>> From the Salesforce tower in downtown San Francisco, it's theCUBE, covering Accenture Tech Vision 2019 brought to you by Silicon Angle Media. (upbeat music) >> Hey welcome back, everybody. Jeff Frick here with theCUBE. We are in an exciting new location. Last year we covered the Accenture technology vision release 2018. It was at Minna Gallery, cool event. But this year the venue is off the hook and 33 stories high and we're really excited to be in the brand-new Accenture Innovation Hub and joining me here our first guest, John Del Santo, he is the senior managing director for the West region for Accenture and he is responsible for this beautiful five-story. So John, first off congratulations to you and the team. >> Thanks, it's been a big project opening up this place over the last year, but it's come together great. >> Yeah and this morning they had a nice ribbon cutting, all kinds of dignitaries so, you know, what does this mean in terms of kind of, you've been with the center a long time. Your presence in the Bay Area specifically, but also as part of more of this global innovation effort. >> Well I think it's this, this is bringing together all the best of Accenture that we already had in the Bay Area. We're putting it all under one roof. We're relocating everybody and we're expanding the team. So we announced 500 new technology jobs here in this location over the next year and expanding our apprentice program. But basically, it's all about bringing more talent to this location in San Francisco to do more projects with clients in this space. >> Right. So we'll get into it with some of the other folks that we have scheduled, but it's both a coworking space for the Accenture people in town and three solid floors of all kinds of labs and innovation, kind of hands-on spaces, if you will, to do this work with your clients. >> Absolutely, that co-creation, we think, is what is really differentiating us from our competitors and it's really allowing our clients to work with us and our experts, our technology experts, and the ecosystem partners that we do a ton of work with, real time to solve a problem. Brainstorm a problem, prototype it, solve it over a very short period of time. >> Yeah, I think it's a pretty unique approach that you guys have, which is imagine the future and then create the future. >> Yeah >> As opposed to just reacting to the future. And you made an interesting comment this morning about, you know, be the disrupter, not the disruptee. And my question is really, as you see the leadership at these traditional companies that are afraid of being disrupted, how are they kind of changing the way that they do things, knowing that the digital natives and the threats that they don't even see coming from a completely different direction are now bearing down, and they have to get with the program. >> Well they do have to. And then it's really our job, our purpose, you know, the talent that we have in this company's purpose is to make our clients succeed and be disrupters. Because if they're not, they will be disrupted. And so it's in our best interest to make sure we're bringin' in the best talent, pushing their thinking on ideas, and actually getting to a solution that can actually allow them to differentiate and serve their customers better. >> Right. >> So that's what we're all about, is making sure our clients are successful. >> And draggin' 'em kicking and screaming? Or are they, are they seeing-- >> Absolutely not. >> Are they seeing it in their competition? I mean, in terms of kind of that board-level discussion, where, you know, it's passe that everybody's a technology company, and everybody's doing digital disruption, but you're down in the weeds helping these people actually execute the detail. >> Yeah, well it's funny, you say everyone's a digital company, that was our big theme a few years ago at this exact event. >> Right, right. >> Absolutely, not kicking and screaming. Most executive teams, most business teams that we work with understand that they need to change. The pace of change at their business is rapid, it's faster and faster, and every year it gets faster, and so they need to actually be a lot more agile in that >> Right. >> And move quickly. >> So one of the big things in like the singularity and accelerating pace of change. And some of these big kind of macro trends that we're experiencing is that there's no single person that sees all the innovation change across this broad front, by industry, by role, etc. You guys are in a pretty unique position 'cause you actually get to see the technology innovation and the disruption and the digitization across a number of industries as well as a number of roles. So you can kind of see this big huge glacier that's moving down the valley. >> That's one of the really cool things about this particular geography and location is that literally steps from our door here on Mission Street in San Francisco, we've got clients from ten, fifteen different industries that we serve, and we can bring talent from ten or fifteen plus different industries plus the technology skills to make sure they're looking at the problem from all angles. So if it's a retailer, are they really thinking about financial services, 'cause we've got both skills here. If it's a retailer, are they thinking about platform-based selling? Do they have an omnichannel strategy? We've got the skills in this location cross-industry to help serve banks, retailers, products companies, software platform companies, etc. And I don't think you can find that anywhere else, at least in the Continental United States, given kind of where we are in our geography. >> Right. So you had a couple of special guests this morning at the ribbon cutting. You had a customer, which is great, but you also had a representative from City of San Francisco and I just want to shift gears and talk about, you know, what it is to be kind of an active member of the community. You know, the responsibility of companies we're seeing, with kind of this backlash, if you will, against some of the mega-companies out there. It's more than just taking care of your customers. It's more than just taking care of your employees and even your stockholders. But now companies are being asked to be more kind of responsible and active participants in their local community. That's always been sort of part of our ethos. It's always been part of our vision to help our clients succeed, but also to change the way the world works and lives. And therefore, we have to be really active in our communities. We're being a little bit more explicit about it lately. But it's our view that we need to be able to improve where we're working and living, 'cause our people are active and it's important that we help serve 'em. We have a very strong public service business. We serve the State of California, we serve the City and County of San Francisco as well as well as other entities in California. And it's critical for us to help improve California as we improve the businesses in California. And so it's clearly part of our mission. >> Right. The other thing I think it's interesting is kind of companies' roles with higher education. We've seen a lot of work that Accenture's doing with community colleges and, you know, it's more than just helping so that you get good talent to feed your own system, >> Right. >> But it's really, as the pace of change just continues to accelerate, you know, historical institutions aren't necessarily best-equipped to move that fast. So again, you guys are taking a much more active, you probably done it before, but more active vocal role in the local academic institutions as well. >> Absolutely, I mean, our university relationships are really, really strong, always have been. But it's always been a little selfish on our end. We're always trying to get the best talent out of the universities locally here and there's obviously great schools in the Bay Area. We want to be more engaged with those universities on projects together as well. We want more of a 360-degree relationship. We've got great examples of where we've done research with some of the universities here locally, where we've co-innovated with some of them and we want to do more of that so that there's more of a solid relationship. It's not just about us, you know, helping them find the best students to work here, >> Right. >> Which we want, (laughs) and we do every year, but making sure that we're actually involvin' them from a research perspective and any other kind of, you know, philanthropic idea that we might have together. >> Right. So big event tonight, big event this morning, >> Yeah. >> So before I let you go, it's a brand-new space, I wonder if you could share a couple fun facts for the people who haven't come to visit yet, but hopefully will come as part of a project and a co-creation about some of the cool unique features that you guys have-- >> Well some >> Built in this thing. >> Unique features in the building. First of all, there's unique features with the talent. So we have researchers here, labbers, we call 'em, from our labs, that have, you know, Accenture has thousands of patents. More than 10% of them have been actually invented here. So our inventors are a secret that we've had in Northern California for a long time and they're all based here now. We've got some really cool spaces. We've got an augmented reality room, which is basically a 360-degree room where you can, rather than having to wear virtual-reality goggles, you can actually go inside of a computer, go inside of a lab, go inside of a hospital, and get an experience that's much more hands-on and a lot more immersive, if you will, than you could any other way. We've got a maker lab where we actually are makin' stuff. So we've got a design business here where we've helped physically make not only software, we make a lot of software, everyone knows that, but we've actually made products that have embedded software in them and so there's that fabrication capability we actually have in this building as well, which is pretty unique for a high-rise. (laughs) so >> Right. No, we saw all the machines back there, >> Yup. >> Had a good tour earlier today so-- >> Oh lots of robots and toys and all that good stuff, too. >> Yeah, that's right, it's all the robot room. All right, well, John, thanks for taking a few minutes of your time. Really exciting day for you and the team, >> Yeah. >> And nothing but congratulations. >> Thank you so much. >> All right. >> Thank you, thanks for coming. >> He's John, I'm Jeff, you're watching theCUBE. We're at the brand-new Accenture Innovation Hub in downtown San Francisco in the Salesforce tower. Thanks for watching. (upbeat music)

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World digital experience brought to you by Dell Technologies. Hey, Welcome back, everybody. Jeffrey here with the Cube. Welcome back to our ongoing coverage of Dell Technology. World 2020. The digital experience, Uh, not in person like nothing this year, 2020. But the digital experience allows to do a lot of things that you couldn't do in person. And we're excited to have our next guest. He is Deepak Prasad, the director of product management for Dell Technologies. Cloud deep. Uh, great to see you. >>Hello, Jeff. Nice to meet you as well. >>You too. So let's let's back up, like, 10,000 square feet, cause you know, Cloud came in with a big giant rage. I guess it's been a while now with AWS and Public Cloud. And people are putting their depth tests on there. And, you know, we've seen this explosion of public cloud, and then we have hybrid cloud and multi cloud. And then, you know, basically people figured out that not everything can go to a public cloud. A lot of stuff. Shouldn't some stuffs gonna stay in data centers? for all different reasons, >>but >>basically it's horses for courses. So we're a little ways into this. How are you guys, Adele, really thinking about Cloud and helping your customers think about what cloud is beyond, you know, kind of the hype. >>Well, that's a great question, Jeff. At Dell, we think of Cloud really as an operating model and as an operating experience rather than a destination. So it's interesting that you bring up Public Cloud and Private Cloud, but we take a step back and think of what does that experience really represent? So if you think off, uh, you know what defines that cloud operating model? It's, ah, democratization of technology. Access off resource is through a p. I s through self service portals ability to pay as you go in a very simplified commerce experience and the agility of cloud. You know, the promise off instant availability of infinite scalability. Now, if if you look at you know the landscape around this until now, that has only been delivered in a consistent way by public cloud vendors, which leads people to believe that really cloud is the destination, not an operating model. But we think that we are capable of bringing those experiences those tenets off the cloud operating model to the on premises experience and really taking location out of the conversation. So this really allows our customers to focus mawr on their workloads than visions. They want to drive, and then they can fit there, uh, requirements their application requirements to the location where those resource is our regardless of having toe worry about it. This is public or private. They will get the same operating experience. They will get the same scalability, the same simplified commerce, the same access Thio resource is >>right. Well, let's talk about some of some of those things because, as you said, there's a lot of behaviors that are involved in cloud and cloud operating. You know, one of the behaviors that I think gave the public cloud an early leg up was just simply provisioning, right? Simply, if somebody needs some capacity, they need some horsepower to get interesting. It would be tested in the early days. No, they didn't have to provision. They didn't have to put in an order with I t and wait for so long to get a box assigned to them or purchased or whatever, right? They just swipe the credit card and went, How have you kind of help People have that kind of ease of use ease of, uh, he's of spin up piece of creation on what the right verb is because I think that's a really core piece of what enabled early cloud adoption. >>No, absolutely, you're spot on. And that was a big part of it that if somebody needed resource is instead of waiting for weeks and months, they could go on and and sign up for those resource and get almost instantaneous access. And we believe that what we're doing in this area is really transforming the business. Today. We can deliver resource is to customers in their data center in 14 days and really are aggressively looking to cut that down further. So what this really means is not just shipping Resource is in 14 days, but actually delivering a cloud experience in the customer's data center or of cola location, whatever, you know, location of their choice in 14 days and making that available to the customers, not just through the traditional procurement process. But we're actually very proud to announce the cloud Council, the Dell Technologies Cloud Council, through which customers can, in a self service way, order those ordered those resource is and have it show up and be operational in their environment in 14 days. So we're really bringing that speed of cloud to the on premise experience, >>right? So how how does it actually work? Do you pre? Do you pre ship some amount of capacity beyond what you believe is currently needed just to kind of forward que you will, if you will capacity. How does it work from from both the implementation strategy in terms of the actual compute and storage capacity, as well as on kind of the purchasing peace? Because those air to kind of very >>different work flows? No, that's a That's a great question. So for us, our strength are really in supply chain management that allows us to build capabilities across the world in areas from where we can ship the customers almost on the on demand basis. So as soon as we get in order that the customer needs a probably probably cloud deployment in a certain location, were able to mobilize those resource is from those locations and have it instance she hated in customers environ. So it's really built a strength off over the years off optimizing supply chain, if you will, and just bring taking that to the next level off. >>Okay, so we don't, >>uh environment we said. Yeah, >>no problem. I was gonna say the another great characteristics of cloud right is is spinning up, which we hear about all the time versus spinning down and write. The easiest example is always use. If you're running, you know, some promotion. If your pizza hut you're running a promotion for the Super Bowl, obviously, right? Your demand for that thing is gonna be huge. You want to spin up to be able to take advantage of all the people cash in their coupon, and then when the Super Bowls over, >>you >>want to spend those resource is down because you're not going to necessarily need that capacity. How do you guys accomplish that type of flexibility in your solution? >>So in our subscription model, we have different ways to address customer environment. So we allow customers to start very small and then and then grow the subscription as the requirements growth and the key thing of our subscription, which is really unique, is the ability to quote Terminate. So, for example, if if a customer started off on the three year subscription with the, uh resource is for, say, 100 virtual machines and somewhere along the way they needed to add resource is for 50 more virtual machines, so they will pay for the 150 virtual machines. But that extra 50 virtual machines does not create an orphan or a child subscription. At the end of three years, everything terminates together, so it really gives them flexibility with, you know, ability to start small and not have to worry about vendor lock in. And now we started off with sort of a reserved instance type off subscription model. But we're definitely bringing usage based models as well, which allows more, even more flexibility with respect to speeding up and speeding down. Right. >>And then what are some of the real specific reasons that people go for this type of solution versus a public cloud where some of the rial inherent advantages of doing this within my own infrastructure, my own data center, my own, you know, kind of virtual four walls, if you will. >>Yeah, you know, we strongly believe that the decision should really be guided by workload requirements. There's certain workloads that work really well in on premises environment. For example, you could take virtual desktop environments V. D. I. That works really well from a performance standpoint in In on premise, environment versus a public cloud environment. Similarly, there are other workloads were not public cloud deniers that that are best suited for public cloud. But it's really it should be something that's that comes from understanding your application. Understanding the leighton see requirements, understanding the data requirements for those applications. You know, what are your egress? Uh, issues. Or, you know, uh, the profile off the workload that you're trying to implement That should really be the driving force in where the workload this place >>and then, uh, tell us a little bit about the partnership with VM Ware because that's a huge asset that you have, you know, now you know, basically side by side and you can leverage the technology as well as a lot of the assets that are envy. And where how does that change? The way you guys have taken the Dell Cloud platform to market >>it really is a a differentiating factor for us. From a technology standpoint, it allows us to bring the best of both worlds best off off the hardware infrastructure as well as the best off the cloud. Stack the cloud software infrastructure together in one cohesive and and well developed package. So, uh, the Dell Technologies Cloud Platform from a technology standpoint is implemented with our VX rail appliances, which is a hyper converge infrastructure as well as VM ware clad foundation from a software standpoint. Now the code developed and jointly engineered capabilities allow for unique, unique feature off. Remember Cloud Foundation, where it can do lifecycle management off the entire stack, both the hardware and the software from a single interface. So it understands Vieques rails and understands the different form where levels and the X, where manager software versions etcetera. And then it would automatically select what is the best and well tested and supported software bundle that could be deployed without causing, you know, typical issues with version mismatches and trying to chase down different hardware compatibility, matrices, etcetera. All of those are eliminated, so it's a integrated lifecycle management experience. That's great. E. I'm sorry I have >>a little bit, a little bit of a lot of here, so I I apologize. >>I >>was just gonna say you've been at this for a while. Your product, you know, product management. So you're really thinking about speeds and feeds and you're thinking about roadmap and futures? I wonder if you can share your perspective on this evolution from kind of this race of to pure public cloud to this. This big discussion I think we had packed Elson. You're talking about a hybrid cloud back at being where 2013. So then, you know kind of this hybrid cloud and multi cloud and really kind of this maturation of this space as we as we've progressed for Ah, while now probably 10 years. >>Yeah. Yeah. And, uh, majority of our customers live in a multi cloud world. They have resource is that they consumed from one or more multi hyper sorry, uh, public cloud vendors and they have one or more on premise vendors as well, For their resource is and managing that complex environment across multiple providers with different skill set different tools, different sls. While it sounds really interesting to, you know, have workload drive your your deployment and place the workloads where they're best suited. It does prevent. It does present a challenge off managing a complex and and getting even more complex by the day, multi cloud environment. And that's where we think we have an advantage. Uh, based on some of the work that we're doing with the Dell Technologies Cloud console to bring a true multi cloud experience to our customers. Not one of the benefits of not being a, you know, a public cloud provider is that we are agnostic toe. All public cloud providers were fully accepting that certain workloads need to live in those environments. And through our cloud council, we will make it easy for customers to manage not only their on premises, assets and on premises. Cloud resource is, but also cloud resource is that reside in multiple public cloud vendors? >>That's good. Yeah, because it helps, right, because they've got stuff everywhere. It's like that, you know, there is no del technology, right? There's a lot of there's a lot of people that work there. There's a lot of project. There's a lot of, you know, kind of pieces to that puzzle. I wonder too. If you could share your perspective on kind of application modernization, right, That's always another big, you know, kind of topic. You should You should you take those old legacy APS. And could you should you try to rebuild them in, um, or cloud native way using containers and and all this flexibility and deploy them or, you know, which one. Should you just leave alone right there, running fine. They've been running fine for a while. They've got some basic core functionality that may be do or don't need toe to kind of modernize if you will. And maybe those resources should be spent on building in a new applications and new kind of areas of competitive differentiation. When you're working with their clients, how do you tell them to think about at modernization? >>Yeah, we looked at it from a business requirement standpoint. Off how what end goals. A customer trying to achieve through that application. And in some cases, you know, on you cover the spectrum, right there. Some cases modernization just means swapping out the hardware and putting it, putting that application on a more modern, more powerful hardware. At the other end, it z you know, going toe assassin model off, you know, everything available through through a cloud application. And in between those two extremities, there's, you know, virtualization that is re factoring this continual ization and micro services based implementation. But it comes down to understanding why that application is meant to deliver for who and what business requirements and business objectives that fulfills. That's how we use as a guiding principle on how to position application modernization to customers. >>All right, that's super helpful, because I'm sure that's a big topic. And, you know, there's probably certain APS that you just should not. You just shouldn't touch. You should probably just even Malone. They're running just fine. Let them do their thing. All >>right, fine. I'm sorry. No. Is this interesting? I was a conversation with the customer just earlier today where they have a portion off their infrastructure of some applications that they absolutely wanted to leave alone and and just change out the underlying hardware. But there are other applications where they really want to adopt, continue ization and re factor those out, rewrite those applications so that they can have more scalability and more flexibility around that. So it really is is determined by the needs. Yeah. >>Um so last question, del Tech world this year was a digital experience, like all the other shows that we've seen here in 2020 just But it's a huge event, right? A big, big show, and we're excited to be back to cover it again. But I'm curious if there's some special announcements within such a big show. Sometimes things get lost a little bit here in there, but any special announcements You want to make sure that get highlighted that people may have missed within this kind of see if content over the last several days >>22 major things that that I'm very excited to share with you One is Dell Technologies Cloud platform. We actually discussing and talking about Dell Technologies cloud platform in the concept off instant capacity blocks. So in the past, we talked about it with respect to notes. Uh, you know, adult technology cloud platform. You can have, you know, so many notes in it to power your your on premises. Cloud resource is but really have changed the conversation and look into how cloud customers air consuming those resource is and we really want to drive focus to that and introduced the concept of instance Capacity blocks instances are think of it as a workload profile, you know, CPU and memory put together and then, uh, in different combinations in a pre defined way to address different workload needs. So this really changes the conversation for our customers that they don't have to worry about designing or or speaking out the hardware platforms, but really understand how many resource is they need, how many, how much you know, processing power, how much memory, how much stories they need and they define their requirements was in those terms, and we will deliver those instance capacity blocks to them in their data centers. So behind the scenes is built by best in class. Uh, you know, hardware from Vieques rails and best in class software from being where, but it's really delivered in terms off instant capacity blocks. The second interesting thing that I wanna share with you and I profession a few times is Dell Technologies Cloud console. We're building this single pane of glass to manage our customers entire journey from on premises to multi cloud hybrid cloud with consistency off. How you can discover services how you can order services and how you can grow your the manager footprint. So those are a couple things from adult technology standpoint that we're really excited to share with people. >>Well, congratulations. I know you've been busting your tail for for quite a while on these types of projects, and it's nice to be able to finally release him out to the world. >>Well, it's just my pleasure. Alright. Thank you very much. >>Well, thank you for stopping by again. Congratulations. And will continue the ongoing coverage of Dell Technology World 2020. The digital experience. I'm Jeff Frick. He's to Park Prasad. You're watching the Cube. See you next time. Thanks for watching.

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Hey, welcome back. You're ready. Jeffrey here with the Cube. Welcome back to our ongoing coverage of Dell Technology World 2020. The Digital Experience. I'm coming to you from Palo Alto. It's a digital event, just like everything else in 2020. But we're excited to have our next guest. I think he's coming in all the way from Atlanta, Georgia. He's Jim Shook, the director of cyber security and compliance practice at Del Technology. Jim, Great to see you. >>Thanks, Jeff. It's quite the title there. Thanks for getting all that out. >>I have a big posted notes so that, uh, that's very helpful. But, you know, it's it's actually kind of an interesting thing because you have compliance and cybersecurity and your title, and it's it's It's interesting relationship between compliance as a motivator of behavior versus you know, you need to go a lot further than just what the compliance says. So I'm curious if you can talk about that relationship between yeah, we need to be compliant, and we need to follow the rules. But you need to think a lot bigger than that. >>Yeah, definitely. I mean, there's so many different standards out there and requirements. So typically, what we'll see on the regulatory side is very much a minimum baseline, and leading the way, as usual in the cybersecurity space, will be financial and health care organizations. That's particularly true in the US, but pretty much globally, at least on the financial side. So they'll set some baselines. A lot of industries don't really have many. And so what we look at many times is just general risk to the business. And, of course, if you're a publicly traded company, that might trigger some SEC requirements or other things like that. But again, we really look at those requirements as minimum baselines, and you have to work up from there based on the organization's risk profile. >>Yeah, yeah, and we see that we see that, too, with privacy and a whole a whole bunch of stuff where traditionally the regs and the compliance kind of lag, you know where the technologies and where the markets moving. So let's before we get too deep into it. Let's let's talk about the cove it impact because obviously a huge thing. Insecurity, Uh, you know, a light switch moment in mid March when everybody had to work from home. So suddenly your tax surfaces increase exponentially. People are working out of home environments that you don't necessarily know what's going on there. Who's going on there, The shared networks with the spouse and the kids and and everybody else. And but now we're, you know, 678 months into this. This is something that's going to be going on for a while, and even the new normal will have some type of a hybrid relationship with with, you know, an increased level of remote remote work once they work from home. But it's really work from anywhere. So I wonder if you could share your thoughts about how things have transitioned from you know, what happened in mid March, taking care of your own business and your own people to, you know, then taking care of your customers and the emergencies that they had. But now really thinking in terms of more of kind of a long term, fundamental shift in the security profile that people have with all their data and information >>Yeah. Gosh, it's been really interesting. I think organizations have done an amazing job when you think about the things that they've had to get done just really overnight. So a lot has been written about the pandemic, and you mentioned Jeff to really that expanded threats surface. All of a sudden, you've got people working from home. There wasn't enough VPN capacity. A lot of places. I talked to some organizations. Employees just took their desktop off of their desk and brought it home so it wasn't really ready toe work at a remote location. But organizations really adapted well to it. Meanwhile, that was opportunity for the criminals, and they've taken it. But Jeff, one of the things that I think about two is to an extent, this is the new normal, not necessarily the work from home, but the shift that's going to consistently happen in cybersecurity. Things change. The criminals air really smart, they adapt. So that was work from home. What's the next thing going to be? There's I O T. There's remote devices. There will be some vulnerabilities. We just have to get used to this pace and continue it. Unfortunately, >>right, right, right Yeah, it's always it's always a little bit of, Ah, a cat and mouse game, Right? But what? And then one of the other trends that we're seeing, I don't know, maybe more visibility or maybe higher profile is is the ransomware attacks, right? So we've seen, you know, kind of this thing really interesting continuation of different types of security threats between just the the local kid who's just trying to do it because it's fun versus, you know, competitive stuff where people are trying to take out their competitors versus nation states and nation states being, um, you know, kind of driving these attacks. But the ransom, the ransom where we've seen before, but it seems to be increasing in frequency. Maybe we're just hearing about it. What's special about ransom, where as a specific type of security threat. >>So I started this practice about five years ago, and at that point, ransom or was just barely a blip, it was really about destruction and the way that we talk about it in the cybersecurity spaces. There's this triad, these three components of our data that we're trying to protect. So one of those is confidentiality, and that traces back to the attacks you're talking about. That's when somebody steals your data. You don't want them to do that. That breaks the confidentiality of the data. And that's really where the cybersecurity controls kind of grew up around, that you didn't want credit cards, intellectual property, healthcare information. And that's still a problem with ransom, where they're affecting the availability of the data or the integrity of the data. And those were the other two prongs that go with confidentiality. And so these attacks. That's why they feel different. Their impact in your ability to access the data, which in many cases can shut a business down. There have been headlines over the last couple of months. Some businesses that really were closed off for components of their business that were shut down, and it's because they didn't have their data or their systems, and then eventually they either found a way to recover them. Or perhaps in many cases, the speculation is they paid the ransom to get the data back, >>right. And of course, the problem with ever paying a ransom, um, is that you don't necessarily know you're going to get the data back. That you may just be encouraging them to hit you again. Eso paying the ransom is is not necessarily the best solution. And then then, in talking about this thing, turns out that in fact, not only may it not be the right solution, you may be breaking the law. This is a pretty interesting thing. I had no idea that there's really laws dictating, you know, I guess responding to a criminal threat. What? Where does that go? What's that from? >>Yeah, that's we've talked about this for a while. But it wasn't until about two weeks ago that some information was released from the Department of Treasury. So the idea here is that every not every country, many countries, the US among them have lists of countries and organizations that you can't do business with. So essentially a prohibited or sanctions list. And, as it turns out, many of the ransomware bad actors and Jeff is actually real name of one of them evil court. It sounds like a movie or a book, but that's one of the ransomware bad actors there on those lists. So if you get attacked by an organization that's on the list and you pay them. You have now completed a transaction with a prohibited entity and you're subject to potential sanctions. There was a lot written about this being a new law, or the US came up with this law, and that's not the case. The laws have been on the books for a while. It was the Department of Treasury, kind of issuing some guidance, just nudging people. Hey, by the way, you shouldn't be doing this and some of the research I've done a lot of countries have these laws. So while it's just the US that came out with this advisory, which was very public and certainly a big wake up call, these laws exist in a lot of other countries. So organizations really need to be prepared for what they're going to do if they get hit with the Ransomware attack. Not really counting on paying the ransom for the reasons that you said, Plus, it may be against the law. >>And just to make sure I understand you, it's against the law because you're effectively doing business by having a financial transaction with one of these, prohibited either organizations or they're in a prohibited country complete. >>That's correct Yeah, mostly about the organization, um, and then an interesting component of this and we won't get into too much of the weeds on the legal side. But the law is actually a strict liability. So that means it doesn't matter whether you knew or should have known that the entity was on a prohibited list. The mere fact of having that transaction makes you liable. And then the way that the the regulations are written, you can't get someone else to do your dirty work for you. So if you are facilitating that transaction anyway, you may be running afoul of those laws. >>Jesus. One more thing to worry about where you're trying to get business. You're trying to get your business back up and running, but specifically with with with ransomware and why it's different. I mean, there's been business continuity, planning forever. You know, you guys have backup and recovery solutions. Uh, you know, there's so much effort around that What's different here? Is it just because of the time in which you have to respond the availability of those backups toe to come back and get in production? What makes Ransomware so special from a business continuity perspective besides the fact that you're not allowed to pay him because it might be breaking the law. >>Ah, lot, You hit on a couple things there. So we've known forever that with D R. Disaster recovery One of the major things you're doing there is your replicating data quickly so that if you lose sight A you can pop up its site B With ransomware, you're replicating the corrupted data, so you lose that with backups. The bad guys know, just like you mentioned that if you have a backup, you could use that to recover. So they are more frequently now gathering their credentials and attacking the backup. So many cases we see the backups being deleted or otherwise destroyed. And that's really where we have focused with our power. Protect cyber recovery solution is creating a new, extra offline air gapped copy of the most critical applications. That's not going to be susceptible to the attack or the follow up attack that deletes the data. >>So let's jump into that a little bit, um, in a little bit more detailed. So this is a special solution, really targeted, um, as a defense against Ransomware because of the special attributes that ransom where, uh, e guess threatens threatens or the fact that they they also go after your backup in recovery at the same time, knowing you're gonna use that to basically lower the value of their ransom attack. That's crazy. >>Yeah, they're smart. You know, these these Attackers air smart. There's billions of dollars at stake. E think organizations like Evil Corp estimates are they could be making hundreds of millions of dollars. So they're they're not even small businesses. They're almost industries unto themselves. They have advanced tactics, They're leveraging capabilities, and they have. They have products, essentially. So when you think about your production data, your backups, your disaster recovery, those air, all in environments, that they're not accessible on the Internet. But that's where you're doing business. So there is access there. There's employees that have access, and the bad guys find ways to get in through spear phishing attacks, where they're sending emails that look like they're from somebody else and they get a foothold. Once they have that foothold, they can leverage that access to get throughout that production environment. They have access to that data, and they deleted with cyber recovery. What we're doing is we're creating a vaulted environment that's offline. They can't get there from from where they are, so they can't get access to that data. We lock it down, we analyze it, we make sure that it's good and then this happens automatically and day over day. So you've always got that copy of data. If your worst case scenario develops and you lose your production environment, that happens. You've got this copy of data for your most critical applications. You don't want to copy everything in there, but you can use to actually recover and that recover capability. Jeff is one of the pillars of a cyber security structure, so we focus a lot, kind of like you said before. What's different about these attacks? We focus a lot on protecting data and detecting bad guys. This is the recover capability that is part of all these frameworks, >>right? So there's a lot to unpack there before we get into the recovery. And kinda actually, why don't we just start there and then I want to get into the air gap because that's a great That's a great thing to dig in on the recovery what's kind of your targeted s l A Is it based on the size of the application? Um, is it based on on, you know, a different level of service. I mean, what is what is the hope? If I buy into this this solution that I can get my recovery and get back into business if I choose, not toe to pay these guys? What? What does it? What does that kind of look like? >>Most of the time, we're providing a product that our customers are deploying, and then we have some partners that will deployed as a service to, so the SLS may vary, but what we're targeting is a very secure environment, and you can look at how it's architected and think about the technologies. If it's properly operated, you can't get there. You can't get to the data. So the points that we're really looking at is how frequently do we want to update that data? So in other words, how much data can you afford to lose? And then how long will it take you to recover? And both of those? You can leverage the technologies to shorten those up to kind of your requirements. So loosely speaking, the in the shorter you make the time may cost you a little bit more money, a little bit more effort. But you can tighten those up pretty much what your requirements are going to be, >>right? Right? And then let's talk about air gaps because air gaps. That means something very, very specific. It literally means classically right, an air gap. There is a space in between these systems until electrons learn how to jump. Um, they're they're they're physically separated. Um, but that's harder and harder to do, right, because everything is now a P I based, and everything is an app that's based on a bunch of other APS, and there's calls and there's, you know, everything is so interconnected now. But you talked about something specifically said, an automated air gap. And you also said that you know, we're putting this data where it is not connected for some period of time. So I wonder if you could explain a little bit more detail how that works, how it's usually configured, um t to reintroduce an air gap into this crazy connected world. >>Yeah, it's kind of going backward to go forward in a lot of ways. When we're careful about the term, we'll use the term logical air gap because you're right, Jeff on Air Gap is there's a gap, and what we're doing is we're manipulating that air gap in a way that most of the time that data are are safe. Data are vaulted, data is on the other side of the air gap, so you can't get there. But we'll bring it up in air. Gap will logically enable that air gap so that there is a connection which enables us to update the data that's in the vault, and then we'll bring that connection back down. And the way that we've architected the solution is that even when it's enabled like that, we've minimized the capability to get into the vault. So, really, if you're a bad actor, if you know everything that's going on, you might be able to prevent the update. But you can't get into the vault unless you're physically there. And, of course, we put some controls on that so that even insiders are very limited what they can do if they get inside the vault and the A. P. T s, the advanced persistent threats. People who are coming from other countries. Since they're not physically there, they can't access that data. >>That's good. So it's on its off, but it's usually off most of the time, so the bad guys can't get across there. >>Yeah, and again it's It's important that even when it's on it za minimal exposure there. So you think about our triad, the confidentiality, integrity, availability. You know, we're blocking them from getting in so they can maybe do a denial of service type of attack. But that's it. They can't get into break into the vault and break things and destroy the data like they would in production. >>I want to shift gears a little bit gym, and I've I've gone to our essay, I think, for the last three or four years of fact, I think it was the last big live event we did in 2020 before everything came to a screeching halt. And, you know, one of the things I find interesting about the security industry is this one of these opportunities for cooperative Shin um within the security industry that even though you might work for a company that competes with another company. You know there's opportunities to work with your peers at other companies. So you have more of a unified front against the bad guys as well as learn from what's going on. Uh, with some of the other you know, people. So you can learn from the from the attacks that they're surfacing. There's interesting, uh, organization called Sheltered Harbor that it came across and doing research for this. You guys have joined it. It was basically it looks like it was built around 100 30. This this article is from earlier in the years. Probably groaning is from February 130 participating financial institutions, which collectively hold 72% of all deposit accounts and 71% of all U. S retail brokerage assets. It's a big organization focused on security, Del joined not as a financial institution but as a vendor. I wonder if you can share what this organizations all about. Why did you guys join and what? Where you see some of the benefits both for you as well as your customers? >>Yeah, there's a lot there, Jeff. I've been part of that process for a little bit over two years and kicked it off after we identified. Sheltered Harbor is an organization that we wanted to work with. So, as you said, founded by some of the banks and credit unions and other financial institutions in the US, and what's unique about it is it's designed to protect the U. S. Financial system and consumer confidence. It's not actually designed to protect the bank. So of course, that's an outcome there if you're protecting consumer confidence than it's better for the banks. But that's really the goal. And so it's a standards based organization that looked at the problem of what happens if a bank it's attacked, what happens to the customers. So they actually came up with the specifications, which follows so closely to what we do with cyber recovery. They identified important data. They built requirements, not technologies, but capabilities that a vault would need to have to protect that data. And then the process is to recover that data if an event occurred. So we talked to the team for a while. We're very proud of what we've been able to accomplish with them is the only solution provider in their advisory program, and the work that we've done with the power protect cyber recovery solution. We have some more news coming out. I'm not permitted toe announce it yet. It's pretty soon, so stay tuned, and it's just been a really great initiative for us to work with, and the team over there is fantastic. >>So I just one or two. If you can share your thoughts as as the role of security has changed over the last several years from, you know, kind of a perimeter based point of view and you know, protection and walls and, uh, firewalls and and and all these things which is completely broken down now to more of a integrated security approach and baking security into your data to your encryption to your applications, your access devices, etcetera and really integrating security more into the broader flow of product development and and delivery and and how that's impacted the security of the of the customers and impacted professionals like you that are trying to look down the road and get ahead of the next. You know, kind of two or three bad things that are coming. How is that security posture really benefited everybody out there? >>It gets a really difficult problem that we just keep working at it again. We don't have a goal, because if we're targeting here, the threat actors is a bad actors. They're gonna be here. I was reading an article today about how they're already the bad actors already employing machine learning to improve what they're doing and how they target their phishing attacks and things like that. So thinking about things like security by design is great. We have millions billions of devices, and if we start from the ground up that those devices have security built in, it makes the rest of the job a lot easier. But that whole integration process is really important to I mentioned before the recovery capability and protect and detect Well, if you look at the nice cybersecurity framework has five pillars that have capabilities within each one, and we need to keep focusing on our capabilities in those space, we can't do one and not the other. So we do multi factor authentication. But we need to look at encryption for our devices. We need to build from the ground up. We need to have those recover capabilities. It's just kind of a never ending process. But I feel like one of the most important things that we've done over the last year, partly driven by the changes that we've had, is that we're finally recognizing that cyber security is a business issue. It's not a nightie issue. So if your digital and your assets are digital, how can you confine this to a nightie group? It's It's the business. It's risk. Let's understand what risk is acceptable cover the risk that isn't and treated like a business process that it ISS. >>That's great, because because I always often wonder, you know, if you think of it as an insurance problem, you know, then you're gonna be in trouble because you can't You can't just lock everything down, right? You gotta you gotta do business. And you always think of the, you know, ships or safest, uh, at harbor. But that's not what ships are built for, right? You can't just lock everything down, but if you take it more of a business approach, so you're you're measuring investments and risk and putting dollar amounts on it. Then you can start to figure out how much should I invest in security because you can't spend ah, 100% of your revenue on security. What is the happy medium? How do you decide and how do you apply that investment where, you know, it's kind of a portfolio strategy problem >>it is. And and that's one of the areas that again my five years in the building, the practice we've seen organizations start to move to. So you want to protect your most important assets the best. And then there are things that you still want to protect, but you can't afford the time, the budget, the operational expense of protecting everything. So let's understand what really drives this business if I'm a law firm might be my billion and document management systems and health care. It's a electronic medical record and manufacturing the manufacturing systems. So let's protect the most important things the best and then kind of moved down from there. We have to understand what those systems are before we can actually protect them. And that's where the business really needs to work more closely. And they are with the I T teams with cyber security teams, >>right, and like, I like a lot of big problems, right? You gotta break it down. You gotta You gotta prioritize. You gotta, you know, start just knocking off what's important and not so overwhelmed by, you know, trying to protect everything to the same degree. This is not practical, and it's not not a good investment. >>That's exactly the case. And there's the ongoing discussions about shortage of people in the cybersecurity space, which there are. But there are things that we can do that to really maximize what those people do, get them to focus on the higher level capabilities and let the tools do some of the things that the tools air good at. >>Right. So, you know, you triggered one last point and we'll wrap on this, but I'll give you the last word. Aziz, you look forward. Two things like automation and two things like artificial intelligence and machine learning that you can apply to make those professionals more effective on automate some stuff. Um, how do you see that evolving? And does that give you big smiles or frowns as you think about your use of AI in a nml versus the bad guys, they have some of the same tools as well. >>They dio and look, we have to use those to keep up. I'll give you example with with power, protect cyber recovery. We already use AI and ML to analyze the data that's in our vault. So how do you know that the data is good? We're not gonna have somebody in the vault looking through the files by leveraging those capabilities. We could give a verdict on that data. And so you know that it's good. I think we we have to continue to be careful that we understand what the tools are. We deploy them in the right way. You can't deploy tool just to deploy honor because it's hot or because it's interesting that goes back to understanding the systems that we need to protect the risks that we can accept or perhaps cover with insurance and the risks that gosh, we really can't accept. We need to make sure that the business continues to operate here, so I think it's great. Um, the communities have really come together. There's more information sharing than ever has gone on. And that's really one of our big weapons against the bad actors. >>All right, Well, Jim, thank you so much for sharing your insight. I think your job security is locked in for the foreseeable future. We didn't even get into five G and I o t and ever increasing attack, surface and sophistication of the bad guys. So thank you for doing what you do and helping keep us safe. Keep your data safe and keeping our companies running. >>Thank you for the opportunity. >>Alright, He's Jim. Mom. Jeff. Thanks for watching the cubes. Continuous coverage of Dell Technology World 2020. The Digital Experience. Thanks for watching. We'll see you next time.

>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Welcome back to the cubes. Continuing coverage of Dell Technology World del Tech, World 2020. Jeff Clark is here. He is the chief operating officer and vice chairman of Dell Technologies. Jeff, awesome to see you. Thanks for coming on. >>Thanks for having me today. Appreciate it. >>Yeah, you're very welcome. When my first question is, when do you have time to be vice chairman? Well, >>you know, in today's world, it's pretty hectic. We're all working around the clock. If there's anything about the new norm, there are no boundaries. And unless you establish some boundaries so I've been able to find a rhythm that works for me personally, but also allows me to look after the company and, uh, kind of keep things moving and making progress of Dell. So pretty exciting times. It's certainly been a challenge finding new ways to break through new ways to get things done. But our team has done a great job rising to the occasion. >>Well, you know, a Z. You know, I didn't know you that well prior to you taking over the whole enchilada and do it going back into the enterprise. I mean, I knew you were obviously, but you have been able to see you know, how you operate in the decision making on how you rally the troops. Your several years now into the new Dell, you had to do a lot of tactical things, you know, including product portfolio rationalizations. But I wanted to start with the macro picture in a particular Can you share some of the acceleration points and the levers that you're really pulling in the operation? >>Well, clearly, if you look back at the company's strategy and I'll start there and then kind of build on from that platform if you think about the first tenet of our strategy is to win in the consolidation in our court marketplaces. So the core commercial PC market, the course server market in the course storage market, and clearly what we've been able to do and certainly been at this now for Gosh, I think it's three years now that we've been turning over the portfolio and modernizing the portfolio on the I s g side and to the point you referenced earlier. We've now modernized that portfolio. It is now under all the power brand and now represents new, fresh modern architecture er modern products that allows us to be competitive going forward across the entire eyes. T portfolio. We've had continued success on the commercial PC side. Then if you think about the next tenant of our strategy, which is to really build deeply integrated solutions across the Dell Technologies portfolio, we've made a lot of progress in the last handful of years, particularly integrating this new competitiveness of our I S G portfolio with the M R. And we're now beginning to see the fruits of that labor PC side will quickly. You've seen that with unified workspace work workspace one are leading services and are leading PC products to be able to bring a different change experience for end users on the PC side on the side. This all started with getting again this competitive portfolio. It started with Dell Technology Cloud a little over a year ago. It now is in joint collaboration around the edge. You've heard from my comments during the keynote around five g going forward. So as we think about this new modern world playing out. We now have the infrastructure competitive. We have a great asset and capability with VM, are now have figured out how to tightly integrate those and innovate on top of those platforms. And we think that's sort of the success for the future as we move forward. >>So it sounds like I mean, covitz change so many things, but it doesn't sound like it's materially changed your thinking on these leverage points or your strategy is gonna pre cove in Post Cove. It you kind of sort of approaching the same playbook, if you will. >>Well, a covert in many levels. While it's had a huge impact on many lives around the world, which we shouldn't, that should not be lost on any of us and the impact that it's had across many businesses and many parts of the world. If you step back and what I try to mention the keynote, what cove it has done is really accelerate digital transformation. I've heard many characterizations, but the way I tend to look at it is if you think of what's happened around us and the forcing of working remote learning remote the world as we look at it going forward, data driven. It's accelerated 10 years of what I thought would take us to get done into the first half of this decade. In many cases the first three years, Uh, this nomenclature that I've talk about is the future is now, and what it's really done is actually reinforced. The points that we thought were going toe happen brought them sooner and has made us believe mawr double down, if you will, that the path we're on is the right path, and we see our customers migrating that way rapidly. In fact, what's interesting? If you look at customers who embrace digital transformation earlier, we call them digital leaders. They're actually breaking away from the pack, sort of speak from their peer set and driving differentiated performance in their sector. We think that's a great, obviously proof point of digital transformation. But what all companies will have to go through to compete >>Well, it's interesting we saw early on in the US locked down worldwide, locked down you have you have such a broad portfolio that yeah, maybe some parts of the portfolio or, you know, directly negatively affected. Certainly. For instance, your you know your airline customers or your hospitality customers, etcetera. But the work from home was was a tailwind for you guys. So the fact that you have that broad portfolio somewhat, you know, one part of the business that cushioned you, maybe the other part of the business, You felt that. But on balance, you're able to get through that, and part of that was your supply chain. And some of your competitors struggled, you know, for instance, with laptop supplies. But you guys really have done a good job, sort of navigating through that, almost like you've been through it before. But nobody's been through this before. >>No, you know, David, thanks for recognizing it. One of the benefits of the Indian portfolio we have, which no one else has. The Indian portfolio that we do. We're able to weather the storm of different impacts to whether it's sectors, whether it's different parts of the business. And we've been able to do that on our our supply chain has performed well. It's been unbelievably resilient. We think it's appointed differentiation over us against anyone else in the marketplace. You couple that with our global service footprint, the two of them working together we designated those capabilities is essential. Very early in the pandemic, we protected our team members and we were able to serve our customers and a pretty non disruptive way. Now, behind the scenes are teams were doing all sorts of things to bring, uh, that continuity supply and those expectations we sent to our customers to the forefront. But I couldn't be more pleased at how we responded, and it set us up to where things were going to go. When we think about the future and migrating tomb or integrated solutions, I suspect we may talk about as a service and the capabilities needed with that services in the supply chain play a key role. >>I guess so much to talk to you about. What? I wanna come back to digital transformation For a minute. I was talking to the C i o the other day and I asked him what was the digital transformation mean to you? He said, David, I got a 15 year old s a P system. Digital transformation means to me I My business has changed in the last 15 years, but my s a P system Hasn't I gotta bring it up to speed. I have to modernize. So there's a spectrum. On the other hand, if if you're not digital today and you're, say, a restaurant, you can't do business. So what does that spectrum look like of digital transformation to you and your customers? >>Well, I think your examples were very good. I mean, our industries as a long reputation of overhyping, different constructs. The fact is, the world is rapidly digitizing. It's undeniable. If you look at the cost of a sensor and how those sensors air now being placed in everything, all of the data that's being collected as a result, That's certainly the forefront of what's happening. And every business has to deal with that. You mean you can't We talked about hospitality. You got hotel rooms that have sensors in them for lights, for water, for a temperature. You think about what's happening in the finance sector in the amount of data that's being created on the edge of that has to be processed on the edge. You think about smart factory smart hospitals in the amount of technology that's going in to bring those new areas to the forefront. So in my mind. Digital transformation is catching up with where the world's going. We know the world is going from an analog world to a digital world, and as that acceleration, mhm goes faster and faster and faster, which I absolutely we absolutely believe this happening. Companies have to change the business. They have to change their models. They have to figure out how to take all of this data and turn data into information to drive better business outcomes. We tend to get into this digital transformation and everyone to talk about this piece of gear, this piece of gear, this piece of gear. I actually don't spend any time on that. It's where customers are going. What are they doing to really instrument, if you will, the digital world they're going to participate in and have to figure out how to overcome the obstacles and barriers with that to compete in their particular sectors. That's where we come in. We help them help them with certainly the gear part of it, but more importantly, the solution orientation to bring better business outcomes to them, to help them get to where they want to go. Does that help? >>Yes, and it does, and it sort of leads me to the hybrid cloud multi cloud. To me, it's edges all part of that and it's critical for your customers. Digital transformations. I mean, what I mean by that is creating a trusted operating environment across whatever platform you're on, whether you're on Prem when you're in a public cloud, whether you're at the edge, so multi cloud is part of that. You know, I used to think a lot of this stuff was aspirational. It seems to becoming more and more really. Where do you see your customers in that maturity cycle? >>Well, I love the way you described it. What we see is the notion of Cloud is much broader than perhaps we would have talked about earlier on when I got this job was the public cloud. No, there's Public Cloud. There's private clouds, and clearly the edge is going to be a cloud operating a model. In fact, we see the world of five G edge and cloud, those three circles intersecting toe high degree. So we're gonna bring a cloud operating model to the edge. We're gonna bring new advanced connectivity data driven connective ity to this edge where all of this instrumentation and all of this data is going to be created that will have toe have real time analytics done, uh, at the edge we think, is this opportunity to really step back and go well. Those cloud things can't be separate. They have to be a set of systems. In fact, it has to become an integrated system. And we think that integrated system has to be able to move data, be able to consistently manage, consistently orchestrate and consistently Dr Operations across those three cloud environments, I think we have gone. Probably the best characterization is early innings. We're certainly not in the first inning. We're not in the ninth inning, but we're certainly into the ballgame here of helping customers orchestrate a multi cloud hybrid cloud environment. If you think about what we've done with VM wars enablement or interaction with the public domains, the work that we've done from our private area, we have accomplished a lot in a short period of time, I'd also tell you there's a fair amount of work in front of us as this spends very quickly and the edge of balls we have to connect those worlds and not leave the edge out on an island by itself. We have to bring it together. We're bringing into the public and private cloud domains that we have today, >>and I definitely wanna hit on as a service. But since we're on this topic, I wanna I wanna talk about five G and Telco a little bit. Let me just spiel for a bit and then you can respond. So I mean, this seems to be a lot of confusion around five G. There's very high expectations. There's there's a there's a lot of talk, but if it's hard toe sort of identify the true impact, that's that's tangible today, anyway. And then you got the telecom telco transformation going on. We've been We've been hearing this for a long, long time. Meanwhile, you got the over over the top providers. They're living off the infrastructure. The telcos price per bit is declining, but the usage is exploding. And so what do you make of all this? You know, the telcos air reinventing themselves. Five g is a part of that consumers Airway waiting for that. There's a lot of, you know, mixed marketing messages going on. What's your take on this and what's tells role? >>Well, look, I I tend to try to break it down into things. At least I can understand. If I look at five G is the next generation Cellular, which I believe it's far more than that. I mean, I think it's the next data fabric for the data era. I think it's going to be this intersection, as I mentioned moments ago of five g Cloud and Edge, all coming together. But I think about it from the infrastructure side that you describe. What we have is the first opportunity to bring a cloud environment to the telco space that hasn't happened before. And I think a cloud environment needs to be implemented because I think there are cost pressures in that sector, and this is going to be a way to become more competitive and to bring out new technologies and services much faster. So now if you bring a cloud operating model to this which I believe five g enables, there is now the opportunity to bring, I think, um, or standard based infrastructure rather than the proprietary ones. In the past, we now can bring a industry standard set of architectures was softer to find layers in the stack. And for the first time in the telcos space, you have the ran going through significant transformation. And on my mind, Iran is one of the significant control points in the telco or five g stack, and that is going to be more open. And then we have to think of five. G is just more than a cellular network. I mean, we're gonna have private private five G. So to the degree that it displaces why, if I will be interesting to see and unfold. But there's a huge opportunity now. Is those sensors that I talked about in the digitization of hospitals and factories and cities, all interconnected by a bunch of private five G networks, all working in an interactive combined system way. I think it just lends itself to a solutions orientation, a standardization orientation, a cloud model, and that's sort of what we do. So I get excited. All of what I just said or alluded to is not solved to your point. You've been hearing this discussion for some time, but the opportunity is large for us. It's one of the single biggest largest opportune, single biggest opportunity that we see for Delon View more and we're going to pursue it together. And we think we can take our at scale technologies that we brought to the Enterprise Data Center and bring those to the telco providers in the private five g build out. >>It's amazing, Jeff, when you think about the when you and I started in this business and how far we've come, it's It's just just mind boggling, isn't it? It >>really is. We've been at this a while and things have changed. But again, it's been on this consistent technology curve, this consistent standardization curve, and it's now applying to new sectors >>I want to end with as a service. You mentioned that before and and so you've got actually really growing business in subscriptions? Uh, you got a lot of options for customers, which is good, but sometimes it's confusing. What's the strategy around as a service? What can we expect there? >>Well, one of the things that we've done and you're right, we've made a lot of progress. We launched L Technology on demand last year. We have 2000 plus customers of $1.3 billion revenue run rate, it's growing at 30% so we're pleased. But at the same time, all the data suggest customers we're gonna want to deploy even at a greater rate. So I think I made reference during our keynote. Today, about 75% of the world's data is gonna be created outside of the data center, 75% off the edge. Build out is going to be done as a service, as is half of the infrastructure. So we think we need to take this to the proverbial next level. We announced Project Apex, Project Apex for us to take all of the properties that we have across the company, all of the different activities and to unify them a single effort for as a service model for the Dell company going forward for our entire portfolio. We think the timing is right. We think we have to be able to, if you will project APEC should be translated as the easy button for our customers. It's a way to make things simpler. It's a way to give them the choice they need to drive consistency in the operating model, and that's the path Ron, we're pretty excited about this unification, if you will. Galvanizing across the entire organization with Project Apex. >>Awesome. Listen, I know you're super busy. Appreciate all the time you've given us your You're a fun executive toe. Hang around with a mission, man. I wish we were together, but hopefully, hopefully sometime soon we can We could see each other face to face. >>I would like that very much. I missed the interactions themselves. I appreciate the time today. Thank you, Dave. >>All right, We'll see you, Jeff. Thanks again. All right. Thank you for watching everybody. Keep it right there. We're back with our next guest. It del Technology World 2020. You're watching the Cube.

>> live from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to San Francisco. We continue our coverage here. Live on the Cube. 10th year John of covering Veum World This is 29 teens version John for John Wall's Got to have inside the Moscone Center. We're joined now by Varun Chabrol It was the vice president of marketing at Delhi M. C. Good to see you today. >> Thanks for having me. >> How's your week been? So far? >> It's been amazing. How can you don't get excited? All the innovation we're seeing this week >> we'll hear about some big announcements. Do you guys have made? And Moon Young Man Azzedine, who is the vice president of product marketing that for cloud security and works based solutions at Veum wear when you're good to see you. >> Good to see you again. You, By >> the way, you might be the busiest guy here. Yesterday, when you came into the set, you were coming in. Just spoken to 1300 people in a standing room only session You coming out? 500 folks, How many sessions have you done? The seven. So >> you don't count the the one on one with the analyst. And, uh, you know, the customers and partners and press. And tomorrow actually host ah 140 press media analyst on campus in Palo Alto from Asia Pacific because they float all the way from Asia >> plus 140. Yeah, it's a piece of cake. >> Yeah, hose them from 10 to 4. So, I mean, >> you're always smiling >> knowing that this is a pretty wide audience to whom you've been speaking. But just generally, what are you if there's a common thread at all about the kinds of questions that people are coming to you with, or or the concerns or maybe just the things they want to talk about being inspired. But what they're hearing here at the show, >> Okay. Now, according to two aspects of it, one obviously from analysts themselves, you know, they are actually have been very complimentary about the way we've taken our approach. I'm not sure if you could have paid attention. In the last couple of years, we've been talking especially the cloud side, the narrative, to be very much about use cases, solving problems. You know the key? No, we talked about hate my grade modernize. It wasn't about Hey, I've got the next big product here with all these features and capabilities. You do this and that. So we're gonna shifted out narrative. And it was very, you know, the the analyst across the boat. You know, we've been seeing an appreciative of the fact that you actually changing a narrative to be re compelling and we're gonna reflected. And we have some things here like Cloud City, where it's not a standard demo boot. It's a it's ah, Customers walk in and they touch and feel and see which we did it, Adele technology will, too. It's like, What's your business? Probably going through these applications. I'm sitting. I don't know if I should be modernizing them or should be migrating into Amazon. A ridge or so. So you know that narrative the analysts are appreciative off, and that reflects into the customer conversations I've been having in the briefings, like one on one with customers. They're really kind of lost us. D'oh! Hey, I've I'm working in this environment. There's a lot of pressure for me. Thio modernize my applications or go adopt my cloud. First strategy is where do I start? Where do I go? It's like, you know, there's a big pressure, so they just want clarity. I think in the end, everything we're gonna we're doing in our study that comes out obviously the buzzword for this weird world. It stanza, right? And, you know, >> we've won the product announcements was >> actually Brandon can Oh, yeah. Branding announcement, to be honest is yeah, because we're trying to bring together, as you know, in Tansy has landed in Bill Run Manage billed as in you know how our intent to acquire Pivotal Already acquired Big Tommy. How all our different acquisitions with different brand names are coming together to establish our bills portfolio again. The sphere. Everybody knows the sphere Project Pacific P ks. All of those create a good run time, environment and manageability like Adi manage with assets from ve Franta gain morbid Nami and you know it. So this multiple brands that are coming into this package off Iran. So we had a creative tan Xue too, you know, put forward statement together that yes is going to be 78 different brands coming into this, but going forward to stand. >> So so that's a great strategy on De Liam Seaside on Del Technology. Michael Dell was in here and I asked him. I said he could have been number one in everything you could. Let's talk about I'm number one in servers again. You kind of get on HP, little baby. But those air peace parts now. So we've got the cloud game. It's bringing despair it at parts together kind and making it coherent from a positioning standpoint and understandable and deployable. So you guys are going down there. That's your cloud strategy. Take a minute to explain that. >> Yeah, absolutely, John. So So what? What we've been doing. We announced this at Del Technologies will this year. But, you know, in the cloud infrastructure space, we're working very closely with the anywhere too tightly integrate our hardware solutions with their their cloud software. And we think that by combining these two in a tightly integrated joined engineer, jointly engineered solutions coupled with the service, is that you know, both of'em were and l e m c bring the customers we think we have. We're giving customers are very consistent experience both with their own premises, infrastructure with public cloud as well as with the edge cloud. And that's really what we're trying to do. That's what we've been building upon and uniting the announcements this week. You know, just just hopefully show customers that the sky's the limit, whether it's not just your infrastructure management. Also app development. Managing your APS both traditional and and cloud native. It's all here for And >> what's the big takeaway free from your standpoint that you'd like people to know about what's going on? Adele the emcee for the VM. Where relation. What's the big top item? >> Yeah, there's there's there's just so much good Doctor Wait forever drank the town about. If someone rises >> way, only have two hours >> time work. The most important thing that people should should know about it, >> you know, both deli M. C and V. M. R. I think, are very, very customer driven companies that we respond to customer feedback and we try to respond to them very fast. That's been true to our respective lifetimes and what we've done in the so that I think there's two broad areas of collaboration. One is in the cloud space, which is all about, you know, making sure that the the innovation that GM is bringing the market, we're providing that in a toy tightly integrated infrastructure solution. Right. So we announced from a deli in seaside support for Vienna, where p ks being deployed automatically on Vieques trail using VCF return. Our customers can you know, a lot of teams were telling us we have our developers and turning developers banging slash knocking on the door, saying we need to build a cloud. Native applications. You need to give us an environment that we can use. And you know, if if all righty, if these IittIe teams don't turn around and give them something relatively quickly Well, guess what? The developers will go somewhere else, right? Yeah, exactly. So And if you look at the kubernetes environment today, if you really look look at what the work that's required to set up kubernetes and ready infrastructure. So a lot of scripting a lot of manual, you know, work command line interface is testing stuff. And what what? V m r p k s does. And you know what times you will do as well is really makes it easy when we've taken that with the magic of the American Foundation sitting on top of the exhale to make it super easy for our customers to be able to deploy kubernetes ready infrastructure and then have it be ready for scale, right? And then the important thing here also is this is the same infrastructure of the expelling bcf that our customers are using for traditional applications as well, right? Trying to reduce that complexity. Give them the one platform. So this cloud, you know, we had we were doing the same integration on just with R A C I platform, but also with our best to breach storage or we're not working with the C f. And then we're also making investments on data protection like it's so important to be able to manage your data in this multi cloud world. We have applications sitting everywhere, data. We all know that it is a crown jewel. So >> it's really a king validating from the Vienna a point of view. How that works right is is about applications is about the infrastructure, and it's about the operation and it really kind of together as we talk about Han Xue p. K s is giving our customers that Chuy's off. You pick Cuban eighties, you know, environments, application choice. >> Um, >> it took us. Actually, we didn't We didn't arrive it in that order. Wait. Did it. In the outer off Infrastructure Plot Foundation is a critical piece of the joint engineering. But being aware and the Della Bella Technologies is really from aviary perspective. It took Locke Foundation, and that's the stack that runs in every public cloud. So, you know AWS as your G C P 4000 plus, you know, cloud provider partners. But Flat Foundation is a platform that was validated on. They'll take hardware and you know, that's the package. But now, as you see, we're lighting that it's same infrastructure up for traditional and culminated applications. >> I think the app sides important to point out, because if you could ve m wears heritage, you look at Dale's heritage. You had abs that ran on PCs absent, ran on servers, client server. And if you look at the fertilization that wasn't under the covers, apt an innovation that didn't require code changes. So that's the DNA that you guys have. Now, when you think about like cloud to point out which we've been riffing on that concept that's basically enterprise cloud mean donut. Hybrid cloud applications are gonna drive. The value on our premises is that they're going to be customer requirements that traditionally wouldn't have fit in the product. Marketing, management, featureless customs. Gonna define what they want. They'll build it, and then they'll dictate to the infrastructure to make it run. What? We can't do that yet. It'll be, Yes, we cannot be enabled to be dynamics. This is a a new cloud. 2.0, feature. This changes the complete game on suppliers >> completely agree. You know to your point, because, you know, you bring it thio back toward civilization. We've been going higher up the stack on So Day zero virtualization infrastructure will virtual eyes. So the line off abstraction has just been climbing from hardware retort realization next to like, you know, Pat platform of the service, and you kind of were working up our way down infrastructure. Now that base infrastructure platform looks like plants. Right? >> And there were times out a little bit over here. On the upside, you meet in the middle of >> it in the middle >> that is Hello, >> absolutely so ap and at middle wears shrinking down this way. Infrastructures. You know that the cloud incriminating stride in the middle to say, Well, that's a bit of, you know, infrastructure is a Kodak and pull. He's a bit of a AP AP eyes I can can I draw from And that's kind of nice future middleware. But our dad, I >> mean, I think applications air in charge, right? I mean, that's not sure That's the dynamic. That's the way it should be. But it never was that way before is basically the infrastructure was your gating factor. The network exact cloud two points Network security data. Yes, Dev Ops. A true Dev Ops Devane, Ops, Infrastructures Code. >> The only point I wanted to add is the reason the emphasis on abscess change acts in the past. Used to be a business support system after today is business. >> Yeah, I mean, it's >> really or you're you're gonna live or die based on the digital services you provide your customers. The other thing I was going to say about cloud 2.0, is that it's also becoming increasingly clear when we Dr customers that, um, customers are realizing Cloud is not a place right. There was this kind of cloud. One point it was okay. Big honking data centers, hyper skaters will be found now is that customers have gone through that process of and there's a lot more maturity in terms of understanding. What is good, better running on premises. What is what's better running in public Cloud? There's a place for both of them and that, um, and the cloud is actually the automation, the service delivery. It's Maurin operation and a way of being almost than a place. >> And what is it? Well, what does it do for you all? Then, in terms of challenge, especially at your teams, because you talk about all this customization, you're allowing the application to almost drive. You know, you're changing places in terms of who's the power of the relationship? Yes. Oh, me, yeah, How what? What does that do for you? Oh, in terms of how you approach that, how you change of mindset and how you change what you deliver? >> I think John, it's the way I think about it is that both daily emcee in Vienna, or any technology provider that's worth their salt is in the business of building platforms. Right? And platforms are essentially extensible. They're really they really provide a foundation that other people can innovate on top of it. And that's how I think you handled the customers issue. If one thing I think we can all agree on is that I t has always taught us there's no one size fits. All right? Right. So I think providing choice along every single dimension is super important for our >> customers. Yeah, I think that platform thing is a huge point. And I was gonna ask that question before John got jumped in because one of the things that you just brought up was platform is you guys have to build an enabling platform. One as suppliers. Okay, The successful cloud to point out cos are ones that are innovating in weird areas. Monitoring, for instance, they who will have thought that monitoring now observe ability would be such a massive, lucrative sector four. I pose M and A Why? Because it's data. It's instrumentation. This is operating system kind of thinking here is like network. So thinking like a platform on the supplier size one, the customers got to start thinking like a platform because their stakeholders air their internal developers or a P I shipping to suppliers. This is new for enterprises. This is news requires full hybrid capability. This requires date at the center of the value proposition. >> That's again the biggest value is business and I tr coming together on the area of applications and data. Yeah, that's starting up giving because the successful businesses are the ones who leveraged. Those guys have failed in the future, or the ones who don't pay attention to how critical applications are to the business logic and how critical data is to be able to mine and get the behavioral analytics to get ahead. And >> now the challenge in all this. But I'm learning and covering some of the public sector activity from the C I. A contract Jedi with Amazon to we had Raytheon Her here earlier is another customer example with another client is that procurement? And how they do business is not just a technical thing. There's like all this old legacy, things like, How do you procure technology, who you hire her and we hire developers? We build our own stack, so there's a lot of things going on. >> Yes, and you know, it's really interesting on the even on the procurement front, how our customers experience with Cloud has changed expectations, right, And that's really what we're doing with the McLaren DMC is what customers told us is, Hey, I love the agility of the cloud portal based access. Easy procurement. I love just being able to click a button and not have to navigate all this complexity. I need that for my own premises infrastructure. Imagine FRA structure. And that's, you know, in an example, while all of these dynamics are really all converging, >> well, if you can create abstraction, layer on a level of complexity and make things easy, simple and affordable, that's good business. Model >> one of our customers without taking the name right. The massive retailer you know they're spinning up, um, the retail outlets like crazy. They measure success in This was one truck roll, so they wanna have the entire infrastructure come into stand up one of the retail outlets in one truck roll. When everything comes in one button push that everything gets in a provision and up together. >> So that means I gotta have full software instrumentation automation Got intelligence. This is kind of where cloud 2.0, will lead us all >> likely. And that's expectation now that they go so fast and deploying this one Truck roll Hardware's there. Switch it on from the cloud it stood up and they're in operation 24 hours. >> Well, guys, we're going to get you on our power panels in our Palace of studio on this topic cloudy. But it's gonna be very aggressive and controversial topic because it's going to challenge the status quo. And that's really what this we're talking about >> that's in our DNA. >> And the good news is that that's more time with John. >> So as we before, we say so long, we've talked about clients. We talked about the folks you bet here. We talked about the presentation on this thing and what they're all getting out of it. What are you getting out of this? I mean, what are your takeaways? As you had back to your respective work orders, you get first. Okay? >> I think for me the biggest takeaway is just how incredibly vibrant via more user communities. I mean, it is unlike anything else I've seen before and now with the things like Project Pacific. I just feel like it's It's an opportunity for this community to be able to take the skills they have right now and actually go into this brave new world of containers with so much help forces having to do this all by yourself. Which means it's gonna be, you know, if you think about how largest community is, think about how much innovation this will spore in the container space and because of that in the application space and then because of that in business is I mean, this is a It just feels like a tipping point for me >> to me. Sure, I got high fives from every tech geek, you know, when we came out, you know, I also on our technical advisory boats for the company that these are the hot core geeks who were followed and you know us to the, you know, these were the fans and they were like, you know, they always kind of like if you walk out of them and you talk to them and they, uh how did it work? Because they my bar, you have a very high bar. They cut through all your marketing messaging. They go right to the hay. Is there meet in this And the high fives? I got the hajj. I got out. This is like, guys, you're nailing it. That's enough to tell me that a This is, like, 10 years ago. Yeah, that body. It's like you're so busy. I'm still smiling because the energy is I >> can't give you a hug. Give me a high five. Right. Good work, gentlemen. Thanks for the time. Always, he's still smiling to >> get you to a step. >> Good deal. Thanks for being with us. Thank you. Live on the Cube. You're watching our coverage in world 2019. Where? San Francisco. Back with more. Right after this.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by the M wear and its ecosystem partners. >> Welcome back. I'm Stew Minuteman here with John Troyer. We're have three days, Walter Wall coverage here at VM World 2019 with lobbying Mosconi North and happy to welcome to the program. To my right is Tom Burns, who is the senior vice president general manager of networking and Solutions at Delhi Emcee and sitting to his right. Another Tom. We have Tom Gillis, who's the S V p and general manager of networking of Security inside VM wear. So I'm super excited. Go back to my roots of networking. Tom and Tom thanks so much for joining us. >> Thanks for having us. Thanks for All >> right. So, you know, Tom, you and I have talked for years now about you know, it was not just s t n, but you know, the changes in the environment. Of course, you know, networking and compute, you know, smashing together and where the role of software in this whole environment has changed. So, you know, let's start, you know, there's some news. Let's get that cover the hard news first. VM Where has the networking pieces? Dell has some software networking pieces also, and there's some more co mingling of those. So maybe walk us through that. >> Absolutely. I think the story this week is about the collaboration that's happening between Tom's team and my team in kind of innovating and disrupting in the traditional networking world. You know, Tom Sad NSX around micro segmentation network virtualization lot going on with analytics and capability to really see what's going on. The network from Cord Out EJ to cloud the acquisition of RV, which is outstanding. Other things that are going on in Vienna, where deli emcee disrupting around the segregation of hardware and software, giving customers that capability to run the nasty need for the connective ity they need, depending upon where the network is sitting. So this week we got two announcements. One is we've got worldwide shipment of the Delhi M CST Land solutions powered by being more great, you know better than none. Software combined with better than none. Hardware coming from del you see, on a global basis worldwide, you know, secure supply chain plus professional service worldwide is a parameter there, right? >> And Tom, maybe bring us in. You know, we'd watch Fellow Cloud before the acquisition esti weigh on. You know, there's a lot of solutions that fit in a couple of different markets. It's not a homogeneous market there. Maybe give us just kind of the camp point from Avella Clubs. Esty Esty. >> Wind is a white Hart market on because it has the classic combination a better, faster, cheaper. It delivers a better end user experience. It is so easy to deploy this and it saves money, NPLs, circuits and back hauling traffic those that was, ah, 19 nineties idea. It was a good idea back then, but it's time for a different approach. >> And just when I've talked to some customers and talk to them about their multi cloud environment, SD Wind, one of those enabling technologies that you know they will bring up to a mad allowed them to actually do that. >> It was it was the movement really >> office 3 65 and sass applications that drove the best human revolution and that back hauling all this traffic to headquarters and then going out to office for 65 when a user might be in, You know, Des Moines, that doesn't make any sense. And so so with us, the win we intelligently route the traffic where it needs to go delivers a better end user experience, and it saves a bunch of money. It's not hard to imagine that cheap broadband links are on order of magnitude lower than these dedicated mpls circuits. And the interesting math is that you could take two or three low cost links and deliver a better experience than with a single dedicated circuit. >> I'm kind of interested in the balance between hardware and software, right? The family trees of networking and compute kind of were different because if they had specialized needs in silicon, so where are we now? It's 2019. Where are we now? With with line speeds and X 86 then the hardware story. >> I think it'll let Tom join the discussion around speeds and feeds is not dead, but it should be dying to get a quick right. You know, it's around virtual network functions and everything really moving to the software layer. Sitting on top of commoditized X 86 based you know, hardware and the combination of these two factors help our customers a lot more with flexibility, agility, time to deploy, return on investment, all these types of things. But I mean, that's my view is a recurring theme you're gonna hear. Is that in networking? And think you're alluding to this You needed these dedicated kind of magical black boxes that had custom hardware in order to do some pretty basic processing. Whether it be switching, routing, advanced security, you had to run things like, you know, hardware. Regular expression, matching et cetera was about three years ago that Intel introduced a technology called D P D. K, which is an acceleration that allowed VM wear to deliver in software on a single CPU. You know, we could push traffic at line rates, and so so or, you know, faster than one rates. And so that was sort of like there wasn't the champagne didn't go off in the, you know, the bald in drop in Times Square. But it's a really important milestone because all of a sudden it doesn't make any sense to build these dedicated black boxes with custom hardware. Now, general purpose hardware, when you have a global supply chain and logistics partner like Dell, coupled with distributed software, can not only replace these network functions, but we can do things completely differently. And that's really you know, we're just beginning this journey because it's only recently that we've been able to do that. But I think you're gonna see a lot more that in the future. >> So we talked about SD win. Uh, there was a second announcement >> that goes back into the court. You know, the creation of a fabric inside of the data center is still a bit difficult. I mean, I've heard quotes saying It's something like 120 lines of cli, you know, per switch. So let's say 4 to 6 Leafs pitches, switches and two spine switches could take days to set up a fabric. What we've announced is the smart Fabric Director, which is a joint collaboration and development between Veum Wear and Delhi emcee that creates this capability to tightly integrate NSX envy Center into the deli emcee power switch, family of data center switches, really eliminating several cases and in fact, setting up that same fabric in less than two minutes. And we're really happy about not just the initial release. But Tom and I have a lot of plans for this particular product and in the road map for, you know, quarters and years to come about really simplifying again, the network automating it. And then, really, our version of intent based networking is the networking operating the way you configured it, you know, when you set it up and I think not just not just on day one, but two, you know and a N and you know you hit the nail on the head. Networking has changed, is no longer about speeds and feeds. It's about availability and simplicity. And so, you know, Del and GM, where I think are uniquely positions to deliver a level of automation where this stuff just works, right? I don't need to go and configure these magic boxes individually. I want to just right, you know, a line of code where my infrastructure is built into the C I. C. D pipeline. And then when I deploy workload, it just works. I don't need an army of people to go figure that out right, and and I think that's the power of what we're working together to unleash. >> So when something technology comes up like like SD win. Sometimes there's a lot of confusion in the marketplace. Vendors going out one size fits all. This will do everything Course. Where are we in the development of SD win and what is the solution? Who should be looking at taking a look at the solution now? >> SD win market, as I said, is growing depend on whose estimate you look at between 50 and 100% a year. And the reason is better, faster, cheaper. Right? So everyone has figured out, you know, like maybe it's timeto think differently about about architecture and save some money. Eso we just announced it on the PM or side, an important milestone. We have more than 13,000 network virtualization customers that includes our data center as well as yesterday, and we don't report them separately. But 13,000 is, you know, that's almost double where it was a year ago. So significant customer growth we also announced were deployed together with our partner from Del 130,000 branches around the world. So by many metrics, I think of'em, where is the number one vendor in this space to your point it is a crowded, noisy space. Everybody's throwing their hat in the Rangel. >> We do it too. >> But I think the thing that is driving the adoption and the sales of our product is that when you put this thing in, it fundamentally changes the experience for the end user. There's not a lot of networking products that do that. Like I meet customers like this thing is magic. You plug it in and all this and streaming just works, you know, like Google hangouts or Web X is like they just work and they worked seamlessly all the time that there's something there that I think it's still unique to the PM or product, and I think it's gonna continue to drive sales in the future. So I think the other strong differentiation when it comes to Del Technologies bm where in Delhi emcee combined is we have this vision around the cloud. You know, EJ core cloud and you know this hybrid multi cloud approach. And obviously SD Ram plays a critical part as one of the stepping stones as relates toe, you know, creating the environment for this multi cloud environment. So, you know, fantastic market opportunity huge growth. As Tom said, markets probably doubling in size each year. I don't know what the damn numbers are. I hate to quote, but you know, we really feel is, though now having this product in this capability inside a deli emcee, again combining our two assets, it could be the next VX rail. We're really good way. Believe the esteem and it's gonna be a gigantic market. And I think that what's interesting about our partnership is that we can reach different segments of the market in a V M, where we tend to focus on the very high end, large enterprise customers. Technically very sophisticated, delicate, rich customers we don't even know we don't even talk to, And a product is simple enough that it works in all segments. We win the very, very biggest, and we win these. You know, smaller accounts where the simplicity of a one quick deployment really really matters. >> Tom. One of the things that excited me a year ago at this show was the networking vision for a multi cloud world reminded to be of nice syrup. React. You know, when we look at networking today, most remote network admin a lot of the network they need to manage. They don't touch the gear. They don't know where it lives, but they're still responsible. Keep it up and running. And if something goes wrong, it's there. It is the update as to where we stand with that where your >> customers are asking the question, right? So our mantra is infrastructure is code, and so no one should ever have to log in with switch. No one should have to look into a Q. And you know, we should have to be like trying to move packets from here. They're just It's very, very difficult. I'm not really feasible. And so So as networking becomes software and those general purpose processors I talk about are giving us the ability to to think about not just a configuration of the network but the operation of the network in ways that were never before possible. So, for example, we announce that the show today with our monitoring product ve realise network in sight. We call it Bernie, not always such clever with the names that were really good at writing code, Vernon gives us the ability to measure application response time from the data center all the way out to the edge. So a single pane of glass we can show you. Oh, here's where it's broken whether it's in the network, whether it's in the server, whether it's the database, that's that's not responding. And we do this all without agents, right? So it's like when the infrastructure gets smart enough to be able to provide that inside, it changes the way the customer operates on. That translates into real savings and real adoption. And that's what's driving all of this momentum, right? That 7 500 to more than 13,000 customers, something has to be behind that. I think it's It's the simplicity of automation. >> CLI has come up a couple times here, and so that's kind of a dirty word. Maybe even these days, it kind of depends on who you're talking with, I think Veum Way. Rendell both spent a lot of time and effort educating the networking engineering market and also educating the kind of data center you know, the rest of the data center crew about, you know, about each other's worlds. Where again, where are we at now? It sounds like with director on with the innocent. The NSX whole stack? Yes. Uh, the role is changing of a network engineer. But again, where are we in that? In that evolution? >> I think you know, we're early on, but it's moving quite rapidly. I think the traditional network in engineer and networking admin is gonna need to evolve. You know more to this, Dev Ops. How do I bring applications? How do I manage the infrastructure? More like a platform. I mean, Tom and I truly believe that the difference between cute and network infrastructure is really going to start to dissolve over time. And why shouldn't it? I mean, based upon what's happening with the commoditization and speeds of the CPU versus the MP use coming from Mersin silicon, it's really beginning to blur. So I think, you >> know, we're in the early >> stages. I mean, certainly from a deli, see perspective. We still, at times, you know, have those discussions and challenges with traditional networking people. But let's face it, they have a tough job. When something's not working, the network administrator usually gets blamed, And so I think it's a journey, uh, and things such as the del Technology Cloud Open networking, NSX, and now SD when it will continue to drive that. And I think we're going to see a rapid change in networking over the next 12 18 to 24 months. I talked to a number of customers that has said, You know, this journey that Tom was talking about is this is a challenge because the skill set is different. My developers need to learn software, and so what? We're working with the M where is trying t o make that software easier and easier to use it actually approach like English language. So latest versions of NSX have these very simple, declarative AP eyes that you can say, Oh, server A talk to server be but not server see, Click Don Deploy. And now, in our partnership with L, we can take that Paulson push it right down into the metal, right down into the silicon. And so so. Simplification and automation are the name of the game, but it is definitely a fundamental change in the skill set necessary to do Networking. Networking is becoming more like software as opposed to, you know, speeds and feeds and packet sniffers and more the old traditional approaches. >> Tom, I don't want to give you the final word as to Ah, you know what people should be taken away from Dell in and Veum wear in the networking space. Well, >> I think across deli emcee and in being work, there's a great amount of collaboration, whether it's the Del Technology Cloud with of'em were really taking the leadership from from that perspective with this multi hybrid cloud. But in the area of networking, you know, Trudeau. Five years ago, when we announced the desegregation of hardware and software, I am in this to disrupt a networking business and to make networking very different tomorrow and in the future than it has been in the past for our customers around. He's deployment, automation and management, and I think that's a shared vision with Tom and his team and the rest of BM, where >> Tom Gillis, Tom Burns, thank you so much faster. Having eight, we'll be back with more coverage here from VM 2019 for John Troyer on stew. Minutemen as always. Thanks for watching the Cube

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching

live from Las Vegas it's the queue covering del technology's world 2019 brought to you by Dell technologies and it's ecosystem partners hey welcome back everyone cubes live coverage day three of three days of wall-to-wall coverage got two sets exploding the content out there the cube can and we've been calling it so much content coming in I'm John Fourier your host with mykos de Villante we're Tom sweet is the CFO of Dell Technologies he's the man who's making it all happen all the numbers are starting to come in we're starting to see some real big numbers and more welcome to the Q thanks for spending the time hey I'm happy to be here it's great to see you guys again and it's been a great three days here at Deltek world so I'm very excited about what we're seeing all of the enthusiasm by with our customers and partners and the receptivity to what we're doing as a company and the capabilities we're driving is pretty exciting it's kind of like the postgame show I guess the show's going to end today but I've been watching you and the analysts giving all the presentations you're what we call a Czech athlete you got a you got to hold the ship down make the numbers work you got a lot of great puzzle pieces that you know you guys have laid out here at the show across the portfolio aggressive new architecture around end-to-end operations a lot of moving parts being integrated in and the numbers are looking really good a scoreboard looks good give it take us through the highlights of inside the numbers up into the right give us the highlights well you know thank you for that but it's been we had a great fiscal 19 as you guys know by now right so 90 over 91 billion dollars of non-gaap revenue we added 11 billion dollars of revenue in the year or so if you think about that that's the equivalent of a couple of Fortune 500 companies coming into the company you know took share in all the categories that were focused on you know we took over 320 basis points of share and storage I mean over 200 basis points of share and main stream server revenue you know our PC client commercial clients you took over I think a couple hundred basis points this year so we're very pleased with the progress but I think what's most exciting as we think about value creation we're headed as a company is some of the things that we announced this week around the cloud platform and what you're beginning to see is the fill in of the capabilities and the tie together of the companies that are coming together with integrated solutions and capabilities and so you know I've been with the analyst and as you referenced and they had lots of good questions on how does this all fit together how does it then what's the acceleration point if you will how does this take off from here and you know so work and so we went through that in terms of let's put the platform out there let's begin to build on it you know customers are asking for that multi cloud capability this is what this does for them it ties this together and one single pane of glass from an orchestration and management perspective so we're really excited and then you know you saw Jeff introduce a bunch of new products the new latitude line some of the new server capabilities new storage arrays that are coming and so you know customer the buzz here is pretty strong so it's been pretty exciting this we congratulations on just a shareholder value I know from a numbers standpoint it's really been successful congratulations the question I want to ask you going back I remember the conversation you know HPE got smaller HP Enterprise got smaller Dell was getting bigger and the conversation at that time was scale as a competitive advantage and we were talking about how cloud was showing the way that scale actually has these synergies as you look back now and as the evolution started you guys start executing we was the the first sign of wow this is gonna be awesome well probably Michael was more optimistic about it than I was figure out how to pay for it come on that's a lot of money you know so but look I mean I think what we saw when we when we came together as with Dell and EMC was the fact that he come we needed each other right we had capabilities that didn't overlap they gave us great presence and technology in the data center and clearly they have brought VMware and pivotal with them we brought scale we brought maybe an execution framework and a focus and the combination of the has been pretty powerful and look I mean it's taken a couple of years of heavy lifting right but and we're not done and there's lots to go do but I think we're pretty excited about how this started to accelerate on us you know or pick up momentum I should say you know middle last year does it margin expansion or is it to go to market efficiency or supply chain all three I think it's all three right if you listen to us over the last couple years we talked about hey we needed to invest we had to invest in new capabilities from a solution perspective we had to invest in go to market coverage you know so we've spent a fair amount of investment dollars putting you know putting the pieces in place and so then it takes time for that to come together and coalesce and I think we're early innings on that you know you know lots of competition out there but we're excited about the positioning right now so the numbers are pretty remarkable I mean to be a 90 billion dollar company growing it you know 14 percent it's pretty amazing however you know this if you take VMware's market cap to multiply it by 0.8 which is your share subtract out your core debt you know subtract out your market cap you're left with like a billion dollars is that really how we should think about the core Danelle is worth about about a billion dollars you know it's you're now getting to where I spent all my last year talking about valuation right but look I we obviously think differently about the value of the core company you just think about free cash flow coming out of the core which is over you know two and a half to three and a half billion dollars sort of three and a half billion dollar range I mean how quo the valuation framework in some instances doesn't make a lot of sense we understand that you know we're a large-scale tech company and tech investors in general haven't been you know exposed to companies with tech companies with a lot of debt right and we have more debt than the average I think it's very manageable because what's the opposite side of of you know the other side of the conversation on debt is what your EBIT are right so you think about moldable and and so look we think look I can't art I can't win those arguments as you know right around I think what we have to do is continue to go execute the business over time and I think you've you know that will demonstrate the value creation opportunity that exists here and you know people will decide whether they want to invest in us and come along with it or not well I've said it's a really cheap way to own VMware I mean if you really look at no way don't do the EM we're so there is that play one of the things that I've been really impressed with this week is your emphasis on growth but profitable growth you're not just going for market share for market share sake you got but but you are going hard for market share it's an interesting balance how do you balance those two oh it's sort of this constant juggle right because look I mean you think about where we compete PC server external storage we can talk Software Defined and some of the other dynamics that are going on but those mark those areas are generally not double-digit growth areas right and so if you're going to grow you're generally taking share from somebody right and so we had this philosophy in these types of areas we got to grow and it's got to be profitable to your point and in these spaces you can go out and get a lot of market share that's doable but you can also spend a lot of money doing that right you can you can rent share so to speak if you want it and so there's this balance of pushing the team's on go grow I want it to be the right kind of growth which means what does that mean it means you go acquire customers that have a value stream associated with them and yes you may be aggressive to go get them but over time you build that cape you build the ecosystem around them in terms of the other solutions and capabilities they're buying and so it's this constant balance you know and so that's what we're we're trying to make sure we get right if you will yeah one more CFL question if I may and then we can talk about more fun stuff so it talks about the debt yeah I think you got that covered you've managing that very well you know we talked about the valuation fine one of the areas that that I have some concerns about I'd like your responses just the PC business itself it's a very important business for you guys yeah it's it's about half the revenue maybe it's not as profitable we know that but it also absorbs a lot of overhead of the company so big shifts in that business would have tectonic effects I would think on your business how do you think about that how do you manage that I wonder if I haven't heard much talk about that and I just wonder if you could you know educate CSG business which is our PC business we've got forty three billion dollar business last year so you're right it provides us great scale by the way and great supply chain scale but if you if you think about what's driving the PC Renaissance right now there's a Windows 10 refresh going on as you both know and you know Microsoft's estimate would be hey you got to probably another year or so that left and then you got through most of that refresh cycle and then the question I always get to your point is what's next yeah and then I'm good some let me pivot the conversation which is if you think about what's next is the feedback we're now getting when you think about the workforce and the generation that's in the workforce now wants good technology and so the days of let me give all of my employees and team members these $400 $500 thick pcs that wait eight nine ten pounds are gone companies want employees want technology that they can carry that they like that's usable you know the whole flexible workforce dynamic and so there's a whole conversation around workforce transformation that's happening the other thing is you you hear us talk about edge to quarter cloud that edge computing dynamic which is will include both data you know infrastructure and hard PC hardware at the edges an interesting dynamic so we think the evolution continues to evolve and the PC business stays healthy for us but yes you're right it's a big business but it's a great cash flow built at the same time if that if John if that edge becomes a tailwind for you guys I mean essentially there's an oligopoly Michael Michael is all Michael was saying the edges where the games going to be in ten years I would just iterate add one thing to your comment about the client businesses I think one i 100% agree I think the Alienware booth here is a canary in the coal mine if you talk to any of the younger generation gamers they have this phrase called pcmr which stands for PC master-race there's a shift back to the PC because of gaming mm-hm and they all want their rigs and they want horsepower they're into the tap yeah so the ease of use and simplifying the tech they want the best graph they want rate racing they want I mean they want all these new things so I think there's a whole nother generation to your point anyway back to my question on this a business model issue is that Michaels on yesterday said we're not in the headline in Silicon angle right now says we're not a conglomerate Michael Dell savers the integrated pieces of his growing company so I gotta ask you you know in in the intersection of innovation strategy business model innovation and financial and strategy you gotta have a financial strategy at overlays innovation strategy as well as the business model how would you describe the financial strategy of Dell technologies and how does that overlay directly on top of the innovation strategy and the business model look alright smile to man job is to help Michael to build his vision and fulfill his vision the subset of that is what's the job of a what what does a company do it's all about creating value and shareholder value so the overall a financial strategy and framework is shareholder value creation right and you step down from that you say how do you create value you create value these would be better capabilities better products and solutions how do you do that then you get into a capital allocation conversation on how much am I going to allocate of my capital to innovation to R&D how much a value creation is going to come through debt pay down to your point you know if you look at the levers we're pulling right now and how and simplified capital structures I should also say so the leaveners we're pulling right now are all those levers right we're pulling a let me build the innovation the integrated capabilities this concept of it we've got great capabilities across the family of Dell technologies how do we integrate them how do I create solutions that you customers want at the same point in time I'm pricing those effectively I'm creating cash generation that allows me to reinvest in the business and also pay down debt that ultimately drives shareholder value right yeah and this conglomerate come I thought was relevant because I don't see you as a conglomerate if you look at the success of say Amazon Web Services as part of Amazon almost half their revenues now that's one large distributed computer basically I mean it's integrated parts of a lot of things as an operating environment operating system so you've said on the cube that is a model you guys have a similar approach you're looking at the holistic picture of Dell technologies as an operating model with synergies and systems not this divisions pumping out all this cash they're siloed it's the integrations of key part comment on that piece yeah look I mean you know I've we've been we've been having this pushing on this conglomerate thing now for awhile right in the sense up we've got certain investors in certain analysts and that think about well you've got all these piece parts in you but these piece parts don't run independently they're integrated what we're using joint selling activity joint solution capability and development to sell to we sell technology right I'm not selling engines and lightbulbs and appliances right I'm selling technology to a set of buyers that are consuming that technology in an integrated fashion and that's how we're going to market and that's how we're building solutions to them and so look we're gonna you're going to continue to hear us push on that theme because I think it's an important theme that people need to understand about what we're trying to do but you know and so work that drives evaluation conversation which has been you know Andy jassie CEO of Amazon told me once on the queue you gotta be able to myth being misunderstood for a while before people figure it out but what's your free cash flow down to three billion you're throwing off what's the number there a lot of cash yeah I mean you're you're it's higher than that but when you throw in VMware thrown beware your your cash flow from ops is roughly riding around seven billion dollars right so you can't go on a business if you don't run out of cash all right that's why we talk about cash no word we're good but you know we're also thing about cash right so look I mean I think we're just going to continue to run the business right we've got to go execute the business it's a challenging you know it's always a competitive environment out there but you know that's our job is to go execute the business macro questions so I think I heard from you Tom this week that IDC has the IT market growing at 2x GDP and I'm thinking about the same hmm how is that you know are people gonna start spending more on AI technology as a percentage of revenue maybe but then I'm thinking what they're spending a lot today on labor yeah and I think what's happening is they're shifting a lot of those labor into technology and they're eliminating some of those labor costs and with that shift is that a plausible premise yeah I think I think it is but I also think that companies are thinking about their business model now and you've seen and you guys know this you're in the middle of all this you've seen a generational shift on IT used to be in the background that said hey go you know go roll up the numbers and pay the people and Peyton you know pay the bills and don't think about the business you know that's a simplification but now it's about how is technology used to differentiate my business model to capture new customers to give you a new experience to give you a competitive advantage and what's interesting for us is that these conversations are not just with CIOs there were Co CF CEO CFOs and so this investment cycle that's here is pretty interesting for us right and so look you asked me about the macro you know it's not a year ago what were we all talking about global synchronous growth right remember that a course we're not really talking about that right now there's you know there's pressure points around the globe depending upon where you are and and it's just a different environment so it is a bit choppier out there I mean I think the macro thing is to me is yeah I'm not as in the weeds as much you guys are but you got consolidation value creation and you guys saw with that big plan and then you got an exploding data ai business happening in the marketplace that's showing customers that they could actually reinvest and do new things drive new revenue source model expansions on the customer side as well as a massive tailwind of course cloud computing you could do it faster so between all these things that's a nice pop for you guys well the technology trends are clearly headed our way right you know there's data being created everywhere you got to do something with that data you got to store it you got to compute it if you want to get analytics and insight and so all of these things are sort of lining up now look I don't want to oversell that because we all know this this business is you know you got to go out and compete every day and to win but it's it's an interesting time are you increasing your spend on technology as a percentage of revenue or you know you know if you're talking about the R&D spend it's rough about four-and-a-half percent of my revenue right now so his revenues going up we're spending more money in IIT oh okay and might in my own tech we're up we're up right as a percentage yes okay digital transformation your premise is people are going to spend more as a percentage on tech because the return is higher but being a good CFO I'm also squeezing my guys in other you keep them in line right congratulations again on you your team Michael creating great shareholder value I still Dave still thinks it's undervalued he'll continue and I think he's right on that thanks for coming on spend your very valuable time sharing this summary of what's going on here at the Dell technology world thanks for being here guys and it's always fun to talk to you thanks great car tops we CFO chief financial officer of Dell technologies getting inside the numbers talking about the strategy how it all relates to customer impacts the cue bringing you all the action day three of coverage we'll be right back after this short break I'm sure for a devil on thing [Music]

>> Live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Good morning. Welcome to the Cubes coverage. Day three. Odell Technologies, World from Las Vegas. Lisa Martin With student Amanda We're pleased to welcome one of our alumni back to the key. We've got Jay Snyder with us SPP of global alliances, service providers and industries chaebol. Thank >> you so much for having me again. >> Our pleasure. So we have been talking for This is our third day of covering the lots of news, lots of technology conversations We know there's a big global Cartner summit. >> It's been fantastic, actually. >> Abd el Technologies World Thriving partner ecosystem Give us an overview of global alliances and some of the feedback from the last few days of the partners. So >> fantastic. Thank you again for having me. I'll tell you this. The feedback is off the chart eye. Don't even I've lost the ability to find new words to describe how excited are partners seem to be with the messaging that we've had here. But what's been consistent is best l technologies world ever and best global partners. Summer that we've ever had and I think the reason behind that is not just because we've done a great job presenting the content. It's because of the content, right. If you think about the partner ecosystem, it's interesting. We've always worked incredibly well with them and our partners love what we do in the products we make. But our messages have never been perfectly aligned. Think about the messages we have now on the main stage. We have four transformations and delivering outcomes and then we have multi cloud and the multi cloud strategy and then think about what the partners do. They deliver the strategy around designing and defining what a multi cloud architecture is going to look like and or being the providers that actually deliver it. Our messages are perfectly aligned, so they're so excited to see that there now at the epicenter of everything that we go and do, and the fact that I would say probably more exciting is our entire sales force is trained on those messages, understanding those messages and embracing those messages. So they're getting huge lift now from our cellars, as opposed to kind of. I wouldn't say we were never at conflict. But we're Maurin Parallel. And now we're really lock. Step. Well, does that make sense? >> It does, Jay. And and he brought up a really good point, you know? Congratulations. Glad to hear everybody's in lock step. Because I remember we talked about the transformation of the channel. Yeah, and I go back when converge infrastructure first rolled out. They're people. Oh, my gosh. I make millions of dollars racking it, Stacking, shoveling stuff. I need to shift Cloud that there was, you know, at VM wears partner Summit, you know, one of the executive V M. Where you know, every time Amazon winds, you know, we all lose. Sure. So helped us for today. You know, cloud big theme of the message. How Teo his partners fit into those environments. And how have they gotten to over the fear of cloud and to be fully embracing in executing a multi cloud? >> Maybe I should just context to about who my partners are, so that would be helpful. So we representing alliance is the largest global systems integrators. So think about firms like in HCL, Deloitte dating, censure. And I hate to leave anybody out, but there's eighteen of them. And then we represent the clouds of the cloud service provider ecosystem. So a couple of hundred cloud providers that actually do provide manage private clouds off from or public clouds. So they're super excited about the message because they fit in on both ends, right, As I was just describing right there, the ones that are really gonna have to deliver the strategy around what it's going to look like and how they're going to get their customers ask us all the time. Hey, I want to get to the cloud, but they don't really know what it means. So we have to ask them, What do you really trying to accomplish and why? Right, Once we understand that we can engage with these partners, and it's a perfect entree for them to go figure out, articulating design that architecture. And then last time I checked, we're actually not a cloud company, right? We have great products. We have great services. We've rate platforms, but we're not a cloud company, right? We don't provide those types of capabilities. So when you think about being able to leverage >> multi cloud and it started just clever, you're saying you're not a public cloud company because company Private Cloud absolutely se Eun apart >> from Private Cloud, right? But when we want to go off from and create that multi claude environment based on use case now all those partners fit into that play and they have the ability through the capabilities we just announced with Del Technologies clown tow leverage, those hyper scale er's. So where they used to see them as foe. They're now part of the solution, and they can deliver that solution through our new platform that we just brought to market. So again it gets back to we used to fight it. Now we're embracing it and leveraging it and delivered a comprehensive solution. >> So starting Monday, when Michael walked out on stage your hat with Jeff, the message over lying on, of course, with salt from Microsoft was collaboration integration. So really starting to see all the layers of Del technologies and its brands come together in a much more cohesive way than we've seen so far in terms of what the partners are now enabled to deliver. Some of the feedback on that is, do they feel that it's been made more simplified that has been made more streamlined, that it's opening up new market opportunities with, you know, the Del Technologies Cloud and some of the related announcements. >> So So it's a complicated question you're actually asking, because for years the partners have been saying We'd love to view you as a single company, right? That's kind of the missing ingredient to really a lot unlock the full potential. I think the first big piece big mover in this is the Del Technology Cloud platform. It's really the end, Stan, she ation of what Michael's been talking about for the last three years, which is I'm going to bring all this stuff together and create a force in the industry where we compete in the market together, not against one another. So we're seeing that so the partners are ecstatic right there, seeing the best of all the piece parts come together in that platform, and we've told him that's the first step. But we have been working with them for years to provide what I'LL call an umbrella effect across all the different companies to allow them to tap into all those resource is. So in some degree, we've been doing it already. We've been playing that multi cloud game and working cross strategically aligned business to bring those values to life. But now we put our money where our mouth is, and we have simplified the approach with the product and the platform to make it easier for them to go tomorrow. Way to have a little bit. We do have a little bit a ways to go, though. I want to be clear. >> So, yeah, and Jay really good points there because I I one article recently about hybrid cloud cut a lot of history with it and simplifying a piece of the overall puzzle. But as you said, those hyper scales fit into it. Sergeant Dellape, upstate eight of us, a strong partner on VM where you know, Google announcement. You know, just a few weeks ago, those s eyes that air your partner's There are some of the critical pieces because there's a lot of complexity out there and we need key partners to be a help us to do there. You know, the Del of Technology family is a piece of it, but those s eyes air really thie arms and legs that are going to go help all of the customers understand. Try to get their arms around and, you know, hopefully simplify. And what what I said is they need to turn from a bunch of point pieces in the new overall solution. They do that, help me drive innovation and drive by. Visit forward, not trying to manage all of the pieces >> We had talked about it yesterday. I mean, I D c. Says that sixty two percent of customers will have a multi cloud architecture. But for my partner Rico system, it's more interesting. You know that seventy percent of the customers are going to choose a provider to design, architect and manage that infrastructure. So if you think about that seven ten, customers will use one of those global systems integrators and or cloud service writers or, more likely both to deliver on their vision and their outcomes that they need to achieve to change their business models, which is again great for our business. >> How influential are your is your partner ecosystem in terms of some of the announces that we've heard this week? They're out feet on the street there, talking with customers about the challenges that they're having emerging trends. A. M L. What's that sort of center? Just a partner. Feedback loop like that helps Del Technologies, right thruster >> way Run partner advisory boards in each major theater multiple times a year, and these are the exact things we ask them. What tribe trends are you seeing? We map it against our product portfolio in our solutions to identify where there's gaps. Five g's a great example, right? We're looking at where the market's going happen. Have responsibility for a big chunk of our telco vertical as well within the company. So it's a hot topic and, you know, for a while we were. We were honestly lagging in this particular space. If I think back two years ago, we talked Telco, but we didn't walk Telco. We've made a lot of investments over the last two years to build a product business unit specifically around Telco solutions, and I'm proud to say, especially coming out of Mobile World Congress this year that we have arrived. We have incredible products solutions that really are exactly what are partners are looking for and our end user customers looking for. And it's an interesting dynamic because a lot of our partners, our customers. If you think about the telco community that's really gonna embrace and drive five G, we both sell to them and we sell through them. So we love the fact they'LL consume our underlying technology. But more importantly, I love the fact that we can use them as a route to market to expose hundreds thousands of customers to those capabilities in the broader scale. >> Yeah, J that the networking is such a critical component of that service fighter piece. So how much of that solution that you're talking about? Polls in some of the aspects from GM wear, you know, NSX, the SD win. Those pieces seem natural fit to help drive that overall solution. >> Yeah, I would actually tell you that my opinion is probably the first products that we brought to market that were really crossed Company cross collaboration. You know, even before we got to the Del Technologies cloud were exactly what you're talking about. Some of those networking asked it some security assets that vm where has integrated with some of our products server technology to build some integrated telco specific things for the core and the edge, which is really where they're operating specifically around the edge. Fellow cloud is going to be a huge piece of that SD. When we see the telcos, has a huge route to market again for that particular product and as a massive consumer of that particular product, we understand they have to cannibalize some of their own business. But it's the way the markets going. So the answer is yes. We're seeing great integration, great collaboration between our product business unit under cabin, Kevin Shots Camera in Telco and his V M or counterparts. And I think I said his name right there, too. >> Yeah, I had to interview him once, and absolutely nothing I'm getting that right was tough. You know, one of things always at the show is just the feedback that you get from from customers and from from your partners. So gives the mood, you know, Where are they? What are some of, you know, key opportunities, challenges? What? What's top of mind issues for? >> I'm telling you like I can't make this up. The mood is off the chart, right? They've said consistently best sessions ever. I was talking to one particular partner last night. I won't say his name, but he's worked in this industry for thirty years. He's worked for major companies ASAP. Adobe, Microsoft. This is his first time Adele Technologies world working as a partner of ours, he said. Hands down. This is the best partner driven partner content partner event I've ever seen in the industry. So excited about the focus Del Technologies has as a company on our ecosystem and the types of conversations we're having to actually not just sell to us, but sell through us, right? We're really, I think we've really worked hard to view our partners not as customers, but truly as partners. It's all about the business. We build together, not about the business we do together. If that makes sense, right >> well, that trust trusting relationship is absolutely table stakes. It is for an organization. It sounds like you guys have really done a tremendous amount of work in the last few years to get that to the highest level that it's ever been on. >> I would agree. I think we've come a long way from where we were. We have a lot more work to do it .'LL never end, but I'm super excited with what achieved. I think our partners are, too, because the results they're getting are fantastic. I talked about the profitability of our business and their business together, which means what we're selling has value, which is fantastic as well. So it's good to know that we're not just winning in the market, but we're winning with high value, and again it gets back to where this conversation started, which is everyone talking about transformation and outcomes. It's hard to deliver value if you're not delivering an outcome or vice versa, right >> J. One of the areas that I I think your partner's and the solutions that your help bringing to market what would have some good opinion on is this move from kind of the Catholics, the optics model, you know, one of things. We look at the cloud announcements and it's like, Okay, wait, which of these air as a service? Which one of these he's, you know, can I do financing on and which one of these you know are mostly built on hardware? We're just that fit in the overall discussion, and it's what what do you get feedback from your partners and to cultivate that >> users? It's literally in every single conversation we have. So I can't think of a particular partner conversation that doesn't send around a variety of things. One is always our technology. One is our go to market engine and how we can leverage that and the other is commercials. And it's not the price. It's the consumption, right? How are we going to consume your technology, CAF, ex office and everything in between? And that everything in between used to be one or two things. Now it's ten or fifteen things right. The models have got very complex and very dynamic, so it's top of mind. And the beautiful thing is, you know, a few years ago the only way to get a consumption model on as a service model. It was through my partner Rico system. Now Dell's done a good job to catch up to some degree. But to truly deliver what a lot of the customers air accident for, which is pure op X, no caf X pays you grow. Models were still leveraging heavily our partner ecosystem to Babel. Deliver that, and the challenge for us is to be able to keep up with them, right? They're moving at such a rapid pace and the dynamics of those models Archangel. We have to evolve too quickly to be able to offer what our competitors aire doing. I'm excited to say, so far, so good, but we're doing a great job of that. But I would I would agree with you, right? The commercial model, The consumption models are top of mind, and every conversation had to today right on how we're going to structure these things. And it's really exciting, right? Because when we do it right, it tends to be not only great for Dell and great for the partner, but great for the customer. So it really is. It's the classic win win win. >> Are you know, one of the things that it seems that Dell has been technologies working to Dio for awhile now has become this sort of one stop shop for all things partners. Are they looking to have that single trusted source Do they appreciate now that they've got that, that they can really go today l technologies and enable their customers and your customers to transform security work for us? We heard a lot about work first. Urination, >> very common, >> are they now seeing Dallas? This Hey, this is this really a one stop shop. We can actually deliver everything that our customers are looking for. >> They're definitely seeing because we're telling it to him all the time, right? But yes, the answers without question, I think one of the big drivers for our business has been the ability to aggregate the breath of Del Technologies and bring the full portfolio to beer to them. I'd love to see them all standardised on us exclusively. That's my job, right? That's what we do. We try to eliminate white space and own all marketshare. We'LL never get there one hundred percent. But we've seen, you know, we look out of right of metrics in our business. We look at revenue, growth, probability, growth way. Also, look at white space, which is what you're talking about. Have we consume the white space where competitors used to be with inside our partners, and we've seen massive growth there in the last two years significant growth across the board. And the reason is because of what you just described. We now have an economies of scale advantage in a breath of portfolio advantage where it just makes sense for them to bet on us to get what they need, right, whether it's a pivotal capability or of'em were capability or Bhumi capability. When we have that, everybody pointed in the same direction. This story is just so much more powerful and there, and I'm not going to say they're buying it. They're believing it and they're seeing it in the field. So again, I talked about it earlier. If weaken transact at that level at Adele Technologies level, it means more value to our partners. But ultimately they can provide more value to their customers. So they're more profitable or customers get better solutions. So yes, yes, and yes, >> everybody went well. Jay, thank you so much for joining student May assuring the tremendous momentum that you guys have achieved. We look forward to hearing next year. >> I do to >> even better news will be Thanks. Thank you again for joining us. >> Thanks for having me. >> Great to meet you. Thanks, Tio for student a man. I'm Lisa Martin. You're watching us on the Cube. Live from jail technology World twenty nineteen day three of the cubes to set coverage continues after this

>> live from Las Vegas. It's the queue covering del Technologies World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners >> Hello and welcome to Day three Live coverage of the Cube here in Las Vegas Fridel Technologies World twenty nineteen I'm jut forward, David Lot They Davis del Technologies world. This is our tenth year If you count DMC World twenty ten first ever Cube event where we go out to the events and extract the signal from the noise. Now we're the number one and tech coverage. Howard Elias has been with us the entire way. Our next guest. Keep alumni Howard allies who is currently the President of Services and Digital for Del Technologies. Howard, great to see you. >> Great to see you, John. Dave. Always great to be back with you. Thank you. >> You've been with us throughout our entire cube jury. It's our tenth year has been great ride and one of the benefits of doing the queue besides learning a lot and having great conversations is as the industry of balls from true private private cloud to, you know, big day that meets technology, all the different iterations of the business. We're gonna have the conversation and look back and see who's right. You >> get to go back and see what we said and holds you >> accountable. Not that you guys said anything crazy, but you were unique because we've had many conversations and most notably during the acquisition of the M. C. You're on the team leading the effort with your partner in crime from the del side to make sure the acquisition goes smoothly. And, you know, a lot of people were saying, Oh my God, icebergs ahead. We're pretty positive. So history treats us fairly in the queue way. Tend to got it right. But you said some bold things. That was pretty much the guiding principle of the acquisition, and I just I just tweeted it out this morning. So you got it right. You said some things. Looking back two years later, almost two, three years later. >> Well, look, you know John first, I appreciate that. Appreciate the opportunity to be back with with you, and it's amazing. It's been ten years, but yeah, so, you know, over the last couple of years, I did help Kohli the integration, and we said, Look, first and foremost, we're going to do no harm the way customers transact with us byproducts. The way we service them, that's not going to change. But then, that's not enough, right? It's not just about doing no harm. It's how do we add value? Over time, we talked about aligning our teams in front of our customers. Then we talked about unifying the approach not just in the go to market, but in services and in technology and ultimately delivering Mohr integrated solutions. And we've accepted here down that a CZ you rightly say so thank you for pointing that out. And you know, this week was a great embodiment of that. Because not only are we listening, Tio, what our customers want we're delivering on it were actually delivering these integrated solutions the Del Technologies Cloud unified workspace for client, these air things that we've delivered over time, you know, we stitch it together, and now we're unifying it, integrating it, actually now even embedding services into it. So that's the journey we've been on. And we've been very pleased with the reception, >> and Michael to also was very bull. But the key on all the conversations we had on this was and we'LL get to the current situation now because that's important is that you guys saw the growth opportunities on the synergies we did, and we kind of had those conversations. So a line you align the team's unify and integrate you're the integration phase. Now we're starting to see some of the fruit come off the tree with business performance significant. Well, we appreciate >> that we're gaining market share across the board, and we had a hypothesis with, you know, coming together. We had a complementary product, portfolios, complimentary customer segments way. We're very thoughtful and how we organized our go to market, and we're seeing that we're seeing that and market share games. But more importantly, we're seeing the customer conversation saying Thank you for that. Now I want more. How do you deliver more value faster? So I think we're past the integration stays. Now we're into the accelerating the value stage. >> Howard, you've been through and seen a lot of acquisitions, large acquisitions. I mean, I think of the compact digital, you know, not a lot of not a lot of overlap. HP with compact, much more overlap maybe didn't go so as well. Or maybe a smoothly massive acquisition here. Why do you think it worked so well here? Because there was a failure. A fair amount of overlap, you know, definitely some shared values, but maybe some different cultures. You've been on both sides. It's just seems to be working quite well. You seem to be through that knothole of maybe some of that uncomfortable early days. Why do you think it works so well? What was kind of the secret sauce there? >> I think a couple of reasons. First, the hypothesis of coming together was all very customer centric. Customers wanted fewer more strategic partners. They ultimately from infrastructure, want Mohr integration. Mohr automation. They wanted a CZ. Pat said yesterday on states they wantto look upto absent data and somebody else worry about looking down and taking care of the infrastructure. So the hypothesis was very strong. Michael had a bold vision, but the boldness of actually execute on that vision as well, I would say second we have. Yeah, while the cultures, in terms of how things got done were a bit different, the values were frankly not just similar. They were identical. We may have talked about this before, but When we did the integration planning, we actually surveyed half the population of about Delanie emcee. The top five values in order were the same from both team members. Focus on customers Act with integrity. Collaborate When is a team results? Orientation? It was phenomenal. I would say. You know, third, it's just the moment in time. Uh, and it's really a continuation. You think about the ten year partnership that Dell and GMC had back in the two thousands that actually helped us get to know each other, how we worked and helped form those shared values. So and then, finally, approximate one hundred fifty thousand team members signed up to the mission. You know, the tech industry is starved for star for tech talent. On the fact of the matter would that we have approximately one hundred fifty thousand team members of prostate all technologies signed up to our vision, signed upto our strategy, executing every day on behalf of customers. It's just awesome to see >> So digital transformation, of course, is the big buzz word. So we're gonna put on you guys what do you do it for your own digital transformation? You know, proof of the pudding. What gives you the right to even talk about that? What do you doing? Internal? >> Yeah, you know, it's a great question. And to your point, we talked with customers all the time. In addition to looking after our services businesses worldwide, I also am responsible for Del Digital inside of Del Technologies. That's our organization. We purposely named Adele Digital because we are on our digital journey as well. And so we are transforming everything that we do the way we do. We actually call it the Del Digital Way. We've had a couple of nice breakouts. Our booth in the showcase has got Ted talk style conversations around this, and it's really embracing this notion of agile, balanced team's getting close to the business, actually, the business in the dojo, with our developers moving more to a product orientation versus a project orientation, and it's really focused on outcomes on T. You hear us talk about this all the time. Technology strategy is now business strategy, and whether it's in sales or marketing or services. Doug's doing great work and support assist using telemetry and artificial intelligence and machine learning recommendation engines in our dotcom. The on boarding within hours. Now with what we used to take weeks with our business customers in our premier portal, Wei are looking at every opportunity everything from the introduction of bots and our p a all the way through machine learning. Aye aye and true digital transformation. We are walking that talk. >> Really? You're going hard after our p A. That's what Do Yu result. We've >> actually been doing arpa for many, many years and for you know, especially when you have a complex system complex ecosystem As you're rewriting and developing either re platform, every factoring or cloud native, you still got to get work done. So I'll give you a great example. You know, in a online world of today, it's amazing to know that we still get millions of orders by email and facts. And instead of outsourcing that and having humans retyped the order, we just have robotics, read it automatically translated. And >> so the narrative in the media you hear a lot of coordination is going to kill jobs. But I've talked to several our customers and they've all said the opposite. We love this because it's replacing mundane tasks it allows us to do other things. What's your experience you are >> spot on? I'm a technology optimist, and I believe that a machine learning robotics will do the task that humans are either not good at or don't want to do or don't like to do and allow humans to be more human. Creative thinking, creative problem solving, human empathy, human compassion. That's what humans are good at. And we need more people focused on those things and not row test. >> One of the things that Michael Dell on key themes in The Kino Day one and Day two in some day. Three lot of societal impacts of I Love That's kind of touchy feely. But the reality is of Reese killing people. The skills gap is still a huge thing. Culture in the Enterprise is moving to a cloud operation was his favors your strategy of end to end consistent operational excellence as well as you know, data driven, you know, value of the AP player. Great straight, but we've been seeing in the queue with same thing for years. Horizontally, scaleable, vertically specialized in all industries. Yeah, with data center so good. Good strategy, gaps in culture and skills are coming up How are you guys doing services? You mean you've got a lot of people on them on the streets? A lot of people that need to learn more about a I dashboards taking the automation, flipping a new opportunity to create a value for people in the workplace. We >> have this conversation continuously inside of our teams and inside of our company. Look, we have a responsibility to make sure that we bring everybody along this journey. It starts by painting the vision being that technology optimist. Technology is a force for good on how do we apply the technology and the digitization and, you know, creating our digital future, bringing our team members along. So setting that vision, it is about culture behavior. Set the tone from the top. But we also have a responsibility and retraining and re skilling and bringing you know, team members. New opportunities, new ways to learn our education services team, for example. You see it here, the certifications, the accreditations. We do the hands on labs that we do. It's all about allowing opportunities for people to up skill, learn new skills, learn new opportunities that are available, and customers need this higher value. Helping support? What >> about the transformation that's been impacting the workflow on work streams of your services group with customers as they are? Maybe not as far ahead as you guys are on the transformation. Maybe they're They're cloud native in one area kind of legacy in the other. How was the impact of delivering services? One. Constructing them services, formulating the right products and service mix to delivering the value. How is technology change that you mentioned Rp? What if some of the highlights in your mind >> Well, it's It's a journey and you know it. Mileage varies here, right? Depends on what you're trying to accomplish, but we never do wrong by focusing on what's right for the customers. So what our customers looking for? What are their business outcomes they're looking for? Uh, here's a great example in the unified workspace. You know, we've been doing PC has a service for a while even before PC has a service. We're delivering outcomes, delivering Peces, doing some factory into get gration Cem image management, lifecycle management deployment services. But now what we've done is really taken not just the end and view, but we packaged it and integrated it into a single solution offering across the life cycles. So now, once we understand the the customer and users personas weaken factory, image the configuration, ship it to the team members deaths not just to a doctor the place but right to the team members desk have auto deployment auto support telemetry back and manage that life cycle, we package that up now. End to end this a new capability that customers are really looking for >> before I know. Do you have a question? I want to get your reaction to a quote I'm reading from an analyst. Bigtime firm New Solutions launched at Del. World Show that worked to align seven businesses for the last eighteen months is starting to pay off. We just talked about that. Cross Family Solutions minimizes time on configurations and maintenance, which opens up incremental, total addressable market and reduces complexity. Michael Dell yesterday said that there's a huge swath of market opportunity revenue wise in kind of these white space gap areas that were servicing, whether its image on PCs and you kind of mentioned peces of service analysts. E this is tam expansion, your common reaction. >> I couldn't say it better myself and look. The to integrate solutions we announced this week is a great example of that of the seams. It's workspace won its security from SecureWorks. It's the you know, del Endpoint management capabilities. It's the PC hardware itself. It's the services life cycle from Pro support Pro Deploy Pro Manage, all integrated in the end and easily Mohr consumable were even Do any are consulting business with our new pro consult advisory offer offer. But look at the Del Technologies Cloud del Technology infrastructure. With VM wear we'LL be adding PC after as a service. On top of that, this is exactly what customers >> So what's your marching orders to the team? Take that hill. Is it a new hills? The same hill? What's the marching orders down to the >> teaching orders is Get out and visit customers every single day. Make sure we understand how our technology and services are being utilized, consumed and impacted. And where do we add more value over time? >> So I wantto askyou for from a customer standpoint, we were talking about digital transformation earlier, and, you know the customer's always right is the bromide. You guys are very customer focused However, when it comes to digital, a lot of customers is somewhat complacent about obviously technology companies like yours embrace digital transformation. But I hear from a lot of companies. Well, we're doing really well. You know, I'm gonna be long gone, but before this really disrupts my industry, it's somewhat of a concern. Now, do you see that? And and how do you I mean, I think one of the reasons just so successful in your careers you take on hard problems and you don't freak out about it. You just have a nice even keel. What do you do when Because you reached you encounter that complex, Eddie, do you coach them through it? You just say okay. Customer's always right. But there's a concern that they'LL get disrupted in there. Your customer, they're spending money with you today. So how do you get through breakthrough? That complacence >> adds a great question and you know, one of the other marching orders I give tow my team is that things were going so well is time to change. And so this is what we have to take to our customers as well. And, uh, look, way have to be respectful about it. But we also have to be true telling, and so we will meet with our customers, hear them out and where they're doing well, well pointed up. But where they're not or where we've got different examples, we'LL just lead by example our own internal example, other customer examples in a very respectful way, but in a very direct way, especially at the senior levels where that's what they need to hear sometimes. >> So you have a question, because I got I wantto sort of switch topics like >> one of us falls on the one problem statement I heard it was really announces a problem statement, but it was a theme throughout all the breakout sessions in the keynotes, and you guys are aware of it. So it's not a surprise to the Del senior people. You guys recognize that as things are going well on the acquisition and the integration tell technologies there's still a focus on still working better with customers taking away the friction of doing business with del technologies. It's a hard problem statement. You guys are working the problem. What's your view on that? Because we hear that from your customers and partners we'd love work with. Kelly's going to get easier. We >> still have more work to do. Actually, Karen Contos and I are partnered up our chief customer officer on easy doing business and look it it. We are a complex company. We have a lot of different business units. Technologies brands were working toe, bring them together, and Mohr integrate solutions like we saw this week. But we still can be complex, sometimes in front of our customers, and we're working on that. It's a balance because on the one hand, customers want Maura line coordinated, sometimes single hand to shake. We get that. But the balance is they also want access to the right subject matter experts at the right time. And we don't want Teo inhibit that either. Either way, so whether it's with our customers directly with our partners were on that journey, we will find the right balance here. We've got new commercial contract mechanisms in place now to unify our Cordelia, AMC as we're packaging Mohr VM were content more security content into the offer and be able to delivered is a package solution. In one quote one order one service dogs doing some great thing and in the back end of services connecting our service request systems are CR M systems, actually, even with VM wear and Cordelia emcee technicians co locating and support centers to solve the custom of customers problem in one call, not in three calls. We still have a ways to go, but we are making progress. >> So I wanted to switch gears a little bit, and you and I, Howard have known each other for decades, and you've never wanted to talk about yourself. You always wanna talk about the team, your customers, your company. But I wanted to talk about your career a little bit because John Ferrier did an interview with John Chambers, and it was an amazing interview. We talked about when he was, you know, Wang and one one twenty eight. There is no entitlement, and you've seen a lot of the waves. You started out your career, your electrical engineer back when, you know that was like *** physics assembly language. It was sort of the early days of computer science, awesome, and then you had a number of different roles. You as I mentioned there was digital, there was compact. It was h p and then you'LL Forget RadioShack Radio second. Alright, That's right, Theo PC days on. And then you joined the emcee in two thousand three, which which marked the next era. We were coming out of the dot com boom, and You and Joe Tucci and a number of other executives built, you know, and the amazing next chapter of AMC powerhouse. And then now you're building the next new chapter with Del. You've really seen a lot of major industry shift you see have been on the wave. I wonder if you could reflect on that. Reflect on your career a little bit for our audience. >> I'm just amazed and blessed to be where I am. I couldn't be more pleased. Sometimes I wonder how even got here. But when I do reflect back, it is my love of the technology. It's my love of what technology Khun do for businesses, for customers, for consumers and, frankly, my love of the customer interaction. This is, you know, from that first time in the Radio Shack retail store and you know, the parent coming in and learning about this new TRS eighty and I've heard about this and what does this really mean and being able to help that person understand the use of the technology? How Teo, you make it happen for them, it has always given me great satisfaction. And so, you know, from those early days and I've worked with a lot of great people that I just, you know, listen and learn from over the time. But, you know, when I mentor, you know, people coming up in their career, I always say, Look, you know, it's not at work. If you get up every morning, you love what you do, you see the impact that you make you'LL like the people you're working with. You're making a little money and having some fun on DH. Those things have always been true for me. I have been so lucky and so blessed in life to be able to have that be the case >> and your operational to you understand, make operations work, solve problems, Day pointed out. It's been great for my first basic program I wrote was on a TRS eighty in high school. So thank you for getting those out here and then I've actually bought a Tandy, not an IBM with a ten Meg Hard drive. I bought my motive. Peces Unlimited. Some small company that was selling modems at the time. Michael, remember those date Howard? Great to have you on The key was the Distinguished Cube alumni. Great career and always we got We got it all documented. We have all the history. There you go, calling the shots. Howard Elias calling the future, predicting it and executing it Living is living the dream here in the Cube More keep coverage here, del technology world after >> this short break

>> live from Las Vegas. It's the queue covering Del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Del Technologies, World twenty nineteen here in Las Vegas. I'm Stew Minutemen with my co host, Dave Volonte, talking multi cloud talking about Del Technologies and all the pieces of the environment. And we're gonna drill in some to some of the storage environment. Happy to welcome back to the program. Ah, Sudhir Vossen, Who's the senior vice president and CEO of the storage division of Delhi? Emcee, Sit here. Thanks so much for joining us. >> Thanks. Thanks for having me, Stew. >> All right, So, as I said, day one lot of the vision Digital transformation multi cloud with such an Adele up on stage. Got a little bit about today. Got back into the products, everything, you know, such a broad portfolio, everything from the latter tattooed, you know, business devices through Of course, many updates on the storage world Been digging in with the number your team gives little flavor as Teo, You know what you've been working on? You know, I know. As a CEO, you can't have a favorite family but in the family. But some of the things you and the team were really proud of to unveil >> Absolutely thanks. It's been a big day as well, and I would say a big year for us. So we, uh, we've shown incredible growth in our business in the last four quarters, taking share every four for every one of those four quarters. Just a phenomenal year. A lot of that has to do with just the strength of the portfolio. Have been investing a lot in innovation in the portfolio. So, uh, I think the biggest one today that I'm really proud of is the unity launch. Think it's, uh, it's a long time coming. We've been working on it for quite a while. The the amount of performance that is going to deliver while also delivering incredible storage efficiency data reduction. That's a huge, a huge boost. But what way haven't spent a whole lot of time talking about from a technology point of view as a Ziggy. What's cool about unity? X TV that you may not have heard a lot about is that it actually is using machine >> learning inside. So last year we lost the power Max that had machine learning inside for making all these real time decisions were taking that across the family and unity >> x t uses. Was she learning in order to actually do deliver that data reduction that we just talked about? The five to one data reduction. And what's why that school is Because, you know, we've had products that do data reduction with brute force where they use a lot of memory. You can't do that in a mid range part because that kicks you out of the cost profile. So we use machine learning, tio take advantage of a little amount of memory, but they still not compromise on the data reduction. >> Yeah, actually, I had to cover they should day talking about power, Max. We made a big deal about what was happening internally as well as what does that mean for the customers and the decisions that they don't have to make you know, in our industry, we've talked about intelligence and, you know, automation in storage for decades. So yeah, and then the mid range. What does that mean? What? What will be different from customers for as they roll out thie X t product line. So >> I think it's simplicity. It's just he's a fuse. We talk about zero touch in this case, this this fewer knobs and dials. You actually don't have to do a lot of tuning at all out of the box. It'LL will serve the majority of the use cases and the requirements. You still have the option if you want to go in. If you're sort of the black, no type and you want to do, uh, customize it to your own needs. You could do that. But that sort of this journey we're on is way. Call this the autonomous or self driving story, so a lot of people are talking about it. We're actually doing it across the portfolio, and it's actually coupled with two parts are coupled with another part. There's intelligence in Unity, Eckstine and Power Max. But there's also intelligence and cloud I. Q, which is our global Blake brain in the Cloud way, saw that on stage today as well, where it's doing long term analytics deeper, learning across longer time rises to help you manage the system without really much effort. >> So couple follow ups, if I may, on the on the data reduction front. Sounds like that's a new innovation. You guys develop come from scratch. Yeah. Um, you bringing it across the portfolio, or is it sort of obviously unity extra? Today it is. The technology apply to other potentially >> absolutely does. And in fact, that's Ah, that's something we're doing across the board from last year to this year. You you've seen with become one storage team, and there's a lot of technology views going on now inside the inside the portfolio. Things that we're doing in unstructured, for example, are we're looking at applying it into other parts of the portfolio. Data reduction is obviously one of the key ones. It's it's the first example that people think off, so we're definitely looking at that. But I'LL also say is from a technology point of view, we're changing the way software is built. We're not building it as monolithic within micro code anymore. It's containerized assets that we can embed in different products >> and then, in terms of the autonomous storage piece, you know, go roll back five, ten years ago, cheering, you know you had and you had a lot of knobs to turn and and that was always featured as an advantage because people wanted to play with it. What you're talking about today is a Zen environment that's much more complex and talk about Maur. What autonomous storages is it? Hands off on great >> questions. So we have this, this internal Carter almost of most. Joke, we call it. You know, we're talking my self driving cars. Surely we can build a self driving storage >> system. Why now, Right? It's it's It's kind of a shame that we're not doing that, but I would say it's four steps just like you have four levels of autonomy and self driving cars. If you follow that level five, I think, is the is the ultimate polio zero fully autonomous way. We'LL never get there, but similarly in storage, I break it up into four parts. One is it's got to be application aware you're not dealing with lungs and file systems and raid groups anymore you're dealing with. This is my application. That's how the human or the user interacts with it. That's easy. Relatively easy. Second element >> really took fifty years. Okay, good >> second, second element is is sort of self awareness are actually actually before. That is policy based. So if you're driving a car, you're not telling the car which which route you want to take. You want to say, I want to take the fastest route or I want to take the scenic route. That's it. And the car needs to figure out what that is. So that's policy based. I want to optimize for Leighton. See performance level. Third element is self awareness, which is story. System needs to know where it's operating in its comfort zone is that close to the edge is going to drive off the cliff. Is it gonna exit the lane to use the car analogies, right? He's You know how far away it is from the car ahead. That's also that's the stuff that we're now releasing with Bara Max and what we're doing. Immunity. That's where we using learning to figure out how close to the operating edge system itself. It's once you have that, then you can start optimizing self healing. >> That's a level four, and that self awareness. So you've got you've got decades of data. Were you able to leverage that data? Or is that is that not a cz much you. So you have >> absolutely the case. Okay, that's that's the key differentiator. Actually, thanks for bringing it up because there's a lot of washing going on. Right is everybody says that about you, but the eyes, one thing you can't just deliver develop over way have used all of the decades of dial home data we've been working on with she learning technologies for the last five years. I would say, at least so were those models are being trained with the dial home data and cloud, like you is doing that on a daily basis. Now, >> why now in two thousand nineteen? Severe is that we at the point where this has become reality is a compute power. Is that the amount of data? Just better algorithms. It's Do you >> think you nailed it? Those two things, it's It's first and foremost compute power. But also I think, uh, algorithms they they're they're much more sophisticated now. And they were well understood what algorithms to use for what types of problems. I think there was initial thirty years ago. There was like, uber intelligence. That was a very ambitious goal, I would say, even today, that's not reality. while we're succeeding is we're applying it to very focused problems, just like in the rest of the industry. Were playing through focus problems that we can't solve and then broadening our effort >> had to be clear. This is this is meta data. It's not customer data utilizing obviously across the portfolio. >> No way. We're looking at things like how much CPU it's using. How much memories? Using what? How's the Leighton Sea varying over time, how far it is away, this from its service level. Things like >> you're still just another advantage of being old. Yeah, so you talked >> about that's metadata. But what one of things we talk about is when you talk about digital transformation, it's customers become data driven, right? So wave covered this year, this the tenth year we've been at this show. In the early days it was storage and oh, my gosh, my growth of data and I can't take care of it. Big data was the bit flip of turned that from a challenge to I should be able to turn that into an opportunity city. And the next wave of a I is I should be able to monetize that run my business and the data is one of the most valuable things we have bring us inside. You know how that shift in thinking in data is impacting storage architectures and how you work with customers. >> That's awesome. Great questions. O Data Capital is the big thing around. You've heard that today as well. Wear definitely sort of growing. Going beyond thinking of ourselves as a storage division to a data division. And I'm locking the data capital. I'd say there's several elements wonders building the best storage fore fore data applications, especially I and M L. So I think our unstructured products clearly are leading the charge of this. We've got the machine learning solution with Isil on. It's a perfect fit for that kind of application that's here and now already using a GPU Technologies in conjunction with our scale, our architectures critical. But going beyond we're looking at doesn't make sense for some of these data crunching applications to be closer to the storage layer, you know, thinking meet similar to what hyper converse is done for general computer. Is that a thing that would that would really unlock the data capital? We think that's a lot of potentials. So >> and I'm glad you brought that up because you know, when the storage geeks, you know, talk about envy me, envy me over fabric and storage class memory. Explain how that fits into what you were talking about, and not just the next, you know, major wave of, you know, a tool inside the infrastructure >> train. So I think so. Storage. Envy me. Envy me over fabric was part one off a two part story, as is your You know that that allowed us to get that super Lolita C high speed connection from application to storage with the data. But the data devices themselves were still very flash is great prepared TV, but they're talking single microsecond type of sub microsecond applications that need that kind of leniency. And that's where storage last memory comes in. Right? So we're finally getting to that point where the storage devices are in operating in that ten microsecond range, which will start to really get us to back if we can get those things go located close by unlocks a lot of things. And the beauty of envy me over fabric is that it can give you the sense of being closed by without actually physically being close by. So you could still be disaggregated, and that opens up a whole lot of architectural options >> can fall. Question on storage class memory The skeptics would say. It's just way too expensive and you're not going to get the volume of flash that you get with these. Uh, what do you What do you think? >> That's what they said about Flash dude in there, >> last one in tow. Consumer devices, not you're on this scale. Bring the price down. >> Maybe maybe before iPhones. They said that, but iPhone was the catalyst. Eyes. They're a consumer analog for storage, club consumer >> and long. I think that's fair, but I think there will be volume to drive it down. However, I will say it's a fair point. I think that with actual magic lies and combining superfast, perhaps expensive storage last memory with cheaper flash storage, and so you almost have a hybrid solution again. So the old hybrid becomes you hybrids back in such >> fashion, even with solid state, >> the storage pyramid lives Exactly way. >> Think that's going to be the killer combination? >> All right, so sit here. Can't let you go without. Give us a little bit of a look, for we talked about where we are. Talk about some of the journeys that were there. So it's our tenth year here at the show. Come back for your eleven, you know, How do you foresee the industry maturing and moving forward? >> I think for your eleven, the big things we're going to see is Cloud Two things I would say one is CL Cloud and the other is software to find. I think those are the two that are going to be big news next year. >> We're seeing some sneak previews of that this year with the cloud announcements we made you'LL see a lot more of that next year from from the storage side, both in be part of the Delta Clock Technologies Cloud Platform but also cloud enabling our storage arrays across all the all public clouds. And then the second part is software defined. I think that's really the next way. So, as I said, we are a long journey internally. We've already been on it where were transforming our internal storage assets to be more software centric, and you'LL start to see some of that All right, well, >> sit here. Really appreciate you helping us geek out on, dig into, You know, a lot of the pieces here at Del Technology World twenty nineteen. Thank you. Alright. For David Dante, I'm stew minimum, and this is the end of two days of water wall coverage. We're coming back for one more. And as always, check out the cute dot net for all the videos. Silicon angle dot com For all the articles. Wiki bond dot com For all of the in depth analysis Hit up, Dave myself, John furry in the whole team were available on social media channels and, as always, thank you for watching the cue.

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Deal Technologies, World twenty nineteen. I'm stupid and my co host Dave Volante. Two sets, three days wall to wall coverage. Everything going on in Del Technologies really happen? A. Welcome back to the program. Same grow Cotton. Who's the senior vice president of product marketing at Delhi Emcee Sam so much that >> I am psyched to be here. I'm so excited. >> So you know you know, David, I will talk. You know, we come to these shows and back in the M C World days. It was like, Okay, let's walk through this massive portfolio and all the different areas. Last year we talked. There's a lot of simplification going on on DH Boy. This year it felt like, you know, massive infusion of cloud and talked to a lot of your team about how what's really happening now. It's not cloud walking. We're well past that. You know, Emcee and Dell both, you know, road through a lot of that today. But, you know, take us inside the keynote, putting these things together, and it's still quite a massive portfolio. >> It is, it is, and I get the honor of being the kind of the marketing front for the entire Delhi in C portfolio. So whether it's stored server networking, data protection and now hyper convert conversion now cloud our newest member of kind of the family, so to speak, Um, I get the opportunity kind of represent that which the earlier point creates a challenge as well, because it's such a broad portfolio of technology. So any time we get the opportunity to come. Teo Adult Technologies World of'em world rather a big event. We want to make sure we we shined the brightest light on the products that air >> both >> new and innovative, as walls continue to grow at a high rate. >> Alright, So Sam challenge. I wonder if I'm seeing a little bit of trend in there. So year ago, power Max was unveiled. We talk to the data protection team. It's power. Protect the the networking stuff got re branded with power and they've got the shirt with the lift switch power switch on there. So, you know, am I sensing a trend? Here is the When we simplify the portfolio. Power is the brand that lives up there. Are you the father of power? >> I am. To some degree. Yes, it was. It was kind of the genesis of an idea that we built on the original power edge brand which predate predated my arrival here. But we do. Look, we look, we look at the portfolio from a strategic lens and we're looking at the various different solutions we have across all the storage high end, mid range on structured as to the server product lines. Now, we powered up the data protection with power. Protect your point. Power switch is now on. So we turned. That went on, and we will continue to power up the rest of portfolio. So you're definitely on to something. There is a trend here, multiple points on that trend line. And I think you should be excited to know there's a lot more to come there too. >> So what? People talk about large portfolios. There was talk about integration and sort of threads across the architecture that maybe brings them together from a marketing standpoint and messaging standpoint. What are some of those threads that you're weaving through the portfolio, >> right? So one of the unique opportunities we have with such a broad portfolios, we want to make sure we have very strong, hard hitting product messaging. So of course, you've got the typical storage and data protection server messaging that talk about the he customer dynamics and trends that are going on at the individual product level. Now, what's what's newer this year and what you'LL start to see? More of us. We go for it is right now taking that product approach now, going vertical with that, talking about solutions and workloads and applications. So the big opportunity we have. And you saw that with the introduction of Del Technology Cloud as well as the Del Technologies Unified workspace, because we're now telling a broader solution story that includes, frankly, many products within delancy and many products across the broader del technology family that provide more of a business outcome solution, outcome discussion for our customers, complimenting the strong kind of individual piece part discussions which we have >> you and Sam, you know, we've looked at some of those solutions for a number of years, you know, VM wear and pivotal, and the storage products have been put together for a lot. Something I saw more than ever is you know, they're they're baked together. If you know VCF on top of it, the whole SPDC snack, you know, big day. One key note was a lot about the talk of, you know the better. Together as the pieces gives a little bit of insight, as you know how closely you know Del and the other logo's on the banner are working together. >> Yeah, if you think about over the last few years, Better together has been a big focus of ours is, especially as we've come together as one large company. But I would say we lived in the same neighborhood, you know. Now we live in the same house and and it's it's about how do we have the best integration between one product line or one room of the house with our neighboring room of the house for another product line? And you've seen that most recently with VX rail with the V C and technology and the delicacy of a structure. But now you're seeing it even broader than that. Del Technology Cloud is my favorite one to talk about, of course, and that is that bringing together the VM where Cloud Foundation suite of software This amazing set of software combined with this market leading segment leading delicacy infrastructure to provide that end and Turkey on premise Hybrid cloud which now could goto azure or Amazon >> Dave gives a whole another meaning to the noisy neighbor problem like >> All right, I'm gonna ask you So when you were >> living, it's a fun house. It's a very fun house. >> So when you were with Isil on, you had a relationship obviously with GM, where you got the S d. K. And you would do it then because you get acquired by CMC. VM wears sort of a sister company. Um law. Oftentimes the emcee would argue, Well, our integration is better than net APS or whoever else is. And, you know, maybe it was. Maybe it wasn't fine compete. But today there seems to be a conscious effort to really drive integration across the portfolio using VM. Where is the linchpin? I wonder if you could talk about that in terms of the strategy and what it means in terms of product marketing. >> Yeah, so it really depends on the case or work loader solution. Certainly in the cloud, I think, Dave, you're dead. On the VM are Virtual Cloud Foundation suite is the linchpin is the operating hub for our hybrid crowd saggy sitting on top of our infrastructure? So So that is absolutely the case. But if you look at other solutions there, maybe there's another member of this extended family that should be the point, or should be the lead of of kind of charge into a specific work. Hillary's case. We'LL evaluate those on a case by case basis. I think the important thing, though, is the strategy stops start from the top with Patton Jeff really working with both of'Em were and l N c teams. It is super clear the prioritization, the focus in the alignment to go build these combined solutions Together, we may not have had that alignment in the past, So if you look back historically, way probably didn't execute a CZ well or as fast as we wanted were now operating in absolute alignment and synchronization on the strategy, which makes it really easy for the teams to operate. Whether it's a marketing team, an engineering team, a services team, we're absolutely in locks >> up fascinated by this. Why? What's changed? What is it that Dell has brought to this culture that has enabled that catalyzed that? >> I think, you know, starting at the top with Michael, but certainly patent. Jeff spent the time, I think, Jeff, over a year and a half ago, they sat down and said, Here are key strategic tenants. Here's what we need to go do as better Together, we think we can move faster in the market. We aligned on those priorities, and we execute on those every single day. So I think that day one alignment has really helped to make the change >> very, very quick. Sounds >> so simple. But if if the assumptions that they make it the top don't pan out, then you have to pivot and you see it all the time in the tech business. All right, We're going to take that hill. Okay, Right. Way took that hill, but nobody's buying that hill. So now we got to go over here and we gotta Is Johnston shifting? Yeah. So is that the secret sauce? At least part of it is that they got it right early on. Fast course correction. >> Yeah, So I think the hero example that we've had the most run time with is the VX rail, which I definitely think we've hit a grand slam right with that one. Now we're trying to replicate that. Any more complex solution is something that's not just in an appliance. It's more broader. It's more strategic. You're now extending into, uh, partners like public cloud players, so it's much more. It's very, very important to have a plan have a strategy aligned to that execute. But by no means are we heads down and just going to take the hill if if the environment changes if the facts change. Jeff Pat the extended teams we constantly reevaluate and way were nimble and agile. We'LL shift if we have to. >> So, Sam, we've spent a lot of time digging in with the storage team here. I went through three Expo Hall, lots of gear you can touch, let two demos you can do. There's some people you know, went to the keynote, and they're like, Oh my gosh, this is not M c world. There's not that much storage. It kind of got glossed over when you talk about cloud and converged in all these things, they're talking about how you balance that internally and from out from a messaging standpoint, you know, Where is the message in the state of storage? You know, today in twenty nineteen? >> Yes. Oh, So yesterday we really focused on the Del technology solutions. Don't that cloud they'LL take unified workspace. Today's Kino we really pivoted back to the infrastructure conversation. This is where you saw the new enhancements with the unity x t. The ice salon continued to advance data protection with the new power protect announcements. So I would say day to probably felt more familiar for the traditional end SeaWorld teams. We had great demos showcasing The new capabilities were able tio have great customer examples how they're taking advantage of these capabilities. But with a portfolio so broad at Delta at the Del technologies level, never mind the deli in sea level, you have to pick and choose. And how you message to your customers, your partners to all of you. Of course. Well, so what? We're trying to kind of a line a solution story that's then complimented by great best of breed individual piece parts. And I think he saw that balance over day one and Day two today. How >> do >> you measure your success from A from a marketing standpoint? I mean, is it just revenue? I mean that, obviously one, but it's removed. But I mean, what other metrics do you use to sort of inform your strategy? >> Yes. Oh, again, I I had the pleasure of working both for Jeff Clark and Ellison do so. I actually have two bosses, which is a lot of fun, at times, literally. Seriously. Report dual report to both them. And what's great about that is there is no air gap between the marketing accountability, the marketing goals and objectives with the business within De Liam Si eso look, the ultimate factor that we look at in additional revenue, its market share. Are we competing in the markets that we select to compete in? And are we taking share? We've had a great last day, uh, great run over last year and a half on that front. So that goal is the same goal that we drive within marketing. Yes, there's things like share, voice and pipeline. You know, traditional marketing factors that we count within marketing to evaluate how things are working but were absolutely focused on the on ly goal. No legal that matters is hitting the plan hidden in the revenue growth and taking chair from our >> competitive. And so the cheese market share, I presume. Use I d see data as least in part. Maybe, maybe garden data. It's a combination of Yes. Okay, how's the market data? Because markets so huge we heard today with Pat Kelsey was talking today about two trillion dollar market, you know, And I say to myself, Well, how do you even measure? You know, the various segments in such a big market where there's been such consolidation, But what have you found in terms of the consistency and the accuracy, the data in terms of how it's translated to mean? Ultimately you can you can tell by your revenue growth, comparing it to others, revenue growth. So there's that measure, but is it pretty much stable and you're able tto? Is >> it reasonably predictable? You know, I won't get into the specifics, but we have a very detailed process on how we measure our success or not way Do use various resource is in terms of I. D. C and others to kind of measure in judge how the market's going. I would say it's an input. It's not the exact science that we would certainly certainly follow, but to your earlier discussion on Do things change? Obviously, market predictions, if I ever tell you three years from now with the market, is you know I would be a genius and Nostra Thomas and I would be predicting a lot of other things. It changes constantly. What we do know is the overall market is growing very quickly. It's in an unpredictable state of growth because of the amount of data that is growing. We think from a deli in C infrastructure standpoint, there is going to require a lot more infrastructure. So we feel very good about where the market is going in our role within this data era that we talked about today. But whether it's us or the market predictors, everybody is constantly adjusting because you just don't know >> what you have. Other sources you have obviously the channel you have. You you talk to customers. I mean, okay, Tom suite was selling us. That, I think is I. D. C. Was saying that it is going to grow it spendings and go to ex uh GDP, which I'm intrigued by on I believe it. I just Historically, it's such a big market. It's been aligned with GDP, but it does feel like it's it's accelerating faster. >> Look at the gross. I mean, look at that. The tech trends five g The emergence of the eye ot Internet of things at the edge Thie advancements within the modernizing of infrastructure. The move Teo hyper converge these new cloud solutions as we look to provide a non Prem cloud. You look at the public, Claude vendors are now have taken notice and said, Hey, you know what? It's not all one way or the other way. We've got to get into that game as well. So you're seeing a tremendous amount of growth, a tremendous amount of opportunity. At the end of the day, how are we helping our customers digitally transform is our goal in our mission, and I think we've got a great track record doing that in the >> world. Nothing in your size, a little bit of growth. There's a lot of >> cash, Sam, I don't want to give you the final word. You talk about the digital transformation. Give us a little bit of insight to the customers you're talking about. Where they are in their journeys has come the biggest challenges and opportunities that they're facing today. >> Look, we've been talking about digital digital transformation for a few years now. I would say we're still in the early innings. You certainly have a lot more customers that are taking advantage of digital transformation in typically lines of business, but not necessarily wholesale transformation. So I would say we're seeing a lot more customers seeing a lot more success in line of business conversion to digitally transform. But the next wave a transformation is hold hold, wholesale business transformation. You got a few highlights here and there. But for companies that are not born in this world that are more of a traditional business, it's the early early innings. So I think it's crazy, tremendous opportunity for everyone. Alright, >> well, Sam, first off, congratulations. We know it's not just the event, but all the different pieces that come through take more than a year for all these pieces together. So congratulations so >> much that they love the partnership. Looking forward to seeing you guys at the next big event. >> All right, for David, Dante, I'm Stew Minutemen. Be back with more coverage here from Del Technologies, World twenty nineteen in Las Vegas. Thank you for watching the cue.

live from Las Vegas it's the queue covering del technology's world 2019 to you by del technologies and its ecosystem partners welcome back to the cubes live coverage of del technologies world here at the sands Expo in the Venetian in Las Vegas I'm your host Rebecca night along with my co-host stu minimun we have two guests this segment we have Everest us main saw he is the general manager IBM cloud private ecosystem and Brendan Kincaid vice-president strategic partners cloud and cognitive software both at IBM thanks so much for coming on the show thank you very much for having us so the word on the street it is a multi cloud world it is it is the debate over public and private cloud it's over we know it's both and when we know it's multi cloud so can you talk a little bit about how this partnership is making it easier for customers sure so first we have a very strong multifaceted partnership with the Delft Technologies family of companies so for instance our partnership with VMware dates back some 10 years IBM was the first major cloud provider to bring the full VMware sddc stack to clients we're also the world's largest operator of VMware workloads so for us we have great experience working with VMware and the Dell technologies family of companies on-premises as well as in the cloud so Dells a major infrastructure partner and supplier to us we also have created a new offer that we're showing here at the show and it is around what we're doing with IBM cloud private on Dell technologies VX rail in addition and IBM we partner with them for so long and in so many ways that we've seen great results we've seen consistent year-over-year growth with particularly with our VM for our partnership and we've established a connection as well between Delta protection solutions and IBM cloud with data domain being able to tear out to IBM cloud object storage so the relationship between IBM and Dell technologies allows our joint customers to really capitalize on what they're doing on premises on the public cloud and truly as a hybrid cloud all right so ever it's just wonder if you could help you know bring us into that IBM cloud private solution a bit you know I had long history looking at you know the IBM VMware you know IBM was one of the you know big companies that helped to bring virtualization I remember wonderful commercials used to be like I'm in the datacenter where did everything go it's like oh we virtualized it and it just you know had a big rack of you know IBM blade servers so I've been crowded cloud private something I'm familiar with I'm not sure how much of the world knows that piece of the IBM cloud story so maybe you just bring this up up to date as to where that is and I tell you myself a little surprised it's like oh you know a few years ago talking about like you know Dell hardware it's part of that solution what would have surprised a lot of people this is not IBM of a few years back oh absolutely thank you Stu so the IBM cloud private it really is a jewel in the crown of our overall hybrid cloud strategy so we talked about hybrid being pretty much everything now because every single client will have some infrastructure and some solutions and apps that even live in the private cloud they live in the datacenter they live in multiple public clouds that all need to be integrated and what IBM cloud private does is it provides a layer build around containers and kubernetes to enable clients to begin the journey to begin the modernization of their apps it's designed to the multimodal so because it's truly hybrid we want to meet clients where they are so if clients are running on Z for example it runs on it obviously runs on VX and the IBM tell Dell as well so I love you you're hitting about a buzzwords for me you know containerization kubernetes will have the cube I'll be at Q con Barcelona in just a few weeks I've talked to lots of IBM executives we know the commitment IBM in that space I'd love to talk a little bit about the application space there because hybrid applications and modern you know pieces there is still you know interesting to see where that is compared to say district virtualized environments that they might have had in the past yes so the value of having your applications sort of run as micro services in containers is that you can create small pieces of the app and you can get you can get to value much more quickly so the old days are the road apps you write one big monolithic application that did a lot of different things sometimes you have to shut down your data center in order to do upgrades but micro services running containers you can write ones in a small container you can then deploy that container across a variety of different both public and private clouds without having to rewrite that so it's basically it enables you to be able to write once and run anywhere and that really helps drive innovation can you give us some specific use cases I mean we I know that there is no cookie cutter solution every organizations needs are different but can you talk about how some companies even without naming names are using these products so we have companies that use this in reservation systems in order to deal with which changes with rebooking we have some clients have done that and in fact the best way to think about this is the results that we get from studies so recently we had a study done by ovum recently looking at clients that use both our IBM cloud private as well as a multi cloud manager multi card managers interesting product because it enables you to be able to see manage workload across a variety of different clouds both private and public as long as those clouds are built and open which is central to the way that we work and they found that there was a 75% productivity benefit from deploying cloud related apps from deploying IBM cloud private and multi cloud manager so Brendan in the keynote this morning pack elster the CEO of VMware said that their STD size sea stack is you know the you know infrastructure piece that's going to live in the multi cloud world talk about how that fits into you know your solution and you know what are what IBM seeing broadly about that well IBM strategy is really around five basic tenets it is hybrid hybrid multi-cloud open secure and managed so for us that's what we see from clients our research shows us that in the enterprise most over 94% of the customers are using multiple public clouds yet only 20% of the workloads have moved there today so the real opportunity is around the other 80% of business applications that need to be able to move to the cloud but they need to do so with security and the ability to manage across both on-premises private clouds and multiple public clouds so what causes that change that discrepancy I mean what would you say are the reasons for that is that is that sort of entrenched attitudes within the workforce I think that that process is largely manual today and it has major implications around security you know there's also a lack of consistent cloud management and automation services to make that easier for clients to deploy so how do you help customers deal with this I mean we know that there's certain people process and technology technology in a lot of ways this is the easy part so how do you bring customers along in that journey and make sure that everyone is on board one of the ways in which we do this is actually using the IBM garage where you bring all the key stakeholders together and it's a it's a process that begins with bringing the stakeholders together identifying a Minimum Viable Product that you can go implement something that's small enough that you can do with lower risks because the key is not to buy too much that you can chew but big enough that it's impactful because this is not something that you throw away then you code that solution and you run this solution you deploy it and then you manage it and then you do a retrospective to see how that worked and then you go through the same process again to pick your MVP - that way you can help clients in their journey by basically beginning where they are picking the most needy of solutions and then getting them on that journey and they're seeing results - which then reinforces the process and they can see results - and in fact if there's a forest report that came out recently looking at a subset of IBM cloud private customers that showed a 40 percent improvement in in the productivity of your developers including a return of a payback of 11 months and in return of more than 200% much of that driven client said by the ways in which IBM has configured the kubernetes and containers into a stable low-risk easy to consume and cost-effective offering so for any one of the things we've really seen at this show is delve technologies and VMware field and channel are really rallying together on them when it comes to go to market on the cloud solutions IBM is no slouch when it comes to services and go to market there so so how do all these pieces fit together so very highly complementary in fact so if we look at the work we've done with VMware on IBM cloud we have over 1,700 customers meteoric year-over-year growth we we have been able to deploy probably more enterprise workloads on VMware cloud than any other provider to date and I think that we really see that this all fits together IBM out of strength and services IBM services are you know one of the leading system integrators in the world we have capabilities from managing on-premises to the public cloud and our sweet spot is really working in the hybrid cloud and dealing with these complex workloads that enterprise customers have right these are the easy apps have already been put on the cloud it's it's the more difficult complex ones that still remain on-premises and the challenges around moving those and and taking advantage of a true hybrid environment that present an opportunity for clients to improve their business capabilities as well as for IBM Dell VMware cetera so for the customers who are watching at home and are tantalized by what they're hearing here what is the best way for them to get engaged and get more information about this partnership and the solutions that we've been talking about today I think the the the best thing is to get started where you are right and if you are Dell customer then of course the solution that runs on their EMC VX rail is a hyper-converged hybrid cloud platform which means you know you basically got your compute you've got your storage you got your networking all in one and one of the issues often is where the get started and customers get start sort of wondering about choices you've got something here that's effectively can think of it as a private cloud in a box will IBM cloud private on top of it you can basically get started and get started trying to write your very first up modernizing your existing app or writing new cloud natives on that platform I happen to see a big IBM booth when you first walk into the expo hall I'm curious are people surprised to see IBM here do they comprehend it what are some of the conversations you're having you know I don't think so I think last year we were Dell technologies system integrator partner of the year we were VMware's cloud partner of the year and this year just recently at partner Leadership Summit VMware announced us as their integrate public cloud partner of the year so that is really integrate public cloud is about what we do integrating on-premises with the public cloud so I don't think there should be any surprise where we're strategic partners with the Dell technologies family of companies there's a lot of synergy and complimentary offerings and we've got some powerful solutions that are differentiated and really bring value to clients well everest is Brendan thank you so much for coming on the cube it's been a great conversation thank you very much thank you very much I'm Rebecca Knight force 2 minimun we will have so much more coming up of the cubes live coverage from Dell technologies world stay tuned