from the silicon angle media office in Boston Massachusetts it's the cube now here's your host David on tape the imperative to protect data has never been more pressing as companies transform themselves from businesses into digital businesses the intrinsic value of their data Rises exponentially the problem for infrastructure pros is that everything in IT is additive it seems like nothing ever dies which means more things to manage now think about that when you're protecting data you have bare metal VMs now containers you've got cloud you got to worry about the edge all this data needs to be protected not only does this increase complexity it expands the attack surface for adversaries wanting to steal or ransom your data at the heart of all this is a build out of a massively global distributed cloud we saw wave 1 of the cloud which was public wave 2 was really hybrid and that's evolving now in parallel you're seeing the emergence of multi cloud and as I said these earlier trends are additive they're not replacements and with me to discuss these important issues and how Dell EMC specifically is pivoting toward cloud data protection is Beth Phelan who is the president of Dell emcs Data Protection Division that's great to see you well good to be here again so we know the world is hybrid it's a fundamental the on-prem stuff is part of the fundamental digital digital transformations of these these companies and now you've got data protection for the cloud so what do you see happening in that world yeah let's start with what we're seeing in the market we recently remade on our global data protection index we've been doing it for many years and we've been really using that to help us understand the landscape and what our customers need and first not surprisingly it shows that continued trend of movement and reliance towards cloud environments for business applications continuing to increase on top of that the customers despite that are continuing to struggle with ensuring they have the right data protection for their cloud environments right so they're they're struggling you see that we see that as well what what's going on there well what is the data tell you yeah first of all more than half of the customers don't have a comprehensive data protection solution for their Salas cloud native and multi cloud environments more than two-thirds of the customers who may be relying on their cloud service providers for data protection say that they do not have a solution that covers all of their workloads so whether they're working with a cloud service provider or some other vendor they're being really clear that they do not have a comprehensive approach to cloud data protection yeah so I mean you see the cloud adoption is going like crazy but it seems like the data protection component is lagging how is that affecting the traction in your business yeah you know it's a double-edged sword right on one level customers see the advantages of moving to a cloud on the other hand you know they are really looking for vendors that they can partner with to still have the same confidence that the data is protected that they have on Prem and what we're seeing now is that customers are turning to us to help solve that problem we have over a thousand customers using Dell EMC for their Cloud Data Protection and we're narrowing in on three exabyte the data that we're currently protecting in the cloud so it's happening yeah that's pretty good traction so I want to talk about VMware obviously VMware is the linchpin of many customers hybrid strategy and it's a clearly an important component of Dell technologies talk a little bit about the relationship between Dell EMC data protection specifically and VMware I'm interested in you know they've announced project tenzou and there's kubernetes how are you guys working together to really deliver a value for customers so we are super excited about the opportunity to work so closely with VMware because as they're cut in their domain we're working directly with them and that's an advantage that comes with being part of the dell technologies family and so we were the first company to bring data protection for were kubernetes environments out to market it's available now so you'll see us bring that into the tenzou mission-critical has been moved forward partnering closely with with vmware and of course we're already fully certified for vmware cloud it's really an ongoing regular conversation about how we can work together to bring the best to our customers so Beth I gotta ask you so you're part of your role as the leader of the the division is obviously you gotta get a lot of mouths to feed big division you got to make your plan you got to deliver for customers but strategy is another key component of this how do all these cloud trends shape your strategy so core to our strategy is to be the essential provider of data protection for multi cloud environments so no matter where customers are choosing to deploy their applications they can have the same confidence that they always did that that data is protected and the way they can get it back so that's core and if you want three words to remember for our strategy think VMware cloud and cyber cloud is central to it and you're going to be hearing a lot more about it in the weeks and months ahead okay so I gotta ask you break out your binoculars maybe even the telescope what are the future what are the future's look like when you think about the division and the market so we've been talking about cloud for a long time but we are still in the middle of this journey customers are going to rely on the cloud even more for additional use cases and especially in the data protection space right now we're seeing backup to the cloud dr to the cloud but the future will include cyber resiliency that's leveraging cloud deployments you're also going to see more and more of an emphasis on people leveraging SAS for their software consumption and for us that means not only protecting SAS applications but it also means giving customers the option to consume data protection in a SAS model we already do that today with things like cloud snapshot manager with things like the power protect management and orchestration but you're going to see us do even more of that because they're just incredible benefits of people leveraging sass to consume their software data constantly evolving lamps landscape data protection has to evolve with it Beth thanks so much for thank you and thank you keep it right there we'll be right back right after this short break from world famous cloud Studios Dell Technologies presents the world's number one show on data protection solutions for today's organizations it's proven in modern magazine with Jake and Emmy hello everyone and welcome to the premiere of PM magazine where we cover the proven Dell technology solutions that you've come to rely on and the latest modern innovation driving powerful data protection for the future I recently spent some quality time with one of our customers and I learned a thing or two about Dell proven data protection solutions let's watch the clip we've always relied on tell performance efficiency and scale to help us keep pace with our data protection needs but there's so much more for example we've been crushing it with Dell cloud data protection for backup to the cloud in cloud backup cloud tearing cloud dr uh-huh look at the picture it's a huge business advantage how so our costs are down we spend less time on management we're meeting our service levels and we have peace of mind that all of our data is protected right awesome did you talk about how Dells agile development approach is accelerating the speed at which we deliver customer value yes and how cloud capabilities will continue to grow yes and about VMware protection yes and cyber recovery yes I mean we covered all of that as well as the mega trends that require data protection with a modern approach well modern is exactly what our guests today are here to discuss Jake he is Ken fatale a noted data protection expert and joining us from the field on her vacation in the Bahamas is Barbara Penner of the data management Institute thank you both for being here so Ken what should our viewers think about when they hear the phrase modern data protection they should think new requirements for modern applications cloud native workloads Cubana is multi-cloud and data services to name a few Barbara would you add anything to that list I would add business service recovery on premises or in the cloud autonomous protection to auto detect and protect workloads across edge core and cloud infrastructure and lastly all of this must operate at global scale thank you both this is exactly where we're heading with Dell power protect solutions well it's time for a break but when we come back we've got something special in store for you don't we Jake I was hoping you forgot oh no someone learned how to make cream puffs and it did not turn out well for him yeah my apologies in advance to my mother who tried to show me around the kitchen but as you can see we'll be right back [Music] we're back with Rob and Rob Emslie who's the director of product marketing for Delhi MCS data protection division Rob good to see you hi Dave good to be back so we just heard from Beth about some of the momentum that you guys have from your perspective from a product angle what is really driving this yeah well one of the things that we've you know definitely seen is that as we talk to our customers both existing and new customers cloud journeys is is top of mind for all of the CIOs it's being driven by either the desire to drive efficiency take out costs and data protection is one of the the most common use cases and one of the things that we find is that there's four use cases for data protection that we see long term retention of data cloud disaster recovery backup to the cloud and the emerging desire to stand up new applications in the cloud that need to be protected so backup in the cloud really completes the four major use cases well one of the things I think is really important this market is that you deliver optionality to your customers so how are our customers enabling these use cases yeah so the the first two UK's first two use cases of long term retention and cleitus recovery is is really driven by our software on our appliances both of those are really predicated based upon the assumption that customers are going to deploy data protection on premises to protect their on-premises workloads and then it's here to the cloud or which is becoming more common used to cloud as a disaster recovery target you know it's delivered by our data protection software and that's either in a software form factor or that software delivered in an integrated appliance form factor so let's talk about purpose-built backup appliances I think you know our friends at IDC I think you know coined that they tracked that market for a while you guys have been a leader there the acquisition of data domain obviously put you in a really strong position give us the update there is it's still a vibrant market is it growing what's the size it's it look like yeah so as we look at 2020 you know IDC forecasts the market size to be a little under five billion dollars so it's still a very large market the overall market is growing at a little over four percent but the interesting thing is that if you think about how the market is is made up it's made up of two different types of appliances one is a target appliance such as data domain and the new power protect dd and the other is integrated appliances where you integrate the target appliance architecture with data protection software and it's the integrated appliance part of the market that is really growing faster than the other part of the of the people being market it's actually growing at 8% in fact IBC's projection is that by 2022 half of the purpose-built back to appliance market will be made up of integrated appliance solutions so it's growing at twice the overall market rate but you guys have two integrated appliances what why - how should people think about those yeah so a little under three years ago we introduced a new integrated appliance the called the integrated data protection appliance it was really the combination of our backup software with our data domain appliance architecture and the integrated air protection appliance has been our workhorse for the last three years really allowing us to to support that that fastest-growing segment of the market in fact last year the integrated air protection appliance grew by over a hundred percent so triple digit growth was great you know it's something that you know allows us to address all market segments all the way down to SMB all the way to the enterprise but last year one of the things you may remember at Delta Nadi's world is we introduced our power to protect portfolio you know and that constituted power protect data manager our new software to find platform as well as the delivery of packet there in an integrated appliance form-factor with perfectly x400 so that's really our our new scale out data protection appliance we've never had a scale out appliance in the architecture before in the portfolio before and that gives us the ability to offer customers choice scale up or scale out integrated and target and with the X 400 it's available is a hybrid configuration or it's also our first or flash architecture so really we're providing customers with the existing software solutions that we've had in the market for a long time an integrated form factor with the integrator protection appliance as well as the brand-new software platform that will really be our innovation engine that will be where we'll be looking at supporting new workloads and certainly leaning into how we support cloud air protection and the hybrid cloud reality of the next decade okay so one of the other things I want to explore is we've heard a lot about your new agile development organization Beth has talked about that a lot and the benefit obviously is you're more you're able to get products out more quickly respond to market changes but ultimately the proof is in translating that development into product what can you tell us about how that's progressing yep so certainly with Papa Tech Data Manager and the X 400 that really is the the epicenter of our agile product development activities you know we've moved to a three-month cadence for software releases so working to deliver a small batch releases into the market much more rapidly than we've ever done before in fact since we introduced palpitate Denham manager where we we shipped the first release in July we're now at the third iteration of palpitate Data Manager and therefore the third iteration of the x100 appliance so there's three things that you know I'd like to highlight within the x100 appliance specifically first is really the the exciting news that we've introduced support for kubernetes so we're really the first you know large enterprise data protection vendor to to lean into providing kubernetes data protection so that becomes the vitally important especially with the developments over our partner in VMware with vSphere 7 with the introduction of tan zoo and the reality is that customers will have both these fear virtual machines and kubernetes containers working side-by-side and both of those environments need to be protected soap a patek denim algae and the x400 appliance has that support available now for customers to take advantage of second we talked about long-term retention of of data in the cloud the x100 appliance has just received the capabilities to also take part in long term retention to AWS so those are two very important cloud capabilities that are brand-new with the excellent appliance and then finally we introduced yet 400 appliance with a maximum configuration of four capacity cubes rough-and-tough that was 400 terabytes of usable capacity we've just introduced support of 12 capacity cubes so that gives the customers the ability to scale out the x100 appliance from 64 terabytes all the way to over a petabyte storage so now if you look at our two integrated appliances we now cover the landscape from small numbers of terabytes all the way through to a petabyte of capacity whether or not you pick a scale up architecture or a scale length architecture yeah so that really comes back to the point I was making about optionality and kubernetes is key it's gonna be a linchpin obviously a portability for multi cloud sets that up as we've said it's it's not the be-all end-all but it's a really necessary condition to enable multi cloud which is fundamental to your strategy absolutely alright Rob thanks very much for coming on the cube it's great to have you thanks Dave and thank you for watching everybody this is Dave Volante for the cube we'll see you next time [Music]

>>live from San Francisco. It's the Q covering Micron Insight 2019 to You by Micron. >>Welcome back to San Francisco, everybody. We're here. Appear 27 covering the micron inside. 2019. I'm David Lot day with my co host, David Flores. Sanjay Moreau chose here. He's the president and CEO of Micron. Sanjay, great to see you again. Good to >>see you, too. >>I love the show because you guys are a highly technical company. You get you get down in the weeds and talk about nano meters and cycles and things like that. But we're here talking about technology, how it's changing people's lives. I mean, you see, that is your mission. So tell us a year on what's new from this >>event. You new at this event is so many new products that we announced today. You know, you see, Micron, I'd like to say that my clone 41 year old, but it has a new heart beat and you see that new heartbeat coming through New innovations, new products, you know, several new solid state drive solutions. Breakthrough speeds portable. SSD renounced our tent, a security solution as well as demonstrated test platform a platform for deep learning algorithms to be applied, enabling influence at EJ. So you see my front continuing to focus on driving high value solutions, engaging deeper with the ecosystem, engaging with our customers to understand what are the main points off the future and bringing innovative technology solutions. And, of course, during the course of last year in a while it was a year where memory pricing went down substantially because of some excess supply forces demand. But my crone, actually in that year produced the second best year in the history of the company. And during the year, he also had the second best year for free class cash flow for the company, >>about $13 billion in nearly 12 months. I want to get into some of that. But before I do our industry and you know this well has marched to the cadence of Moore's law for decades and decades of that has been the innovation engine. It no longer is. You talked about that on your panel today, the innovation engine is now data applying machine intelligence and a I and machine learning to that data scaling with cloud. Now the edge comes into a whole new innovation cocktail. I wonder if you could comment on that in terms of what it means for your business. >>So, yes, in terms of innovation, challenges you to Morse law scaling, but also the workloads that are there today, driving the eye of the future required, nor the solutions of yesterday. They require new, innovative architectures. I like to call them be spoke processors like you have a new custom suit for that fits a particular individual. Now baseball processors that actually meet needs off the specific workloads. But what is important is that as these new innovations, new architectures proliferate through the ecosystem. Memory and storage is key because the trends off the eye, after all, are about drawing deeper insight and creating greater value from all the data that billions of devices the coyote devices are creating around the world. So tremendous support unity for memory and storage. We are focused on bringing solutions with Denham with flash that meet the needs of our customers in terms of performance be announced today. You know the highest clocking speed for our ballistics. Dylan. You know, a delight to the gamers, but we also announce new SS D's for enterprise application, we announce a three d cross point x 100 solid state drive with the fastest in the industry kind of performance. So these are the kind of things were focused on. Yes, technology is getting more complex in and, you know, event from 64 layers to 96 layers. And next year, going 228 layers on Dedham side were the first ones to introduce the ones e technology Norden the industry and actually forced ones to start shipping already in production in the industry. This one z dina nor has the smallest feature size. So these are new, exciting things that are happening at my crime. >>I mean, Sanjay's right. They see all these alternative processes going on. You see, cos tech companies building their own custom silicon, right? I mean, >>so yes, way we're seeing these hybrid solutions being put together on dhe, seeing that the rise of new players completely like arm, for example, now taking a more and more important part in that. So But I'd like to just ask one question on three D cross point that that was an interesting one. How you gonna get volume in that is there going to be through working with some of these other vendors? Because Intel have just combined it with The process is essentially, Are you looking at new ways that you can use that at the lower end to get volume up? >>Where's that fit in your overall strategy? >>Certainly, as we said in the memory hierarchy, TV Cross Point fits in very nicely between NAND on one end and Di Dam on the other end city cost point as a persistent memory gives the benefit that it has capacities, ship densities that can be higher than Denham. Yet it has performance that is close to Denham and much faster than then. And it has the persistence, the non volatility that man has as well. So you can imagine with those kind of attributes, it will have exciting new opportunities in the future. But these new technologies do take several years before they become mainstream technologies. This is still early innings for three D plus point technology. Be engaged with the ecosystem partners with the customers in terms of understanding how this will fit in best in terms of their data center applications. This is what we have started working on This is what we announced the product. And we'll, of course, continue to evolve. The road map are pretty cross point technology. I just also want to touch upon what you said that Yes, you do see that compute now is not being just done like yesterday with CP use. Yes, you do have that idea of solutions. Si pues gp used tp use a six and f bjs. And here's some of the social media giants and those tech giants that are driving innovation in various industry segments, including transportation. They have their own silicon, you know, to address their deep learning requirements, and that creates new. Unfortunately, for us, this is what we call putting silicon back into Silicon Valley. Silicon is driving the innovations today that are coming out of Silicon Valley, regardless off world and market segment and Member Lee and storage is very much at the heart is at the center of yours. >>So you know I want to retire about vertical integration and one of my business early business heroes was Al Shugart. When I was a young puppet, i d. C. And he educated me on the importance of vertical integration and his market, which of course, was spinning destroys heads, media, etcetera. That was a game changer for that that you know, emerging company at the time. See gate. How is vertical? What your philosophy and vertical integration And how does it affect your business and your customers? >>So vertical indication enables us to bring value to our customers, bring greater value to our customers. We have a massive scale off manufacturing that is built on a very comprehensive and actually the world's most unique technology platform. Now taking this vertical integration of the technology platform manufacturing scales off, you know, more than six million acres a year and extending it to controller and form their expertise deep packaging expertise to bring high bandwidth Delia memory solutions for data center applications as well. A solid state drives and multi chip manage nan solutions for smartphone and automotive applications. These are just examples off how we're leveraging our vertical integration, extending it into controllers and firmware and packaging and assembly capability to really bring a diverse and expanded product for a full year to the market, do air just the markets needs from cloud to the edge. And now we're extending our work till indication capabilities even deeper from we have gone from silicon two solutions and now going from also silicon. Two solutions to system and software working with customers to understand water, the hardware and software intricacies involved that can help bring out even more power from the memory as they look at, you know, driving their deep learning algorithms for training as well as for influence. I think this is the vertical integration on build on the most unique platform of technologies. Nobody else in the world has Denham, NAND and CD cross point now building vertical indication on this gives us tremendous defense created opportunity to bring value to our cast. >>A troll more value or being able leveraged. I wanna ask you about your business. You mentioned a record number two free cash flow year for you guys. Two summers ago, I listened to you at the analyst, the Wall Street analyst meetings in you. We're very much aware of the demand and supply pending imbalance that was coming. And you said at the time we're gonna manage through that much better than we have. Historically, it reminds me of airlines when you go when you fly now there's no empty seats, so and you've done a masterful job. The stock prices stayed up. Now, granted, you know you've reduced share count. But how have you done that? What is the new discipline that has allowed you to navigate through those icebergs? >>Soviet Full focus on accelerating our technology development. We're focused on making, for example, technology development exploration. I mentioned earlier being the forest to the market with one C D M, which has the smallest feature size, right. That ability to accelerate technology development and deploy it in production to meet our CUSTOMERSNEEDS gives us ability to manage cost reduction ability as well. So Micron has actually in terms of cost reductions on a year over year basis has led the industry both on the same side as well as the NAN site. This has contributed to stronger financial performance of the company. During 2019 there, prices came down due to some excess supply in the industry, and yet Micron, due to its healthy cost position, was able to produce better financial results as well. Another very important element is increasing the mics off high value solutions, infusing the mics off SS D's and Managed man for mobile applications, as well as bringing more high performance memory to the Bennett, did a memory to the benefit of our customers. High value solutions, Cost positioning, technology acceleration. These have bean the elements that will give us long lasting advantage in terms of continuing to weather the potential ups and downs in our industry. And, you know, yes, we're proud of the fact that, unlike in the past, in an environment like will be experienced in 2019 with respect to price declines, Micron would have had media challenges Micron actually delivered, as I said, the second best year in terms of revenues profits as well as free cash flow. And I want to highlight that we narrowed the gap with our competitors. We narrow the gap with our competitors in terms of orbital margin again as a result, off a stronger, more diversified high value product portfolio and our cost reduction capabilities. >>Yeah, and you've also done a great job communicating to Wall Street. So my last question I know you gotta go is around tech for good. Mark Betty of's been really front center on this. You said that are really jar job is to make lives better, because I still say your job is to increase shareholder value as well. Whoa is the CEO who Mrs 4/4 in a row, but then points to tech for good at the same time. New new workers millennials expect checked for good. How do you see those fitting together? What's your philosophy? There >>were very passionate at Micron that it is important for us that we support the communities that be working where our team members 11. Yes, we want to dry for betterment of humanity through bringing the benefit off our technologies and products, you know? And of course, you see your life's changed with the benefit of more memory and storage, whether it is in your smart home or your smartphone or all of the benefits that you're getting from advances in technology today. But we also absolutely have a social responsibility going from customers to communities, really making sure that we had a good corporate citizen. So at my crone, philanthropy is important doing this year. A microloan foundation is matching our team members contributions, and through that through our team member contributions as well as our match, we have given two and 1/2 $1,000,000 to the communities during the course of the year. We have also supported several new initiatives related to stem education as well as basic human needs again in all the countries and sites where micro nasty members. And actually Micron Foundation has given $11 million during our fiscal year 2019 for supporting various causes toward basic human needs, as well as advancement of science, technology and generating and map. And, most importantly, microphone team members more white have contributed 165,000 hours in community giving, volunteering activities, and we are trying to continue to take our engagement with the community to the next level. I considered it very, very important that and our responsibility that is not only about producing best business results, but we need to help our communities and people in need get to the next level off betterment as well. And it's part of there's diversity and inclusion and equality is a very, very important initiative at the company as well. And we're making tremendous progress in that respect as well. That's >>a great story, Sanjay. Thanks. Um I know you're super busy. Get a bunch of customers to see you're an awesome CEO and doing a great job. Really appreciate you taking the time to come on the Cube. Thank you. Thank you >>for being here with you today. >>Fantastic. All right. Thank you for watching. Everybody will be right back with our next guest. Live from Micron inside. 2019. You're watching the Cube?