(bright upbeat music) >> Hello everyone, and welcome to this exclusive Cube Conversation. We have the pleasure today to welcome, Wim Coekaerts, senior vice president of software development at Oracle. Wim, it's good to see you. How you been, sir? >> Good, it's been a while since we last talked but I'm excited to be here, as always. >> It was during COVID though and so I hope to see you face to face soon. But so Wim, since the Barron's Article declared Oracle a Cloud giant, we've really been sort of paying attention and amping up our coverage of Oracle and asking a lot of questions like, is Oracle really a Cloud giant? And I'll say this, we've always stressed that Oracle invests in R&D and of course there's a lot of D in that equation. And over the past year, we've seen, of course the autonomous database is ramping up, especially notable on Exadata Cloud@Customer, we've covered that extensively. We covered the autonomous data warehouse announcement, the blockchain piece, which of course got me excited 'cause I get to talk about crypto with Juan. Roving Edge, which for everybody who might not be familiar with that, it's an edge cloud service, dedicated regions that you guys announced, which is a managed cloud region. And so it's clear, you guys are serious about cloud. These are all cloud first services using second gen OCI. So, Oracle's making some moves but the question is, what are customers doing? Are they buying this stuff? Are they leaning into these new deployment models for the databases? What can you tell us? >> You know, definitely. And I think, you know, the reason that we have so many different services is that not every customer is the same, right? One of the things that people don't necessarily realize, I guess, is in the early days of cloud lots of startups went there because they had no local infrastructure. It was easy for them to get started in something completely new. Our customers are mostly enterprise customers that have huge data centers in many cases, they have lots of real estate local. And when they think about cloud they're wondering how can we create an environment that doesn't cause us to have two ops teams and two ways of managing things. And so, they're trying to figure out exactly what it means to take their real estate and either move it wholesale to the cloud over a period of years, or they say, "Hey, some of these things need to be local maybe even for regulatory purposes." Or just because they want to keep some data locally within their own data centers but then they have to move other things remotely. And so, there's many different ways of solving the problem. And you can't just say, "Here's one cloud, this is where you go and that's it." So, we basically say, if you're on prem, we provide you with cloud services on-premises, like dedicated regions or Oracle Exadata Cloud@Customer and so forth so that you get the benefits of what we built for cloud and spend a lot of time on, but you can run them in your own data center or people say, "No, no, no. I want to get rid of my data centers, I do it remotely." Okay, then you do it in Oracle cloud directly. Or you have a hybrid model where you say, "Some stays local, some is remote." The nice thing is you get the exact same API, the exact same way of managing things, no matter how you deploy it. And that's a big differentiator. >> So, is it fair to say that you guys have, I think of it as a purpose built club, 'cause I talk to a lot of customers. I mean, take an insurance app like Claims, and customers tell me, "I'm not putting that into the public cloud." But you're making a case that it actually might make sense in your cloud because you can support those mission critical applications with the exact same experience, same API, same... I can get, you know, take Rack for instance, I can't get, you know, real application clusters in an Amazon cloud but presumably I can get them in your cloud. So, is it fair to say you have a purpose built cloud specifically for the most demanding applications? Is that a right way to look at it or not necessarily? >> Well, it's interesting. I think the thing to be careful of is, I guess, purpose built cloud might for some people mean, "Oh, you can only do things if it's Oracle centric." Right, and so I think that fundamentally, Oracle cloud provides a generic cloud. You can run anything you want, any application, any deployment model that you have. Whether you're an Oracle customer or not, we provide you with a full cloud service, right? However, given that we know and have known, obviously for a long time, how our products run best, when we designed OCI gen two, when we designed the networking stack, the storage layer and all that stuff, we made sure that it would be capable of running our more complex environments because our advantage is, Oracle customers have a place where they can run Oracle the best. Right, and so obviously the context of purpose-built fits that model, where yes, we've made some design choices that allow us to run Rack inside OCI and allow us to deploy Exadatas inside OCI which you cannot do in other clouds. So yes, it's purpose built in that sense but I would caution on the side of that it sometimes might imply that it's unique to Oracle products and I guess one way to look at it is if you can run Oracle, you can run everything else, right? Because it's such a complex suite of products that if you can run that then it it'll support any other (mumbling). >> Right. Right, it's like New York city. You make it there, you can make it anywhere. If I can run the most demanding mission critical applications, well, then I can run a web app for instance, okay. I got a question on tooling 'cause there's a lot of tooling, like sometimes it makes my eyes bleed when I look at all this stuff and doesn't... Square the circle for me, doesn't autonomous, an autonomous database like Autonomous Linux, for instance, doesn't it eliminate the need for all these management tools? >> You know, it does. It eliminates the need for the management at the lower level, right. So, with the autonomous Linux, what we offer and what we do is, we automatically patch the operating system for you and make sure it's secure from a security patching point of view. We eliminate the downtime, so when we do it then you don't have to restart applications. However, we don't know necessarily what the app is that is installed on top of it. You know, people can deploy their own applications, they can run third party applications, they can use it for development environments and so forth. So, there's sort of the core operating system layer and on the database side, you know, we take care of database patching and upgrades and storage management and all that stuff. So the same thing, if you run your own application inside the database, we can manage the database portion but we don't manage the application portion just like on the operating system. And so, there's still a management level that's required, no matter what, a level above that. And the other thing and I think this is what a lot of the stuff we're doing is based on is, you still have tons of stuff on-premises that needs full management. You have applications that you migrate that are not running Autonomous Linux, could be a Windows application that's running or it could be something on a different Linux distribution or you could still have some databases installed that you manage yourself, you don't want to use the autonomous or you're on a third-party. And so we want to make sure that we can address all of them with a single set of tools, right. >> Okay, so I wonder, can you give us just an overview, just briefly of the products that comprise into the cloud services, your management solution, what's in that portfolio? How should we think about it? >> Yeah, so it basically starts with Enterprise Manager on-premises, right? Which has been the tool that our Oracle database customers in particular have been using for many years and is widely used by our customer base. And so you have those customers, most of their real estate is on-premises and they can use enterprise management with local. They have it running and they don't want to change. They can keep doing that and we keep enhancing as you know, with newer versions of Enterprise Manager getting better. So, then there's the transition to cloud and so what we've been doing over the last several years is basically, looking at the things, well, one aspect is looking at things people, likes of Enterprise Manager and make sure that we provide similar functionality in Oracle cloud. So, we have Performance Hub for looking at how the database performance is working. We have APM for Application Performance Monitoring, we have Logging Analytics that looks at all the different log files and helps make sense of it for you. We have Database Management. So, a lot of the functionality that people like in Enterprise Manager mentioned the database that we've built into Oracle cloud, and, you know, a number of other things that are coming Operations Insights, to look at how databases are performing and how we can potentially do consolidation and stuff. So we've basically looked at what people have been using on-premises, how we can replicate that in Oracle cloud and then also, when you're in a cloud, how you can make make use of all the base services that a cloud vendor provides, telemetry, logging and so forth. And so, it's a broad portfolio and what it allows us to do with our customers is say, "Look, if you're predominantly on-prem, you want to stay there, keep using Enterprise Manager. If you're starting to move to Oracle cloud, you can first use EM, look at what's happening in the cloud and then switch over, start using all the management products we have in the cloud and let go of the Enterprise Manager instance on-premise. So you can gradually shift, you can start using more and more. Maybe you start with analytics first and then you start with insights and then you switch to database management. So there's a whole suite of possibilities. >> (indistinct) you mentioned APM, I've been watching that space, it's really evolved. I mean, you saw, you know, years ago, Splunk came out with sort of log analytics, maybe simplified that a little bit, now you're seeing some open source stuff come out. You're seeing a lot of startups come out, you saw Cisco made an acquisition with AppD and that whole space is transforming it seems that the future is all about that end to end visibility, simplifying the ability to remediate problems. And I'm thinking, okay, you just mentioned, you guys have a lot of these capabilities, you got Autonomous, is that sort of where you're headed with your capabilities? >> It definitely is and in fact, one of the... So, you know, APM allows you to say, "Hey, here's my web browser and it's making a connection to the database, to a middle tier" and it's hard for operations people in companies to say, hey, the end user calls and says, "You know, my order entry system is slow. Is it the browser? Is it the middle tier that they connect to? Is it the database that's overloaded in the backend?" And so, APM helps you with tracing, you know, what happens from where to where, where the delays are. Now, once you know where the delay is, you need to drill down on it. And then you need to go look at log files. And that's where the logging piece comes in. And what happens very often is that these log files are very difficult to read. You have networking log files and you have database log files and you have reslog files and you almost have to be an expert in all of these things. And so, then with Logging Analytics, we basically provide sort of an expert dashboard system on top of that, that allows us to say, "Hey! When you look at logging for the network stack, here are the most important errors that we could find." So you don't have to go and learn all the details of these things. And so, the real advantages of saying, "Hey, we have APM, we have Logging Analytics, we can tie the two together." Right, and so we can provide a solution that actually helps solve the problem, rather than, you need to use APM for one vendor, you need to use Logging Analytics from another vendor and you know, that doesn't necessarily work very well. >> Yeah and that's why you're seeing with like the ELK Stack it's cool, you're an open source guy, it's cool as an open source, but it's complicated to set up all that that brings. So, that's kind of a cool approach that you guys are taking. You mentioned Enterprise Manager, you just made a recent announcement, a new release. What's new in that new release? >> So Enterprise Manager 13.5 just got released. And so EM keeps improving, right? We've made a lot of changes over over the years and one of the things we've done in recent years is do more frequent updates sort of the cloud model frequent updates that are not just bug fixes but also introduce new functionality so people get more stuff more frequently rather than you know, once a year. And that's certainly been very attractive because it shows that it's a lively evolving product. And one of the main focus areas of course is cloud. And so a lot of work that happens in Enterprise Manager is hybrid cloud, which basically means I run Enterprise Manager and I have some stuff in Oracle cloud, I might have some other stuff in another cloud vendors environment and so we can actually see which databases are where and provide you with one consolidated view and one tool, right? And of course it supports Autonomous Database and Exadata in cloud servers and so forth. So you can from EM see both your databases on-premises and also how it's doing in in Oracle cloud as you potentially migrate things over. So that's one aspect. And then the other one is in terms of operations and automation. One of the things that we started doing again with Enterprise Manager in the last few years is making sure that everything has a REST API. So we try to make the experience with Enterprise Manager be very similar to how people work with a cloud service. Most folks now writing automation tools are used to calling REST APIs. EM in the early days didn't have REST APIs, now we're making sure everything works that way. And one of the advantages is that we can do extensibility without having to rewrite the product, that we just add the API clause in the agent and it makes it a lot easier to become part of the modern system. Another thing that we introduced last year but that we're evolving with more dashboards and so forth is the Grafana plugin. So even though Enterprise Manager provides lots of cool tools, a lot of cloud operations folks use a tool called Grafana. And so we provide a plugin that allows customers to have Grafana dashboards but the data actually comes out of Enterprise Manager. So that allows us to integrate EM into a more cloudy world in a cloud environment. I think the other important part is making sure that again, Enterprise Manager has sort of a cloud feel to it. So when you do patching and upgrades, it's near zero downtime which basically means that we do all the upgrades for you without having to bring EM down. Because even though it's a management tool, it's used for operations. So if there were downtime for patching Enterprise Manager for an hour, then for that hour, it's a blackout window for all the monitoring we do. And so we want to avoid that from happening, so now EM is upgrading, even though all the events are still happening and being processed, and then we do a very short switch. So that help our operations people to be more available. >> Yes. I mean, I've been talking about Automated Operations since, you know, lights out data centers since the eighties back in (laughs). I remember (indistinct) data center one-time lights out there were storage tech libraries in there and so... But there were a lot of unintended consequences around, you know, automated ops, and so people were sort of scared to go there, at least lean in too much but now with all this machine intelligence... So you're talking about ops automation, you mentioned the REST APIs, the Grafana plugins, the Cloud feel, is that what you're bringing to the table that's unique, is that unique to Oracle? >> Well, the integration with Oracle in that sense is unique. So one example is you mentioned the word migration, right? And so database migration tends to be something, you know, customers obviously take very serious. We go from one place, you have to move all your data to another place that runs in a slightly different environment. And so how do you know whether that migration is going to work? And you can't migrate a thousand databases manually, right? So automation, again, it's not just... Automation is not just to say, "Hey, I can do an upgrade of a system or I can make sure that nothing is done by hand when you patch something." It's more about having a huge fleet of servers and a huge fleet of databases. How can you move something from one place to another and automate that? And so with EM, you know, we start with sort of the prerequisite phase. So we're looking at the existing environment, how much memory does it need? How much storage does it use? Which version of the database does it have? How much data is there to move? Then on the target side, we see whether the target can actually run in that environment. Then we go and look at, you know, how do you want to migrate? Do you want to migrate everything from a sort of a physical model or do you want to migrate it from a logical model? Do you want to do it while your environment is still running so that you start backing up the data to the target database while your existing production system is still running? Then we do a short switch afterwards, or you say, "No, I want to bring my database down. I want to do the migrate and then bring it back up." So there's different deployment models that we can let our customers pick. And then when the migration is done, we have a ton of health checks that can validate whether the target database will run through basically the exact same way. And then you can say, "I want to migrate 10 databases or 50 databases" and it'll work, It's all automated out of the box. >> So you're saying, I mean, you've looked at the prevailing way you've done migrations, historically you'd have to freeze the code and then migrate, and it would take forever, it was a function of the number of lines of code you had. And then a lot of times, you know, people would say, "We're not going to freeze the code" and then they would almost go out of business trying to merge the two. You're saying in 2021, you can give customers the choice, you can migrate, you could change the, you know, refuel the plane while you're in midair? Is that essentially what you're saying? >> That's a good way of describing it, yeah. So your existing database is running and we can do a logical backup and restore. So while transactions are happening we're still migrating it over and then you can do a cutoff. It makes the transition a lot easier. But the other thing is that in the past, migrations would typically be two things. One is one database version to the next, more upgrades than migration. Then the second one is that old hardware or a different CPU architecture are moving to newer hardware in a new CPU architecture. Those were sort of the typical migrations that you had prior to Cloud. And from a CIS admin point of view or a DBA it was all something you could touch, that you could physically touch the boxes. When you move to cloud, it's this nebulous thing somewhere in a data center that you have no access to. And that by itself creates a barrier to a lot of admins and DBA's from saying, "Oh, it'll be okay." There's a lot of concern. And so by baking in all these tests and the prerequisites and all the dashboards to say, you know, "This is what you use. These are the features you use. We know that they're available on the other side so you can do the migration." It helps solve some of these problems and remove the barriers. >> Well that was just kind of same same vision when you guys came up with it. I don't know, quite a while ago now. And it took a while to get there with, you know, you had gen one and then gen two but that is, I think, unique to Oracle. I know maybe some others that are trying to do that as well, but you were really the first to do that and so... I want to switch topics to talk about security. It's hot topic. You guys, you know, like many companies really focused on security. Does Enterprise Manager bring any of that over? I mean, the prevailing way to do security often times is to do scripts and write, you know, custom security policy scripts are fragile, they break, what can you tell us about security? >> Yeah. So there's really two things, you know. One is, we obviously have our own best security practices. How we run a database inside Oracle for our own world, we've learned about that over the years. And so we sort of baked that knowledge into Enterprise Manager. So we can say, "Hey, if you install this way, we do the install and the configuration based on our best practice." That's one thing. The other one is there's STIG, there's PCI and they're ShipBob, those are the main ones. And so customers can do their own way. They can download the documentation and do it manually. But what we've done is, and we've done this for a long time, is basically bake those policies into Enterprise Manager. So you can say, "Here's my database this needs to be PCI compliant or it needs to be HIPAA compliant and you push a button and then we validate the policies in those documents or in those prescript described files. And we make sure that the database is combined to that. And so we take that manual work and all that stuff basically out of the picture, we say, "Push this button and we'll take care of it." >> Now, Wim, but just quick sidebar here, last time we talked, it was under a year ago. It was definitely during COVID and it's still during COVID. We talked about the state of the penguin. So I'm wondering, you know, what's the latest update for Linux, any Linux developments that we should be aware of? >> Linux, we're still working very hard on Autonomous Linux and that's something where we can really differentiate and solve a problem. Of course, one of the things to mention is that Enterprise Manager can can do HIPAA compliance on Oracle Linux as well. So the security practices are not just for the database it can also go down to the operating system. Anyway, so on the Autonomous Linux side, you know, management in an Oracle Cloud's OS management is evolving. We're spending a lot of time on integrating log capturing, and if something were to go wrong that we can analyze a log file on the fly and send you a notification saying, "Hey, you know there was this bug and here's the cause." And it was potentially a fix for it to Autonomous Linux and we're putting a lot of effort into that. And then also sort of IT/operation management where we can look at the different applications that are running. So you're running a web server on a Linux environment or you're running some Java processes, we can see what's running. We can say, "Hey, here's the CPU utilization over the past week or the past year." And then how is this evolving? Say, if something suddenly spikes we can say, "Well, that's normal, because every Monday morning at 10 o'clock there's a spike or this is abnormal." And then you can start drilling this down. And this comes back to overtime integration with whether it's APM or Logging Analytics, we can tie the dots, right? We can connect them, we can say, "Push this thing, then click on that link." We give you the information. So it's that integration with the entire cloud platform that's really happening now >> Integration, there's that theme again. I want to come back to migration and I think you did a good job of explaining how you sort of make that non-disruptive and you know, your customers, I think, you know, generally you're pushing you know, that experience which makes people more comfortable. But my question is, why do people want to migrate if it works and it's on prem, are they doing it just because they want to get out of the data center business? Or is it a better experience in the cloud? What can you tell us there? >> You know, it's a little bit of everything. You know, one is, of course the idea that data center maintenance costs are very high. The other one is that when you run your own data center, you know, we obviously have this problem but when you're a cloud vendor, you have these problems but we're in this business. But if you buy a server, then in three years that server basically is depreciated by new versions and they have to do migration stuff. And so one of the advantages with cloud is you push a button, you have a new version of the hardware, basically, right? So the refreshes happen on a regular basis. You don't have to go and recycle that yourself. Then the other part is the subscription model. It's a lot easier to pay for what you use rather than you have a data center whether it's used or not, you pay for it. So there's the cost advantages and predictability of what you need, you pay for, you can say, "Oh next year we need to get x more of EMs." And it's easier to scale that, right? We take care of dealing with capacity planning. You don't have to deal with capacity planning of hardware, we do that as the cloud vendor. So there's all these practical advantages you get from doing it remotely and that's really what the appeal is. >> Right. So, as it relates to Enterprise Manager, did you guys have to like tear down the code and rebuild it? Was it entire like redo? How did you achieve that? >> No, no, no. So, Enterprise Manager keeps evolving and you know, we changed the underlying technologies here and there, piecemeal, not sort of a wholesale replacement. And so in talking about five, there's a lot of new stuff but it's built on the existing EM core. And so we're just, you know, improving certain areas. One of the things is, stability is important for our customers, obviously. And so by picking things piecemeal, we replace one engine rather than the whole thing. It allows us to introduce change more slowly, right. And then it's well-tested as a unit and then when we go on to the next thing. And then the other one is I mentioned earlier, a lot of the automation and extensibility comes from REST APIs. And so instead of basically re-writing everything we just provide a REST endpoint and we make all the new features that we built automatically be REST enabled. So that makes it a lot easier for us to introduce new stuff. >> Got it. So if I want to poke around with this new version of Enterprise Manager, can I do that? Is there a place I can go, do I have to call a rep? How does that work? >> Yeah, so for information you can just go to oracle.com/enterprise manager. That's the website that has all the data. The other thing is if you're already playing with Oracle Cloud or you use Oracle Cloud, we have Enterprise Manager images in the marketplace. So if you have never used EM, you can go to Oracle Cloud, push a button in the marketplace and you get a full Enterprise Manager installation in a matter of minutes. And then you can just start using that as well. >> Awesome. Hey, I wanted to ask you about, you know, people forget that you guys are the stewards of MySQL and we've been looking at MySQL Database Cloud service with HeatWave Did you name that? And so I wonder if you could talk about what you're doing with regard to managing HeatWave environments? >> So, HeatWave is the MySQL option that helps with analytics, right? And it really accelerates MySQL usage by 100 x and in some cases more and it's transparent to the customer. So as a MySQL user, you connect with standard MySQL applications and APIs and SQL and everything. And the HeatWave part is all done within the MySQL server. The engine itself says, "Oh, this SQL query, we can offload to the backend HeatWave cluster," which then goes in memory operations and blazingly fast returns it to you. And so the nice thing is that it turns every single MySQL database into also a data warehouse without any change whatsoever in your application. So it's been widely popular and it's quite exciting. I didn't personally name it, HeatWave, that was not my decision, but it sounds very cool. >> That's very cool. >> Yeah, It's a very cool name. >> We love MySQL, we started our company on the lamp stack, so like many >> Oh? >> Yeah, yeah. >> Yeah, yeah. That's great. So, yeah. And so with HeatWave or MySQL in general we're basically doing the same thing as we have done for the Oracle Database. So we're going to add more functionality in our database management tools to also look at HeatWave. So whether it's doing things like performance hub or generic database management and monitoring tools, we'll expand that in, you know, in the near future, in the future. >> That's great. Well, Wim, it's always a pleasure. Thank you so much for coming back in "The Cube" and letting me ask all my Colombo questions. It was really a pleasure having you. (mumbling) >> It's good be here. Thank you so much. >> You're welcome. And thank you for watching, everybody, this is Dave Vellante. We'll see you next time. (bright music)

>> Announcer: Live from Midtown Manhattan, it's theCUBE, covering Big Data New York City 2017. Brought to you by SiliconANGLE Media and its ecosystem sponsor. >> Okay, welcome back, everyone, to our live special CUBE coverage in New York City in Manhattan, we're here in Hell's Kitchen for theCUBE's exclusive coverage of our Big Data NYC event and Strata Data, which used to be called Strata Hadoop, used to be Hadoop World, but our event, Big Data NYC, is our fifth year where we gather every year to see what's going on in big data world and also produce all of our great research. I'm John Furrier, the co-host of theCUBE, with Peter Burris, head of research. Our next guest, Itamar Ankorion, who's the Chief Marketing Officer at Attunity. Welcome back to theCUBE, good to see you. >> Thank you very much. It's good to be back. >> We've been covering Attunity for many, many years. We've had many conversations, you guys have had great success in big data, so congratulations on that. But the world is changing, and we're seeing data integration, we've been calling this for multiple years, that's not going away, people need to integrate more. But with cloud, there's been a real focus on accelerating the scale component with an emphasis on ease of use, data sovereignty, data governance, so all these things are coming together, the cloud has amplified. What's going on in the big data world, and it's like, listen, get movin' or you're out of business has pretty much been the mandate we've been seeing. A lot of people have been reacting. What's your response at Attunity these days because you have successful piece parts with your product offering? What's the big update for you guys with respect to this big growth area? >> Thank you. First of all, the cloud data lakes have been a major force, changing the data landscape and data management landscape for enterprises. For the past few years, I've been working closely with some of the world's leading organizations across different industries as they deploy the first and then the second and third iteration of the data lake and big data architectures. And one of the things, of course, we're all seeing is the move to cloud, whether we're seeing enterprises move completely to the cloud, kind of move the data lakes, that's where they build them, or actually have a hybrid environment where part of the data lake and data works analytics environment is on prem and part of it is in the cloud. The other thing we're seeing is that the enterprises are starting to mix more of the traditional data lake, the cloud is the platform, and streaming technologies is the way to enable all the modern data analytics that they need, and that's what we have been focusing on on enabling them to use data across all these different technologies where and when they need it. >> So, the sum of the parts is worth more if it's integrated together seems to be the positioning, which is great, it's what customers want, make it easier. What is the hard news that you guys have, 'cause you have some big news? Let's get to the news real quick. >> Thank you very much. We did, today, we have announced, we're very excited about it, we have announced a new big release of our data integration platform. Our modern platform brings together Attunity Replicate, Attunity Compose for Hive, and Attunity Enterprise Manager, or AEM. These are products that we've evolved significantly, invested a lot over the last few years to enable organizations to use data, make data available, and available in the real time across all these different platforms, and then, turn this data to be ready for analytics, especially in Hive and Hadoop environments on prem and now also in the cloud. Today, we've announced a major release with a lot of enhancements across the entire product line. >> Some people might know you guys for the Replicate piece. I know that this announcement was 6.0, but as you guys have the other piece part to this, really it's about modernization of kind of old-school techniques. That's really been the driver of your success. What specifically in this announcement makes it, you know, really work well for people who move in real time, they want to have good data access. What's the big aha for the customers out there with Attunity on this announcement? >> That's a great question, thank you. First of all is that we're bringing it all together. As you mentioned, over the past few years, Attunity Replicate has emerged as the choice of many Fortune 100 and other companies who are building modern architectures and moving data across different platforms, to the cloud, to their lakes, and they're doing it in a very efficient way. One of the things we've seen is that they needed the flexibility to adapt as they go through their journey, to adapt different platforms, and what we give them with Replicate was the flexibility to do so. We give them the flexibility, we give them the performance to get the data and efficiency to move only the change of the data as they happen and to do that in a real-time fashion. Now, that's all great, but once the data gets to the data lake, how do you then turn it into valuable information? That's when we introduced Compose for Hive, which we talked about in our last session a few month ago, which basically takes the next stage in the pipeline picking up incremental, continuous data that is fed into the data lake and turning those into operational data store, historical data stores, data store that's basically ready for analytics. What we've done with this release that we're really excited about is putting all of these together in a more integrated fashion, putting Attunity Enterprise Manager on top of it to help manage larger scale environments so customers can move faster in deploying these solutions. >> As you think about the role that Attunity's going to play over time, though, it's going to end up being part of a broader solution for how you handle your data. Imagine for a second the patterns that your customers are deploying. What is Attunity typically being deployed with? >> That's a great question. First of all, we're definitely part of a large ecosystem for building the new data architecture, new data management with data integration being more than ever a key part of that bigger ecosystem because as all they actually have today is more islands with more places where the data needs to go, and to your point, more patterns in which the data moves. One of those patterns that we've seen significantly increase in demand and deployment is streaming. Where data used to be batch, now we're all talking about streaming. Kafka has emerged as a very common platform, but not only Kafka. If you're on Amazon Web Services, you're using Kinesis. If you're in Azure, you're using Azure Event Hubs. You have different streaming technologies. That's part of how this has evolved. >> How is that challenge? 'Cause you just bring up a good point. I mean, with the big trend that customers want is they want either the same code basis on prem and that they have the hybrid, which means the gateway, if you will, to the public cloud. They want to have the same code base, or move workloads between different clouds, multi-cloud, it seems to be the Holy Grail, we've identified it. We are taking the position that we think multi-cloud will be the preferred architecture going forward. Not necessarily this year, but it's going to get there. But as a customer, I don't want to have to rebuild employees and get skill development and retraining on Amazon, Azure, Google. I mean, each one has its own different path, you mentioned it. How do you talk to customers about that because they might be like, whoa, I want it, but how do I work in that environment? You guys have a solution for that? >> We do, and in fact, one of the things we've seen, to your point, we've seen the adoption of multiple clouds, and even if that adoption is staged, what we're seeing is more and more customers that are actually referring to the term lock-in in respect to the cloud. Do we put all the eggs in one cloud, or do we allow ourselves the flexibility to move around and use different clouds, and also mitigate our risk in that respect? What we've done from that perspective is first of all, when you use the Attunity platform, we take away all the development complexity. In the Attunity platform, it is very easy to set up. Your data flow is your data pipelines, and it's all common and consistent. Whether you're working on prem, whether you work on Amazon Web Services, on Azure, or on Google or other platforms, it all looks and feels the same. First of all, and you solve the issue of the diversity, but also the complexity, because what we've done is, this is one of the big things that Attunity is focused on was reducing the complexity, allowing to configure these data pipelines without development efforts and resources. >> One of the challenges, or one of the things you typically do to take complexity out is you do a better job of design up front. And I know that Attunity's got a tool set that starts to address some of of these things. Take us a little bit through how your customers are starting to think in terms of designing flows as opposed to just cobbling together things in a bespoke way. How is that starting to change as customers gain experience with large data sets, the ability, the need to aggregate them, the ability to present them to developers in different ways? >> That's a great point, and again, one of the things we've focused on is to make the process of developing or configuring these different data flows easy and modular. First, while in Attunity you can set up different flows in different patterns, and you can then make them available to others for consumption. Some create the data ingestion, or some create the data ingestion and then create a data transformation with Compose for Hive, and with Attunity Enterprise Manager, we've now also introduced APIs that allow you to create your own microservices, consuming and using the services enabled by the platform, so we provide more flexibility to put all these different solutions together. >> What's the biggest thing that you see from a customer standpoint, from a problem that you solve? If you had to kind of lay it out, you know the classic, hey, what problem do you solve? 'Cause there are many, so take us through the key problem, and then, if there's any secondary issues that you guys can address customers, that seems the way conversation starts. What are key problems that you solve? >> I think one of the major problems that we solve is scale. Our customers that are deploying data lakes are trying to deploy and use data that is coming, not from five or 10 or even 50 data sources, we work at hundreds going on thousands of data sources now. That in itself represents a major challenge to our customers, and we're addressing it by dramatically simplifying and making the process of setting those up very repeatable, very easy, and then providing the management facility because when you have hundreds or thousands, management becomes a bigger issue to operationalize it. We invested a lot in a management facility for those, from a monitoring, control, security, how do you secure it? The data lake is used by many different groups, so how do we allow each group to see and work only on what belongs to that group? That's part it, too. So again, the scale is the major thing there. The other one is real timeliness. We talked about the move to streaming, and a lot of it is in order to enable streaming analytics, real-time analytics. That's only as good as your data, so you need to capture data in real time. And that of course has been our claim to fame for a long time, being the leading independent provider of CDC, change data capture technology. What we've done now, and also expanded significantly with the new release, version six, is creating universal database streaming. >> What is that? >> We take databases, we take databases, all the enterprise databases, and we turn them into live streams. When you think, by the way, by the most common way that people have used, customers have used to bring data into the lake from a database, it was Scoop. And Scoop is a great, easy software to use from an open source perspective, but it's scripting and batch. So, you're building your new modern architecture with the two are effectively scripting and batch. What we do with CDC is we enable to take a database, and instead of the database being something you come to periodically to read it, we actually turn it into a live feed, so as the data changes in the database, we stream it, we make it available across all these different platforms. >> Changes the definition of what live streaming is. We're live streaming theCUBE, we're data. We're data streaming, and you get great data. So, here's the question for you. This is a good topic, I love this topic. Pete and I talk about this all the time, and it's been addressed in the big data world, but it's kind of, you can see the pattern going mainstream in society globally, geopolitically and also in society. Batch processing and data in motion are real time. Streaming brings up this use case to the end customer, which is this is the way they've done it before, certainly store things in data lakes, that's not going to go away, you're going to store stuff, but the real gain is in motion. >> Itamar: Correct. >> How do you describe that to a customer when you go out and say, hey, you know, you've been living in a batch world, but wake up to the real world called real time. How do you get to them to align with it? Some people get it right away, I see that, some people don't. How do you talk about that because that seems to be a real cultural thing going on right now, or operational readiness from the customer standpoint? Can you just talk through your feeling on that? >> First of all, this often gets lost in translation, and we see quite a few companies and even IT departments that when you talk, when they refer to real time, or their business tells them we need real time, what they understand from it is when you ask for the data, the response will be immediate. You get real time access to the data, but the data is from last week. So, we get real time access, but for last week's data. And that's what we try to do is to basically say, wait a second, when you mean real time, what does real time mean? And we start to understand what is the meaning of using last week's data versus, or yesterday's data, over the real time data, and that makes a big difference. We actually see that today the access, the availability, the availability to act on the real time data, that's the frontier of competitive differentiation. That's what makes a customer experience better, that's what makes the business more operationally efficient than the competition. >> It's the data, not so much the process of what they used to do. They're version of real time is I responded to you pretty quickly. >> Exactly, the other thing that's interesting is because we see it with, again, change of the capture becoming a critical component of the modern data architecture. Traditionally, we used to talk about different type of tools and technology, now CDC itself is becoming a critical part of it, and the reason is that it serves and it answers a lot of fundamental needs that are now becoming critical. One is the need for real-time data. The other one is efficiency. If you're moving to the cloud, and we talked about this earlier, if you're data lake is going to be in the cloud, there's no way you're going to reload all your data because the bandwidth is going to get in the way. So, you have to move only the delta. You need the ability to capture and move only the delta, so CDC becomes fundamental both in enabling the real time as well the efficient, the low-impact data integration. >> You guys have a lot of partners, technology partners, global SIs, resellers, a bunch of different partnership levels. The question I have for you, love to get your reaction and share your insight into is, okay, as the relationship to the customer who has the problem, what's in it for me? I want to move my business forward, I want to do digital business, I need to get up my real-time data as it's happening. Whether it's near real time or real time, that's evolution, but ultimately, they have to move their developers down a certain path. They'll usually hire a partner. The relationship between partners and you, the supplier to the customer, has changed recently. >> That's correct. >> How is that evolving? >> First of all, it's evolving in several ways. We've invested on our part to make sure that we're building Attunity as a leading vendor in the ecosystem of they system integration consulting companies. We work with pretty much all the major global system integrators as well as regional ones, boutique ones, that focus on the emerging technologies as well as get the modern analytic-type platforms. We work a lot with plenty of them on major corporate data center-level migrations to the cloud. So again, the motivations are different, but we invest-- >> More specialized, are you seeing more specialty, what's the trend? >> We've been a technology partner of choice to both Amazon and Microsoft for enabling, facilitating the data migration to the cloud. They of course, their select or preferred group of partners they work with, so we all come together to create these solutions. >> Itamar, what's the goals for Attunity as we wrap up here? I give you the last word, as you guys have this big announcement, you're bringing it all together. Integrating is key, it's always been your ethos in the company. Where is this next level, what's the next milestone for you guys? What do you guys see going forward? >> First of all, we're going to continue to modernize. We're really excited about the new announcement we did today, Replicate six, AEM six, a new version of Compose for Hive that now also supports small data lakes, Aldermore, Scaldera, EMR, and a key point for us was expanding AEM to also enable analytics on the data we generate as data flows through it. The whole point is modernizing data integration, providing more intelligence in the process, reducing the complexity, and facilitating the automation end-to-end. We're going to continue to solve, >> Automation big, big time. >> Automation is a big thing for us, and the point is, you need to scale. In order to scale, we want to generate things for you so you don't to develop for every piece. We automate the automation, okay. The whole point is to deliver the solution faster, and the way we're going to do it is to continue to enhance each one of the products in its own space, if it's replication across systems, Compose for Hive for transformations in pipeline automation, and AEM for management, but also to create integration between them. Again, for us it's to create a platform that for our customers they get more than the sum of the parts, they get the unique capabilities that we bring together in this platform. >> Itamar, thanks for coming onto theCUBE, appreciate it, congratulations to Attunity. And you guys bringing it all together, congratulations. >> Thank you very much. >> This theCUBE live coverage, bringing it down here to New York City, Manhattan. I'm John Furrier, Peter Burris. Be right back with more after this short break. (upbeat electronic music)

theCUBE presents an exclusive on the ground conversation with Oracle CEO Mark Hurd.  Mark sat down with John Fourier at Oracle's redwood city campus. >> Hello everyone welcome to a special presentation of theCUBE. I'm John Furrier   the founder of SiliconANGLE and we're here with Mark Hurd the Co-CEO for a one-on-one exclusive conversation , Mark welcome to theCUBE on the ground welcome.    >> Thanks John >> OpenWorld we were there with theCUBE >> So at Oracle and we were on Howard Street , we talked to 48 folks from Oracle executives and we learned a lot and we've been there covering it for six years and one of the striking things was Oracle's cloud message wasn't really well received by the press in the sense of they consider you kind of not in the top two. It's Amazon , Amazon it's this, that & the other thing. You guys had been doing cloud for awhile and I want to explore that conversation with you about Oracle's cloud your business startup landscape competition but one of the things that struck me was your interview on CNBC with John Ford he said are you determined to be in the cloud and you kind of had a shock back response and said determined we're in the cloud we're winning and quoted some stats give us the update you guys are in the cloud we watched that we learned that it's end to end what's the current status of Oracle's cloud play right now.    >> Thanks John,  well I think the way I would describe it numerically is not only in the cloud were a multi-billion dollar player in the cloud and so we started really several years ago in the application part of the cloud or SAS we've had tremendous success across the pillars of our SAS products or the pillars of applications in the industry we've added a platform capability or paths to that portfolio and now we've added infrastructure as a service so we're actually the only player in the cloud now today in infrastructure in pass and platform and in application so a complete portfolio differentiated by its by its scope and also differentiated by each of the pieces we believe to be Best of Breed and it's resulted in bookings I think that's out in the marketplace but I'll reiterated today. We'll book more business in the cloud  than this year than anybody else in the industry.  >> One of the things about the cloud that people love is the fact that it's fast it's got great economics but it has a scale component that customers are attracted too,  yet a lot of the folks who provide cloud technologies have different approaches.  Larry Ellison was on stage at Oracle OpenWorld saying he's long in the cloud game and you've reiterated that. What does that mean you know and the business folks out there they love this but they don't want to have different technologies that become outdated they want to have just solutions so every vendor's got different approaches why is Oracle well-positioned for this long win or the long players Larry's and you talked about.  >> Well first John we've been in this business a long time and so the fact is I think nobody's provided solutions at the depth and breadth that Oracle has over the past 20-some years so we've got a lot of experience in this business and that experience really as at the enterprise level so experience is is deep. That said to your point most of our customers spend a lot of money on IT and most of them have to go do this themselves. One of the promises of cloud is all of the things you said plus the fact it's it's simpler it's easier and you're actually not you're actually moving your innovation from your IT budget to Oracle's R&D budget and that's very attractive not just economically, it is ,attractive economically to your point but it's very attractive now to get in an area like HR. We have almost 2,000 programmers coming to work every day feature stringing that application would you rather be doing that on your IT staff or have that done by 2,000 people coming every work today who's on our payroll not yours to drive your innovation. >> global. Cloud is a global phenomenon  >>  The other impact is Obviously the geographic regions is hear now that as a key table stakes but you know it also brings in some economics on the economy side. What's your take on the global economy outlook right now in the world right now and and how does that affect customers decisions and buying patterns you know right now >> If you look over and when you say right now I'll look at it over the past couple of years. Revenue growth across the global economy the S&P 500 is fairly flat so you've had about one percent revenue growth of the S&P 500 over the past five years or so. Earnings growth though is about 5% and you've seen that reflected a bit to a degree in the stock market and the run-up of the stock market over the past several years so with revenue flat and earnings up that tells you that people are cutting expenses people are being very careful what they spend in what they invest and that gets reflected in IT and you see this in the IT industry and some of the results of the companies in it so companies are very much being very careful what they spend. I think companies overall are comfortable with their cost structures. They wish they could grow faster and it becomes the reason why cloud not just as a technology but as a business approach in a business model is extremely attractive to our customers into the broader market >> So they were there see expenses they don't only have to spend aggressively but they need to perform as well so it's also top-line >> John, it's a bigger problem than that it's a bigger problem than that because I'm worried about cost but at the same time many of our customers face competition. They face competition from startups new entrants into their industries and so they have to be innovative so it can't be just cut cost for cutting costs sake because if they do they can easily get disintermediated from their customer from their market and therefore they wind up not being competitive so the attractiveness back to the point about innovation and cloud is yes it's it's lower cost it's better economically yes it's simpler but it also drives more innovation at the same time and it's really the combination of all these factors that do the trick >> I put a question on my Twitter feed and Facebook I was interviewing you and I got a question I want to read to you as it says 'Marks on the road constant of customers then coming back to the ranch to meet Larry and Safra and the teams,  what is he hearing what is the consistent need from his customers and CEOs he's talking to who position themselves'  what's the common thread what's the holy grail for the customer that you're hearing from from consistently in the pattern that you're seeing your customer visits?  >> Help us get from here to there and and I think when you know you're in our industry you get a lot of people talking about cloud you know let's go to the cloud well if you're if you're not in the tech industry and you hear that you're like what does that mean and and then more importantly how do I get there so it's easy for us to talk about you know where we are. Most of our customers are stuck in where they are today and most of that is an on-premise many of those are older applications their homegrown applications so the process of not just telling us telling them where they could go but how do I help you get there.  At Oracle again we feel uniquely positioned and we're not just big in the cloud multibillion-dollar cloud player but we have a heritage on-premise and I see that as a very very strong asset and the ability now to bring those two worlds together and help our customers operate some of their IT on-premise, some of their IT in the cloud and be able to work those move those workloads back and forth seamlessly. >> you know you understand the athletes world >>  Timing is everything you  play tennis, being at the right spot the right time is really the business focus with customers and so when they hear cloud or hey this is a new technology from Silicon Valley think how well is that real so this isn't not so much as scared of the Silicon Valley innovation you're seeing you know for Tesla innovating things like GM and Ford but a lot of mainstream businesses want to have an answer to their problems not so much the shiny new technology. How do you balance the timing of delivering new cloud technologies with that next big thing in R&D or what not I mean what's the secret and what do customers look for is the timing issue of having the right solution at the right time what's your philosophy on that what's your take on that >> Well of course you're right I mean the fact is you know as we sit here in the Silicon Valley we tend to invent words every couple of years they're gonna solve all of the customers problems cloud big data whatever it may be whatever your problem is we're gonna we have a solution for it and the reality is most customers want to solve their business problem they're concerned about growing their revenue they're just they're concerned about becoming more efficient with their processes and so therefore we have to help them get that done so to your point we have to come in with real solutions, our solutions are baked around things as simple as running your HR system. You know running running your core accounting your core ERP and your core sales organization and being able to be able to automate those applications. I think you'll see  a tremendous workload coming around dev test. You know 30% of all of IT for example today is really done in developing and testing applications, it's all done on premise, it's all done with very little governance around it,  that whole process. Think of that, if Enterprise IT is a billion dollars,  Dev-Test at 30% is let's see I think 300 million dollars. How efficient do you think that spend is? Let's pretend it was 50 percent efficient,  which I believe is very high. A hundred and fifty billion dollars of opportunity for our customers to no longer have data centers,  computers, operating systems, databases,  people and be able to move all that to the cloud be able to access all of that capability from the cloud build and test their applications directly from the cloud and if they even want they can move those workloads to their on-premise production for their on premise production applications. So these are tremendous opportunities to change the way we think of IT and your point the timing has to be right there has to be an openness and an excitement about embracing these opportunities and I think that time is now. >> on that because it can be scariest shit >> What are you hearing from customers into the cloud and and and they might hey Oracle you know all you know you have your stuff and I hear the shiny new toy in Silicon Valley new technologies but what's in it for me that's the customer I've but I think mentality what's in it for me my problems as you said what it what is that issue for that for customers for your standpoint how do you how do they get over that fear to take that leap will the parachute open when they go to the cloud that that's the kind of mindset the customer I hear and I thought to what >>   >> various different people that have >> Well I mean they're different opinions I think many of those initial perceptions are beginning to change so I think you're getting more customers more openness and we're sitting here in the United States I think if you went back to to Europe and Western Europe there was always concerns about various issues security etc data sovereignty many of those issues I believe we're beginning to tackle and to resolve. But at the end of the day that the the real excitement is about the core things we started with,  this just costs less, this is simply driving more innovation,  and it's easier at the end of the day, and those are three fantastic benefits for customers.  >> So now there's a new class of buyers entering the market your customers and some of them are younger and you know we see some of them don't have voicemail setup, they don't really use email. Is Oracle's success generational and how are you guys bridging the gap or if no how are you bridging the gap to reach these new demographic of buyers who understand mobile and cloud have some that love that some are kind of you know as I mentioned earlier crossing the chasm on their own but this new generation of buyers what are you seeing >> there are you seeing a new demographic >> are you seeing a new class of buyers?  >> So it's a complex issue you bring up because the new generation in people sometimes generalize about these generations called Millennials,  etc.   They are both employees and customers and to a large degree they interrupt much of the status quo they work differently they also buy differently. Now at the same time remember that our customers have multiple generations of workers and multiple generations of customers so this actually gets quite quite interesting.  So if you take workers somebody my generation I like to might think of self myself as young and I'm in the technology etc but that the actual data says I'm not and I still work I still work in a workflow basis I use pieces of paper like you have today and and I look at those pieces of paper.   Not my kids. They work differently. They also work more collaboratively they work in groups but now I'm still in the company and so are a whole lot of Millennials that work at Oracle so we have to put processes and tools together that not only deal with what I do but what they do and make sure that we can all then work together that's a lot of work that's a lot of technology and it's actually made the business problem that we're talking about harder. Same thing from a customer perspective those same employees that work differently, they buy differently and you better be prepared to engage them where they want to be engaged,  how they want to be engaged, and that gives an opportunity for Oracle to help our customers innovate to give them better applications, better tools to go >> meet those customers and employees. >> Brings up a great point I mean it gets getting more complex on the business logic and business model and also the consumption and technology but isn't IT supposed to get easier?  I mean it once was easy compared to what it seems to be now what's your take on that it's got to get simpler what's your strategy. >> part of the issue is the data set >>   First of all the part of the continues to grow so the data set continues to grow and that drives tremendous desire for more information this while in some degree more data creates complexity it also creates tremendous amount of insight. The things we can do today we would never have thought of 10 years ago I mean there are things think about, can you imagine the  world 15 years ago where we couldn't search for anything.   We didn't have,  think of all the tools we have today that we use every day that we didn't have think about it this way applications the average age of an application in this country is about 21 22 years old meaning they were built in 1993 1994 1995 pre-search pre-mobile pre- social pre everything,  that  we're used too, so as a result you have this really old infrastructure trying to support this this new world and that's part of the promise I think of these new applications. They're engineered with mobile integrated into the applications themselves,  they're integrated with collaboration tools from the ground up,  and this world will get continue to get easier.  >> One of the questions we're asking our on our wikibon analyst team to our surveys and our customers is which vendor will provide the value fastest for getting the most out of the data. This seems to be a question that's kind of buried a little bit in some of the conversations out in the marketplace but it seems to be consistent. The value of the data is seems to be really really important. Who's gonna build the tooling and the automation and the integration capabilities to maximize the data whether it comes from some integration on an iPhone or collaborative document or an ERP system it could cover them anywhere and or mixing and matching data that seems to be the focus what's your thoughts on that and getting the most out of the data and what is Oracle doing >> with that in that regard? >> Yeah well listen historically in our industry you basically had applications that produced data, you then taken that data extracted it from the transaction application and warehoused it or  marted or used whatever term you wanted to use, and then create a bunch of analytics through some very very experienced scientific users who then would distribute reports out to the rest of the company that's the history of sort of data analytics. I did that for a good part of the earlier part of my career and I would say things are changing now that those analytics have to have to move right next to the application itself, they have to become real-time,  they have to be integrated into the core applications.  So we see happening today in Oracle applications is no longer do you have to take data out of the application you have to integrate it directly into the application so you can now get real-time insights. The ability now to integrate structured data and unstructured data and do it in near real-time so that you can now make a decision on something based on early indicators and then merge it and integrate it with the core way that you run a company and that's how you'll see analytics evolve,  the ability to take massive amounts of unstructured data but it's not gonna be good enough just to analyze that unstructured data that's social data,  you're gonna have to be able to merge that data where the system that can now do something with it.  >> And customers telling you that there and you're hearing that from customers as well? >> to, I want data that allows me to make >> Listen the fundamentals come back the right decision at the right time with the right customer the right employee to optimize my business. How do I get through all of this massive amount of data that you've been talking about so that I can make the optimal decision at the right time to benefit my business. That's the key.   >> the trends in the industry that you're >> Let's talk about trends, competing in the technology landscape has been very robust over the past few years and specifically past three years. What's your take on the landscape now I mean obviously the table stakes that the bar that the bar to get into the game that they're at entry what is the technology landscape like today from your perspective as a CEO co-ceo of Oracle with your competitors and your customers >> Well I think the shift is significant to your point I think this forget the overused term of cloud but that method of computing at the application layer the platform layer and the infrastructure layer is clearly where this industry is  Oheaded I made a presentation at OpenWorld that I felt by 2025, I predicted that 80% of that workload will be in the cloud. And I think I associated I made this statement then that I may be slow,  it may go faster and and that shift has a seismic impact on on our industry and it will happen and the reason it will happen is because of the reasons I've keep coming back to it when the customer can get better economics,  the customer can get more innovation, and they can get something done more simply, they're gonna they're gonna go do it . That's gonna cause losers and that's going to cause winners and that's why we've made the investments we have,  that's why we've built out all the data centers around the world that we have,  it's why Oracle has rewritten all of its applications from the ground up hundred percent >> all of our products now have basically >> 100 percent all of our been cloudified, they've been rewritten from the ground up to be cloud ready. And it's critical for us John because we believe this is and Larry started on this a decade ago so this isn't something we we thought about like 18 months ago and said hey why don't we go do this this this this came back a long time ago even before the term cloud was popular so it's this is this whole method and approach to computing which which which is key and frankly we started out getting into the SAS business the applications business and it was clear when you're in the applications business to really do that right you had to be in the platform business and then really to be in the platform business you had to be in the infrastructure business and that's why when you look at the barrier to entry John the ability to build out all three layers of the cloud the ability  R&D wise to do that or from a financial capital perspective to acquire all that good luck trying to do that then to build the infrastructure the data center infrastructure and the capital and remember John you have to do all this in advance think of it as to get into the cloud business from a IT perspective it's like building a hotel and you have to build a hotel before you can rent a room nobody can stay in the hotel til it's built think of that on a much bigger scale as being what it takes to get into the global cloud business >> So it's not winner-take-all it's winner take most or >> listen I was public in my view that I >> They'll be a couple of winners I think think that they'll be probably a couple of application providers I predict Oracle will be one I don't know right now today there is no other company in the industry who has got a complete suite of SAS applications Oracle's the only one somebody eventually will get will get that done I believe and I believe you'll have a couple of providers in that part of the industry I think probably likely at the platform level you have a couple of platforms that survive you'll also find the ability for those platforms to work together and I think like anything you'll see a couple of providers two three providers at the infrastructure layer >> Is Oracle a one big cloud or is it a company of many clouds I mean saw an  acquisitions this week, AddThis, and  I saw the word datacloud  sounds good great good marketing data cloud but it makes sense it's social data you see marketing cloud and social cloud you get in your are they a collection of clouds or does it matter is it labeling as the long tail distribution?  >> are clearly a set of capabilities in the >>  Well it's branding I mean they Oracle public cloud. Those capabilities are a marketing cloud a sales cloud they are not if you will architected as separate clouds they are built on as I said earlier they are architected on the same platform everything is built on Fusion Middleware common platform common base common infrastructure that can work together. >> You talked about in your prediction here that you know all data >>   You talked about in your prediction here that all  enterprise data we stored in the cloud faster and cheaper you also announced that pricing was or might have been earlier that cheaper than glacier and Amazon is that consistent the trend that you see pushing the price down lower and lower for the data storage.  >> think at the infrastructure layer we've >>   Yes I mean I looked at that world as more of a commoditized world that you know basically the infrastructure is a service there you're selling compute and you're selling storage and we think that market will continue to decline in in price and we expect to be very aggressive with our pricing in that market >> the cycle cycle styves kenzan flow as >> I want to get a take on startups we've seen in the 90s when I did my first startup it was really hard to get into the business you're the provision of data center buy router,  buy a Sun box at that time was very expensive it was also hard to get customers if you were starting up an enterprise customer in this case and then the world shifted easy to get customers with open source what seemed to be shifting back around where it's hard for startups to get enterprise customers because of the scale and integration challenges and the SLA is and the global requirements compliance and the list goes on and on do you agree with that statement or do you see it differently that it's gonna be harder and harder for startups it might be easy to start building stuff but they actually come in and compete and win enterprise customers what's your take of the the appetite of >> and John you're talking about tech startups  >> or tech startups that sell say you know how cells store take and I've just invented an all flash array and it's kick-ass and it's gonna you know eat into Oracle Exadata and EMC and all these those guys and I'm gonna go sell it to GM or I have a software product that I want to sell to company so again getting into the enterprises used to be hard and then it got easy it seems to be getting hard again what's your take of the state of that >> a long a subject that's got that's got >> So again quite a bit to it I think first I don't think companies are gonna buy all stick on the application layer for a second and talk about application startups I don't think customers are gonna buy from a hundred different companies for their cloud applications I I think when you're looking at applications specifically you think about automating a vertical process but companies also have to work together horizontally not just vertically so I think in the end they will they will have fewer cloud providers I mentioned sort of to could a company have three or a four a couple best to breeds maybe but they're not going to have they're not gonna make the on-premise complexity and just move that complexity to the cloud this is an opportunity to make things simpler to your to your earlier point I think that's what will happen now we happen to be we acquire quite a bit as I know you know and so we actually get to look at a lot of startups and I would say you're right that that we see with many startups is they start off trying to as inexpensively as possible which is I don't think I try to do it as expensively as I could try to try to build a capability and then many run into problems with eventually scaling and being eventually being able to build out we see this as we as we are I think for startups one of the real attractiveness of the cloud is that no longer any of those costs you described a few minutes ago exist I can now go do the remember that dev test I talked about that dev test I talked about for the big company is the same thing you could do on the cloud you can go get Java you can get the Oracle database you can only use or pay for what you use no longer you have to buy a Sun server that you describe or get a license and you can build on the most industrial strength commercial capability in the world Oracle and you can do that now as a start-up and be enterprise-grade from the first piece of code you write. >> So being a world-class leader might be harder for start to crack that nut versus becoming part of an ecosystem >> think that's right I think what you said >> I is right and I was trying to address both I think as a start-up you have an opportunity to to build on on commercial-grade tools from from the beginning and I do think you're right that being part of an ecosystem almost assuredly will be necessary as this market matures.  >> week at CES before GM announcing >>  A lot of commentary this Lyft could deal with Lyft and big investments try to be like Uber and Tesla electronic cars to in-car entertainment so I'm going to say that the car is one big gadget smartphone Internet of Things device which is true that big data problem that brings up the question GM and Ford or incumbent leaders in Detroit and the automotive industry are shifting radically this digital transformation is that something that you see similar in other verticals that >>  Well I'll stick with that vertical for a second I mean that vertical has shifted dramatically over the years I mean it used to be those companies made money selling cars they no longer made money selling cars years ago they then made money on service now they don't make much money on service now it's going to become the services that sit in the car with those are entertainment services or whatever they may be and so it's gonna be very interesting in that industry how they innovate do they outsource those services to another technology company in the Silicon Valley or do those become the core differentiators of those companies and and it's it's going that disintermediation occurs industry by industry by industry we've now talked about tech and what the implications are for the cloud on tech same things occurring in virtually every vertical.  >>  So you said early it's you know they're an enabler or it's gonna freak people out it's it >> Well this is what happens with innovation when time comes this is why we've done Oracle what we've done.  We've moved as quickly to the cloud as we possibly could.  It doesn't mean our on-premise business isn't strategic and important to us of course it is and I think the combination of the two capabilities gives us a huge differentiator. But that said for us to move quickly was critical we think to our long-term success and that's why we've been as fast moving as we can and I believe that true in every industry.  If you spend doing words like balance protect all of those sort of verbs they don't lend themselves to long-term success.  >> Let's talk about the company now that you're leading with the team. The number one question I get to ask I was told to ask you was ask them how the Co-CEO job is going and I'd like to know what it's like in the day in the life of Mark Hurd with Safra Catz, Larry Ellison take us through some color around what goes on behind the curtain >>  No.  I think well first of all we've been together awhile so so this is not like a new new phenomena so we we think we have sort of a capability that we can do a lot of things at the same time I don't know that that there is a broader team in terms of experiences I'm not trying to say we're great or try to be arrogant about it at all but it gives us the capability to touch a lot of things at the same time.  I've been a CEO multiple times and I can tell you it's a lonely job it's a hard job and it has a lot of responsibilities associated with it the fact that you can get a team that brings with it different skills different capabilities and you get the right personalities that that blend together that's that's a blessing and if you can get it take it . >> That's not just at the top tier of the management team also it's a >> company's pretty strong you know it's a >> I'm glad you brought that up John because I get questions like that a lot about Larry or Safra or they get questions about about all that but the reality is we're 140 thousand people in this company so we're a we're a large company with an enormous number of talented people I mean Thomas Kurian who runs our software development organization John Fowler runs our hardware development organization Dave Donatelli are people running regions we have we have a lot of very very skilled people come our Chief Architect Edward Screven I mean we just have a lot of depth at >> oracle and so it's a lot bigger than >> And the newly hired Dave Donatelli who is a shark when it comes to infrastructure he is strong and how's he working out I mean how's the that's a big >> listen and Dave is really leading the >> I think Dave's done great I mean product management go-to-market efforts around all of our all of our systems team which is going through its own transformation because we see the way infrastructure is now being used today and it's going through a lot of changing and Dave's just a great addition to Oracle >> He should me he knows it he knows the EMC playbook and certainly they have their challenges so I ought to ask you a question another one is that the hardware middleware market is about integration you mentioned that horizontal integration how how challenging is that for you guys and is this part of the transformation message that you guys have done internally because you're asking customers to transform and so can you give an example where you've transformed yourself >> Well when you talk about the middleware market I actually you mentioned the middleware market at least in some of the transformation I actually think with all of the data that we described earlier the opportunity to integrate that data and to integrate that data in the cloud is a huge opportunity for us we introduced an Oracle OpenWorld integration cloud services Oracle integration cloud services and the opportunity now for us to bring that to market and bring that capability to customers you know fantastic opportunity >> Let's talk about competition my favorite subject HP split up EMC sold to Dell , IBM is trying to make a run at it what does all this mean for the marketplace and specifically customers because you know those are big those are big companies that are transitioning or struggling as I'm saying what should what does all that mean connect the dots for the industry dynamics for those >> Well I think the industry our industry is no different than any other industry it's looking for revenue growth it's got leaders that that are are being driven to to grow revenue to grow or means to grow cashflow and in many times when you realize you you can't do that or they they find that they they're not in a position to do that they change and and change is inevitable and that's all you're seeing here is the change of what we described earlier you've got a certain market that behaved a certain way for a long time that market is now interrupted it's going to cause certain people to fail it's going to cause certain people to combine and as a result that change is going to occur and if you're not able to do the things I described the things that Oracle's done so if you will cross the chasm then change is coming and I don't think >> you've seen the end of it John. >> And a lot of these folks made big bets years ago going back a decade what bets do you see not paying off and what bets should people be making to be competitive in this new era >> believe what I said about our strategy I >> Well I think if you're not first in the cloud to begin with you're not gonna be long for this industry point one point two if you don't have enough breath in the cloud and you're just a single player with a point solution you're probably not long for this world so in the end companies want more from fewer people they want help with innovation they want better economics and that's going to prove in the end to come from a few companies in my opinion I think you'll see the same cycle that we've seen before that you'll see companies that frankly remember if you went back to the 80s think about how many great companies were in this industry in the 80s when I started in the industry I'm shame to have to admit that a shame but I hate to have to admit I'm old enough so I started yeah and therefore you look good well they're all gone yeah I mean Wang is gone the Digital's gone Data General is gone this Prime Computer is gone I mean this happens a lot and and this is just us going back to the future where we've got an interruption in the industry it's gonna cause winners and losers and it's the reason John that we've made the investments we've we have we could have easily done none of this invested none of this capital and harvested our existing business and it would look great for a while yeah not long run.    >> Yeah and you and you guys invested in the future at the right time seems it's working great for you guys the numbers are good how do you invest in R&D of some of the numbers in the cloud in terms of revenue book asking . l >> don't we don't give out you know all of >> Welll we our data forward-looking projections but what we did in our last quarter was we talked about our growth in the cloud virtually double our bookings year-over-year we've now got a chance to be in the ball well I won't give numbers out right now because I was already gonna make a forward projection but think of us now as multiple billions of dollars in revenue in  PAS platform and SAS growing and as our revenue has grown John our growth rate has actually gone up we say one more time the revenues grown and the growth rate has increased and so I think this comes down to the fact that we've just gotten better and better at this we've added more people from a salesperson perspective more of our products have become available in the market to the point of the percent of our portfolio that's now available in the cloud and we've now got lots of references and so it's an exciting time for us >> I've got to ask about Amazon Web Services obviously they've been going to have to work with our database and saying they can suck all that in and it'll come up in a second but I interviewed the former CTO of EMC who's now doing a storage startup on his own and he had a comment and I said well  Amazon's winning he says well we always debate what inning are we in in the industry and  Dave Vellante and I'm my cohost argued that he thinks were in the seventh inning I think we're in the first inning and so the guests said no you guys were both wrong,   Amazon won Game one of the doubleheader Game two is about the enterprise and it's not even started so I wanna get your thoughts Amazon certainly did well and doing well and numbers are pretty clear with public cloud now they're aggressively moving into the enterprise and it's just different ballgame talk about the dynamics their vis-a-vis Oracle you're targeting much more business approach understanding the IT side of the business Amazon is kind of do-it-yourself you know launching new stuff every day what's the distinction between the two some love Amazon people love the success you know good job Amazon people you know we cover them we like them they have a good product but it's not the end game to your message what's the difference in the two >> All right I'm gonna stay away from all the baseball analogies I think that they nstarted out as a retailer they had an IT infrastructure to support a retailer I think very clever they needed a lot of IT capacity when retail season was at its height during the holidays they said we've got a bunch of used capacity during other parts of the  un year we'll go rent it to people so they can leverage it makes sense now as you start to move into other workloads as you start working into enterprise workloads and dealing with all of the issues that come up there are more complexities to come up I think that we are in the I'll just say early stages and and by the way remember one thing I mentioned to you I think earlier just before we started and started this interview it doesn't take much of a change in it to have a dramatic effect on the revenue of the industry so I mentioned earlier about this dev test thing 30% of the industry three hundred billion dollars if only 5% of that moves its 15 billion dollars 15 billion goes from somewhere some companies that are supplying that today to somebody else and that's the very beginning of this see I actually don't think very little of this workload today has moved compared to what it will be five to six to seven years from that so - from that just a sheer numerical dimension we're in the very beginnings the very early phases of this the ability to get the bulk of this market is the ability to move massive amounts of workloads from some of the most complicated jobs >> so we're just scratching the surface of what it means >> just beginning >> ok so talk about the customers that you have because you have a lot of customers you guys have a zillion customers Oracle is a dominant player for many many generations of IT and computing we've seen that but I'm sure some of them have Amazon presence or they're kicking the tires doing some shadow IT through some things how are you guys do that because you kind of partner with Amazon on one hand but you also have cuffs cuz you have customers there how is how is that conversation going with Oracle and Amazon you say hey whatever or is there >> no I think that customers can chose to take their Oracle licenses and run them on Amazon they can also get those same capabilities directly out of the Oracle cloud we can take jobs between Amazon and Oracle and have them work together so it's it's really the customer's choice as to what's best for the customer my general view would be that if a customer is doing a platform job writing an application in Java I'll probably get infrastructure from the same person I'm getting Java from so I'm more likely to buy that infrastructure from Oracle if I'm buying that application from Oracle or using that platform from Oracle but if a customer says I'd really like to do my platform job on Oracle and store some of that up on Amazon that's customer's choice >> Okay Amazon is on the list of competitors Larry said one of the things is seeing new competitors he's SAP and IBM now new names yes Amazon, Microsoft Azure seems to be doing well we don't see vmware on that list yet but i mean as you're speaking in a little bit of some of the other players market share and cloud people have different cloud visions Amazon certainly has their in incumbent business Microsoft's what's your take on them visa vie Oracle which one Microsoft Microsoft Microsoft for that >> I'd say Microsoft done a good job I think Microsoft has moved its it's estate to the cloud not very dissimilar from from Oracle their applications is Microsoft the competitor of Oracle I think the answer to that would be sort of but but in many cases not directly their applications are really different from our applications my guess is many of the people using infrastructure from Microsoft are using infrastructure because they use their IP and their platform and/or their applications so I think therefore they they're doing the job that strategically that you see Oracle's multiple billion dollar cloud business doing as well which is moving many of its core capabilities from on Prem to to to the cloud they also have the capability now to merge and on Prem business and a cloud business which again I think it's a really key differentiator as we move forward >> differentiation seem to be dependent >> It seems to be the upon what people had or have going on either past or present so with that there's different approaches so I got to answer the question I'm a customer pretend I'm a customer hey Mark how do I evaluate all this stuff in the day is this like I need a matrix of like who's got one no wonder one's got checkboxes what criteria should I use to decide who >> I think John it comes back to the core stuff of you know who's got the best stuff you know whose stuff really in the end does does the best job for you starting at the application layer through through the platform layer through through the infrastructure layer and then the fact that you can now get this stuff in the cloud is a huge advantage for all the reasons we've been talking about for the past past several minutes but it's still gonna be about who's got the best IP but whoever's got the best IP in the end probably matters - I mean you know performance security I can go through a lot of other issues John but let's start with who's got the best IP I promise you promise you we will perform from a performance perspective I promise you we will have the best security now that said so a customer has done a license on Amazon Web Services are certainly probably doesn't run as good as an Oracle listen I mean obviously I believe the IP you have I believe that we're pretty good at running Oracle workloads I actually believe we're the best in the world at running Oracle workloads and and and and and I think you're gonna see that get yet even better as we >> I can attest theCUBE  interviews on the 48 interviews we did it was pretty clear that Oracle is very well optimized for Oracle on Oracle no doubt and clearly the performances order of magnitude significant >> and our cloud will also be capable of >> But John let me add handling non Oracle workloads so you know we think in the end while we'd love the whole world to run on Oracle we believe there'll be a portion of the world that doesn't and the fact that you can run those capabilities on the Oracle cloud along with your Oracle workload becomes critical as well >> Yeah I want to drill down on that because one of the things that I've observed over the past decade and past five years in particular there's been kind of a Oracle huge community because you have huge customer base but it's always been like you know redstack its proprietary and it's kind of like some whether it's truthful not that's been kind of a narrative but now it's with my sequel you got a lot of open technologies this Oracle OpenWorld it became very clear that integration it's not about redstack anymore referring to Oracle's you know their boxes and brand it's Oracle runs great on Oracle but if you don't have Oracle  you can still be an Oracle customer so talk about that dynamic this is a significant opportunity for Oracle news business >> You know maybe the narrative is the way you describe the narrative and you lowered your voice you know I got a certain impression and from the words you said now that said Oracle's always run hybrid workloads multiple applications around the Oracle database SAP runs in the Oracle database lots of applications run on the Oracle database so I think Oracle's always been if you will open from that perspective while continuing to build a complete stack now I'd make the argument that the cloud in many ways is of any cloud provider is a proprietary stack I mean insert name here is what is by the way that you know what the middleware is that Salesforce uses or the database or the middleware that Workday uses or day you can go down company by company and and at the end of the day you really though don't know what's behind that it is really totally provided to you by that provider and that is what you see being shifted in the cloud you can make the argument and this gets very into another interesting debate much of IT has been the do-it-yourself sort of approach I'm gonna if I will as an IT staff become an R&D organization and if you're a CEO and not a tech CEO but as CEO of a company with an IT organization you have to ask yourself is that really what I want to do do I really want to glue an operating system to a server build anything from scratch sure support it and do all this work and and or would I rather have somebody do it for me now as long as the economics are right and as long as I have trust in that in that in that partner and I'm secure and all the things we've talked about but at the end of the day transferring a lot of work that doesn't give me a lot of economic value add and moving that as I've mentioned earlier to Oracle's R&D budget I think becomes really attractive for a whole suite of >> I think it's great I'll rephrase the question so Oracle has a business as great business and you have customers they have Oracle software and contract value increases they renew they buy a new license new technology you grow your customer base but with cloud native what we with the web skills you pointed out a lot of companies were successful building their own stuff because they didn't have the cash but they had expertise so they would build their own caching and myself and they support it and pick up that cost but now as IT moves to cloud native that's a huge deal they don't want the build there also I agree with you you're looking at me >> I will say this and I don't mean to interupt you but there still is quite a debate in big companies and this is one of these transitions we've talked about the transition really from a tech industry perspective but inside the customer inside IT organizations the cloud is a threat so when you when you look at it as like the mainframe guys many computers were threatened exactly yeah so I'm now in an IT organization you know this do-it-yourself thing this is quite a bit of job security I wrote this application I've got to glue this to this and this is all really complicated and if you talk to a CEO and not get a non tech CEO and you say listen you really don't want to mess with all this because this is really complex and I'm the only one that really knows how to do this this whole thing work we're gonna transfer that complexity to somebody else has its own degree of threat to IT organizations so that debate you described that debate today John is still not over >> I think the Holy Grail whoever can provide a cloud native scalable turnkey infrastructure will probably of course you're right win that business of course right >> this is why these these these moves to your point about what in inor we in or what phase are we in these things have have multiple episodes so >>  are we in that cloud native phase right now are we for the for the new customer comes to Oracle hey you know what I'm I'm growing I've been doing stuff in the cloud with Amazon I've been doing this over here got my bootstrap data center I really want to go to cloud in a big way and we're growing leaps and bounds >> I'll stick with what I said we're in the very beginning of this and and we're in the beauty of this that the amount of IT John the suite of applications you go to any of these big banks in the United States around the world they have just sores of applications most of which were homegrown many of which sit on those mainframes you say we're threatened 25 or 30 years ago this whole move is a big set of moves that will take you know several years and you know use my discussion of 10 years out where I think I'll had it it'll take time like that to move now what customers are gonna want again one more time is I'm not going to be able to take that whole on-prem capability and just say thank you move it over here it's not gonna work so therefore the ability to move this thing job by job and then to be able to coexist these hybrid environments over a period of time become a become a key issue for our customers >> move at their own pace basically not >> so have them happy for examples and I think devtest is a as as >> I think customers I give you much work as has to get done to do that is is a sort of an intellectual layup I I think you're gonna see a lot of devtest move quickly I think you're gonna see applications particularly those applications that don't differentiate the enterprise customer facing application that you think is your unique sacred sauce you may keep that as homegrown on-prem but those commercial applications that don't differentiate me I mean me being the company I will move to the cloud as as quickly as I can >> Great excitement at Oracle OpenWorld this year the theme of integration and we talked to some customers and they were excited by that it's a big problem so that's that's one thing I'd like to talk about the second thing is what confidence can you share with the customers around new growth stretch I was the organic M&A and  organic growth versus M&A your a big buyer you're not afraid to go out and pay a premium for world-class IP but also you're doing IP internally tie those two together integrations the big themes continue to advance the product side as well as the growth strategy around organic growth and buying companies that might fit into >> Sure we spend a fair amount of R&D starting with your second question when I came I think we started spending 3.8 billion and in R&D we'll probably spend 5.2 billion this year in R&D so we we are we invest but not all of it is date we have a few hundred million dollars of our as well so we spent R&D and in in addition to the D the way I like to think about the innovation of Oracle is it's the D it's the art and it's what we acquire and so we have not built everything we've had very much a buy and build strategy we bought in some capabilities that we weren't building and we've merged those to create the portfolio that we have today and yeah we're not gonna stop that's continuing that's the cadence of Oracle right just continue yeah I won't put anything but I will so stop and I will say that we're very focused and and and not at all hesitant when we see something that we think is strategic to us to bring it in and add it to the portfolio you mentioned something early I want to drill down and horizontal integration and growth and vertical integration sometimes people think that mutually exclusive horizontal industry standard commodity hardware was a rage with open-source that helped grow a lot of the market and the web-scale days now vertical integration where hey it works it's kick-ass high-performance you are I don't really care what's in there it works Oracle support set is also working Oracle was kind of people were kind of poopoo in this whole appliance thing go back up you know five years ago good call working so by the way that is the same strategy that's called the class hey so when you really look at vertical integration the cloud is the ultimate in vertical integration because somebody's done now all the work for you when you buy a I try to explain this to customers all the time that when when somebody buys an application in the cloud they have actually procured a hardware database middleware services a data center floor space security they've bought all of that at the same time and so this this shift to the cloud really is the ultimate testimony to to vertical integration and horizontal they're not mutually exclusive you don't see them that's why I mentioned earlier what I said about why I think there will not be a hundred cloud providers supplying to our customer because integration we just talked about it in the vertical sense we want an HR implication that's completely integrated or in the ERP application that's completely integrated but those applications have to work horizontally as well as vertically so I would actually like my ERP application to talk to my HR application it might be nice if my marketing service applications talk to my ERP applications so I really can't I don't want to spend a munch of money on my IT staff horizontally integrating a hundred clouds I'd like somebody to do that for me and that's why having you know Oracle having the suite that we have in terms of applications platform and infrastructure is so important and that's really the trick balancing both really making that happen it seems to be you've got to do both I mean I'm a firm believer that you really have to have that full suite of capability ok so David lanthum IKOS and she'd want to get a question and so I told him I'd read a question for him he says and this is around the on-prem thing your strategy to create seamless experience between on Prem off principle is obviously your customers can't get there overnight how far along on the completion bar are you and your customers to achieving that vision of integration of allogram and off Prem and off prep seamless experience between seamless experience between off Prem and on-premise solutions today you can have an Oracle job running in the cloud you can have an Oracle job running on-premise with Oracle Enterprise Manager you can manage both jobs seamlessly and move workloads back and forth between on Prem in the cloud and you can do that today if we talk a lot about you know mainframes minis going back and looking at history total cost of ownership is a word that's been used in the computer industry going back to technology is a great way to justify things so let's talk about total cost of ownership but also want to get your take on what does patchwork IT mean to you that notion of patchwork IT in context well you've got a lot of terms you'd like to use I I would stick strategically what I said earlier I I think of much of what happened over the last seven eight years as a lot of do-it-yourself work whether you want to call that whatever term you want to use it the whole view of it for example in this valley if you drove up and down one you would see a slew of companies who individually are trying to sell you an IT organization of a company a piece part be sort of like driving up and down and buying a muffler and then buying a bumper and buying all kinds of stuff and putting it together in your driveway this is really now a shift in the industry away from you know patching together all these systems that are extremely complex and moving to a simpler more fully integrated tested optimized environment and it completely increases the complexity of tossa cost of ownership you said increases the complexity decreases the complexity and decreases total cost of ownership even in the industry through many cycles of innovation does that mean I'm old here at the peak of your career thank you very much people are freaking out some people are winning and happy because they're on one side of the disruption era or the other what does this innovation cycle mean to you right now compare and share your color a personal opinion around what's going on right now in the industry compared to other ones and then and how big seismic differences are there or there is it a big shift little shift compare contrast this much I think it's so exciting I think the most exciting things have in our industry in a long time I think the fact is this industry isn't now in a position and evolving into a position where we can really help customers we can get them out of this very complex world that we the industry have created and and like many industries simplify the way our customers get access to a fabulous intellectual property and make it easier and I think this is an opportunity that if you're if you're in this game if you're not listen let's face it out of colleges we haven't there we haven't had the excitement in the tech industry in years the fact is now with a new game to play this is a tremendous change with tremendous set of winners and and you know frankly there's gonna be the losers involved at the same time that's what makes it exciting and cloud is the better mark security was huge an Oracle OpenWorld I gotta ask you this question this came from a source on our wiki bond team top killer tech announcement Oracle OpenWorld was was security but with the Isis Massacre and the France thing the encryption has become a bad word was debated about four years encryption was a top topic in in the conversation that was a key message at Oracle overall everything could be encrypted beyond on encryption all the time as Larry said you guys are talking about what is the state of security right now with encryption and Oracle does that change your security angle with the products or what's what's going on with security right now so we're talking very much now about enterprise applications and and you know I think there's the cloud of all you know we we talked about this little earlier about the perception that I'm now going to take my data that is is very safe in my data center and on prime which we could debate and I'm now gonna move it to a cloud and therefore I feel vulnerable I feel vulnerable that my data is now in the hands of some other entity and and for us I think one big advantage Oracle has is the fact that that we're very good at data we've managed data since the beginning of the company I mean our first customer was yeah well in the CIA was our first customer they remain a customer today and so security has always been at the core of Oracle's DNA now the one of the reasons we have an encrypted database is four years is because when you encrypt them it the performance of the database actually slows so it's been years of evolution years in terms of Exadata development in terms of all the memory that's now I won't go into all the details of the technology but now we can fully encrypt the database and get incredible performance so what you have no hidden performance no I'm not you ready in great job none none incredible performance and the same theme you have an encrypted database now let me tell you what that means that means that when when a customer's HR data is in our cloud our people that are moving around the customers data don't see the customers data they see frankly gibberish they have files the key to that encrypted data can sit with the customer so when that those files come back across the network the customer can decide when where to use the key to open to open that encrypted file so therefore when you're in the Oracle cloud and I listen I encourage everybody ask our competitors how they deal with this ask ask them what their options are how do they deal with that data is is somebody whose nature or provider are there are there people looking at the customers data as they move files around well we've decided that we think the most important thing we can do is secure that data so let's pretend and by the way I don't think this would ever happen but if somebody actually got access to those there's nothing to have access to it's all encrypted talk about the implications for cloud on a global basis data sovereignty is a huge issue with cloud yeah does this impact at all there's a help it does no it does and so that's it's the reason we've had to one of one of the reasons that we've put data centers in many locations as we have so we do have customers that by law have operate in Germany and in the UK and employee data can't be of a UK employee cannot be in Germany and vice versa well we have we now have the ability because of our data center capability in Germany and our data center in the UK to actually make that capability work and so this this issue of data sovereignty like security is a big issue and you're helping the data sovereignty problem with this Robert yes we've had to address it we've had to address it we've had to embrace it and we've had to help it and it's the same thing with security so now you can have a fully secure capable capability in you know 19 20 different countries to help deal with that with that with that data sovereignty and security issue Barker thanks taking the time here for the cube 101 conversation thank you very much thanks John appreciate it you're watching special one-on-one exclusive conversation with Mark Hurd CEO of Oracle here on the cube on the ground here at Oracle's headquarters you