a computer to do it right what so apply that to production if you mechanized something like order entry or whatever you're you're you're automating part of your business use threat modeling you use the standard threaten modeling like you would your code the network is code now right and the storage is code and everything is code so you know just automate your testing do your threat modeling do all that stuff please do not automate for your attacker matrix is here I want to go back to the Alice problem because you're talking about before you have to use inference so Alice's is in the network and you're observing her moves every day and then okay something anomalous occurs maybe she's doing something that normally she wouldn't do so you've got to have her profile in her actions sort of observed documented stored the data has got to be there and at the same time you want to make sure it's always that balance of putting handcuffs on people you know versus allowing them to do their job and be productive at the same time as well you don't want to let the bad guys know that you know that alice is doing something that she didn't be doing is actually not Alice so all that complexity how are you dealing with it and what's the data model look like doing it machines help let's say that machines can help us you know you and I we have only so many sense organs and the cognitive brain can only store so many so much state machines really help us extend that and so you know looking at not three dimensions of change but 7000 dimensions have changed right something in the machine is going to say there's an outlier here that's interesting and you can get another machine to say that's that's interesting maybe I should focus on that and you build these analytical pipelines so that at the end of it you know they may argue with each other all the way to the end but at the end you have a very high fidelity indicator that might be at the protocol level it might be at the behavioral level it might be seven days back or thirty days back all these temporal and spatial dimensions it's really cheap to do it with a machine yeah and if we could stay on that for a second so it try to understand I know that's a high-level example but is it best practice to have the Machine take action or is it is it an augmentation and I know it depends on the use case but but how is that sort of playing out again you have to do all of this safely okay a lot of things that machines do don't return back to human scale stuff that returns back to human scale that humans understand that is as useful so for instance if machines you know find out all these types of in assertions even in medical you know right now if if you've got so much telemetry going into the medical field see the machine tells you you have three weeks to live I mean you better explain what the heck you know how you came about that assertion it's the same with security you know if I'm gonna say look we're gonna quarantine your machine or we're gonna readjust machine it's not I'm not like picking movies for you or the next song you might listen to this is high stakes and so when you do things like that your analytics needs to have what is called entailment you have to explain what it is how you got to that assertion that's become incredibly important in how we measure our effectiveness in in doing analytics that's interesting because because you're using a lot of machine intelligence to do this and in a lot of AI is blackbox you're saying you cannot endure that blackbox problem in security yeah that black boxes is is very dangerous you know I you know personally I feel that you know things that should be open sourced this type of technology it's so advanced that the developer needs to understand that the tester needs to understand that certainly the customer needs to understand it you need to publish papers and be very very transparent with this domain because if it is in fact you know black box and it's given the authority to automate something like you know shut down the power or do things like that that's when things really start to get dangerous so good TK what wondered you know give us the latest on stealthWatch there you know Cisco's positioning when it when it comes to everything we've been talking about here you know stealthWatch again is it's been in market for quite some time it's actually been in market since 2001 and when I when I look back and see how much has changed you know how we've had to keep up with the market and again it's not just the algorithms rewrite for detection it's the environments have changed right but when did when did multi-cloud happen so so operating again cusp it's not that stealthWatch wants to go their customers are going there and they want the stealthWatch function across their digital business and so you know we've had to make advancements on the changing topology we've had to make advancements because of things like dark data you know the the network's opaque now right we have to have a lot of inference so we've just you know kept up and stayed ahead of it you know we've been spending a lot of time talking to developer communities and there's a lot of open-source tooling out there that that's helping enable developers specifically in security space you were talking about open-source earlier how does what you've been doing the self watch intersect with that yeah that's always interesting too because there's been sort of a shift in let's call them the cool kids right the cool kids they want everything is code right so it's not about what's on glass or you know a single pane of glass anymore it's it's what stealth watches code right what's your router as code look at dev net right yeah yeah I mean definite is basically Cisco as code and it's beautiful because that is infrastructure as code I mean that is the future and so all the products not just stealthWatch have beautiful api's and that's that's really exciting I've been saying for a while now it's do you I think you agree is that that is a big differentiator for Cisco I think you you're one of the few if not the only large established player and the enterprise that has figured out that sort of infrastructure is code play others have tried and are sort of getting there but you know start/stop you use a term that really cool is like living off the land you know bear bear grylls like the guy who lives down so bad so and and and threat actors are doing that now they're using your own installed software and tooling to hack you and and steal from you how were you dealing with that problem yeah it's a tough one and like I said you know much respect the the adversary is talented and they're patient they're well funded okay that's that's where it starts and so you know why why bring why bring an interpreter to a host when there's already one there right why right all this complicated software distribution when I can just use yours and so that's that's where the the play the game starts and and the most advanced threats aren't leaving footprints because the footprints are already there you know they'll get on a machine and behaviorally they'll check the cache to see what's hot and what's hot in the cache means that behaviorally it's a path they can go they're not cutting a new trail most of the time right so living off the land is not only the tools that they're using the automation your automation they're using against you but it's also behavioral and so that that makes it you know it makes it harder it's it impossible no can we make it harder for them yes so yeah no I'm having fun and I've been doing this for over twenty five years every week it's something new well it's a hard problem you're attacking and you know Robert Herjavec who came on the cube sort of opened my eyes and you think about what are we securing we're securing everything I mean a critical infrastructure were essentially exerted securing the entire global economy and he said something that really struck me it's an 86 trillion dollar economy we spend point zero one four percent on securing that economy and it's nothing now of course he's an entrepreneur and he's pimping for his is his business but it's true we are barely scratching the surface of this problem yeah I'm and it's changing I mean it's changing it could it be better yes it is changing his board awareness you know twenty years ago then right me to a dinner party they you know what does your husband do I'd say you know cyber security or something they'd roll their eyes and change the subject now they asked me the same question so oh you know my computer's running really slow right these are not this is everyone I'm worried about a life hack yeah how do I protect myself or what about these coming off the bank I mean that's those guys a dinner table cover every party so now now you know I just make something up I don't do cybersecurity I just you know a tort or a jipner's you've been to this business forever I can't remember have I ever asked you the superhero question what is that your favorite superhero that's a tough one there's all the security guys I know they like it's always dreamed about saving the world [Laughter] you're my superhero man I love what you do I think you've a great asset for Cisco and Cisco's customers really thanks TK give us a final word if people want to you know find out more about about what Cisco's doing read more of what you're working on but what's some of the best resource I have to go do you know just drop by the web pages I mean everything's published out that like I said even even for the super nerdy you know we published all our our laurs security analytics papers I think we're over 50 papers published in the last 12 years TK thank you so much always a pleasure to catch alright yeah and a travels thank you so much for de Villante I'm Stu Mittleman John furrier is also in the house we will be back with lots more coverage here from Cisco live 20/20 in Barcelona thanks for watching the keys [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020s brought to you by Cisco and its ecosystem partners hello and welcome back to the cubes live coverage it's our fourth day of four days of coverage here in Barcelona Spain for Cisco live 2020 I'm John Faria my co-host to many men to great guests here in the dev net studio where the cube is sitting all week long been packed with action mindy Whaley senior director developer experiences but dev net and partner a senior director welcome back to this cube good to see you guys glad to be here so we've had a lot of history with you guys what from day one yes watching def net from an idea of hey we should develop earthing you also have definite create yes separate more developer focused definite is Cisco's developer environment we've been here from the beginning what a progression congratulations on the success thank you thank you so much it's great to be here in Barcelona with everybody here you know learning in the workshops and we just love these times to connect with our community at Cisco live and it definitely ate what you mentioned which is coming up in March so it's right around the corner def net zone which we're in it's been really robust spins it's been the top of the show every year and it gets bigger and the sessions are packed because people are learning developers new developers as well as Cisco engineers who were certified coming in getting new skills as the modern cloud hybrid environments are new skills is a technology shift yeah exactly and what we have in the definite zone are different ways that the engineers and developers can engage with that technology shift so we have demos around IOT and security and showing how you know to prevent threats from attacking the Industrial routers and things like that we have coding workshops from you know beginning intro to Python intro to get all the way up through advanced like kubernetes topics and things like that so people can really dive in with what they're looking for and this year we're really excited because we have the new definite certifications with those exams coming out right around the corner in February so a lot of people are here saying I'm ready to skill up for those exams I'm starting to dive into this topic well Susie we was on she's the chief of deaf net among other things and she said there's gonna be a definite 500 the first 500 certifications of deaf net are gonna be kind of like the Hall of Fame or you know the inaugural or founder certifications so can you explain what this it means it's not a definite certification badge it's a series of write different sir can you deeper in then yeah just like we have our you know existing network certifications which are so respected and loved around the world people get CCIE tattoos and things just like there's an associate and professional and expert level on the networking truck there's now a definite associate a definite professional and coming soon definite expert and then there's also specialist badges which help you add specific skills like data center automation IOT WebEx so it's a whole new set of certifications that are more focused on the software so there are about 80 80 % software skills 20 percent knowledge of networking and then how you really connect up and down the stock so these are new certifications not replacing anything all the same stuff they're new they're part of the same program they have the same rigor the same kind of tests they actually have ways to enter weave with the existing networking certifications because we want people to do both skill paths right to build this new IT team of the future and so it's a completely new set of exams the exams are gonna be available to take February 24th and you can start signing up now so with the definite 500 you know that's gonna be a special recognition for the first 500 people who get dead note certifications it'll be a lifetime achievement they'll always be in the definite 500 right and I've had people coming up and telling me you know I'm signed up for the first day I'm taking my exams on the first day I'm trying to get into them you and I only always want to be on the lift so I think we might be on them and what's really great is with the certifications we've heard from people in the zone that they've been coming and taking classes and learning these skills but they didn't have a specific way to map that to their career path to get rewarded at work you know to have that sort of progression and so with the certifications they really will have that and it's also really important for our partners and par is doing a lot of work with certifications and partners yeah definitely that would love to hear a little bit we've interviewed on the cube over the years some of the definite partners from a technology standpoint of course the the channels ecosystem hugely important to Cisco's business gives the update as to you know definite partnering as well as what will these certifications mean to both the technology and go to market partners yeah the wonderful thing about this is it really demonstrates Cisco's embracement of software and making sure that we're providing that common language for software developers and networkers to bring the two together and what we've found is that our partners are at different levels of maturity along that progression of program ability and this new definite specialization which is anchored in the individuals that are now certified at that partner allow them to demonstrate from a go-to-market standpoint from a recognition standpoint that as a practice they have these skills and look at the end of the day it's all about delivering what our customers need and our customers are asking us for significant help in automation digital transformation they're trying to drive new business outcomes and this this will provide that recognition on on who to partner with in the market it's so important I remember when Cisco helped a lot of the partner ecosystem build data center practices went from the silos and now embracing you've got the hardware the software we're talking multi cloud it's the practice that is needed today going forward to help customers with where they're going it really is and and another benefit that we're finding and talking to our partners is we're packaging this up and rolling it out is not only will it help them from a recognition standpoint from a practice standpoint and from a competitive differentiation standpoint but it'll also help them attract challenge I mean it's no secret there is a talent shortage right now if you talk to any CEO that's top of mind and how these partners are able to attract these new skills and attract smart people smart people like working on smart things right and so this has really been a big traction point for them as well it's also giving ways to really specifically train for new job roles so some of the ways that you can combine the new definite certifications with the network engineering certifications we've looked at it and said you know there's there's a role of Network automation developer that's a new role everyone we ask in one of our sessions who needs that person on their team so many customers partners raise their hands like we want the network Automation developer on our team and you can combine you know your CCNP Enterprise with a definite certification and build up the skills to be that Network automation developer certainly has been great buzz I got to get your guys thoughts because certainly it's for careers and you guys are betting on the the people and the people are betting on Cisco mm-hmm yes this is what's going on submit surety of Devin it almost it's like a pinch me moment for you guys because you continue to grow I got to ask you what are some of the cool things that you're showing here as you mature you still have the start here session which is intro to Python and other things pretty elementary and then there's more advanced things what are some of the new things that's going on yeah that you could share so some of the new things we've got going on and one of my favorites is the IOT insecurity demonstration there's a an industrial robot arm that's picking and placing things and you can see how it's connected to the network and then something goes wrong with that robot alarm and then you can actually show how you can use the software and security tools to see was there code trying to access you know something that that robot was it was using it's getting in the way of it working so you could detect threats and move forward on that we also have a whole automation journey that starts from modeling your network to testing to how you would deploy automation to a deep dive on telemetry and then ends with multi domain automation so really helping engineers like look at that whole progression that's been that's been really popular Park talked about the specialization which ones are more popular or entry-level which ones are people coming into getting certified first network engineering automation first or what's the yeah so we're so the program is going to roll out with three different levels one is a specialized level the second is an advanced level and then we'll look to that third level again they're anchored in the in the individual certs and so as we look for that entry level it's really all about automation right I mean some things you take for granted but you still need these new skills to be able to automate and scale and have repeatable scalable benefits from that this the second tier will be more cross-domain and that's where we're really thinking that an additional skill set is needed to deliver dashboard experience compliance experiences and then that next level again we'll anchor towards the expert level that's coming out but one thing I want to point out is in addition to just having the certified people on staff they also have to demonstrate that they have a practice around it so it's not just enough to say I've passed an exam as we work with them to roll out the practice and they earn the badge they're demonstrating that they have the full methodology in place so that it really there's a lot behind it that means we can't be in the 500 list then even if a 500 list I don't know that the cube would end up being specialized its advertising no seriously all fun it's all fun it's Cisco live in Europe is there a difference between European and USD seeing any differences in geographic talent you know in the first couple years we did it I think there was a bigger difference it felt like there were different topics that were very popular in the US slightly different in Europe last year and this year I feel like they have converged it's it's the same focus on DevOps automation security as a huge focus in both places and it also feels like the the interest and level of the people attending has also converged it's really similar congratulations been fun to watch the rise and success of Devon it continues to be strong how see in the hub here and the definite zone behind us pact sessions yes what's the biggest surprise for you guys in terms of things that you didn't expect or some of the success what's what's jumped out yeah I think you know one of the points that I want to make sure we also cover and it has been an added benefit we're hoping it would happen we just didn't realize it would happen this soon we're attracting new companies new partners so the specialization won't just be available for our traditional bars this is also available for our non resale and we are finding different companies accessing definite resources and learning these skills so that's been a really great benefit of Deb net overall definitely my favorite surprises are when I show up at the community events and I hear from someone I met last year what the what they went back and did and the change that they drove and they come in their company and I think we're seeing those across the board of people who start a grassroots movement take back some new ideas really create change and then they come back and we get to hear about that from them those are my favorite surprises and I tell you we've known for years how important the developer is but I think the timing on this has been perfect because it is no longer just oh the developer has some tools that they like in the corner the developer connected to the business and driving things forward exactly so perfect timing congratulations on this certification their thing that's been great is that our at Cisco itself we now have API is across the whole portfolio and up and down the stock so that's been a wonderful thing to see come together because it opens up possibilities for all these developers so Cisco's API first company we are building it guys everywhere we can and and that the community is is taking them and finding creative things to build it's been fun to watch you guys change Cisco but also impact customers has been great to watch far many thanks for coming up yeah games live coverage here in Barcelona for Cisco live 20/20 I'm John Ford Dave Dave Alon face to many men we right back with more after this short break [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] you live from Barcelona Spain it's the cube covering Cisco live 2020 brought to you by Cisco and its ecosystem partners hello and welcome back to the cubes live coverage here at Cisco live 20/20 and partial into Spain I'm John first evening men cube coverage we've got a lot of stuff going on with Cisco multi-cloud and cloud technologies of clarification of Cisco's happening in real time is happening right now cloud is here here to stay we got two great guests to unpack what's going on in cloud native and networking and applications as the modern infrastructure and software evolves we got eugene kim global product marketing and compute storage at cisco global part of marketing manager and fabio corey senior director cloud solutions marketing guys great comeback great thanks for coming back appreciate it thanks very much great to see a lot of guys so probably we've had multiple conversations and usually even out from the sales force given kind of the that the discussion and the motivation cloud is big it's here it's here to stay it's changing Cisco API first we hear and all the products it's changing everything what's the story now what's going on I would say you know the reason why we're so excited about the launch here in Barcelona it's because this time it's all about the application experience I mean the last two years we've been announcing some really exciting stuff in the cloud space right think about all the announcements with the AWS the Google's the Azure so the world but this time it really boils down to making sure that is incredibly hyper distributed world well there is an application explosion ultimately we will help for the right operations tools and infrastructure management tools to ensure that the right application experience will be guaranteed for the end customer and that's incredibly important because at the end what really really matters is that you will ensure the best possible digital experience to your customer otherwise ultimately nothing is gonna work and of course you're going to lose your brand and your customers one of the main stories that we're covering is the transformation of the industry also Cisco and one of the highlights to me was the opening keynote you had app dynamics first not networking normally it's like what's under the hood the routers and the gear no it was about the applications this is the story we're seeing it's kind of a quiet unveiling it's not yet a launch but it's evolving very quickly can you share what's going on behind this all this absolutely it's exactly along the lines of what I was saying a second ago in the end that the reason why we're driving the announcement if you want from the application experience side of the house is because without dynamics we already have a very very powerful application performance measurement tool which it's evolving extremely rapidly first of all after Amex can correlate not just the application performance to some technology kpi's but to true actual business KPIs so AB dynamics can give you for instance the real-time visibility of say a marketing funnel conversion rates transactions that you're having in your in your business operation now we're introducing an incredibly powerful new capability that takes the bar to a whole new level and that's the dynamics experience journey Maps what are those it's actually the ability of focusing not so much on front-ends and backends and databases performances but really focusing on what the user is seeing in front of his or her screen and so what really matters is capturing the journey that a given user of your application is is being and understanding whether the experience is the one that you want to deliver oh you have like a sudden drop of somewhere and you know why that is important because in the end we've been talking about is it a problem of the application performance user performance well it could be a badly designed page how do you know and so this is a very precious information is that were giving to application developers not just to the IT ops guys that is incredibly precious to get this in so you just brought up that journey so that's part of the news so just break down real quick one minute yeah what the news is yeah so we have three components the first one as you as you correctly pointed out is really introduction the application journey Maps right the experience journey Maps that's very very important the second is we are actually integrating after am it's with the inter-site action inter-site optimization manager the workload team is a workload promisor and so because there is a change of data between the two now you are in a position to immediately understand whether you have an application problem we have a workload problem or infrastructure problem which is ultimate what you really need to do as quickly as you can and thirdly we have introduced a new version of our hyper flex platform which is hyper-converged flat G flat for Cisco with a fully containerized version we tax free if you want as well there is a great platform for containerized application of parameter so you teen when I've been talking to customers last few years when they go through their transformational journey there's the modernization they need to do the patterns I've seen most successful is first you modernize the platform often HCI is you know and often for that it really simplifies the environment you know reduces the silos and has more of that operational model that looks closer to what the cloud experience is and then if I've got a good platform then I can modernize the applications on top of it but often those two have been a little bit disconnected it feels like the announcements now that they are coming together what are you seeing what are you hearing how is your solution set solving this issue yeah exactly I mean as we've been talking to our customers love them are going through different application modernisations and kubernetes and containers is extremely important to them and to build a container cloud on Prem is extremely one of their needs and so there's three distinctive requirements that they've kind of talked to us about a lot of it has to be able to it's got to be very simple very turnkey and a fully integrated ready to turn on the other one is something that's very agile right very DevOps friendly and the third being a very economic container cloud on Prem as far we mentioned high flex application platform takes our hyper-converged system and builds on top of it a integrated kubernetes platform to deliver a container as a service type capability and it provides a full stack fully supported element platform for our customers and the one of the best great aspects of is that's all managed from inside from the physical infrastructure to the hyper-converged layer to all the way to the container management so it's very exciting to have that full stack management and insight as well yeah it's great to you know John and I have been following this kubernetes wave you know since the early early days Fabio mentioned integrations with the Amazons and Google's the world because you know a few years ago you talked to customers and they're like oh well I'm just gonna build my own urbanity right back nobody ever said that is easy now just delivering at his service seems to be the way most people wanted so if I'm doing it on Amazon or Google they've got their manage service that I could do that or that they're through partners they're working with so explain what you're doing to make it simpler in the data center environment because I'm tram absolutely is a piece of that hybrid equation the customers need yes so essentially from the customer experience perspective as I mentioned it's very fairly turnkey right from the hyper flicks application platform we're taking our hyper grew software we're integrating a application virtualization layer on top of it Linux KVM based and then on top of that we're integrating the kubernetes stack on top as well and so in essence right it's a fully curated kubernetes stack right it has all the different elements from the networking from the storage elements and and providing that in a very turnkey way and as I mentioned the inner site management is really providing that simplicity that customers need for that management ok Fabio this the previous announcement you've made with the public clouds yeah this just ties into those hybrid environments that's exactly you know a few years ago people like oh is there gonna be a distribution that wins in kubernetes we don't think that's the answer but still I can't just move between kubernetes you know seamlessly yet but this is moving towards that direction so a lot of customers want to have a very simple implementation at the same time they want of course a multi cloud approach and I really care about you know marking the difference between you know multi-cloud hybrid cloud there's been a lot of confusion but if you think about it multi cloud is really rooted into the business need of harnessing innovation from whatever it comes from you know the different clouds PV different things and you know what they do today tomorrow it could even change so people want option maladie so they want a very simple implementation that's integrated with public cloud providers that simplifies their life in terms of networking security and application of workload management and we've been executing towards that goal to fundamentally simplify the operations of these pretty complex kind of hybrid environments I want you to nail that operations on ibrid that's where multi cloud comes in absolutely just a connection point absolutely you're not a shitty mice no isn't a shit so in order to fulfill your business like your I know business needs you then you have a hybrid problem and you want to really kind of have a consistent production rate environment between fins on Prem that you own and control versus things that you use and you want to control better now of course there are different school of thoughts but most of the customers who are speaking with really want to expand their governance and technology model right to the cloud as opposed to absorb in different ways of doing things from each and every clock I want to unpack a little bit of what you said earlier about the knowing where the problem is because a lot of times it's a point the finger at the other first and where's it's the application problem isn't a problem so I want to get into that but first I want to understand the hyper flex application platform Eugene if you could just share the main problem that you guys saw what did some of the pain points that customers had what problems does the AP solve yeah as I mentioned it's really the platform for our customers to modernize their applications on right and it addresses those things that they're looking for as far as the economics right really the ability to provide a full stack container experience without having to you know but you know bringing any third party hypervisor licenses as well as support cost so that's fully integrated there you have your integrated hyper-converged storage capability you have the cloud-based management and that's really developing you providing that developer DevOps simplicity from the data Julie that they're looking for internally as well as for their product production environments and then the other aspect is its simplicity to be able to manage all this right in the entire lifecycle management as well so it's the operational side of the whole yeah uncovers Papio on the application side where the problem is because this is where I'm a little bit skeptical you know normally rightfully so but I can see in a problem where it's like whose fault is it gasification is problem or the network I mean it runs into more serious workloads the banking app that's having trouble how do you know where it what the problem is and how do you solve that problem what what's going on for that specific issue absolutely and you know the name of the game here is breaking down this operational side right and I love what our app dynamics VP GM Danny winoker said you know it has this terminology beast DevOps which you know may sound like an interesting acrobatics but it's absolutely true the business has to be part of this operational kind of innovation because as you said you know developer edges you know drops their containers and their code to the IET ops team but you don't really know whether the problem a certain point is gonna be in the code or in how the application is actually deployed or maybe a server that doesn't have enough CPU so in the end it boils down to one very important thing you have to have visibility inside and take action and every layer of the stack I mean instrumentation absolutely there are players that only do it in their software overlay domain the problem is very often these kind of players assume that underneath links are fine and very often they're not so in the end this visibility inside inaction is the loop that everybody is going after these days to really get to the next if you want generational operation where you gotta have a constant feedback loop and making it more faster and faster because in the end you can only win in the marketplace right regardless of your IT ops if you're faster than your competitor well still still was questioning the GM of AppDynamics running observability and he's like no it's not to feature it's everywhere so he his comment was yeah but serve abilities don't really talk about it because it's big din do you agree with that absolutely it has to be at every layer of the stack and only if you have visibility inside an action through the entire stack from the software all the way to the infrastructure level that you can solve the problem otherwise the finger-pointing quote-unquote will continue and you will not be able to gain the speed that you need okay so the question on my mind I want to get both of you guys can weigh in on this is that you look at Cisco as a company you got a lot going on I mean a guy's huge customer base core routers - no applications there's a lot going on a lot of a lot of complexity you got IOT security Ramirez talked about that you got the WebEx rooms got totally popular it's kind of got a lot of glam to it having the WebEx kind of you know I guess what virtual presence was yeah telepresence kind of model and then you get cloud is there a mind share within the company around how cloud is baked into everything because you can't do IOT edge without having some sort of cloud operational things so there's stuff you're talking about is not just a division it's kind of gonna it's kind of threads everywhere across Cisco what's the what's the mind share right now within the Cisco teams and also customers around clarification well I would say it's it's a couple of dimension the first one is the cloud is one of the critical domains of this multi domain architecture that of course is the cornerstone of Cisco's technology strategy right if you think about it it's all about connecting users to applications wherever they are and not just the user the applications themselves like if you look at the latest stats from IDC 58% of workloads is heading to the public cloud and to the edge it's like the data center is literally exploding in many different directions so you have this highly distributed kind of fabric guess what sits in between all these applications and microservices is a secure network and that's exactly what we're executing upon now that's the first kind of consideration the second is if you look at the other silver line most of the Cisco technology innovation is also going a direction of absorbing cloud as a simplified way of managing all the components or the infrastructure you look at the IP flex ap is actually managed by inter site which is a SAS kind of component this journey started a long time ago with Cisco Meraki and then of course we have SAS properties like WebEx everything else is kind of absolutely migrants reporter we've been reporting eugen that from years ago we saw the movement where api's are starting to come in when you go back five years ago not a lot of the gear and stuff at Cisco had api's now you got api's building into all the new products that's right you see the software shift with you know you know intent-based networking to AppDynamics it's interesting it's you're seeing kind of this agile mindset this is some of you and I talk about all the time but agile now is the new model is it ready for customers I mean the normal Enterprise is still got the infrastructure and application it's separated okay how do I bring it together what are you guys seeing the customer base what's going on with with not that not the early adopters heavy-duty hardcore pioneers out there but you know the the general mainstream enterprise are they there yet have they had that moment of awakening yeah I mean I think they they are there because fundamentally it's all about that ensuring that application experience and you can only ensure that application experience right by having your application teams and your structure teams work together and that's what's exciting you mentioned the API is and what we've done there with AppDynamics integrating with inter-site workload optimizer as Fabio mentioned it's all about visibility inside action and what app dynamics is provides providing that business and end-user application performance experience visibility inner sites giving you know visibility on the underlining workload and the resources whether it's on Prem in your you know drive data center environment or in different type of cloud providers so you get that full stack visibility right from the application all the way down to the bottom and then inner side local optimizer is then also optimizing the resources to proactively ensure that application experience so before you know if we talk about someone at a checkout and they're about to have abandonment because the functions not working we're able to proactively prevent that and take a look at all that so you know in the end I think it's all about ensuring that application experience and what we're providing with app dynamics is for the application team is kind of that horizontal visibility of how that application is performing and at the same time if there's an issue the infrastructure team could see exactly within the workload topology where the issue is and insert' aeneas lee whether it be manual intervention or even automatically there's or a ops capability go ahead and provide that action so the action could be you know scaling out the VMS it's on-prem or looking at a new different type of ec2 template in the cloud that's what's very exciting about this it's really the application experience is now driving and optimizing infrastructure in real time and let me flip your question like do you even have a choice John when you think about in the next two years 50% more applications if you're a large enterprise you have 5 to 7,000 apps you have another to 3,000 applications just coming into into the the frame and then 50% of the existing ones that are gonna be refactor lifted and shifted or replace or retired by SAS application it's just like it's tsunami that's that's coming on you and oh by the way because of again the micro service is kind of affect the number of dependencies between all these applications is growing incredibly rapidly like last year we were eight average interdependencies for applications now we are 20 so imaging imaging what happens as as you are literally flooded with the way the scanner really you have to ensure that your application infrastructure fundamentally will get tied up as quickly as you can still and I have been toilet for at least five years now if not longer the networking has been the key kind of last changeover - clarification and I would agree with you guys I think I've asked the question because I wanted to get your perspective but think about it it's 13 years since the iPhone so mobile has shown people that a mobile app can change business but now if you look at the pressure the network's bringing the pressure on the network or the pressure for the network to be better than programmable is the rise of video and data I mean so you got mobile check now you've got video I mean more people doing video now than ever before videos of consumer oil as streaming you got data these two things absolutely forced yeah the customers to deal with it but what really tipped the the balance John is is actually the SAS effect is the cloud effect because as you know it's in IT sort of inflection points nothing is linear right so once you reach a certain critical mass of cloud apps and we're absolutely there already all of a sudden you're traffic pattern on your network changes dramatically so why in the world are you continuing kind of you know concentrating all of your traffic in your data center and then going to the internet you have to absolutely open the floodgates at the branch level as close to the users as possible and that implies a radical change I would even add to that and I think you guys are right on where you guys are going it may be hard to kind of tease out with all the complexity with Cisco but in the keynote the business model shifts come from SAS so you got all this technical stuff going on now you have this Asif ocation or cloud that's changes the business models so new entrants can come in and existing players can get better so I think that whole business model conversation yeah never was discussed at Cisco live before yeah in depth as well hey run your business connect your hubs campus move packets around that was applications in business model yeah but also the fact that there is increasing number of software capabilities and so fundamental you want to simplify the life of your customers through subscription models that help the customer by now using what they really need right at any given point in time all the way to having enterprise agreements I also think that's about delivering these application experiences for your business small different type experience that's really what's differentiating you from your different competitors right and so I think that's a different type of shift as well well you guys are good got some good angle on this cloud I love it I got to ask you the question what can we expect next from Cisco more progression along clarification what's next well I would say we've been incredibly consistent I believe in the last few years in executing on our cloud strategy which again is centered around helping customers really gluon this mix set of data centers and clouds to make it work as one write as much as possible and so what we really deliver is networking security and application of performance management and we're integrating there's more and more on the two sides of the equation right the the designer side and the powerful outside and more more integrating in between all of these layers again to fundamentally give you this operational capability to get faster and faster we'll continue doing so and you set up before we came on camera that you were talking to the sales teams what are they what's their vibe with the sales team they get excited by this what's that oh yeah feedback oh yeah absolutely from the inner side were claw optimizer and they have dynamics that's very exciting for them especially the conversations they're having with their customers really from that application experience and proactively insuring it and on the hyper flex application platform side this is extremely exciting with providing a container cloud to our customers and you know what's coming down is more and more capabilities for our customers to modernize their applications on hyper flex you guys are riding some pretty big waves here at Cisco I get a cloud way to get the IOT Security wave it's pretty exciting pretty big stuff thanks for coming in thanks for sharing the insights Fabio I appreciate it thank you for having us your coverage here in Barcelona I'm John Force dude Minutemen be back with more coverage fourth day of four days of cube coverage we right back after this short break [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] why Trump Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back to Barcelona everybody we're here at Cisco live and you're watching the cube the leader in live tech coverage we got to the events and extract the signal from the noise this is day one really we started a zero yesterday Eric Hertzog is here he's the CMO and vice president of storage channels probably been on the cube more than [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back everyone's two cubes live coverage day four of four days of wall-to-wall action here in Barcelona Spain Francisco live 2020 I'm John Ferrier with mykos Dave Volante with a very special guest here to wrap up Cisco live the president of Europe Middle East Africa and Russia Francisco Wendy Mars cube alumni great to see you thanks for coming on to kind of put a bookend to the show here thanks for joining us right there it's absolutely great to be here thank you so what a transformation as Cisco's business model of continues to evolve we've been saying brick by brick we still think is a big move coming I think there's more action I can sense the walls talking to us like let's just go live in the US and more technical announcements in the next 24 months you can see you can see where it's going it's cloud its apps yeah its policy based program ability it's really a whole nother business model shift for you and your customers the technology shift and the business model shift so I want to get your perspective of this year opening key no you let it off talking about the philosophy of the business model but also the first presenter was not a networking guy it was an application person yeah app dynamics yep this is a shift what's going on with Cisco what's happening what's the story well you know if you look for all of the work that we're doing is but is really driven by what we see from requirements from our customers the change that's happening in the market and it is all around you know if you think digital transformation is the driver organizations now are incredibly interested in how do they capture that opportunity how do they use technology to help them but you know if you look at it really there's the three items that are so important it's the business model evolution it's actually the business operations for for organisations plus their people there are people in the communities within that those three things working together and if you look at it with you know it's so exciting with application dynamics there because if you look for us within Cisco that linkage of the application layer through into the infrastructure into the network and bringing that linkage together is the most powerful thing because that's the insight and the value our customers are looking for you know we've been talking about the in the innovation sandwich you know you got you know date in the middle and you got technology and applications underneath that's kind of what's going on here but you I'm glad you brought up the year the part about business model business operations and people in communities because during your keno you had a slide that laid out three kind of pillars yes people in communities business model and business operations there was no 800 series in there there was no product discussions this is fundamentally the big shift that business models are changing I tweeted provocatively the killer app and digital the business model because you think about it the applications are the business and what's running under the covers is the technology but it's all shifting and changing so every single vertical every single business is impacted by this it's not like a certain secular thing in the industry this is a real change can you describe how those three things are operating with that constitute think if you look from you know so thinking through those three areas if you look at the actual business model itself our business models as organizations are fundamentally changing and they're changing towards as consumers we are all much more specific about what we want we have incredible choice in the market we are more informed than ever before but also we are interested in the values of the organizations that were getting the capability from as well as the products and the services that naturally we're looking to gain so if you look in that business model itself this is about you know organizations making sure they stay ahead from a competitive standpoint about the innovation of portfolio that they're able to bring but also that they have a strong strong focus around the experience that their customer gains from an application a touch standpoint that all comes through those different channels which is at the end of the day the application then if you look as to how do you deliver that capability through the systems the tools and the processes as we all evolve our businesses you have to change the dynamic within your organization to cope with that and then of course in driving any transformation the critical success factor is your people and your culture you need your teams with you the way teams operate now is incredibly different it's no longer command and control its agile capability coming together you need that to deliver on any transformation never never mind let it be smooth you know in the execution there so it's all three together what I like about that model and I have to say we this is you know ten years to do in the cube you you see that marketing in the vendor community often leads what actually happens not surprising as we entered the last decade it was a lot of talk about cloud well it kind of was a good predictor we heard a lot about digital transformations a lot of people roll their eyes and think it's a buzzword but we really are I feel like an exiting this cloud era into the digital era it feels real and there are companies that you know get it and are leaning in there are others that maybe you're complacent I'm wondering what you're seeing in in Europe just in terms of everybody talks digital yeah be CEO wants to get it right but there is complacency there when it's a services say well I'm doing pretty well not on my watch others say hey we want to be the disruptors and not get disrupted what are you seeing in the region in terms of that sentiment I would say across the region you know there will always be verticals and industries that are slightly more advanced than others but I would say that then the bulk of conversations that I'm engaged in independence of the industry or the country in which we're having that conversation in there is a acceptance of transfer digital transformation is here it is affecting my business i if I don't disrupt I myself will be disrupted and be challenged help me so I you know I'm not disputing the end state I need guidance and support to drive the transition and a risk mythic mitigated manner and they're looking for help in that and there's actually pressure in the boardroom now around a what are we doing within within organizations within that enterprise the service right of the public said to any type of style of company there's that pressure point in the boardroom of come on we need to move it speed now the other thing about your model is technology plays a role in contribute it's not the be-all end-all but plays a role in each of those the business model of business operations and developing and nurturing communities can you add more specifics what role do you see technology in terms of advancing those three spheres so I think you know if you look at it technology is fundamental to all of those spheres in regard to the innovation the differentiation technology can bring then the key challenges one of being able to reply us in a manner where you can really see differentiation of value within the business so in then the customers organization otherwise it's just technology for the sake of technology so we see very much a movement now to this conversation of talk about the use case the use cases the way by which that innovation can be used to deliver the value to the organization and also different ways by which a company will work look at the collaboration capability that we announced earlier this week of helping to bring to life that agility look at the app D discussion of helping to link the layer of the application into the infrastructure the network's to get to root cause identification quickly and to understand where you may have a problem before you thought it actually arises and causes downtime many many ways I think the agility message has always been a technical conversation a gel methodology technology software development no problem check that's ten years ago but business agility mmm it's moving from a buzzword to reality exactly that's what you're kind of getting in here and teams how teams operate how they work you know and being able to be quick efficient stand up stand down and operate in that way you know we were kind of thinking out loud on the cube and just riffing with Fabio gory on your team on Cisco's team about clarification with Eugene Kim around just just kind of real-time what was interesting is we're like okay it's been 13 years since the iPhone and so 13 years of mobile in your territory in Europe Middle East Africa mobilities been around before the iPhone so with in more advanced data privacy much more advanced in your region so you got you out you have a region that's pretty much I think the tell signs for what's going on in North America and around the world and so you think about that you say okay how is value created how the economics changing this is really the conversation about the business model is okay if the value activities are shifting and be more agile and the economics are changing with sass if someone's not on this bandwagon it's not an in-state discussion where it's done deal yeah it's but I think also there were some other conversation which which are very prevalent here is in in the region so around trust around privacy law understanding compliance you look at data where data resides portability of that data GDP are came from Europe you know and as ban is pushed out and those conversations will continue as we go over time and if I also look at you know the dialogue that you saw so you know within World Economic Forum around sustainability that is becoming a key discussion now within government here in Spain you know from a climate standpoint and many other areas as well Dave and I've been riffing around this whole where the innovation is coming from it's coming from Europe region not so much the u.s. I mean us discuss some crazy innovations but look at blockchain us is like don't touch it pretty progressive outside United States little bit dangerous to but that's where innovation is coming from and this is really the key that we're focused on I want to get your thoughts on how do you see it going next level the next level next-gen business model what's your what's your vision so I think there'll be lots of things if we look at things like with the introduction of artificial intelligence robotics capability 5g of course you know on the horizon we have Mobile World Congress here in Barcelona in a few weeks time and if you talked about with the iPhone the smartphone of course when 4G was introduced no one knew what the use case would that would be it was the smartphone which wasn't around at that time so with 5g in the capability there that will bring again yet more change to the business model for different organizations and the capability and what we can bring to market when we think about AI privacy data ownership becomes more important some of the things you were talking about before it's interesting what you're saying John and when the the GDP are set the standard and and you see in the u.s. there are stovepipes for that standard California is going to do one every state is going to have a different center that's going to slow things down that's going to slow down progress do you see sort of an extension of a GDP are like framework of being adopted across the region and that potentially you know accelerating some of these you know sticky issues and public policy issues that can actually move the market forward I think I think the will because I think there'll be more and more you know if you look at there's this terminology of data is the new oil what do you do with data how do you actually get value from that data and make intelligent business decisions around that so you know that's critical but yet if you look for all of ours we are extremely passionate about you know where is our data used again back to trust and privacy you need compliance you need regulation you know I think this is just the beginning of how we will see that evolve you know when do I get your thoughts does Dave and I have been riffing for 10 years around the death of storage long live storage and but data needs to be stored somewhere networking is the same kind of conversation just doesn't go away in fact there's more pressure now forget the smartphone that was 13 years ago before that mobility data and video now super important driver that's putting more pressure on you guys and so hey we're networking so it's kind of like Moore's law it's like more networking more networking so video and data are now big your thoughts on video and data video but if you look at the Internet of the future you know what so if you look for all of us now we are also demanding as individuals around capability and access to that and inter vetted the future the next phase we want even more so there'll be more and more - you know requirement for speed availability that reliability of service the way by which we engage and we communicate there's some fundamentals there so continuing to to grow which is which is so so exciting for us so you talk about digital transformation that's obviously in the mind of c-level executives I got to believe security is up there as a topic what other what's the conversation like in the corner office when you go visit your customers so I think that there's a huge excitement around the opportunity realizing the value of the of the opportunity you know if you look at top of mind conversations are around security around making sure that you can make tank maintain that fantastic customer experience because if you don't the custom will go elsewhere how do you do that how do you enrich at all times and also looking at markets adjacencies you know as you go in and you talk at senior levels within within organizations independent of the industry in which they're in there are a huge amount of commonalities that we see across those of consistent problems by which organizations are trying to solve and actually one of the big questions is what's the pace of change that I should operate at and when is it too fast and when is what am I too slow and trying to balance that is exciting but also a challenge for companies so you feel like sentiment is still strong even though we're 10 years into this this bull market you know you got Briggs it you get you know China tensions with the US u.s. elections but but generally you see Tennessee sentiment still pretty strong and demand so I would say that the the excitement around technology the opportunity that is there around technology in its broadest sense is greater than ever before and I think it's on all of us to be able to help organizations to understand how they can consume I see value from us but it's you know it's fantastic science it tastes trying to get some economic indicators but really the real thing I'm trying to get you is Minh set of the CEO the corner office right now is it is it we're gonna we're gonna grow short-term by cutting or do we do are we gonna be aggressive and go after this incremental opportunity and it's probably both you're seeing a lot of automation yeah and I think if you look fundamentally for organizations it's it's that the three things helped me to make money how me to save money keep me out of trouble you know so those are the pivots they all operate with and you know depending on where an organization is in its journey whether a start-up there you know in in the in the mid or the more mature and some of the different dynamics and the markets in which they operate in as well there's all different variables you know so it's it's it's mix Wendy thanks so much for spending the time to come on the cube really appreciate great keynote folks watching if you haven't seen the keynote opening sections that's a good section the business model I think it's really right on I think that's going to be a conversation it's going to continue thanks for sharing that before we look before we leave I want to just ask you a question around what you what's going on for you here at Barcelona as the show winds down you had all your activities take us in the day of the life of what you do customer meetings what were some of those conversations take us inside inside what what goes on for you here well I'd say it's been an amazing it's been an amazing few days so it's a combination of customer conversations around some of the themes we just talked about conversations with partners and there's investor companies that we invest in a Cisco that I've been spending some time with and also you know spending time with the teams as well the DEF net zone you know is amazing we have this afternoon the closing session where we've got a fantastic external guest who's coming in it's going to be really exciting as well and then of course the party tonight and we'll be announcing the next location which I'm not gonna reveal now later on today we kind of figured it out already because that's our job and there's the break news but we're not gonna break it for you you can have that hey thank you so much for coming on really appreciate Wendy Martin expecting the Europe Middle East Africa and Russia for Cisco she's got our hand on the pulse and the future is the business model that's what's going on fundamental radical change across the board in all areas this the cue bringing you all the action here in Barcelona thanks for watching [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music]