>>live from San Diego, California It's the Q covering Koopa and Cloud Native Cot brought to you by Red Cloud. Native Computing Pounding and its ecosystem March >>Welcome back. This is the cubes coverage. Fourth year of Q Khan Cloud native Khan, 2019 Here in San Diego. I am still Minutemen like co host for this afternoon is Justin Warrant and happy to welcome to the program A first time guests, but was on the keynote stage yesterday Sougou Super Marine, who is the co founder and CEO of Planet Scale and also one of the, uh, we're gonna be talking about the test which graduated, announced on the stage. They didn't put a cap and gown or roll everything out, which they did a couple of years ago. But first, thanks so much for joining us. And congratulations. Thank you. All right, so, Sougou, bring us back. You know, we're talking about a cloud native database and we'll dig into that and everything, but bring us back to what you were working on. And you know why of what we now call >>so the When we started with us, we were really not thinking of cloud native itself. for say, it was kind of a sequence of events that kind of forced with us to become cloud native long before cloud native was actually born as even the term was born. Which was when we had to move the test from YouTube on print into Google's board, which use the predecessor off Cooper natives. Um, the reason why the test is kind of one of the leading storage projects in Cloud Native was because it was probably the first project that remained open source, even though we managed to ram it with >>work. Yeah, you know what? One of things we've been talking about at the show here is you know, in the early days, you know, we were very much talking about infrastructure, but we know the reason we have infrastructure is to run applications, and one of the most important applications is databases, and I talk to customers. It's not just one database. Often they have many different databases on, and that is one of the big challenges today. So, you know, you kind of look at that landscape, help us understand how this fits into that. That overall picture. >>Yeah, so that kind of goes back in tow, Google's history and how that can influence kubernetes itself. So if you look at Google's board, most off its features are meant for running stateless application. So within Google, people who wrote applications when they wanted to store state they just called out into a service that was semi part of board but wasn't itself run by board as if you would run your application. So many of those properties were inherited by Cooper natives. So which is the reason why? Um, right from the beginning, it was hard to make storage work for cover natives on Dhe. For that reason, even a zoo recently as early this year, If you look at the tweets from Kelsey Hightower, don't just move your database into communities. You're going to regret it. People still say that, but at the same time, because we test way, we're able to figure out howto make storage work under the stringent rules that Borg had, which was mainly to support stateless applications. In other words, we actually land because, as if it was a stateless application, while still managing while still making state state will not survive this stateless behavior, which is actually why we just managed to be launched within communities as soon as it was born. Ah, but it has been a struggle for other people because they didn't have the luxury of preparing for it without even knowing. Uh so I think that more effort needs to be made on both sides, both from people who are writing storage to make them work with communities as well as kubernetes itself, trying to meet them halfway, trying to add features to help the storage developers. >>It has been a real struggle. I remember from even the very first show I came to four years ago in Seattle looking at the set. My media thing is an ex storage guy and has a backup guy was to go and look at things and say OK, this is lovely for stateless applications, you said. But riel applications have data in them and they need to maintain state. Where's the state looking at all of the group in any type of things, like there were no state full sets with another thing that has changed a lot in four years, and people have come to the party and we need to be able to manage state. But now that you we have a database like a test, isn't that just taking things to the point where I as an app developer, I can just write my stateless application and then my data can live inside a data management service like a test? So I don't actually need to deal with any of that state management problem myself. >>That's what it amounts to. Uh, the the one property of the test is that it can run both in communities and outside. So there are people who run tests on Prem and they have their own orchestration layer. So that has given some challenge where we just cannot depend on communities. You cannot call into communities a p I s o. The way we have the architect of the test is that it knows when it runs within a orchestrated environment, how to interact with it, but it doesn't assume that it exists. So >>why have you provided that functionality? Is that because customers said that I actually want to be able to run the test, But I don't wanna have to deal with kubernetes >>exactly like so not everyone has migrated to communities. It is surprising that everybody wants to migrate communities. But then many of them are saying, I don't know how many years out it is on. Then for them, we just solved a different problem, which is the problem of sheer massive scale ability on dhe for them. They want to be able to still run with us on print s. So for that reason, that is actually a small gap between communities and the test itself. On dhe, we're filling that gap with health charts in the open source on Dhe Planet Scale, which is the company that I founded has built an operator that we're also going to open source so that people can use that to launch community >>before we talk about planet scale You. No, no, no, no. Absolutely. In the keynote you had some customer stories on might might help illustrate some what we're talking about, you know, the scalability of the environment, everything. So you know, I'll let you choose that kind of a short example. You know, the slack One you know, is one that I think president in the audience there. But >>I would choose slack. Ah, Jerry's always obviously enormous, but I will choose slack and nozzle because they represent two very different but really genuine needs in the industry. Slack once not just massive scale, but they want flexibility with manipulating data on DDE. That is something that is manipulating data really, really hard. Onda. We believe that we found the secret sauce to make that work with tests, and that is the reason you saw those statements from Slack. They're so passionate and with so much conviction, that is because they were fascinated by what we could do with their data. So that is one example and slack does not run on communities. They don't run on cloud. They run on AWS, but they don't they run it like they their own claim. They have very fixed I p addresses fixed instance names, but they're on it like a cloud. Sometimes I would say they are more coordinated behavior than some applications that run on kubernetes like they treat everything as disposable. When something goes away, they don't try to recover it or anything destroyed out. Replace it with something new, which is property off cloud native behavior. And on the other hand, a company like nozzle because they're they're actually a startup on dhe. It is surprising that why would the start of one to use? Ah, something that is Mento scale. Massively. That's when we realized that the cloud native nature of it does fills a gap that currently is not filled by many people, which is I want to run everything in Cooper natives all in one. And we didn't realize until they showed us what they did with it, which is, like, completely migrate from one cloud to another. They're a super amazing. And I heard it on dhe. They did that without even telling me are telling anybody in the community because one day I talked to them. They say they are on a key s on. A few days later, I still assumed that they are Nikki s and they know of your booty. Jakey, when did you do this? Oh, we did that last month because we got some really good deal with them, super exciting, >>and that that is a surprising, exactly affected. That's surprising. It is a bit of a concern to me because we hear a lot of talk about multi cloud and the idea of applications being being mobile between different clouds. Data movement is really hot. Exactly. So the fact that someone has actually managed to do that and haven't moved from one community service across to another one is that we find that remarkable because we know it's such a hard problem. But that's one of the great things I think about kubernetes, which is possibly under appreciated, is that it's not that it makes everything easy, but it makes what What used to be hard is now >>possible. Yes, yes, yes, that is very true. Yeah, it's, um uh, like it took It took us a while to, uh, think to make this mind shit, because some of these things, even though they're like it looks, looks looks very obvious. But for the longest time, we were, you're saying, tested for massive scale ability. It's for It's what this and that and even two years ago, up sport came and said, We're going to use the tests for communities orchestration. Weird, but okay, feel free. We don't have a problem with it. And then nozzle came out, and now suddenly you see Oh, this is this is why. And this Saul's really, really difficult problem on. They all did especially hot Spot. Did a lot of work in with tests to actually make it easier. But now we see Now we see the light. >>So Sougou Planet scales the company. Help us understand Vitesse planet scale. How that fits together. What's kind of the business model for your company? >>Yeah. So, um uh, so the test was originally developed at YouTube by you, too. There was one thing That was some pressure. We were beginning to feel when we developed it. We didn't mean for anybody to use it. Really. It was open source, more for academic reasons to show that we can do these things on. But it was interesting when people started adopting it. You're adopting this system. Okay, so we'll see what we can do to help you. But after a while, when the community started growing, some of them were contributing. But definitely storage is a difficult software to write, too. It's not like a pitiful software. Any anybody can understand the cord and start writing. It was obvious that the number of people wanting to use with death and wanting peaches from it are also people that we're not really capable of. writing those features because they're really hard features, too. Right on DDE. That pressure was going and they were saying all I wish you two could do this for me. You know, YouTube is a video company. They're not in the We just did this for ourselves. There's no reason for us to spend so many person years they've left in the future for you. And that time it became obvious that we need to start a company to support this community where there's this huge growing demand, Which is kind of what motivated towards us, uh, thinking about starting planet scale and one requirement waas It cannot remain a YouTube project at that point. So which is why we work it out that way, will actually move it to see NCF. And then I ended up leaving. You do have to start planet scale with my co founder. Then >>so is just from a business standpoint, is that service is on their customers ask for things and fun that that that gets contributed upskirt stream. >>So that was initially what we thought we will do. Initially we thought it was just get out laptops and start helping people that that was our initial thinking. But what we realized was at the same time the industry has shifted towards this new business model which is to actually run everything as a service. And we realized, Oh, my God, years All we have to do is we know how to run with us. You've done it at YouTube. You help people deployed with testing various companies. You know exactly what it takes to run with us. All we have to do is take this. I'm does the service. And that's exactly what people want. Because otherwise, because of the fact that we tested this flexible, it is also extremely complex, too confident because it can run on frame. Then you have to sit all these flags. You runnin carbonate is you said all these flags. So all this has to be managed and we realized, OK, we can manage this and we know exactly how to make it work. And we actually just announced two days ago that our planet scale CNDP Cloud native database is available for people to come in use. >>Well, congratulations on the progress of the business as well as the test graduation and thank you. So much for joining us here on the Cube. Thank you. Alright for Justin Warren. I'm stupid Men. We will be back with more of our day. Two of three days. Whoa! Wall coverage here from San Diego. Thank you for watching the Cube.

>>live from Orlando, Florida It's the cue covering Microsoft Ignite Brought to you by Cohee City. >>Welcome back, everyone to the Cubes Live coverage of Microsoft IC night here at the Orange County Convention Center in Orlando, Florida I'm your host, Rebecca Knight, coasting along side of stew. Minutemen >>were joined by Patrick Moorehead. He is the founder and principal principal analyst. Atmore Insights and strategy Thank you so much for returning to the Cube. You're a good friend of the queue. >>Thanks for having me on. I mean, it's a great show, and I literally look for the Cube everywhere. >>Very nice. You >>do about 40 events year, and I'm pretty sure you're in >>about exactly, exactly. >>We've got a few more for you to cut. Come Thio. Yeah, in the other place. Year is >>not over. So so many announcements. Today, an 87 page book from From the Microsoft comes team. One of the things that is getting a lot of attention is azure arc. Satya Nadella himself said, I am so excited about this. This marks the beginning of hybrid computing. What are your first impressions of it, and are you able to see the immediate of differences between Stack and an arc >>S o. I think I would say completely expected. Uh, we're out of this drunken sailor mode where everything's going to the public cloud. Oh, my gosh. And everybody is toast. Who's not doing this? Okay, And now we're in this somewhat sober right where 80% of the workloads are still on Prem. And 20 of those have gone on to either SAS or I as or pass, but it's expected now. Microsoft already had a full stack i e azure stack, but this takes it up a notch because you been deployed arc anywhere on anybody's cloud. They even showed a demo of doing backups to eight of us. So whether it's on Prem, and I'm sure they're gonna show it running on GC, Pia's well >>so Patrick, For for a number years we've been saying, When you line up the big hyper scale er's and say who's doing well, a hybrid. Microsoft's been at the top of the list there because they have a strong footprint in my data center. Microsoft gave everyone the green light to go. Do sass is much you can because they're pushing everybody toe. 03 65. And, of course, Azure is growing in, You know, one of the leaders in Public Cloud. The announcements this week were compelling, but it may be kind of rethink is that I think you laid it out well and said, But we've been talking about hybrid cloud your number years, but we're not really there. So you are. It's a first piece. It's only in tech preview. I think you're saying for a singular application, which is databases. That's right. When you look out there and you see you know the VM wear on AWS Azure, Google, Oracle, IBM, you look a AWS with outposts and those things. How is Microsoft doing today at delivering for what customers need, you know today and moving forward on their cloud journey? >>So Microsoft was first out of the gate with azure stack, right? They were doing hybrid before it was cool. It was interesting for about two years when they were rolling in outer building it they weren't talking about it. So I was thinking, Wait a second, is it not catching on, or do they want to put more on the big cloud azure? But in fact they have been diligently working behind the scenes. And while they had to show Wall Street this Hayward, the public cloud, they were actively building out their hybrid opportunities. And I do believe that when it comes to the slice of hybrid they are leading right now. Now it depends on where you start. I guess where I do is their leading if you have a major public cloud. Okay, eight of us, obviously there were the outposts, and everybody in the audience were all in the audience. We gasped when Andy Jassy brought that out. We kind of knew something was being worked on and focus a CZ well. And I think to be a credible player you have tohave both implementations, going one way and going the other, being able to work with other people's clouds but also noticed everybody has their single pane of glass strategy. If you want to go all in on Microsoft, you have arc on dhe. That's really the classic Microsoft embrace and extend. >>Yeah, Patrick, you said, all in on Microsoft. And if I if I look at the enterprise, you've obviously got some Microsoft. There's probably some things you're doing. An azure right, You're you're running. 03 65. You know, there's lots of pieces in the more Microsoft portfolio, but most people aren't all in on anything today. That's right, The same thing. I looked at Antos and said in Google Cloud or in my data center shore. But anthros on AWS And >>no Veum no, no virtualized applications on Antos either. >>So the same question for Microsoft is if I'm in a W s, you know, have a big footprint of AWS. Is this gonna fly or you know what? What? What's your what's your take >>s? So it's funny where I've wound up after 30 years of doing this stuff is there's always gonna be a lock in. You just have to pick the lock and that you want. Some people are comfortable with an A p. I lock in. Some are comfortable with a hardware lock. In some people are comfortable with a development environment, and you're gonna pick one. Just what is it gonna be? The reality is in a Fortune 500. You're gonna have multiple panes of glass using to determine which two or which three are you comfortable with? Maybe all the panic last for deployment. Maybe we'll have a panic glass for ops. The interesting thing that I'm really looking for, though, is where this heads with multi cloud. Because I believe at least to my definition, multi cloud is kind of fiction if you talk about actually managing it because Dev ops are cool. But you know, when you got a multi cloud, you break Dev and you break ups. So this is a way Arc is a way to keep. If you buy into their Dev and the Rapps and their security, you would go all in on our. >>So I'm actually interested in what you were talking about with Microsoft going sort of working behind the scenes to Wall Street, presenting this one thing but really working behind the scenes and then talking about being at the conference in everyone, gasping at Andy Jassy how much our company's really paying attention to every birth of these companies in terms of their competition with each other to to be number one. >>Oh, they'll all say that they don't track the competition, but they all say they all have these massive competitive teams that are operating in a real time and I guarantee you all of Microsoft's competitors Aire watching all these are are here on doing that. Now I think the best companies are looking forward trying to change the game if they have to change the game. Trench vendors are really have been playing catch up mode, right? If you were 100% on Prem and you were talking about the public cloud, you're gonna be in trouble. I think, actually, oracles a great example of they're in trouble, particularly with I s I c databases of service. But it's like too little, too late. And I think they're paying the price right >>now. Patrick A Thanks for teeing up the Oracle piece because one of one of the topics that saga repeatedly talked about in the keynote was trust. It's actually the exponential t to the environment. If you talk about the ecosystem. Microsoft. If you look at the hyper scale, er's is probably more trust in others. We talk about people wanting to break up cos well, you know, we tried to break up Microsoft back years ago way know what happened there, and Oracle was up on stage it Oracle openworld saying you want to run or go on the cloud. Here's Azure. There are partner. We actually think that was a keep east of the jet ideal eyes enabling that environment. So the question I have for you is first, Do you agree that the ecosystem believes that Microsoft is more trusted? But what about customers? I think you actually made a tweet about it, right? Because I wonder, you know, historically speaking, Microsoft was not the most trusted. It was the one that, you know, I was right behind Oracle esta who I spent the most. Licensing money to Microsoft has changed. Are they trusted partner for companies building their strategy? >>I have to say, based on the last, we'll call it five years level of Microsoft Trust has raised. And there are other players who make Microsoft look like the super trust zone. Okay, I mean, in what they're maybe what they're doing in a breaking consumer privacy, Let's say, 95% of your businesses advertising right. >>Let's just say what you imagine this right? >>Having commercial offerings that are SAS offerings out there. I think you do have to ask the question, but But listen, I think, um, nobody's mother Theresa here. Okay, Everybody's trying to get business, but I do believe particularly Cincinnati has been here. Level has trust has has gone up, and I hear it from clients that I that I meet with all the time other people are on the naughty list for sure. Even those 95% advertising companies who haven't, let's say, done something. That's horrible. But it's just the notion that something could go wrong. I mean, enterprises, they're slow to adopt their very conservative and makes great fun. >>Exactly So. Well, one of the other big announcement is power platform, not water. What are you What are your impressions of this? I mean, is it is it just semantics? I mean, is this just really the umbrella of a lot of things we've seen before? Or is it something new and different? >>So we wait, did see some brand changes of name changes, but we did did see Cem Cem riel movement here. I like to put even though they're different. I like to put a B I dynamics 3 65 and power kind of in the same region because it's Hey, I'm teeing up. Um, hr at for you or C R Ram, But then you're gonna build APS on top of that. And that's what where power comes into play, I think the r p a portion was relatively new and what they brought out. But I wouldn't say this was the big news rollout for, uh, for power. I do think, interestingly enough, is it is it is their largest growth area. If you think about what? Let's a sales force tracking up. What s a P is doing out there? Even a work day? That is, if I look at the cubic dollars that are available, that is their first or second business driver. So I was expecting a little bit more news here. How about you? >>Well, I mean, I I'm I'm just the host here. You're the analyst. You know what you're talking about? I think that how I mean, what do you think? Do? >>Yeah. No, Patrick, you know, from people I've been talking to, there's a mixture of some of it was pulling everything together, but there is a rapid movement. You know, when I talked to the r p. A vendor's out there, it's not right. It's not like they're all quaking in their boots. They're still partner with Microsoft shirt. We see IBM in S A p. Everybody's going after that environment. Come on. Our P a is the gateway drug to a I ITT. It's Rebecca was at exactly show recently talking about that so back to that trust. Their Microsoft is not usually making announcements that you walk across the booth and there's a few people you know saying, Can we roll out the beer early? Because we think our business is ruined. That's where some of that trust isn't Microsoft. But that being said, you know, it was curious to me that they didn't have any big partnerships announcement last year. McDermott was up on stage on Dhe. You know he's changed companies since then, but there was a couple of small open source announcements, but not any large partnership announcement. So ecosystem majorly important. Any commentary from you how Microsoft is doing in that grand battle for you? >>So if I look the past couple of years when some of the biggest players CEOs were on stage right, it was about OD I Hey, let's share our data s a P, probably one of the bigger one even though they're doing with Salesforce's. Well, and I think that was a giant giant leap for folks and second of all way, working to see Larry on stage. Because by the way, that I agree with you on Jen. I That was a huge deal to me. Was Oracle outsourcing? I asked Asher, right, That would have been newsworthy. Okay, if I look at what could have been up here, not that there aren't more strategic deals that could be done. I think they're I think people are busy executing at this point. But if you look at who's gonna share the data without the eye that was the biggest. Working with different clouds. Well, we're not gonna get eight of us to get up on stage here, right? We're not gonna get G c. P here on stage, although, although we could have gotten WebEx up stage because apparently WebEx at a Cisco and teams are becoming friends. And maybe we'll see that on a slightly smaller stage >>enterprise connect kind of launch than it is a Microsoft show. >>Exactly. But I was surprised, you know, and I think it's a testament to how powerful teams actually is on. It's funny when, um um teams, which everybody thought was dead after Slack was announced and hang out with Google has actually ended up being the darling off the enterprise. And not just because it comes free with your M one subscription, right? It's really it's a good product. It's a shockingly good product. You don't have to do any of the any security. If you have any security challenges of anything in Microsoft, you'll avenues you here. But that's not the case. It all uses the back and of Microsoft for security and and regulatory. So anyways, I know I'm veering off here. But there was one partner announcement that I saw. It was Cisco WebEx being friends with teams. >>Can't we all just get along? I mean, there we go. When there's money, everybody exactly every continually we can't. It's too >>expensive to go out on your own. >>Patrick always so much fun to have you and I should having you. I'm Rebecca Knight. For Sue Mittleman, >>stay tuned For more of the cubes, live coverage of Microsoft ignite

>>live from Boston, Massachusetts. It's the Q covering I. F s World Conference 2019. Brought to you by I. F. S. >>Welcome back to Boston, everybody. You're watching The Cube. The leader in live tech coverage is Day one coverage of the I. F s World Conference. Darren Russo's here is the CEO of F S Darren. Thanks for coming back in the Cube. Great TV again. So last year was your first year. He was kind of laid out your vision at the World Conference. How's progress? >>Yeah, Look, it's going incredibly well. We were really focused on how we go from being a pretty fragment of global business to being, you know, an integrated business where we were able to operate. You know, its scale globally in a very homogenous way, where the customer experience was the same, irrespective where they engaged with us. And, you know, we've made a tremendous amount of progress with it, So you know, the business is growing really strongly. Net revenues up 22% year on year. I lost its revenues up 40% year on year are clouds up in the triple digits, so you know it's tough to be critical of how it's going so far. >>That's great, Great. You're growing faster than your peers. I think the stat was you gave us three Ex factory except in the industry would be awesome. Is that means that your primary benchmark do you want? You want to gain share? You want to go faster than the big whales, I presume. I >>think two things One is customer satisfaction, we believe, is the key indicator of long term success. S O. You know, we're the number one ranked European efforts. Salmon gotten appearance sites. That's that is and always will be my number. One metric. Can we be way the number one from a customer satisfaction perspective? And then I believe the revenue stats will follow and you know that's where we are. So certainly, if you look at our our core peers, the big G R P vendors, all of them are flat on. Dhe were growing 20 ships since >>one of the things you mentioned in your Cube interview last year was one of the things that you wanted to focus on was I'll call regional alignment. Paul and I used to work for I D. G. I worked for I. D. C. You were editor in chief of Computer World. We work for a company, had more offices overseas and IBM, and it was really hard to herd the cats. And that was one of the things that you cited. Have you been able to get people generally poor or at the same time? And how has that affected your business? Yeah. Look, I >>think the big challenge before I arrived was that there wasn't really a strategy of global strategy for the business. My face had a way of working and there was a strong culture, but there wasn't really a strategy. And obviously it's difficult to be critical of people when they not following the strategy when there isn't one s o. You know, Step one was really making sure that we had a strategy on DDE that was really about being focused on the five industries that we focused on, focused on three solutions on dhe focused on the six segments of customer, which is half a 1,000,000,000 to 5 billion. So now, globally, you know, irrespective the office that you go to, um anywhere in the world, they're focused on those five industries they focused on those three solutions and they're focused on their customer segments. So it helps me. P. M >>I said during our preview video video this morning that I've been around this industry as long as I f s has, until last year had never even heard of it. Is that just me being clueless? There's something there >>that we were just saying before we started that we're the definitely the biggest software business you've never heard of. Um, and and and that's common, I think, you know, we were There are a couple of factors. One is that the business was very European centric. Andi didn't really engaged in a tremendous amount of marketing and media prison. So, you know, those are elements that, you know, I think we're doing a better job off now, But we have a long way to go. The challenge that we have is that where we compete, we win when we get in and were able to tell our story, and we're able to show the value we win. We just don't get into as many deals as we need to. And that's the challenge we have. >>Yeah, there was a lot of talk this morning about the importance of those five pillars of those five industries. If you're going to become the next S A P, you're gonna have to branch out beyond that. What is your thinking about diversify >>becoming the next? They say he is definitely not my ambition, You know, I think way remain focused on customer satisfaction. And, you know, I think that there's a there's a difference. Whatever it is leading them, it's not customer satisfaction. You worked >>there for four years. >>I worked there for four years. I know. I think the big thing for me is is that we've got to stay focused on their customer voice. They focused on what delivers value for our customers beyond just the rhetoric and hyperbole. You know, I think when you when you listen to a lot of the complexity that our customers are facing today, any customers are facing. Companies are facing increasingly disruptive times, and the tech industry is making life more difficult for them. The more best of breed solutions get both. The more fragments that potential the landscape is, the more complex it becomes for customers if they have to try and figure out. How do we integrate these things and derive value from this highly fragmented landscape? So you know, we're trying to solve that problem. How do we make it easier for customers to challenge in their industry? And that's where this whole for the challenges has check comes from. How do we help him to be disruptive in their industry? Have competitive advantage? >>That seems to be a sort of a fundamentally different thing about your approach, though. Is this focus on those vertical industry's most e r P companies did not do that. Is that something that is core to your values? >>Look, I >>think what we recognize is that as you move to the cloud, you have to drive to standard. That's just the reality of going to the cloud on what's happening for the horizontal E. R B vendors. So the locks of ASAP and Oracle is that they have one e r P solution that fits every industry. So if it's good for health insurance and it's good for a bank, then it's difficult to really get your head around the fact that it could be good for a defense manufacturer, but the functional requirements is simply vastly different on that means that you have to customize them. If you have to customize that, they can go to the cloud. So what we believe is that you have to have this vertical specialization, the five industries that we serve us all. A lot of commonality in the process is that they use. And that's why that vertical strategy is so key to our success. So you won't see us going into financial service is, or health care or retail worth that core application. We may in time in many years to come branch out. That will be a different solutions. >>So your tailor, that app for that module for that industry, Yes, just go deep, deep functionality. You're known for that, but at the same time you're also messaging. You want your customers to be able to tailor this for their environment. So square that circle for me. >>So I think when we talk about a choice and and I think tailoring is the wrong word, we talk about choice. We're talking about choice of deployments on Prem or in the cloud choice of customer choice of partner, rather who they're going to deploy with on Dhe, then The solution is really an industry solution that comes with that functional death. And we don't we don't advocate their customers customized that all. We really don't want them to customize it. What we explain to them in some detail is that the real value comes from adopting the solution for two standard and staying on a vanilla application. Because that vanilla application, you're going to be able to withstand future upgrades, the total cost of ownership gets lower. The processes that are embedded in that application or best of breed at the box. That's what they're intended to do, and that works when you have a vertical application. When you have a horizontal application and you're trying to have a do things that it shouldn't naturally be doing, that becomes company. >>Well, correct me if I'm wrong, but wasn't that essentially the message ASAP had when it went through? It's hyper growth in the late nineties. I mean, there was a Y two k thing there, too, but ah, lot of the message was around. Do it our way and and then you don't have to get stuck in a rut, >>So I think that when it came out with that generation of application. That certainly was what they had hoped would happen. But what happened in practice is that the system integrators came in and the whole business process reengineering explosion happened on Dhe. That's not how it how it manifested itself. So what you see is, you see, he's very large, monolithic ASAP applications that were customized over in some cases decades, not not. You know, if a customer is deploying for two standard, then they should be able to deploy in a period mission. In weeks, we spoke about our deployment with Racing Point. If one team and going live in 12 weeks, you know, we're a 700 million global business. We deployed a knife s in 24 weeks. You know, if a customer's deploying for two standard, it's measured in weeks. As soon as they start to talk about two years or three years or five years or seven years there, customizing the solution significantly. Yeah, I >>mean, it became just sort of a perpetual upgrade, maintenance and up for the time it had a business impact. But boy, you think a cloud today agility, you know, getting rid of waterfall approaches, Missus. Antithetical to today's Look >>what I don't point fingers here. I think that this just maturity come with experience. The line of business applications you'll see our EMS and your HR solutions have taught people that you can, if you think about this is look at sea. Are Emma's an example? You had Siebel before people would implement stable. They would customize Siebel that would take long implementations. They were highly bespoke applications and then sells. Force came along and just destroyed them, and they destroyed them. Because what people learned very quickly was that there was a really easy to consume, really easy to use application that functionally might be inferior. But the compromises that you'd make from a functionality perspective will weigh, outweighed by their time to value in ease of use. And and the learnings from CR mnh are in procurement. Those line of business applications have now being backed into in the e. R. P >>world. So in terms of capital allocation, you're owned by private equity, which is actually a public company. I'm interested in how you're allocating capital R and D, where you're where your emphasis is. You don't have to you have to do stock buy back, but, you know, describe the P relationship. >>So look, one of my learning's to see survive this is that not all private equity firms or equal they have different strategies are very fortunate to be with Ekiti, who are a growth investor. They're known as a growth investor on dhe, and they buy companies that are strong growth tech firms on dhe. They've been hugely supportive of us investing because they understand that the investment in technology is important. So, you know, just looking at some detail today we invest twice as much in R and D as we did three years ago, just to give you, you know, one data point. So there's a big focus on technology, and the thing is, is that we we have to invest in technology to drive those attributes that are discussed earlier. How do we How do we enable customers to adopt a solution? It's a standard so they can go alive quicker. How do we enable customers to be able to sit down in the front of the application like we do with the mobile phone and intuitively know how to use it? How do we reduce the total cost of ownership through automation. Those are capabilities that you know that they don't come for free. We have to invest in them. So big investments in technology. And >>I think the private equity guys, at least the modern ones, have realized Why should the V. C's have all the fun they realize? Hey, we can actually put some money in tow and the transforming we can have a bigger exit and actually make much better returns than sucking the company drive. Yeah, well, look, I think the other >>thing is is that you know, in public companies, you have the downside off. You know this this courtly metric Ondas quarterly cadence. Andi, you see very compromising decisions being made because you know, people can't afford to miss 1/4. There's no long term planning that's done on dhe. That's fundamentally not the case and the private equity world, you know, not unusual now for four p firms to hold companies for 5678 years on, and that allows you to take a very long term strategic view. If if if a shift from perpetual to subscription is the right thing to happen, they can do that without worrying that, you know, because of the definite earnings are revenue that you're going to get caned by the market next quarter. Andi. I think that that needs to, I think, better decision making for the long term. >>A lot of companies are struggling. >>If you have the right P for because you get bought by the firm of events, you want to go public. But the the you said something this morning that 50% of your customers each year or net knew, How are you pulling that off >>That 50% of our license revenue? Eso way we went about 300 odd new customers a year. Obviously, that's growing, as I said, you know, 40%. But you know, it's ah, I think, having done this for 25 years, there are companies that are or good at extracting revenue from their installed based. One of the analysts here has as a hashtag wallet Fracking is what do you think It's such a great So you know, they're good at Wallick fracking and and I think the customers that that our customers off those vendors know exactly who they are and you know I think that for us to that the fact that we're able to go out and win 50% of our license revenue from net new name customers, I think is a really strong indicator of the health of the business. It's much harder to do than just extracting revenue out of the install base. You know, we don't have a compliance practice. We've never charged a customer for you in direct access. You know, these are principles that we stand by, and it's easier to say that your customer centric on get 80% of your revenue, have your installed base because you're doing compliance rounds. But, you know, we put our money where our mouth is, and that's not that's not how we do it. >>Are these net new customers? Are they? Are they migrating from QuickBooks or they migrating from a Competitors >>know, because of the segment that we're in this half a 1,000,000,000 to 5 billion? I would say the majority of them are what I would call first generation the Rp solution. So you know you're talking about you know, the original generation of Microsoft's acquisitions, the divisions and the eggs actors and the Solomon's and so on on. And then, you know, it's a P R two and our three customers you're talking about customer sitting on, you know, the solutions that in for hoovered up the matrix B picks type customers, ace 400 customers. So they're you know, they're first generation your P solutions that simply don't have the flexibility to deal with the complexity and demands of modern business world. >>From 2009 about 2017 I f. S was pretty inquisitive and then just actually, I was gonna ask you >>when I started, you stopped >>it, right? But then, you know, today you announced an extra small acquisition, But how should we think about M and a >>look? The first year for me was really about trying to build a functional business. You know, we spoke about how fragmented this really hit to Jenna's business. Andi just occurred to me. You know, if we go out and we start to buy things, how do we integrate them into a business that's completely fragments? And you know, it had no identity or culture. So, you know, the last year has been focused on how do we build their common understanding of what it is that we're doing. We now have a very clear strategy. Five industries, three solutions, one segment. And you know, when you when you have that clarity of vision that it's really easy to guard and do him and I because you know what fits and what doesn't fit, you can understand exactly how you're gonna build value for customers on dhe. That's why the S t a deal is so good for us. Because we're now the undisputed leader in field service management, you know, 8000 our customers globally, which is way more than anybody else. Scott, Andi, you know, you should absolutely expect more from us. But it will be in the five industries, three technology segments and one customers. Isaac. >>Well, in the A p I enablement should obviously facility. >>Absolutely. I mean, I was just with a partner of ours now, and they have this amazing augmented reality solution. You know, it will be a combination of off going out there to build market, share a cz well, as finding you know, really innovative solutions that can help us advance the technology that we provide customers. >>You have a new slogan this year for the challengers, which seems to be aimed at companies that that imagine themselves as challenging the Giants, which is great. But if you're not a company that season sees themselves that way. Are the studies level home with I have s Look, >>I I think I was with a group of CEOs from one of the big analyst rooms, and they had the portfolio companies and their private equity firm and analysts that CEOs of the companies are having a conversation with him about digital transformation. And I I made a rather provocative statement which, you know, got unanimous agreement, which is that all of the CEOs there with either in an industry that was being disrupted and we're trying to figure out how they respond to that disruption or they would soon not every job and they all acknowledge that they absolutely fit into that category. In other words, all of them were being disrupted. All of them were facing a challenge. It was kind of like, you know, if it is happening to all of us at a more rapid pace than we have ever had before. So my view is, is that you know if if you're in the room and you're going, you know, if it's might not be for us because we're not a challenger. Yeah, The lights may not be on >>for Long s o double click on that. What role does I s play in terms of digital transformation? >>If I could just hold on there because the thing is, there are leaders in Mama, there challenges. And there are leaders. The leaders typically are gonna go with seif solution. They're gonna go with one of the legacy our peace. So I'm not suggesting that everybody necessarily is a challenger. There are leaders, you know, Nokia was a leader until they weren't because they were complacent. Andi, I think they you know, they didn't run on I office. So, you know, I think there are two segments. There are leaders and there are challenges, and we're there for the ones that are ready to disrupt. Sorry. >>Please clarify that. No. Good. So So get back to it. Sort of digital transformation and disruption. What do you see? Is the role of AARP generally, but specifically I f s. >>Look, I think we digital information. A lot of discussion about it on the stage this morning. I've just touched on it now. I think that it takes very different forms. What most industries are finding is that they're facing a lot of non traditional competition and they're having to innovate around their business models. They can't going to market in the same way as they did before. They're having to innovate because of this non traditional competition. Andi. Understanding your your customer's understanding, your your staff, understanding your supply chain understanding your financials are all critical parts of being able to respond to whatever their changes, and that's where the RP solution comes into it. I think there's an interesting challenge now, which is that as those applications have become more fragmented and you've got more based debris cloud applications Ah, lot of the value often E. R P was that you had this integrated set of applications that you had this one source of the truth andan. Fortunately for many customers today, they don't have that because they've got import all of these best of breed applications and they don't have one source of the truth that multiple invoices made it multiple versions of their customer in the databases. Andi we still stand for a single integrated the r p. So, you know, I think understanding those elements of your businesses key. I was with a customer of ours in Nebraska a short while ago, and they were talking about our existing office customer. They were talking about the steel import duties that were imposed through the trade war with China. And they were saying, Look, that they had been able to respond to that in a way that they had good visibility of the supply chain, who was improved, imposing the tariffs, how they were going to impact them when they were going to impact them. And because they had this integrated Siara AARP. They were able to pass those pricing changes onto their customers, and they survived this. What could have been a cataclysmic event for their business had they not had an integrated your pee? They not being able to have this visibility into the supply chain and the customer base. They may well have gone out of business just because of that one change >>to meet all day and all comes back to the data, putting their putting data at the core of their business. That integrated data pipeline is essentially what they get out of that last question. So thinking about the next 18 to 24 months, what are the milestones that observers should look for? One of the barometers that we should be watching. >>So look, in the next two years, it's it's really about us building incremental scale. We have, ah, four year plan, which I built when I came in. We're halfway through that plan. We've hit all of the metrics and exceeded most the metrics that we had on their plan. It's really continue to focus on the strategy. As I said, we focus on those five industries, continue to build market share, continue to focus on those three solution types and build market share and market dominance on those three solutions. Andi in that segment that I defined before, so no change from a strategy perspective. I think there's really value in the consistency that we bring on on their talk track and, you know, along the way we passed the $1,000,000,000 mark, which we will do, I think, in 2021 organically if we accelerate, some of the money will pass the 1,000,000,000 before, but you know business. The margins continue to expand. We focus on customer satisfaction and, you know, it's a It's a pretty straight, you know, traditional prey book that we have to execute on now. >>Well, congratulations. It's a great playbook, and you're growing very nicely. So love that. Look, we really an honor to the last couple of years. Learn a little bit about the company in your industry. So appreciate meeting you guys. Thank you. All right. And thank you for watching over right back with our next guest. Ready for this short break day Volonte with Paul Gill in. You're watching the Cube from I f s World Conference from Boston 2019 right back.

>> from Bahrain. It's the Q recovery AWS Public sector Bahrain brought to you by Amazon Web service is >> Welcome back. Everyone's Cube coverage here in my reign Middle East, part of A W s Amazon Web services Summit, sir. Second year covering the evolution and the Revolution to cloud computing. This year, the big news is a Davis has a region spurring innovation and entrepreneurship in the Middle East region or next gases. Ahmad Hamadan, CEO and CO. Front of Uniform Nick, a super hot company. Congratulations on your success. Welcome to the Cube. Thank you, Joe. So we just talked before we came on camera. This ap I economy that we've been covering in death you been living? This is your world. You have a really big business. Not a lot of employees. Less than 200 employees, billions of transactions. Ap I transactions. This is This is the successful man we've been seeing in the public companies truly, among others. Messaging application integration. This is cloud now, right? This is happening. What's your story? >> Okay, so >> you know, these times I would say it's a golden age for the technology in the region on for the cloud specifically when we started back in 2006. Uh, you know, we're very lonely. We're we're not even in that time in the club. So we started just tow, solve the issue off bulk messaging through writing a script or software that allow us to broadcast a message to a group of people. But along the journey, we realized that businesses need tools, especially a B I's that will allow them tow, tow each toe a wider, I would say audience with a seamless integration. And this is how the cloud communication industry emerged. So we avoid our baby eyes for businesses from all around TV region, especially with segments or sectors that have a mass communication need, like banks in government retailers on the E businesses, >> the data is the data in this business is a fascinating. Before we get into some of those questions about the origination story, how did it all start? >> Okay, so I wasn't at the university a teenage off 22 probably on I leave the one of the student clubs. Andi. I wanted to communicate a message Tau 400 people on, you know, the limitation of the mobile. Back then, I couldn't do it. It's terrible experience. You cannot send two more than 10 people. The text is not full. You know all these complications. So being a software engineer on Dhe, you know, I had an idea. There should be a solution that you can write code, publish it online, and then it will do the magic for you. For months later, I apartment with my brother was a software, you know, geek more than I on dhe. You know, already >> older or younger, brother. >> Younger brother. Okay. Yeah. Hey, was at high school on then four months later, we're life sending thousands of messages over the Internet. It was like magic friends and family like it. It's really making money on, you know, for us, you know, You know, it's like when you have 4005 thousand's a big money for us. That way, any each month, Andre, Like moving forward 2008. I decided this is the dream we need to scale this and, ah, venture out of this small, you know, experiment on. Then I left the job and dedicated my time to scale that business. And I moved the business toward the business and the cloud and communication. Our first move to the cloud was, Ah, 2010. We used aws toe move most of our infrastructure to the cloud on By 2013 we completely divert it into the cloud communication business where the focus is into the FBI. The integration with the applications at the customer systems on Ben allow them tow, communicate to, you know, 100 of millions off >> and then mobile phones, obviously GPS built in application. Tsunamis happened. Exactly. People want to interface with the companies. The other phone? >> Exactly. I will give you an example. You know, you come to my mind while you're talking. We used to have customers back in 2010 descend on Lee along the year like maximum one million transaction the same customers nowadays, like nine years later, they send at least 200 million transactions, so you can imagine the growth in the use cases on the adoption from the customers. Use it now for engagement for notification, for awareness for security and authentication for personalized marketing content, like hundreds of fuse cases like we do some analysis in the behavior of the customers and the consumer on. We realised that in a modern society on individual interact digitally with at least 50 grands and a day. This is huge. You can do the math if you multiply this by 100 million population than there is a massively huge number of transaction and data's being >> percent. What are you guys doing now? Is mainly targeted application developers or businesses as a turnkey solution? What's the What's the value proposition? >> So, >> UH, >> two years like nature, we realized that we cannot target or the market and serve, or the customers we need to focus into the sick man that has hypertension. Then we identified five segment where we tell her our solution, our value proposition toward those segments on it's aligned with the trends in the region. Maybe it's not applicable to other regions. Eso number one for us is the online banking segment. I would see the financial industry with all the, you know, evolution off the authentic and the online and mobile banking. So those are number one. We do integrate our system with their current systems out off the shelf. We don't do much of a cast immunization. We usually provide really integral components toe toward their system, and then they hook up their system two hours, and then they have the dashboard and blood form to orchestrate the communication. The number one is the M government. It's also a, you know, an industry that is evolving in the region. The number three for us is the businesses, and they're very hot, very high potential growth. I would say the number one in terms of growth a business include the e commerce on demand delivery, the food delivery applications you name it on then. The fourth industry for us is the retailer who are moving now toward the reality and the engagement. More to them prison share themselves in this stuff word for them. And the last one is the I would say the hospitality and the, you know, the, you know, hotels and, you know, travel agents. >> I think anyone building an app would want this of their mobile. So what's what's your take of the ecosystem? Entrepreneurship now much different in one year. You have an Amazon region here. What do you think's gonna happen? It's gonna be like you and your brother all over again with other entrepreneur. >> Exactly. You know, when I you know, see, photo interpreters usually approach me for, you know, kind of mentorship and coaching. You know, we're at the stage little bit, you know, being fruit difficult. You know, >> the situation's got the scar >> tissue. Yeah, So I usually told them guys, it's like being so easy for you. You know, at this time, I know that with all the luck, I would say support the barrier to entry had become much less. But at least there are many things you don't need to think how you figure out. It's already there. Just need to have the badge and dedication, and then you'll find many people to support you. Especially, I would say there is only one areas not yet will, you know, covered in the region, which is the access to the talents. I think this is a worldwide problem, even for Forks in the Silicon Valley. But in terms of funding thes of doing business, sitting up ventures, access to the technology platforms like the cloud infrastructure in terms, off advice, mentorship and coaching there is, I would say, an abundant off that available today for for interpreters. And I can tell the next five years you will see a huge value being created out of this. >> Yeah, instead of riding, waves will be running s curves. So it's easier now, Still hard to build a company. But you're right. I mean, go back 10 years ago. You to put it all together, >> Takes us six months to set up the company. You know, legally, back in 2006 >> to get the infrastructure legally, get servers, get some funding, prototype it, get it launched its customers. Now they have a partner network. These kids are spoiled. >> But you know, it's difficult >> today to differentiate yourself because you will find tons of people are either doing or planning to do the same. >> They gotta build some smart intellectual property. This one machine learning is gonna be a great opportunity. That's gonna be a domain expertise kind of thing. You guys have a nice niche, and broad market is growing good. Calm, surround it. Got all kinds of systems out there that need this >> Exactly. You know, the question today is not if the tools and support is available or not. The question is, how you gonna use those tools to create something unique? >> I'm a great to See you. Thanks for coming on and sharing your experiences. You're an inspiration to the other entrepreneurs out there again. Remember Entrepreneurship like a family. Took a team, sport. Pay it forward. The other generations coming online. Absolutely. Congratulations on your success Cube coverage here by rain talking to start ups. This is going to be a hot market for entrepreneurship If the capital markets conform around it. The Cube is here covering it here and by rain. Stay with us for more at a debate summit. If this trip

>> from Bahrain. It's the Q covering AWS Public sector Bahrain, brought to you by Amazon Web service, is, >> But we are here. The Cube in Bahrain, Middle East for Amazon Web service is some of our second year were cloud computing and their region of couple availability zones are up and running. Big news with Amazon got our next guest. Here's Cameron Years as head of strategy at the University of By Rain. You guys big news announcing a degree bachelor's degree in cloud computing? Yeah, a certificate one year that is gonna rapidly put new talent in the market. Congratulations. Thank you. Thank you. >> Thank you so much. We're really excited by this announcement today on Dhe. What's exciting about it is Ah, first of all, it's the first cloud computing degree in the Middle East on the other. The other element to this is that the the students suits from any background. Any discipline can get a really good understanding about cloud technology for the certification because the challenges we face in the region right now are we don't have enough skilled tech talent on we don't have enough skill talent to fill the jobs are available in the region. This is not just a regional thing is you know this is a global issue on universities. Have Thio adapt, be a bit more forward thinking live in the future. And we feel really optimistic with our partnership with Amazon today that we can actually fulfill the needs off public sector employers, entrepreneurs, governments throughout the region. And that's the exciting thing >> for us. I mean, let's just take a minute to explain the two components. One's a four year degree, one when you just give a little quick DT on ongoing questions. >> So I need a four year back to the program is gonna be delivered in a very different wave in the traditional academic program is gonna be heavily integrated with the needs of employers, so employees are gonna be really involved in curriculum design. We like them to be part of a teacher faculty as well. The way that the program will be delivered will be very much in a kind of project based way. So it's about developing not just knowledge, but the skills, competency values mindset required to be successful in the 21st century. That's exciting. Think about it, and of course, you know, looking at some of the detail behind the curriculum you're looking at networking, security, machine learning, artificial intelligence, big data. So the fact that this cloud base is actually just a small component to what it opens up in terms of broader skill sets >> I mean, one of the things that we always comment here on the Cube as we cover Amazons reinvent their big annual conference. And the joke is how many more announcement's gonna make this year a tsunami of new things coming. So certainly it's tough to keep up. Many people say that, but for the young people in school, this is relevant stuff. This is like pathway to success. Yeah, job making some cash, making some money, get that's what the purpose of education is. >> Well, I think I think there's a couple of That's a great point. The first thing is, education systems now need to live in the future. Living in a current or in many cases, the past is no acceptable. So it means it means taking some sort of calculated risk. But we're very clear in terms of the direction of travel with regard to technology in the future, jobs The reality is today. But 2/3 of the world's population already needs re Skilling. Those are the challenges we face today. Young people are purpose driven. They know where the where jobs are gonna be. They want to work for themselves. You know, they understand far better than anyone else where the way the future is unraveling do they >> understand how relevant this is? I mean, that's pretty obvious. We're in the industry. Yeah, we kind of obviously known you've been part of you are getting that This is wave. This wave is not gonna end for a while. This is gonna be a great upward migration for opportunity. You know, it's still learning on the young kids part. >> I think I think I think sometimes in education we do a disservice to young people. They're so well informed they understand the market, the trends, the way the technology shaping the future on reality is that what student learns in year one of the university, 50% and acknowledge will be obsolete by the time they graduate. So the focus is no just around giving him a degree. This is also about Skillet Re Skilling and upscaling. People have graduated people in the workforce. So this is a far wider opportunity, even just young people. Well, >> I'll tell you, one thing that gets my attention is that this reminds me of theeighties glider science because I got a degree. I was a freshman. 1983 was just at the beginning of the operating systems movement. Lennox was even around yet Units was just emerging on the scene and was interesting what we learned as building blocks with operating systems and that becoming obsolete in the sense that we don't use it anymore. But coding still happen. So this is had scaled to it with Amazon. You got okay. Easy to industry. Yeah. Now you got He's mentioned machine learning at Lambda Functions server lists. Yep. I'm so much more stuff there for a variety of jobs. >> I think this is just the tip of the iceberg. And I think for us, the way that education is evolving is that we we really believe that education will be more modular, as you say, credentials based, um lifelong on the channel. So some of it will be hands on. Some would be through other channels on competency base, and I think that's the thing. I think competency for us is about the kind of mobilization of the knowledge, your skills, the values attributes. And that's the bit it's gonna add. Value Thio economies throughout >> the world. So had a strategy. You gotta look at the chessboard in the future. You mentioned I live in the future. Yeah. What are some of the feedback you've gotten as you talk to folks in the industry when you roll this out? Um, doing some press interviews? I know you've had some feedback. What's the what's the general sentiment right now? >> Really excited. I think that we talk to employees all the time. We talked to sm easy. You talk to big players like Amazon. I think that in the in the region, I think when we talk about the scale of disruption, I think well, the way we talk about it in U. S. Or Europe is very different to the way we talk about it. I think the Middle East region, like Mellie developing parts of the world still playing catch up on old there. But what you'll find is once they've caught up, the adoption rates go through the roof and then that's that's the challenge for us. Because you know what? We see the uptake. Now we see the update every year growing and growing. And now the next challenge is moving into government, moving into the private sector on upscaling and re Skilling, though. So we're just at the start of this kind of huge opportunity. John and I see it being, you know, exponentially over the next five years. You >> know, it's interesting. I live in San Francisco, Bay Area and Silicon Valley. Invalid. We'll tow you. See what Berkeley's doing. Stand up for you. If you look at Berkeley in particular, number one classes are the data science class and the CS intro. Yeah, I mean, they're kind of hybrids, basically, is all cloudy? Do anything with coding. It's gonna be cloud based, right? Um, and seal, who's the deputy Group CEO? Banky, ABC. I just interviewed earlier today. He said, Aye, aye. He thinks is the biggest thing that's gonna happen. So it's not just racking and stacking standing up infrastructure with Amazon, although great to learn that it will be nerds. Geeks do that. There's a huge machine learning a I field. Yeah, I think that's gonna be something. Is head of strategy. You gotta keep your eye on the prize. They're absolutely What's your view on that? How do you see that happening? >> I think you're right. I think only CD of recently released some doctor to say that over 20% of jobs will be automated as a result of their arrive in the next few years. I think our role is to prepare young people regardless of what they're studying. Fool. Aye, aye. On the impact of machine learning. So I'll give an example. Medicine. You can make a diagnosis now for a patient diagnosis in a fraction of a second compared to what we used to be able to buy using I. Now the reality is that although I all I can give you that information you as a patient, one a robot to give you that diagnosis, right? So our job, I think, is to look at the skills that will define what defines us as human beings away from robots. And that's empathy. That's the stuff around building, building connections around team, working around collaboration. And actually those are the things the education systems of a designed not to deliver. So our job now is by embracing these types of new program is it is. It is to start to work on those softer skills on Prepare this generation of shooting for the for the A. I will that we're moving into >> camera, and I was so excited for your opportunity. Computer science cloud >> all kind, bundle >> together and software is powering this new job. As we say, it's the keys to the kingdom. In this case, it could be the keys to the kingdom. >> Well, I think for us as the national university on for many Ah, not just Bahrain. But for many developing an emerging countries around the world, this is far greater than just technology. Or create Jarvis's about sovereignty. Because if you look at many countries, they import talent. They have to import hardware, software, computers and things imported. This is a great opportunity to help create a workforce but actually flips it on its head. Becomes the innovators, becomes the job creators. So that's the exciting thing for us. It really is >> a generational accident. This is an opportunity for the younger generation to literally take the keys to the kingdom. Absolutely absolutely thanks so much for coming. Thank you. Thank you. Telling cube coverage here by rain Middle East AWS Summit. I'm John Feehery Stables for more coverage after this short break.

>> from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue now Here's your host Day Volonte >> Hybrid. Welcome to this special edition of Cube Insights. This is the Cubes 10th year at VM World and leading up >> to V M World. >> We wanted to provide some data in some analysis to you all, and we're working with our partners at E. T. R Enterprise Technology Research. We first introduced you to them when IBM consummated the Red Hat acquisition and they provided some data. E T. R is affirmed. That does really detailed and fast ongoing data. They have, ah, large panel of end customers that they talked to about spending intentions, covering virtually every company in the Enterprise. It's it's great stuff. We reached out to them and came up with a number of questions that we wanted to address around Of'em World and VM where, so let me just start by showing you the questions that we ask them to help us with. And we did essentially what I call drill down survey. So we took their existing data sets. They just did a survey. They completed one in July on spending intentions for the second half of the year combined that, with all the time Siri's data that they had. So these are the questions that really are top of mind for I t decision makers in our community. First of all, what's the appetite for VM? We're spending the second half of 2019. We'll share some data on that. There's a second point is there's narrative out there that that containers are going to kill the M. Where, well, is that true? What is the day to say? How about Multi Cloud? It's the hot topic who was best positioned in multi cloud not only within the VM, where ecosystem but overall, obviously, the M, where has designs on multi cloud and is considered an early potential leader? How about NSX when VM wear but nice era? It changed the game on networking, changed their relationship with Cisco. How is Ennis Ex impacting spending on Cisco? Particularly, obviously a networking. The fifth question that we wanted to address is how is public cloud affecting the M where spend we know public cloud is growing faster than on Prem. What's the impact on the M wear? And then finally it was announced in the press that VM wear was going to acquire Pivotal. Why would that be all right? So let's get into it. The first thing that I want to address is the first question in spending intention. So this slide really shows the results of the second half survey. It's 600 >> and >> 93 respondents representing almost $300 billion in spending power. And so it's actually they were asked what you're spending intention intentions For the second half of 2019 you could see 41% of the respondents said they're going to spend Maur, and only 7% said they're gonna spend less. About 45% said >> they gonna hold firm >> small number 5%. So we're gonna add new and only a tiny infant testable. 2% said they were gonna replace the anywhere, so that's pretty good for an incumbent. And essentially it Sze holding serve and maybe doing a little bit. But even better than holding serve on. So So we saw. That is very positive. The next question that we want to address is the narrative of containers will kill the M, where we asked Pat Gelsinger about that on the Cube years ago, he said, Hey, we're gonna use this as a tail wind. We're gonna embrace containers. So the bottom line is there's very little evidence that containers are hurting the M where let alone killing the end. Where this is a portion of the survey, about 461 respondents on you can see that you know, the big big blip early on back in July 27. Dean. Big uptick in spending, and since then it's been relatively stable. But the important point here is the number of shared accounts that we went to essentially container customers and asked them about their VM wear. Spend. I say we eat. TR did. This is what they do on an ongoing basis, and you could see the number of shared accounts back in 17 was only eight. But as you go to the right hand side, the more recent surveys you're talking about 361 shared accounts of the data sample got much bigger. No evidence that the M where is being negatively impacted by containers kind of affirming the assertion of Pat Gelsinger. Let's talk about multi club. I have said that multi cloud to date has largely been a symptom of multi vendor It's cos acquiring Cloud Technologies for specific workloads. Its shadow i t. It's pockets of cloud activity versus a coherent strategy to manage across multiple clouds. True Hybrid Cloud. We're in the early stages, so the data here, in our view, shows that multi cloud really is jump ball. Um, Interestingly, however, Microsoft and Google is showing momentum. So with this slide shows is the cloud spending intentions. And we picked, you know, the top five players there, that air sort of angling around multi cloud ghoul with Antos. Clearly Microsoft coming from its large software estate of V M. Where, of course, which many believer are early favorite Red Hat with the IBM acquisition and Cisco. So what's interesting here is Google and Microsoft clearly have a lot of momentum kind of mind share in the market place, and not a lot of hard core spending going on and multi cloud. Everybody has multi clouds, but in terms of spending on specific products, does like Antos, for instance, from Google, designed for to support multi cloud. That's where in the early stages there, but you can see the sentiment that buyers have around multi cloud Google and Microsoft showing momentum. Interestingly, VM wear Red Hat and Cisco kind of, you know, bunched up as the big enterprise player. So that's why we call a jump. Oh, we see it is wide open. You know, Cisco might surprise some people, but it really doesn't surprise us. Cisco's coming at multi cloud from a position of networking strength of each of these players you know has their strength. Google with Antos Microsoft from its software state Veum, where clearly as the data center operating system red hat with open shift Now with IBM service is capability. And, of course, Sisko coming at it from networking and security. So so hard to conclude you know who wins out of this data but wanted to share that with you just in terms of what customers are thinking around multi cloud. Okay, big conversation in the community around networking generally specifically NSX. When VM wear beats us, go to the punch and acquired nice era. It stated that we want to do to networking in storage what we did for servers. Well, what did the end? Where do the servers they really co opted the marketplace changed the game and really became, you know, these central point of server management, and that's what they want to do with with networking. VM where is trying to de position Cisco as, ah, hardware vendor, Cisco is responding with its own software defined capabilities and is an interesting battle going on. What is the data show? This shows that network networking spend intentions for Cisco, the Red Line and the M Wear the Blue Line. You can see VM where NSX is sort of bouncing around but has very high mindshare. Where Cisco it's showing a holding firm, but a very gradual decline, I've said many times. Cisco very impressive company, 60 plus percent market share. They've held that for a long, long time, despite some of the successes that you've seen you by the likes of a risk juniper and F five et cetera. Cisco has held its dominant share, but nonetheless, it's clear that NSX is impacting Cisco's dominance. Certainly from a marketing standpoint, and you're seeing also, from a spending standpoint that NSX is really challenging Cisco. It'll be very interesting to see how that plays out over time. Okay, next question was okay. What about cloud. How is that affecting VM? Where we see the cloud numbers, we see the growth. What does that mean for VM wear? And you can see here this'll cloud customers of'em were spend about 718 respondents, and you can see the number of shared accounts in the sample is substantial. 3 94 3 79 for 69. It obviously changes by by the frequency that e t. R does these surveys and they do, you know, several times a year, as you can see, but, you know, large sample of shared accounts. And there's no question that Cloud customers continue to shift Maur. They're spending to the public cloud and potentially at the expense of the end, where you can see the gradual decline here and somewhat precipitous decline. VM. We're still very strong. Stock price is doing great, but there's a little question in our mind that long term VM where, despite cleaning up its cloud strategy with first the AWS Partnership and also now partnerships with Google and Microsoft, and of course, I'd be Emma's Well, they were first, but having public cloud partners nonetheless, we see that over time there's a riel tension there. That on Prem is not going to grab the market, share that growth that the cloud has. And that is a challenge for VM, where that we continue to watch finally pivotal. Why would a V M where acquire? Pivotal? Well, first of all, this is why Pivotal is not work. It doesn't have the momentum that it wants in the marketplace. You can see it's it's pretty steep decline over the last couple of years. On Dhe, it's precipitous. Ah, drop in stock price. Essentially, Del and the governance structure of Del Technologies, which course owns VM, wear a large portion of pivotal saying, Look, let's let's roll this back in. Let's give the stock price of boost. The stock went up 70 plus percent of the day that thou went down 800 points. And so this is why the M, where would buy Pivotal? You know, it's a forcing function, we believe, from from Del. It also makes sense, del in its family del technologies that has these software assets VM where is the mother ship of the Del software operation? So why not folded in personally? I think they should do it with some other software assets as well. Secureworks del Bumi, Arcee. All candidates to roll in potentially overtime to Vienna where at least portions of it, anyway. Okay, so let's summarize. What are the key takeaways? What's the appetite for Veum warrants in the second half of 2019? Pretty solid, we'd say. Well, containers kill VM where there's no evidence, certainly in the theater. But there are threats. Think about sass. How many SAS providers are actually running? VM where so, as SAS continues to grow in prominence of that is a potential blind spot for VM. Where that we're watching Who's best position in multi cloud? It's wide open. Microsoft look strong. Google clearly has some momentum. Cisco maybe surprises many, but I think it's not gonna be a winner. Take all we feel is, though there's a lot of opportunities, but number one is going to make the most money. And so it's a very important space that we're watching. House NSX impacting Cisco Spend. It's a battle, but NSX is clearly negatively pressuring, pressuring Cisco. How about Public Cloud? How is that affecting the M we're spend? We think it's slowly eating away at on print on Prem including the end, where I want to share with you a quote from one of the customers that E. T. R talked to its ahead of, ah, retail consumer organisation in North America. A long time I t practitioner says Veum wears everywhere that I've ever been. I've been a customer. Longtime VM were customer hair. She means it's the standard, but it's interesting situation to see what's their next step. How do they keep themselves relevant? I think they're always going to be a need for Veum where, especially because the ability to have the privacy of an extended network is key. However, with the cloud based environment and encrypted data, it's gonna be interesting to see how that all plays out how Veum wear deals with that approach. I think their next strategic steps are going to be crucial. I think that VM where has to be thinking long term. Okay, what do we do about Cloud? Remember VM, where early on tried to get into cloud and with its own public cloud option, became the cloud air. It failed. They got rid of it, cleaned up their cloud strategy. But why did VM where originally want to get into that business because they know that's world of growth is so yes, hybrid and multi cloud gives VM wear a lot of runway. The partnership with Amazon has a lot of momentum. I didn't share that data, but it's very clear that AWS uh Veum, where on AWS has strong momentum. And so that's certainly what the e t. Our data shows nonetheless, long term, you gotta ask what strategic moves will Michael Dell make to secure their position in the public cloud? Okay, lastly, whywould whywould vm will require pivotal. That's a duh. Okay, we gonna stated why So So that's the deal, thanks to our friends at E T. R. Really appreciate them sharing the data enterprise technology research If you wanted this, there's so many cuts on the data, it's it's unbelievable. You can cut it by large companies, small company industry applications and every company on the planet. You can compare companies together. It's really a powerful set of data, but also access tools that they have developed very, very nice, really modern version of survey panels. And so follow up with us. Follow up with them if you want more information and watch us at VM World will be covering these and many other issues that are tent year at VM World. All the key execs are gonna be on practitioners, customers, partners on, of course, analysts and the broader ecosystem technologists and John Ferrier stew Minuteman myself on the entire Cube team will be there to celebrate. So check it out, cube dot net and we'll see you next week. Thanks for watching.

>> from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue now Here's your host Day Volonte. >> Hi, buddy. Welcome to the Special Cube conversation. My name is David Dante, and this is our series on partners. How partners and the Channel is adding value to help customers create business capabilities in this digital world. I'm here with John Barker, and he is the co founder and CEO of a company called Versatile Local New England partner of H P Ease. This is sponsored by HP and versatile John. Welcome to the Cube. Thanks for coming >> on. Well, thanks, David. Appreciate you having me here today. >> So tell us more about versatile. You've been business for a couple of decades. Plus, you have, ah, deep background. Tell us about versatile and your background. >> Your, uh, be happy to do that versa was found in 25 years ago. Said 25th anniversary and I probably would be lying if I didn't tell you. I probably would've been out of this business 25 years later, but it's a great business. It was fun about my partner and I, Kevin Meaney, like a lot of those stories have started on a picnic bench in a basement. Actually, so we've grown the company over the years. I think one of the things that's important, I have something important to our customers always had a great basin infrastructure. We've always had a great deal of engineering support from our company. From a company perspective, we feel like it was 25 years ago today. Making sure you've got a complete infrastructure in place for our customers is very important that you can layer on top of those applications that those customs need to run their business. >> Well, you've seen the waves. I mean, we kind of started in the business around the same time, and we sort of we watched that PC era when everything was PC centric. It was all about personal productivity. And we saw the Internet wave. And obviously, now you know, the cloud has been this huge disrupter. And now we've got this digital wave. What are the big trends that you're seeing in the marketplace with your customer? >> Well, clearly, you know, Cloud is not new in anywhere. It has certainly been here for several years now, but in a lot of cases, they're they're they're certainly companies were born in the clown who have gone there 100% right out of the gate. But in a lot of cases are more traditional business. A lot of our customers are taking steps to get there or to build further down there, take advantage of what can be some certainly cost saving opportunities, some convenience aspects associated with the cloud. But I think from a customer's perspective, there's a lot of new technology out there, and not that it wasn't true 10 years ago. But there's so much to understand and understand what makes the most sense for my firm. Might my operation. Can I securely move to the club, right? Can I can I adequately support all of my customers? And I think that's really where a lot of customers are at. They're really looking for guidance. They're trying to understand what all the choices are. How do I move there and who can help me get there? >> Yeah, and the pendulum swings. I mean, after the you know the dot com bust, everybody was focused on cutting costs. You know, the post wide to K of situation. It feels like now people are trying to figure out. How do I get competitive advantage? They C i t. And data a differentiator, and they don't want to get disrupted. They don't want to get uber rise. That's kind of the bromide. Presumably, you see that as well. How our customers looking at that cloud, both public cloud and hybrid cloud as a differentiator. Are they looking at it to cut costs? Are they looking at it, too? Support new APS and be more agile. What are you saying? >> I think it's a lot of those things, you know, I think throughout our history it was all about putting that kind of base infrastructure together and storing a lot of data in a lot of places, making sure it's secure to have a have a proper disaster recovery plan in place. There wasn't a whole lot of thought back then. What is all this data we're storing and how do we take advantage of it? That clearly is changing, right. So with the advent of analytics, we happen to a lot of work in the health care space, which really there's a treasure trove of data out there to kind of help in that space. I think It's from a health care perspective. Technology will be the savior. Despite the fact that I think most doctors certainly conditions that you would talk to you today, almost look at this a burden and that needs to change needs to move forward. >> Well, health care is a real challenge. I mean, obviously you have, you know, hippa considerations. You've got all its highly regulated industry. As you point out, docks have never really embraced technology in a big way. But now you've got you got machine to machine intelligence. You got all kinds of embedded stuff and medical devices, and I think doctors are realizing that while machines can actually help us make better diagnoses, and it's an industry that's ripe for disruption, it really hasn't been heavily disrupted yet. But it's coming, isn't it? >> Definitely is coming on Dhe and again, she only at the hospital level. I think that they're a little bit ahead of the game in terms of how they manage their resource. Is the data the applications down the clinician level? You know much like yourself. I'm sure if you had to visit it, I had an issue related to some kind of elements or injury. A lot of it's not going to hospitals anymore. We're going to clinics. Minute clinics were going to see our doctors and a lot of cases. Those facilities haven't necessarily benefited by technology refreshes over over the last several years. And so they're really right to come into the kind of the 21st century here, along with things like Tele Medicine. So you talk about from a physician standpoint who struggled with just any HR application, which continues to be somewhat of a burden for a lot of folks. Now they've got compliancy issues they need to worry about. They've got to be offering new service is to their customers into their patients like telemedicine creates. Even Maur issues on the back end. From a data perspective, storage perspective, compliance, accessibility and ease of use don't necessarily go together, right? Tough balance, right? And so I think that, you know, from an enforcement perspective, it's only really starting to start in the health care space where is maybe the commercial? Certainly the financial markets have had no choice over the last 10 to 12 years to really hard down their facilities, their applications and their access to data. This is a whole new challenge for the health care space to tackle here. Going forward. >> So versatile are experts at at infrastructure and architecture and architectures obviously changed a lot over the past 25 years, right? Usedto have a nap. And you, you'd put down infrastructure might have been, you know, Unix or a V M s or whatever it was. You build a hardened system around that security and boom. There was your your stovepipe. It worked. It was rock solid. How are architectures, you know, changing today? How would you describe that today? Today's architecture? >> Well, way we do a lot of work with Hewlett Packard Enterprise. We've been a platinum partner. There's for close to 20 years. And so we certainly gotten very engaged with them on their product sets around how they could manage data and certainly in the storage space around their intelligence data platform, which makes ah great deal of sense for us for our customers. We do several things in terms of how we manage data. We also do private cloud hosting for medical applications use. You know as well as we obviously put together solutions for our customers to be in the club, and so making sure that we're securing those those platforms in >> putting the proper >> infrastructure in place from storage perspective from a compute perspective than honesty from a network accessibility perspective is really, really quite important. I think in a lot of cases, both commercial and in the healthcare space especially there are so many new technologies that can saved customers money and provide better security over what they may have been doing in the past and sometimes in health care is not alone. Some of those changes are taking longer than they probably should. And that kind of the promise of what technique you can do to get to deliver to those verticals is here. It just takes a great deal of time to some degree to sit down on. The customers have to understand what your options are. What makes the most sense get them comfortable, obviously that the decisions they make the date is gonna be available, it's gonna be secure. It's gonna be easily accessible. >> So you guys come in with a holistic whole house view, obviously, so you're trying to help a customer achieve an outcome. So my question is what are you looking for? From, Ah, storage system partner. What? What's the ideal storage infrastructure? What do you need from storage? >> Sure. I mean, really, I think Intelligent analytics, which is really obviously something that Hewlett Packard enterprise has been, has really come on strong with especially were initially engaged with that animal product line. Which is to say that the machine itself is starting to take care of a lot of the things you would expect for your I t. Folks to have tea, either worry about or manage on. I think, part of the problem for all our customers. There's so many data points now. We talked a little bit earlier about the fact that the coyote is everywhere, whether it's commercial or in health care. You've got all sorts of devices. Now they're on the network that are providing some level of data back somewhere. How do you manage all that? And I think with info site tools from from HP Enterprise in the storage side, you're starting to get some analysts that they're taking it a much more proactive look at what the infrastructure is doing. Potential issues where you can make intelligent changes to improve performance obviously keep things secure. Those kinds of technologies really are gonna be the I think that a bit of the hope for if you will, whether it's health care, commercial, the amount of one I t cost I t personnel, they're very expensive. Obviously those resource is. And so if you could get intelligent deployments of solution, she's like that, then it can kind of take a huge bird. Enough of the I T department. They could go about working on project worked to a to a man to a woman. All the customers that we work with always feel like they're spending too much time kind of managing their infrastructure on. I do think that we're finally getting to the point where we've got tools that can help us really do that and reduce the amount of effort and somewhat costs that goes into that. ONDA also allow those resource is to start to work in the more strategic projects for the company's right. You know where the activity should be spent trying to either improve patient care and the health care side improved profitability in the commercial space. This is really you know, this is groundbreaking kind of tools that we just haven't seen in this industry. >> Yeah, this is key. I mean, 10 years ago, people were afraid a lot of this automation, I often joke, but it's really not a joke. If your expertise is managing lungs, you probably want to rethink your career. And so but But again, 10 years ago, people were afraid that that the automation was gonna take their jobs. We think today they realized, Wow, this train of digital transformation is left the station, and they want to shift their activities from things that air, not adding value to the business to your point, things that are more strategic. So from an infrastructure standpoint, how are you helping customers? You achieve those outcomes? >> I think from our perspective, we take a very consultative approach, right? And often times I think sometimes you can't see the forest through the trees. And a lot of these organizations, right? The too busy in their day to day jobs, trying to manage the day to day efforts to actually take a strategic view of you know what I got here? How do I improve all this? What kinds of technology should I really be? looking at, I think it's almost impossible, right? You know, we had a lot of very high end engineers who a lot of cases, wouldn't be comfortable going to a small or medium business to spend their career there because it would be that only set of infrastructure they would set up and then manage right. It becomes boring for those guys. A lot of cases, a lot of the ways that we've been able to retain our talents because we're looking at noon challenges every day. New companies with new challenges for for, for their corporations, for their health care organizations to kind of understand one of the issues. How do we come up with some solutions? How to implement a phased approach to get them where they need to be? >> You're talking really about your partnership with HP Previously, HP What is it about that partnership that is unique? How do you guys differentiate in the marketplace on why HP? >> Well, I think for us it was an easy decision. You know, HP Enterprise has always been very partner friendly, which is important. We've worked together for about 20 years on dhe, certainly from a technology perspective and I think for our customers there's a bit of leapfrogging that goes all of all of these vendors, right? So to some degree of somebody might have the best d'oh gizmo for this year, and someone's gonna have something six months later. But there's consistency there. The strategic kind of view of of how they see the world unraveling and how we how we support I t going forward is really, I think, a notch above some of their competitors. I think hybrid is very important. Everybody you know, I mentioned early there, some certainly some companies that make sense that could really almost go completely club. But in most cases, it's just not possible several several certainly of our customer base. That is not gonna be comfortable ever to some degree putting everything in the cloud, but the ability to take advantage of the cloud and keep their their some of their I p, if you will locally to them make some sense. And so I think, you know, for for hybrid cloud in hybrid storage and compute HPD really got advance HB Well, >> in a lot of that to John, I think, is bringing the cloud operating model to your data wherever it exists, especially in health care. People aren't just gonna throw all the healthcare data into the cloud. I mean, there's so many issues they're not, not the least of which is. There's a lot of data on Prem that you just don't want to move into the clouds. Too expensive is too time consuming. So then to me and I look youto comment on this, a lot of that is around the simplicity of managing that infrastructure and three part kind of years ago said a gold standard on simplicity. And now Nimble comes in with a lot of intelligent automation. Your thoughts on being able to bring that cloud model to on Prem or in a hybrid situation, Is that a sort of valid way to think about? >> Oh, absolutely, I think it is. And I think again I go back to health care a little bit. But every 18 months there's storage requirements double on top of that because of compliancy issues, they have to hang on to the data indefinitely. I mean, that's gotta be a frightening aspect for any storage manager who's trying to manage Ah health care organization, a large health care organization. I need to hang on absolutely everything. Email all my files. It's not 10 years, 15 years, it's indefinitely. So that's a a major, a major undertaking in terms of Hattaway. Manage all that, right? So So H P certainly got an array of ways. Thio help with that, whether it's all flash right for the applications that require that kind of speed, this multi multi layers of storage of deployment, backup solutions, right and D r options that obviously a lot to take advantage of cloud where it makes a lot of sense. So there's a multitude of things that they need to think about on. I do believe HP is addressing those quite well. >> How are you changing the way in which you're hiring people today versus you know of 10 15 years ago? What's the skill set profile today? >> It really has changed and, you know, as we talked about earlier, we've been in business for 25 years, and and I think our ability to stay in business for that long has really been our ability to adapt and change on your right. You are hiring practices and who we hire is very different than it was maybe even five years ago. Where I've got to get cloud level architects involved. Expensive but very worthwhile resource is to be able to help customers with all of this. I do think what we get to deliver to our customers, the fact that we've got a multitude hundreds and hundreds of customers and experiences that go along with that that we could bring to the table it just couldn't possibly do in their own. It's quite impossible mission in the largest of the largest organizations. You're not going to expose the kinds of challenges in putting together kinds of solutions that gonna solve customers problems without doing that. So it's been quite a different higher than it has been in the past. >> My last question for you. Think of a healthcare use case or any any customer. So they're struggling. They've got, you know, everybody's got budget constraints. The market's moving super fast. You got this cloud thing coming, Adam The edge I ot you know, machine intelligence A. I a same time they they've got an existing business to runner and 80% of their time, and their investment is on keeping the lights on. We hear that all the time. What's your advice to the customer? I'm sure this is a common story. They want to go from point A to point B transformed their business. They don't want to go broke doing it. They might not have. The resource is so what do you D'oh, How would you advise them? >> Well, look, I think and we struggle like a lot of use. A lot of partners in this world in this country, right? Even in this region. And so trying to differentiate yourself. And we like to think that we're better than everybody else and so does the other two or 3000. Probably surrounded here in the 50 mile radius is really do need to find a trusted advisor that can help you through that. I think one of the places that we start there are there's opportunity to get some fairly immediate return on investment. I think that's important because to your point there were challenges, their their budget constraints. How am I gonna do all that? That those two things kind of go in two different directions. But there are many of our customers, really, Whether it's in health care and even the commercial side who may be doing some old things, some old I t. Things that could be replaced, including the cloud in terms of how they may be. They may be using an old disaster recovery of method, right that you're paying a lot of money for lease lines. It's really kind of a cold site, you know. They might go there once a year to try to see if they can recreate all their applications and get the thing up and running. There's clearly a cloud opportunity in there to save them. >> A lot of money >> reinvest that. Maybe not sit on idle equipment that obviously costs money is under some kind of maintenance, and you need to obviously resource to sport that. So I think that's a good conversation. When you guys get in with a customer and start to talk about Look, there's probably some areas here. We could save you money. So, yes, we're gonna charge you some money to get there. But the return on that is gonna be gonna be much better than where you want today. >> I love that answer. So look, look for quick hits. Try to demonstrate some some savings and generate some cash. If you will think like a business person, use that as a gain share approach. Maybe go to the CFO and say, Hey, if we can save this money can be reinvested in innovation. Drive more business value than you get that flywheel effect and you can build up credibility in your organization. And that's how you get from Point A to point B. Without going broke, he actually can make money for the organization that >> absolutely it's a very good point because, you know, we talked about earlier. You know, I t has been under constraint for quite a while, right? And so again, back to the ability for those people to think and have enough time to get into shitty strategic conversations all by themselves. It's difficult, if not impossible. So they need. They need help, They need consultants and they need trusted advisors. But obviously you need to prove your worth. I do think if you could start someplace where you can demonstrate Look, we could save you some real money here over the next year. 18 months, Two years is a great place to start. >> John, thanks so much for coming in and sharing your insights and best of luck out there. >> Well, thank you. I appreciate it very much. >> You're welcome. All right. Thank you for watching everybody. This is Dave Volante with the Cube. Will see you next time.