>> Announcer: Live from Las Vegas, it's theCUBE! Covering Splunk .conf19. Brought to you by Splunk. >> Okay, welcome back, everyone. It's theCUBE's live coverage here in Las Vegas for Splunk's .conf 2019. It's the 10th year of .conf and we have two great guests, Rick Fitz, senior vice president, general manager of groups at Splunk, and Karthik Rau, vice president, area GM of SignalFx. The big story is SignalFx acquired by Splunk. Rick, you sponsored that. Guys, welcome to theCUBE, great to see you guys again. >> Yeah, great to be here, Jeff. >> Great to be here. >> They just broke a world record for the bike on intro there. >> Rick: They did. >> Pretty exciting what's going on here, a lot of records being broken. Splunk just continues to move the needle on capabilities, product, platform, brand messaging. SignalFx coming, we've been reporting on it since their founding, really in your wheelhouse, you guys bought them for a good number, a big number? >> Rick: Yup. >> Why? What's going on? Why the interest in SignalFx? >> You know, for a long time, we've been watching, I would say, perhaps, patiently, watching the market and the trends, and we were really waiting for a time where the new application architecture was really going to kind of start to take hold, where this cloud native trend that we've been seeing where people are building applications, where people are actually delivering applications to market in quite a different way, would finally get some escape velocity, and we've been watching patiently for that to occur. And as we saw that last year start to accelerate, really, we went out and surveyed the entire market and, of course, at the end of that survey, resulted in the acquisition of SignalFX, and also of Omnition. And so we bought those two companies, and have combined them to deliver on our vision of what we've trying to do for DevOps. >> Rick, you and I had a conversation in 2015 here in theCUBE at the .Conf at that time, you were on the IoT, you saw this wave, again, you've been patient. What about IT operations that's happening now that makes this so critical for Splunk? 'Cause IT operations, we know what automation's doing, machine learning toolkit, getting a lot of rave reviews. People love to automate things, but more apps are coming. What's the motivation now? What was the critical linchpin for you to make this happen? >> Yeah, exactly. What we're seeing is, in traditional IT operations is this world where developers build these monolithic applications, hand 'em off to operations, and they operate it. And then in the same conversation, you'll get handed over to somebody running, if you will, developer engineering or cloud engineering or they have various different levels for it but you're really dealing with an engineering organization and they're being tasked with digitization of their enterprise and very strategic investments are being made there, but they're also being asked to build things at high availability, high scalability, and highly reliable with lots of change. So it's kind of the competitive advantage of the enterprise. And as I was seeing that occur more and more I just saw the distance between IT operations and development, kind of, separate, and I said, wow, that's interesting 'cause it's being driven by this new application architecture, or cloud native architecture. And I didn't want to be left behind. I wanted to actually be able to build a bridge for IT operations into this future. And I think this future trend is something that's going to be lasting for the next 10, 15 to 20 years. So I think this is very strategic to Splunk and very important for us to get right for the long-term, but I also see my role as part of Splunk, is to make sure that we take IT operations into this new world, because these new worlds, and if you will, the existing worlds, those operating models are quite different. >> John: Yeah. >> They operate differently. They think differently. They, in one they own their code, they're on call. In another one they're waiting for something to fix so then they try to, you know, we're waiting for something to break and then they fix it. So we're trying to actually help enterprises across that entire gambit with some pattern. >> And certainly with security the theme here, at this event, this is a security event too, on top of everything right? So, this is what it's turned into. >> Rick: That's right. >> Data is driving a lot of security polemetry and data's important for security, so. >> Yeah. >> I mean, that's operations. >> That's right. And your apps have to be secured, in both worlds. >> Yeah. >> So, I think Splunk has a role to play in helping in this transformation for all of IT as it becomes much more developer centric. And, of course, as I said, that is really one of the strategic reasons why we led the acquisition Citadel FX in Omni. >> Well, we're looking forward to seeing how you handle the acquisition, of course, we were fans of the deal. Karthik, I got to ask you, every single company in observability space is going public. So, why, you could have gone public, why Splunk? Why sell to these guys? What made it a fit for you? >> Well, ultimately, we look at a number of things, or we looked at a number of things in making the decision and we wouldn't have done this with anyone other than Splunk. Just a strategic fit was just so great on so many levels. You know, when we started the company our goal was to solve the modern dream observability challenges for anyone building a cloud native application, and we knew that was going to be a long road. They're going to be a lot of things we needed to invest in and develop. And so we started on the metric side. We layered on distributive tracing and we took a philosophy that we wanted to build an enterprise great, scalable, robust, feature-rich set of technologies. We weren't in the market to build, you know, SMB, kind of very simple, limited type of a product. We're really focused on the larger, more sophisticated customers. And so, as we looked at continuing to extend our portfolio, one of the things that we needed to invest in was in the logging space because, when you think about the trifecta of monitoring data types that you need, you know, logging is a big part of it. And we knew that we wouldn't be able to go and build a logging system from the ground up that would be robust enough to support enterprise use cases, and so we started a partnership conversation with Rick and team, and it just became very clear through that process that there was a tremendous amount of product fit, vision fit, culture fit, values fit. Just everything was so aligned that we realized that we could do so much more together as one company. So, we rounded out the solution portfolio, or the technology portfolio quite substantially over night by becoming a part of Splunk and then the other part of it too is, you know, we saw as we were dealing with customers, we were dealing mostly with native cloud native, cloud first customers. But a lot of the customers that we were, that were prospects, that we were talking too were more traditional enterprises who were not 100% of the way there yet. Some of them weren't even 10% of the way there yet. And it was difficult for us to really engage in conversations early with them, to help them understand what does it mean to shift from traditional IT ops to DevOps because we didn't have a relationship with them on the IT ops side of things, and so, the other thing that we were really excited about being a part of Splunk is we can be a part of that conversation from the very beginning when the customer, you know, maybe they're just beginning to think about it and they don't have the urgency of doing it today but we can be there with them from the very beginning and help them get there on their timelines. >> This is an interesting discussion point because what you're highlighting and we've had conversations about your company about being a platform, not just a tool. So, you're getting at is that as you guys started getting more market share, you're platform needs, you needed logging. And meet the market leader, right here right? >> Yeah. >> That's right. >> So, you guys need them, so, partnering's hard when you're trying to build a platform. Now, you can have a platform that enables partners to build on top of it, but components of a full baked platform, it's hard to partner. Rick, what's your thoughts and reaction to that, because that's my statement, but do you agree with it? It's hard to partner in the platform, it's core competency. Look it, he struggled with logging 'cause he'd have to build out a boat load of new investment and you guys are already, just to catch up. >> Yeah, that's right. And I think the thing that needs to be stated here is in your large scale enterprises, they are truly looking for the best to breed, highly scalable environments, right, that we're talking about here. And, they want, they encouraged us to take a step in this direction. It was an obvious choice and I think that has been the reaction that we've kind of heard universally. Like, this is a great idea. This is a really strategic thing that you've Splunk folks have actually done. And so that's really encouraging and so I would agree with you. Partnering, and we were talking through it, but as we were talking, it's like, this is better not to partner in this case. >> John: Better together. >> One of the things that's really important is that logs, you know, that's what were all about. We've actually spent a lot of time in trying to invest into this streaming world of dealing with things in stream. And these guys have perfected it for Metrix, which is, that's the strategic aspect of this. And then combining what they had already done with Tracing, with Omnition, it just doubles down on this future of this application architecture that I mentioned. >> Some MMAs have a couple flavors to them. You buy a company, you throw them under a general manager, an executive, they kind of live there. Founders lead, you get the core tech, some team. The other scenario is full team comes in, hits the ground running. They're building out. They're going to own the build-out. It's seems to me based upon the Omnition acquisition, you're giving Karthik and team, kind of some reign here. >> Rick: Yeah. >> To go build this out. Is that how you guys see it? >> Yeah, that's exactly right. And so, both Speros and Karthik report to me. I'm their onboarding czar, as it were. But were really what we're going to focus on is customer success and achieving our business case. And really capitalizing on the opportunity. These guys were running a hundred miles an hour and we got to get them to got a thousand miles and we're only going to make adjustments to the business case in order to achieve that. And that's what we're here to do is to shepherd this organization in its entirety to the greatness that I think we all see out there. We're going to do that in a very careful, cautious way. >> Karthik, Omnition is a acquisition stealth company. Kind of a commitment saying hey, here's some more horsepower. Talk about how that happened and what's the purpose behind that acquisition. >> Well, I can let Rick talk to how it happened. And I'll talk about the other plans, so. >> When we surveyed the market we actually found that people have certain strengths. These guys that actually started their journey into tracing. I guess their first release was last December and so they've made some strides. And we kind of found Omnition through this discussion and we went like, oh my gosh. And we were in the process of doing the acquisition, doing due diligence. And we set everything on their roadmap is what these guys have done and vice versa. This is another combination that we can't pass up. This is, and what I told him the day we closed, I said, if you had the capital you would have done this, and he's like, yeah I would've. (chuckles) >> One of the things that Rick had asked me during our process was, what are the top three things that you would invest in if you had Slunk resources behind you. And I said Microservices APM, Microservices APM, Microservices APM, and so. >> And I got a big grin 'cause I obviously couldn't disclose what we doing but.. >> You know, the Omnition team, they're still in stealth so there's not a whole lot out there on the web about them. It's a phenomenal team. They've got people who are committers on some major open source projects, deeply technical, very, very shared philosophy to what we had a SignalFx in terms of open instrumentation, not having any proprietary lock in how you collect an instrument data. Very similar philosophies around leveraging the power of analytics and monitoring. And we just actually focused on different parts of the problem because we're both relatively early in this effort. So, we effectively doubled up the teams capacity over night and accelerated our roadmap by several quarters, so, I'm really excited about what we can do together with them. >> Well, are they the Bay area or they from.. >> They are Bay area base, yes. >> Okay cool. Well, I want to get your guys' thoughts on the keynote today. Feedback was authentic, kind of very cool keynote. As you guys bring this together, Rick, Karthik team, the optics, the messaging, what's the core positioning? What's, as you guys look at wholistic view now that you've invested in and are building out for customers, what's the posture? Take us through the keynote positioning. What's the marketplace, customer message around the future here? >> Yeah, I think it's really clear that what we're trying to do for IT organizations and application development organizations is build solutions that are modern and helpful to their core mission. And, by the way as I mentioned, in the world of new development, it's different, it's a different solution set. It's a different approach, a different operating model than it is in current IT operations. And so, one of the key messages we wanted to resonate is that we have the right solutions in both these worlds for you and that we're trying to develop an operating model of reactive response, a quick response, or engaging the right person in the problem, through our use of VictorOps for example, and using that as a way to be very intelligent about how we educate the people that are engaging in resolution process. So, we are trying to create a bridge to both worlds so that they can both be successful. And then under pit that, of course, with automation that can be leveraged in both worlds as well. So, that's what we're trying to convey. We know it's early days, by the way, these guys have been with the company for three weeks, so, it's kind of like, wow. >> Culture shock. >> Culture shock. >> Throw into deep water. Yeah, let's throw you out on stage in front of 11,000 people and see if you can swim and they did phenomenal, by the way. But that was kind of the key message and we're so excited because we just, we feel like were just in the first inning of perhaps a 19 or 20 inning game, 'cause I think it's going to be a lot of fun. >> Karthik: Yeah it is. >> And it's going to be close out here but we're really excited to be able to bring this to market. >> I mean, it's amazing coming in now three weeks in to see the breath of technology that's available and that's going platform. And, you know, what struck me today watching the keynote was just, you know it's such a feature rich and such a broad platform from everything in the, with the core, indexing capabilities that everyone's known about a long time. All of the ML, the additional capabilities we're going to bring in on the metric side. >> Yeah. >> And then the use cases just across every persona, there's just so much that we can do. >> What do you think of the culture? Are they run hard? They a playful company? They like to work hard, play hard? >> Yup. >> But they also are focused on real customer value. They got great engaged communities. What's your take of the culture so far? >> Yeah, absolutely. I mean culture fit was a really important part for us if we're going to be acquired by a company and be a part of a larger organization. Their kindred spirits I feel to the way we ran SignalFx. It's a very customer focused organization, great technology and engineering culture. And it's hard to find both, right? It feels like every organization is very important and very well respected. It's not like heavily skewed to it's just all about engineers, it's all about sales, it's very balanced culture and it's very customer focused. >> Guys, congratulations. Big deal. They don't see these kind of mega deals, they come along once in a while. It's a big bet. Good luck with everything, Rick. Thanks for coming on. Final question for both of you, what's the big take-a-way to take back to the office as you leave .Conf this week? What's going to resinate the most with you guys that you're going to take back as feedback? >> For me its, you know, I get my energies from customer conversations. We all do here at Splunk. If you're having a bad day, go talk to a customer and then they walk you and stop you in the hall and say, you know we really thank you again doing what you do. And so it just, I take back from this always that what we do matters and is important and just keep chugging along at it because we're doing some really good work out there that's really helping lives. And that's really important. >> John: That's good therapy. >> Yeah. >> When a bad day, talk to a customer. >> Go talk to a customer. >> I love you guys. (laughs) What's your take-a-way? >> I'm just, I'm thrilled at the number of customers who are coming up to me and saying how excited they are about the acquisition and working with us. You know, that's really re-affirming for me and it's just super exciting to see what we have ahead of us. >> You guys have a great tech following. A lot of tech leaders who knew you guys, knew you had good stuff so congratulations. Great Validation. >> Yup. Thank you. >> John: Good job >> Thank you John. >> Thanks you guys for coming on theCUBE. Great insight. Thanks for sharing all that data. (laughs) Data to everywhere here on theCUBE. I'm John Furrier, more coverage after this short break. (upbeat music)

>> From theCUBE studios in Palo Alto in Boston bringing you data driven insights from theCUBE and ETR. This is breaking analysis with Dave Vellante. >> The term Supercloud is somewhat new, but the concepts behind it have been bubbling for years, early last decade when NIST put forth a definition of cloud computing it said services had to be accessible over a public network essentially cutting the on-prem crowd out of the cloud conversation. Now a guy named Chuck Hollis, who was a field CTO at EMC at the time and a prolific blogger objected to that criterion and laid out his vision for what he termed a private cloud. Now, in that post, he showed a workload running both on premises and in a public cloud sharing the underlying resources in an automated and seamless manner. What later became known more broadly as hybrid cloud that vision as we now know, really never materialized, and we were left with multi-cloud sets of largely incompatible and disconnected cloud services running in separate silos. The point is what Hollis laid out, IE the ability to abstract underlying infrastructure complexity and run workloads across multiple heterogeneous estates with an identical experience is what super cloud is all about. Hello and welcome to this week's Wikibon cube insights powered by ETR and this breaking analysis. We share what we hope to learn from super cloud 22 next week, next Tuesday at 9:00 AM Pacific. The community is gathering for Supercloud 22 an inclusive pilot symposium hosted by theCUBE and made possible by VMware and other founding partners. It's a one day single track event with more than 25 speakers digging into the architectural, the technical, structural and business aspects of Supercloud. This is a hybrid event with a live program in the morning running out of our Palo Alto studio and pre-recorded content in the afternoon featuring industry leaders, technologists, analysts and investors up and down the technology stack. Now, as I said up front the seeds of super cloud were sewn early last decade. After the very first reinvent we published our Amazon gorilla post, that scene in the upper right corner here. And we talked about how to differentiate from Amazon and form ecosystems around industries and data and how the cloud would change IT permanently. And then up in the upper left we put up a post on the old Wikibon Wiki. Yeah, it used to be a Wiki. Check out my hair by the way way no gray, that's how long ago this was. And we talked about in that post how to compete in the Amazon economy. And we showed a graph of how IT economics were changing. And cloud services had marginal economics that looked more like software than hardware at scale. And this would reset, we said opportunities for both technology sellers and buyers for the next 20 years. And this came into sharper focus in the ensuing years culminating in a milestone post by Greylock's Jerry Chen called Castles in the Cloud. It was an inspiration and catalyst for us using the term Supercloud in John Furrier's post prior to reinvent 2021. So we started to flesh out this idea of Supercloud where companies of all types build services on top of hyperscale infrastructure and across multiple clouds, going beyond multicloud 1.0, if you will, which was really a symptom, as we said, many times of multi-vendor at least that's what we argued. And despite its fuzzy definition, it resonated with people because they knew something was brewing, Keith Townsend the CTO advisor, even though he frankly, wasn't a big fan of the buzzy nature of the term Supercloud posted this awesome Blackboard on Twitter take a listen to how he framed it. Please play the clip. >> Is VMware the right company to make the super cloud work, term that Wikibon came up with to describe the taking of discreet services. So it says RDS from AWS, cloud compute engines from GCP and authentication from Azure to build SaaS applications or enterprise applications that connect back to your data center, is VMware's cross cloud vision 'cause it is just a vision today, the right approach. Or should you be looking towards companies like HashiCorp to provide this overall capability that we all agree, or maybe you don't that we need in an enterprise comment below your thoughts. >> So I really like that Keith has deep practitioner knowledge and lays out a couple of options. I especially like the examples he uses of cloud services. He recognizes the need for cross cloud services and he notes this capability is aspirational today. Remember this was eight or nine months ago and he brings HashiCorp into the conversation as they're one of the speakers at Supercloud 22 and he asks the community, what they think, the thing is we're trying to really test out this concept and people like Keith are instrumental as collaborators. Now I'm sure you're not surprised to hear that mot everyone is on board with the Supercloud meme, in particular Charles Fitzgerald has been a wonderful collaborator just by his hilarious criticisms of the concept. After a couple of super cloud posts, Charles put up his second rendition of "Supercloudifragilisticexpialidoucious". I mean, it's just beautiful, but to boot, he put up this picture of Baghdad Bob asking us to just stop, Bob's real name is Mohamed Said al-Sahaf. He was the minister of propaganda for Sadam Husein during the 2003 invasion of Iraq. And he made these outrageous claims of, you know US troops running in fear and putting down their arms and so forth. So anyway, Charles laid out several frankly very helpful critiques of Supercloud which has led us to really advance the definition and catalyze the community's thinking on the topic. Now, one of his issues and there are many is we said a prerequisite of super cloud was a super PaaS layer. Gartner's Lydia Leong chimed in saying there were many examples of successful PaaS vendors built on top of a hyperscaler some having the option to run in more than one cloud provider. But the key point we're trying to explore is the degree to which that PaaS layer is purpose built for a specific super cloud function. And not only runs in more than one cloud provider, Lydia but runs across multiple clouds simultaneously creating an identical developer experience irrespective of a state. Now, maybe that's what Lydia meant. It's hard to say from just a tweet and she's a sharp lady, so, and knows more about that market, that PaaS market, than I do. But to the former point at Supercloud 22, we have several examples. We're going to test. One is Oracle and Microsoft's recent announcement to run database services on OCI and Azure, making them appear as one rather than use an off the shelf platform. Oracle claims to have developed a capability for developers specifically built to ensure high performance low latency, and a common experience for developers across clouds. Another example we're going to test is Snowflake. I'll be interviewing Benoit Dageville co-founder of Snowflake to understand the degree to which Snowflake's recent announcement of an application development platform is perfect built, purpose built for the Snowflake data cloud. Is it just a plain old pass, big whoop as Lydia claims or is it something new and innovative, by the way we invited Charles Fitz to participate in Supercloud 22 and he decline saying in addition to a few other somewhat insulting things there's definitely interesting new stuff brewing that isn't traditional cloud or SaaS but branding at all super cloud doesn't help either. Well, indeed, we agree with part of that and we'll see if it helps advanced thinking and helps customers really plan for the future. And that's why Supercloud 22 has going to feature some of the best analysts in the business in The Great Supercloud Debate. In addition to Keith Townsend and Maribel Lopez of Lopez research and Sanjeev Mohan from former Gartner analyst and principal at SanjMo participated in this session. Now we don't want to mislead you. We don't want to imply that these analysts are hopping on the super cloud bandwagon but they're more than willing to go through the thought experiment and mental exercise. And, we had a great conversation that you don't want to miss. Maribel Lopez had what I thought was a really excellent way to think about this. She used TCP/IP as an historical example, listen to what she said. >> And Sanjeev Mohan has some excellent thoughts on the feasibility of an open versus de facto standard getting us to the vision of Supercloud, what's possible and what's likely now, again, I don't want to imply that these analysts are out banging the Supercloud drum. They're not necessarily doing that, but they do I think it's fair to say believe that something new is bubbling and whether it's called Supercloud or multicloud 2.0 or cross cloud services or whatever name you choose it's not multicloud of the 2010s and we chose Supercloud. So our goal here is to advance the discussion on what's next in cloud and Supercloud is meant to be a term to describe that future of cloud and specifically the cloud opportunities that can be built on top of hyperscale, compute, storage, networking machine learning, and other services at scale. And that is why we posted this piece on Answering the top 10 questions about Supercloud. Many of which were floated by Charles Fitzgerald and others in the community. Why does the industry need another term what's really new and different? And what is hype? What specific problems does Supercloud solve? What are the salient characteristics of Supercloud? What's different beyond multicloud? What is a super pass? Is it necessary to have a Supercloud? How will applications evolve on superclouds? What workloads will run? All these questions will be addressed in detail as a way to advance the discussion and help practitioners and business people understand what's real today. And what's possible with cloud in the near future. And one other question we'll address is who will build super clouds? And what new entrance we can expect. This is an ETR graphic that we showed in a previous episode of breaking analysis, and it lays out some of the companies we think are building super clouds or in a position to do so, by the way the Y axis shows net score or spending velocity and the X axis depicts presence in the ETR survey of more than 1200 respondents. But the key callouts to this slide in addition to some of the smaller firms that aren't yet showing up in the ETR data like Chaossearch and Starburst and Aviatrix and Clumio but the really interesting additions are industry players Walmart with Azure, Capital one and Goldman Sachs with AWS, Oracle, with Cerner. These we think are early examples, bubbling up of industry clouds that will eventually become super clouds. So we'll explore these and other trends to get the community's input on how this will all play out. These are the things we hope you'll take away from Supercloud 22. And we have an amazing lineup of experts to answer your question. Technologists like Kit Colbert, Adrian Cockcroft, Mariana Tessel, Chris Hoff, Will DeForest, Ali Ghodsi, Benoit Dageville, Muddu Sudhakar and many other tech athletes, investors like Jerry Chen and In Sik Rhee the analyst we featured earlier, Paula Hansen talking about go to market in a multi-cloud world Gee Rittenhouse talking about cloud security, David McJannet, Bhaskar Gorti of Platform9 and many, many more. And of course you, so please go to theCUBE.net and register for Supercloud 22, really lightweight reg. We're not doing this for lead gen. We're doing it for collaboration. If you sign in you can get the chat and ask questions in real time. So don't miss this inaugural event Supercloud 22 on August 9th at 9:00 AM Pacific. We'll see you there. Okay. That's it for today. Thanks for watching. Thank you to Alex Myerson who's on production and manages the podcast. Kristen Martin and Cheryl Knight. They help get the word out on social media and in our newsletters. And Rob Hof is our editor in chief over at SiliconANGLE. Does some really wonderful editing. Thank you to all. Remember these episodes are all available as podcasts wherever you listen, just search breaking analysis podcast. I publish each week on wikibon.com and Siliconangle.com. And you can email me at David.Vellantesiliconangle.com or DM me at Dvellante, comment on my LinkedIn post. Please do check out ETR.AI for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE insights powered by ETR. Thanks for watching. And we'll see you next week in Palo Alto at Supercloud 22 or next time on breaking analysis. (calm music)

>>Que presents HP Discover 2022. Brought to You by HP >>Good morning, everyone. It's the Cube live in Las Vegas. Day two of our coverage of HP Discover 2022 from the Venetian Expo Centre. Lisa Martin and David want a what a day we had yesterday and today. Unbelievable >>for today. Big Big day today, >>Big day Today we've got a lot. We got some big heavy hitters on talking with HP customers. Partners, leadership. We've a couple of guests up with us next. Going to be talking more about the ecosystem. He's welcome. Corey Dire, the chief revenue officer, Digital Realty and Cliff Evans, senior director. H P E Green like partner ecosystem Guys. Great to have you on the >>programme. Thank you. Great to be here. >>Thank you for having us excited to be here >>with. So that's so that's harness that excitement. Cory, talk to us about the partnership. The announcement? What's going on there with Digital Realty and Green like? >>Yeah, we're crazy excited about it. You know, we've got customers dealing with data, gravity and the opportunity around that and how they could make use of it. And then they're thinking through digital transformation. How how you doing? Multi cloud and they need a partnership. To do that in this partnership with Green Leg and digital is perfect solution for them. So I'm crazy excited to be here with Cliff absolute with all of you to talk about it and hopefully build out a great partnership in relationship with HP. >>Talk to us. Sure, you're crazy Excitement >>club? Absolutely no. I think it is absolutely fantastic Partnership. I think the term is coming together as organisations. Bringing the two platforms together isn't it is an amazing thing that we have for customers, customers we know they want. They want a cloud experience. But really, they want to do that without really the DC footprint that had previously. So how did they do that in a way that really works for them in a secure client secure, sustainable way. But with the cloud experience. Really, the combination of the two pieces coming together really makes that happen, and that is what that's exciting. So we >>dig in to the two things that you mentioned Cory digital transformation and multiply. When I go back to the early days of cloud, it was that girl, you know, nobody's going to do anything you know ever again in the data centre. You know Charles Phillips, the the CEO of in four, famously said, Friends don't let friends, Bill Data centres, right? Everything's going in the cloud. So a lot of people predicted, You know, guys like you were going to be in trouble. The exact opposite happened. The market took off. So you mentioned digital transformation of multi cloud. Can we peel the onion on that? What? What is it about those two items? Are there other trends? They're driving your business, >>you know, You tied right on to to where it started. All enterprises started going to the club and then they got to the cloud and there was more that they needed to make that rial. I talk about multi cloud. You're going to use different cloud providers for different opportunities and different applications. And so you have to start thinking about how does this work in a world where you're gonna go to multiple clouds, multiple locations and what it really drove? It is the need for Cole location to make this because you've got a distributed architecture in order to enable all of this and then having to have us help you out with it. And partners like HP. That's part of where it comes from. But if you think through going to the cloud, can you stay there? Is that the full solution? You need to secure sustainable solution for that. One of the opportunities for us around that is that if you're building data centres for yourself on Prem, you don't have all the cloud access we do. We've got more cloud access points than anybody. So that helps in this digital transformation. >>How How much home? I'm sorry, Didn't mean to you how much homogeneity is there are our clients or customers saying, Hey, I kind of want the same experience in the same infrastructure. Same same. Or they saying, Hey, I want to do stuff in Digital Realty that I can't get from, you know, a cloud provider, Oracle Rack. You know, something like that, >>I would tell you that they come to us from all the partners. So we are partner community. We are not going up the stack anywhere on that. We do are we do our part. We're really good at doing the data centres really good at building data. They descended sustainable. Our position in the market is sustainability around it. We were the first to sign up on the science based initiatives for zero kind of carbon neutrality and in the future in 2030. And so yeah, so I think there's the partner aspect that they need help with on it to drive that Yeah. >>And I think from that from the HP Green Lake perspective, I think customers they very much want that that cloud experience. But I want to do on their own terms. The partnership allows that to happen on Gapen simply the cloud experiencing with the green light cloud platform to really go and deliver that genuine cloud experience and then building cloud services. On top of that, they get all the benefits that they would have from a public cloud experience, but done in the way that they would prefer to do it. So it's bringing those pieces together on >>I think the other side of you asked if it was it was the same across the board and ubiquitous. It's very bespoke. Solutions weaken D'oh! Every customer we have has a different footprint. Most from the multinationals. So we think through where their data is, where it needs to be accessed where their customers are, where their employees are, what makes the most sense. And then the partnership we have with HP into a whole lot for making very bespoke solution for that customer and help them be successful. Journey >>s O on. That s o. So what we've done with destroy lt is we have a specific offer around how we go to market with this really going how customers So we call it Green Light with co location. It's all about really positioning on offer to customers that says, Look, we can go and do this with you and do it simply and really make it happen very quickly and efficiently. So the customer ends up with a single contract in a single invoice for Green Lake Cloud Services on the co location piece, all in one single contracts. That just makes it a lot easier in terms of organising on a really big part of that as well is that our involvement is also spans right from the design to the implementation to support. So we do the whole thing to really help organisations golf and do this. So that's the big for me. The big differentiator. So rather than just having Green Lake in Cloud Services, were saying, Look, we can now do the Coehlo piece and they can really take the whole thing to a whole new level in terms of that public cloud experience >>in the sari and that that that invoice comes from HPD or Digital Realty is bundled into that >>correct? Yes, directly through the channel. We can sell that in a number of different ways. Customers get that that single invoice on a big part of that as well, just going a little bit deeper on that. So what we do is we We use a part of the company called Data Centre Technology Services, which are a great kind of consulting organisation with tremendous experience and something like 3000 projects across 40 countries from the very smallest of the very largest of data centre implementation. So all of that really makes the whole thing a lot easier from a customer's perspective in terms of designing, implementing and then supporting. So you pull all of that together. It's fantastic >>and I think it's really changed to add on to that partner in prison. So customers, now we're thinking about it differently and data centres differently, and they see us as a strategic partner along with HP. To go after this used to be space, power and calling. Now it's How much connectivity do you have? What your sustainability profile? What's your security profile? How do you secure this data? Date is the lifeblood of all these companies and you have to have a really secure, sustainable solution for them, >>right? That's absolutely critical for every industry. Talk about the specific value prop at a bespoke co location solution delivers to customers. Maybe you got a favourite customer example that you think really articulates the value of this partnership. >>So I think a combination. So so I think we touched on a lot of it, actually. So there's obviously the data centre aspect itself in terms of with the footprint that realty have across the world, you can pick and choose the data centre in the class of data centre that you want in terms of your Leighton see and connectivity that you want. Then really, it's the green make peace in terms of the flexibility that you get with that really is that value. And as I touched on the Green Lake with Cole Oh, I think for me is from our perspective, I think the biggest piece of value that we provide there to really go make it happen. Yeah, >>there's about 70 applications right now that are part of Green Lake Polo that you can bespoke for what you need to. You can think around your specific solutions that you need, and we've got it all right there with HP Green like and follow for us. And because we have a 290 data centre footprint across 50 markets, it gives us the opportunity really be the data centre provider in the Partner for H P, pretty much anywhere but with connective ity everywhere. >>When you say 70 applications, these the 70 services are you talking about talking >>about? Okay, Category 70 services. There's a lot of stuff. >>Cory, when you talked about sustainability a couple of times, is a really important ingredient of the customer decision. Why is it because they're indirectly paying the power bill or is because that's the right thing to do? And they care. There's increased. People care about it more because you go back a while ago. People way always talked about green it, but it was all lip service. Is that changing or is that there? Is there an economics >>changing in a really big way? Almost every conversation I have with customers is how are you doing Sustainability. So if they're doing an on Prem, that's not their core capabilities. They don't know how to do that. On our end, I mentioned our SP R science based initiatives that we signed up for. But how do we enable that? Enable it for how do we build in designer data centres? How do we actually work them and operate them? And then how do we go after all the green sources of sustainable energy including, I think since 2015, we've issued six billion in green bonds around that same support of it. So yeah, >>and your customer can then I presume, report that on their sustainability report a >>good way to think about it. You no longer have your data centre at its sometimes less efficient way than way are we're really good at building sustainable data centres, and then you can actually get some credits back and forth, >>just from agreement. Perspective. So Green Lake. So there's a specific Forrester Impact report that looks a green lake on how it how it performs from sustainability. Perspective on Greenlee really is giving you their 30% reduction in your energy consumption. So there's a big kind of win there as well, I think. Which is then, >>why? Where does that come from? >>So it Zim part that kind of the avoidance of over provisioning such that you going right size things, Then you have you have you have a certain amount of reserve capacity that you're using them just using the extra consumption piece when you need it. So rather than having everything running at full speed, it really is kind of struggling as to how that work. So you get a combination of effects >>with consulting and the thoughtfulness around this bespoke solution that you have. You end up needing fewer servers, pure technology that drives less power consumption and therefore you get a lot of this same really base it down. You >>talked about the savings you talked about the simplification delivery perspective. Talk about the implementation. What's the time to value that Organisations can glean from this partnership >>superfast So So yeah this This does accelerate the whole process from from initial kind of opportunity if you like and customer inquiry through to actual implementation So previously this would take considerable amount of time in terms of to ing and froing between multiple organisations on Now what we do is coordinate that do it efficiently and effectively So D. C. T s Data Sentinel services team very closely. Just have those connections often do those things incredibly quickly and it does accelerate the whole time >>and they're tied in with our team is well around. Where's the leighton? See where the solutions Because we're really thinking about what is your stack looked like from an HP perspective, but then where you need to deploy it so that you have access to the clouds You have the right proper Leighton see across your environment and you really haven't distributed architecture that works the best for you and your company. >>So this is probably answer those questions Probably both, but I'm asking anyway, I've always been a repatriation sceptic, but I'm happy to be proven wrong. You guys have other data. And maybe this is part of what one of my blind spots question is, is what's driving your business in terms of the EU's case? Is it organisations saying Hey, we want to get out of the data centre business way Don't want to put everything into the cloud but we're going to go on a digital realty and being green leg and we're gonna move into that cola Or is it? People say, You know, while we over rotated into the cloud, you were going to come back. So it's >>both. It's both, >>Yeah, in the empire. The credit. >>I think there are a lot of customers with good intentions on going to the cloud, and then there's some cost with it that maybe they didn't fully factor in it at that time. And now you've got the ability around these bespoke solutions to really right size every bit of this. And when they originally did it, they didn't think through a distributor architecture. They thought my own prim, and then I'm just gonna burst everything that a cloud that's no longer the case, and it's not really the most efficient way to your point about repatriation. They start pulling their storage back in. Well, where do you want your data? Where do you want your storage? You wanted as close as you can to the clouds for that capability and in a solution that's wrapped around it makes it very simple for you. >>I think the repatriation is very real and is increasing, eh? So we're seeing a lot of it in terms of activity and customers really trying to understand the cost that they're incurring now from a public cloud perspective. And how can they do that differently? In fact, with combined offer that we have it, it makes it a lot easier to compare. So, yeah, that really is accelerating because you don't >>see it in the macro numbers. I mean, just to be honest, you see the cloud guys combined growing 35%. And is that because your business is in transition from traditional on prime model, too, and as a service model, and so you've got that imbalance and it gets hidden in >>all that, and I think it's I think it's a new wave of things that are happening. Yeah. I mean, there's a there's a lot of things, obviously, that makes complete sense to me in Public Cloud, but I do think there's been an over rotation towards it, so I think now that realisation and it's going to take time to kind of pick that. But it's absolutely happening. There are a lot of opportunities that we've gotten some very big ones I'd love to talk about. Can't quite talk about them just get but really, where there's big, big savings in terms of what they're paying from a public cloud perspective, Really, what they want is that full management cloud service to go make it happen. So the combination of the data centre piece to Green Lake piece and then some management services, whether they're from ourselves or from party community, from manage service providers that we also work with, that gives them the complete package. >>So I have another premise. A lot of it, of course, is traditionally been focused on internal, and I feel like there's a new era coming. It's talks of the ecosystem. Are you seeing customers not only running there it in digital realty and connecting to the cloud in a hybrid fashion, but also actually building new value and building businesses that are customer facing on that that air monetize herbal. Are you seeing that? Is that happening and having examples, even generic? >>Well, basic from our perspective, our partner community, that's what they do. We have a tonne of enterprise customers, but I'll need to connect and integrate the data that you have doesn't do anything for you, Fitz on its own. And it's not interacting with other data points. And it's not around interacting with other customers, other solutions in one night. So it does help build out a partner community, a solution community for our customers in our data centres and across the >>are their industry patterns emerging. In other words, is that data ecosystems emerging by industry or is a sort of or horizontal? >>There's a mix. So I think there's a lot of lot of financial sector stuff. Yes, certainly. And then certainly manufacturing s O. I think it's interesting that you're getting a bit of a combination, but not a lot of financial sector. >>Of course, the big bags early on that they could build their own cloud. Yeah, now they're probably rethinking that. Yeah, well, maybe >>they're also service providers. When you're that large a za bank on their end. They're doing a lot of work. E. I would also say the other part that a lot of people see as an opportunity is around all the HPC and AI applications as well, in addition to manufacturing distribution. So there's a lot of use cases, a lot of reasons, like us from sort of doing this >>wrap us up with value, perhaps that you're talking Torto Financial Services Organisation or a manufacturing company. What is that 32nd elevator pitch value problem? Why they should go HP Making Digital Realty together. >>So I would say green, like Rico location gives you a single contract. Singling voice, easy to go and design, implement support and go make happen. Sorry, that's very simple way say, very just make it easy >>on. And I would just say thank you on that. It's been great to speak with you guys. And yeah, when you think through that part of it also is a bespoke opportunity to put your data where it needs to be closer to your customers. Closer to the action you were thinking through the rape reiteration of it. A lot of it's being built out there on phones and whatnot. So you've got to think through where your data is and how you managed to >>write and enable every every company in every industry to be a data company. Because that's what, of course, the demanding consumers demanding that demand isn't it is not going to turn down right now. Absolutely. Just thanks so much for David. Very much. Thank you. Together in the ecosystem, there are guests. And Dave l want a I'm Lisa Martin. You're watching the key of live from the Venetian Expo Centre in Vegas, Baby. David, I will be back there next guest in a minute.

we've made just tremendous progress over the last several years with Microsoft you know started back in 2015 where we you know cross certified hypervisors and that's kind of a basic you know let's work together over the last couple years it's truly blossomed into a really good partnership where you know I think they've and we both gotten over this you know Linux vs. Windows thing and you know I said we've gotten over I think we both recognized you know we need to serve our customers in the best possible way and that clearly means is two of the largest infrastructure software providers working closely together and what's been interesting as we've gone forward we find more and more common ground about how we can better serve our customers whether that's you know what might sound mundane that's a big deal sequel server on realm and setting benchmarks around that or dotnet running on our platforms now all the way to really being able to deliver a hybrid cloud with a seamless experience with openshift from you know on premise - - to Azure and I mean having to H Bank on States twenty five thousand containers running in production moving back and forth - sure and I think it's more building on what I talked to you about a year ago if I remember last May May of 2018 in San Francisco so I was exposing very heavily look the world's going to move towards containers the world is already embraced Linux this is the time to have a new architecture that enables hybrid much along the lines that gem and all of the clients as well as Ginni and Sasha we're talking about on stage yesterday so you put all that together and you say that is what we mentioned last year and we were clear that is where the world is going to go nice step forward a few months from there into October of 2018 and on 29th of October we announced that IBM intends to acquire Red Hat so then you say wow we put actually our money where amount was we were talking about the strategy we were talking about Linux containers openshift the partnership we announced last May was IBM software products together with OpenShift that is we already believed in that but now this allows us coming together it's it's more like a marriage then sort of loose partners passing each other in the middle of the night we are so excited and you know having put in all the time part of this is representing all the work the team has done and the communities have done when you think about all the work that goes into a Linux distribution it is everybody it's the community's it's the partners so we released the Red Hat Enterprise Linux eight beta in November mid-november we've had 40,000 downloads of that beta since November people who have provided feedback and comments suggestions all of that fed into what we've released today as the Red Hat Enterprise Linux eight general availability so it's a big day and part of it is we're just so proud of how we've done it and what we've done and we've really redefined what are not the value of an operating system with Red Hat Enterprise limits eight tech transformation started about ten years ago bean CI over the company about ten years and frankly the first five years were just fixing the basics so getting in place what we'd call world-class systems doing a bunch of stuff on resilience and security and all of that kind of stuff and the other thing and this is the dramatic change you know ten years ago when I joined the company we were 85% outsource to managed service vendors so I had technology people that basically were signing contractors and managing service agreements if we didn't have technology DNA and so you know over those five years and the full ten years actually we've been to not about just in sourcing and rebuilding our technical muscle if you like so now we're we've gone from 85% outsource to 90% in sourced so we run build and manage our own we're at word now a technology company yeah and and five years ago we had a real big shift and you know we were we were closest to what was going on in China and so probably saw this before many many of the other banks saw this around the world of what Alibaba was doing with ant financial and $0.10 and this whole just just complete disruption of how customers interact with the banking industry so we got an early lead on this digital transformation and really for the last five six years would be doubling down on building a pure digital offering and we see ourselves as a technology company providing banking services not as a bank with some technology department in the backend open source is the innovation model going forward period end of story full stop and I think as I said in my keynote yesterday you know leading up to the the biggest acquisition ever for a software company not an open source software coming a software company that happened to be an open source software company I don't think there's any doubt that that open source has one here here today it and it's because of the pace of innovation yeah our goal is to make sure we're supporting those upstream communities so all of all of Red Hat software is open source and we work with a whole community of individuals and companies and the upstream open source software and we want to make sure that we're not just contributing features that we want but that we're a good player or that we're helping to make sure those communities are healthy and so for a number of the projects that were involved in we actually assigned a full-time Community Manager a community lead to help make sure that project is healthy so we have someone on everything from Saif and Gloucester to fedora to kubernetes I'm just making sure the community does well yeah we do a little bit of both and so a lot of it is responding to the community and that's one of the areas that Red Hat is really excelled as taking what's popular what's working upstream and helping moving along make it a stable product or stable solution that developers can use but we also have a certain agenda or certain platforms that we want to present so we start from like various runtimes to actually contain our platforms and so we want to have to kind of drive some of that initiatives on our own to help drive fill that need because we hear it from customers a lot it's like things are doing are great but like there's all these projects that need to come together sort as a product or unified experience and so we spend a lot of our time trying to bring those things together as a way to help developers do those different tasks and also focus across like not just the Java runtimes which we hit a lot of Java so you might have baked security in right I mean we have a secure supply chain and you talk about difficult things for la right every package that we that comes in that is we totally refresh everything from upstream but when they come in we have to inspect all the crypto we have to run them through security scans vulnerability scanners we've got three different vulnerability scanners that we're using we run them through penetration testing so there's a huge amount of work that just comes just to inherit all that from the upstream but in addition to that we've put a lot of work into making sure that well our crypto has to be Fitz certified right which means you've got to meet standards we also have work that's gone in to make sure that you can enable a security policy consistently across the system so that no application that you load on can violate your security policy we've got enough tables in their new firewalling Network bound disk encryption that actually it kind of ties in with a lot of the system management work that we've done so a thing that I think differentiates rl8 is we put a lot of focus on making it easy to use on day one and easy to manage day two well we're not getting there were there what that allows us to do is to take the reference designs that we have and the testing that we've we've previously validated with Intel and Red Hat and be able to snap pieces together so it's just a matter of what's different and unique for the client in the client situation and their growth pattern what's great about trueskill is that in this model is that we can predictably analyze or consumption forward based on the business growth so for example if you're using open shipped and you start with a small cluster for say one or two lines of business as they adopt DevOps methodologies going from either waterfall or agile we can we can predictably analyze the consumption forward that they're going to need so they can plan years in advance as they progress and as such the other snap-ins say uh storage that they're going to need for data and motion or data at rest so it's it's actually smarter and what that ends up doing is obviously saving the money but it saves some time you know typical model is going back to IT and saying we need these servers we need the storage and the software and bolt it all together and the IT guys are you know hair on fire running around already so so they can you know as long as IT approves it they can sort of bypass that that big heavy lift we're trying to do is create role models for women and girls who would like to participate in technology but perhaps are not sure that that's the way that they can go and they don't see people that are like them so they're less tendency to join into this type of communities so with the community award winner we're looking at a professional who's been contributing to open source for a period of time and with our academic winner we're looking to spur more people who are in university to think about it and of course the big idea is you'll all be looking at these women as people that will inspire you to potentially do more things with open source and more things with technology we've been hearing for many many years that we definitely need to have more gender diversity in tech in general in an open source and Red Hat is kind of uniquely situated to focus on the open source community and so with our role is the open source leader we really feel like we need to make that commitment and to be able to foster that right so so Sierra's a supercomputer and what's unique about these systems is that we're solving there's lots of systems that network together maybe are bigger a number of servers than us but we're doing scientific simulation and that kind of computing requires a level of parallelism and it's very tightly coupled so all the servers are running a piece of the problem they all have to sort of operate together if any one of them is running slow it makes the whole thing go slow so it's really this tightly coupled nature of supercomputers that make things really challenging you know we talked about performance if if one server is just running slow for some reason you know everything else is going to be affected by that so we really do care about performance and we really do care about just every little piece of the hardware you know performing as it should so we thought okay let's take all of these best practices that we have and build more or less a methodology around it how to make this actually works like how to do this we really broke it down into like individual sprints do dissin sprint one the distance sprint do to really have the results within three months six months 12 months whatever the places that you want to run on and then we realize talking to customers this by itself isn't still enough so that's why we started to open up this to an entire ecosystem so we brought ecosystem partners along like working closely with red a lot of other companies but also system integrators who can help us we speak up projects because we as a company are software companies we're not a services or consulting company and we do support customers and some of those engagement but if you think of like a really fortune 500 company that's a multi-year project it will keep hundreds of busy people busy so to recap like built-in methodology we built the ecosystem to deliver on that promise at scale and now the last step was we as we were doing this we also built like a reference architecture for it and was just in an internal IDE so how do we like structure this bill that reference architecture and then realize okay I think it's kind of like super helpful for customers so that this way we then decided to open source this reference architecture is fabric as well to like the entire software community so they can also use it so technically these three pieces it's the methodology it's the ecosystem and it's like the reference architecture that you can work with to help you achieve you [Music]

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back. We're here at the San Diego Convention Center for Sisqo Live 2019 30th year The show. 28,000 in attendance. I'm stupid, and we're actually at the midpoint of three days of life water wall coverage here and happy to bring back to the program to Cube alumni first. To my right is Ben I, who is the CEO of Turban on Mick. And sitting next to him is Thomas wide, who's the chief marketing and strategy officer of AP Dynamics or APD? Ia's everybody calls them here at the show. Gentlemen, thanks so much for joining us. Thank you. All right, So, Thomas, first of all, we had you on it, reinvent like soon after the acquisition of AP ti Bisys. Go. It's been about two years, and I believe it's been about two years that turban Onyx been partnering with Cisco. So let's start with you. And you know what? What changed in those two years? >> Yeah, it's been amazing. Two years ago, we were on the doorstep of an I P O and it's been a rocketship ride ever since. You know AP Dynamics. After the last two years, the businesses more than doubled team sizes more than doubled, and today we're really happy to be the largest and fastest growing provider of application for miss monitoring in the market. But the reason why, that is, is because our customers are embarking on the sigil transformation, and the application has really become the foundation of their modern day business. That's the way brands are engaging with their users. And but now more than ever, and then the application landscape has gotten way more complex, with micro services and multiple clouds and all of the threats that go on in the infrastructure. And so what Hap Dynamics has been doing is just really providing that really time business and application performance that our customers need to ensure business outcomes. We think of ourselves as Thie Marie for the application or the infrastructure. >> That's awesome. So then, you know it's been interesting to watch in the networking space the last few years. For the most part, applications used to be That's just this thing that ran through the pipes every once in a while, I need to, you know, think about performance. I need to make sure I got buffer credits or, you know, it's now going East West rather the north south and the like. But it was solutions like turban on IQ that sat on top of it and helped understand and help people manage their application. Of course. AP ti pulling that story together even tighter. So, you know, give us the latest we've talked to you. It's just go live before an important partnership. What was the latest in your world, >> boy? The well, so one of the things we're doing is we're building an actual bundle together without D. And if you think about a PM, you're getting the application topology as well as response time and use a response time, which is critical to maintaining the brand and the digital economy that we're talking about. What when you look at every one of those hops and the application of there's a entire application stack that sits underneath a resource ing stack and what we're doing is we're bringing in a R M, which is application re sourcing management with a I so that they're automatically adjusting the resource is in all times continuously in order to support the performance needs that Abdi is showing us when you put together a PM plus a r m. You have total application performance and that customers air really, uh, queuing to so much so that we've actually decided to put this bundle officially together in the marketplace. We just became the first ap TI re sell software product, and now we're taking not to market as C one plus happy. >> Well, congratulations on that is harder ship, Thomas. Bring us inside the customers a little bit. What does this mean for them? You know what that journey we talk about, you know, for, you know, last 10 15 years, you gotta break down those silos. It's not just the networking team, you know, tossing over some band within Leighton, see and write them coming back. And I need some more. No, no, we're not going. You know, we're not going to give you any service level agreement or anything like that, because that's not our job. To what? We'll just set this up and you use what you got. So what would happen in >> trend that we're seeing is a move toward this concept of a iob, which is the really the consolidation of bringing and user application network and infrastructure monitoring closer together and tying that together with a base insights to Dr Automation and Action and very similar to what turbo gnomic specializes in here. And so what we're seeing is, you know, the combination of Cisco plus APP Dynamics. Plus, companies like Turbo is beginning to build that self healing, self learning environment where developers and environments need to be able to drive automation on that. Automation ultimately gets tomb or innovation when you can reduce the mundane tasks, really take a lot of our developers time. And so we're really excited about some of the work we're doing together when you think about the ability to take really time business insights from the application and reprogrammed the network based on the needs of the AP or change out the workloads and move them around on different servers, depending on the needs of the AP, these are all things that combination of Turbo, Cisco and epidemics are doing together. >> Yeah, actually, I did a whole show down in D. C a couple months ago, Cisco Partner. We're focused on a I ops. And, you know, we understand customers had a lot of tools that they have to deal with. We need to simplify this environment, allow them tow, you know, focus on their business, not managing this complex environment of all these tools. How does that whole concept of II ops and, you know, automating this environment managing my workloads? You know what? What do you sing with your customers? >> I think all the customers are saying, Look, there's too many tools today. They don't need another resource monitor, et cetera. What they need is they need to understand, through the lens of the application, all the resource dependencies. So instead of looking at a field of servers and saying, I have five nines availability or storage or whatever, what they really want to see is whatever the servers and storage and resource is dependent on this specific up that runs the bank or the CPD company of the manufacturer. And can I make sure that those re sources are supporting performance of the application? And that's is this total application performance concept, much more so than than whether I have five nines availability and all my other host accents? >> Yeah, absolutely. Did you have a comment on other Guy's >> gonna say We're seeing so many different customers in different verticals, Whether it's retail, hospitality, automakers, they're all benefitting from the cloud migration. And now that they have the cloud migration, the ability to have that elasticity of their workloads, they're scaling in and out based on the application demands. This is becoming critical. This is no longer a luxury for the most cloud eight of companies in the world. Enterprises with mission critical systems are all becoming dependent on these more modern technologies. And I think they need partners like ours more than ever. >> Yeah, One of the questions we've had is you talk to customers today and they are multi cloud. But that multiyear hybrid cloud is a bunch of pieces and one of our premises. We ask, from a research standpoint, how can this some of those pieces be more valuable than just the independent pieces alone, you know, kind of one plus one with, you know, an extra factor talk a little bit about the customers. And also, you know, what does this combination do that I couldn't just, you know, grab these pieces together and kind of make it work in my portfolio of those, you know, dozens of tools that I have. >> What glad. But I think the customers one of things this needed. We literally announced his partnership publicly two weeks ago and already have closed the 1st 2 just out of momentum that that folks are realizing the need to be able to say, Look, I can host my applications on Prem with a number of different vendors, I can host my applications off Prem with a number of different vendors. But the real question is, where am I going to get the most performance? Where can I do it in a compliant way with all my policies and how can I make sure that I'm doing it cost effectively? And when there's a multiplicity of tradeoffs where I can choose, then it's incumbent upon each of those vendors, strategic as they are to be able to offer the best service, the best performance, the best compliance and resource ing, and that's what we're bringing to him. And I think that's why you're seeing that a pipeline is built to several double digit millions and already deals are closing everything I'd >> add to that Is that, you know, going back to the point around a ops in the evolution of a lot of these modern ing and automation technologies. >> A lot of our >> customers have a hybrid environment of different tools and providers that they leverage. And so one of the things that were really focused on is an open ecosystem where you'd be able to ingest data sources from various different players. Some of them can be Cisco, Turman, Onyx and Abdi. But some of them can be other providers that are also have very good products in very specific domains. I think the key is that being ableto be ableto bring that data together, Dr Cross domain correlation in a more automated way than ever before, leveraging some of the more modern AI ai capabilities, which drives the action ing that people really need. And that is really the automation step is where customers start to see the benefits. But I think the better and more valuable the data that you have, the better automation you could do because your predictability of your algorithms are much better at that >> point. All right, been your customers that have rolled out that this solution I know the joint solutions brand new. But what? What is then the key metrics? Howto they define success how today they know you know that they they've reached that success. >> So first and foremost, the line of business. Who's the customer to central it? Whether it's hosted or not, they care the most. That performance does not degrade and is always improving. Okay, But when they do that and they can show that, then a ll the decision that the rest of central takes down in fromthe container layer to the pods that a virtual to the cloud I asked on Prem in off those become acceptable choices for central i t. To make because fundamentally, Lina businesses saying, Yep, we're good, right? So that's where we're seeing the value of being able to see the response time and bridging the application performance to the application resource ing that frankly hasn't ever been solved in five decades of it. And I think it goes back to a Thomas was just saying It's the quality of the analytics that comes from a iob. I don't think people need more tools to capture more data. There's a lot of data out there. The question is, can you make it actionable? And are your analytics correct? And, frankly, are they the best? And I think we see that that's been a big parcel of what we've done during the two years Cisco's told us on multiple occasions it's the fastest software O AM they've had by bringing it through, starting with the data center team and growing up through traditional Cisco and then with their purchase of Abdi two years ago. That combination makes a ton of sense, and now you've got the top all the way to the bottom. And that's a pretty special spot, I think un replicated by any other strategic today. Yeah, the other thing, >> I just added, That is the importance of being able to monitor the business in real time as well. And so a lot of what we've talked about are the technology analytics, the operational analytics that we run our business on, but being able to correlate the business transactions running through the application, so users what their journey looks like, they're, you know, abandonment, rates, revenues, you know, the ability to engage with the users, tying that back to the specific infrastructure in a way that's used to be a bit of black box before. Now that all comes a life by the combination of these technologies. >> So Thomas big trends we see at this show. So a Cisco's transformation towards a software company and the world of multi cloud abdi plays a pretty important piece of that. You know, discussion. Talk a little bit about kind of where you are and you know where do you see Cisco moving along that journey and then, you know, help tie in where turban Ah, Mick Fitz. >> Yeah. So I think it really goes back to the fact that as our customers are making this digital transformation, they're really looking at a variety of infrastructures. You know, cloud providers to be able to offer these applications. And what Appdynamics has done is really created this monitoring fabric that sits across any infrastructure and it tightly ties to the business value of the application. So if you combine that with a lot of what Cisco's doing around connectivity securing the clouds, securing the infrastructure around it and tying that Teo where we're strong and networking and bringing all that together, I think fundamentally, we've got a lot of the pieces of the puzzle to truly enable a i ops, but we don't have them all. And I think that's what's important, that we partner with people like Ben because it brings together a set of automation capability around application resource ing that we don't have and our customers are better suited working with with Ben and team on that. So how do we integrate those things in a frictionless way and make that part of our sales process? That's really what this partnerships all about. >> All right, then where do we see the partnership going down the road? >> I think it's going to get more exciting. So right now we're pulling unit Election Lee from Abdi. I think we're going to go right back the other way. That Thomas referred to, which is one of my favorite parts of Abdi. Is the business like you? Yeah, it's where you say, What is the cost of the late and see in anyone? Hop and where do the Bandon rates? Abandonment rates happen from consumers on that application right now, we can price for the first time what's the cost of the late sea in that one tear and across the across the application overall. And then, more importantly, what do we do about it? Well, that's the resource ing and the digestion is being resolved in real time. And so I think, the ability look att, the resiliency of applications both across and up and down the a p m plus the a r m and being able to guarantee or assure performance, total application performance. That's a big message. >> All right, what would I give you both? Just fun. A word here, you know, about halfway through the conference here in San Diego. Thomas, >> I would just say that the energy that we're seeing, the feedback we're getting from customers in the business insights part of the world of solutions been phenomenal. I think there's so many more developer oriented, application developer oriented individuals that's just go live than ever before. And I think that serves both of our business is quite well. >> Look, I think this has been a great show, but one of the things you're going to see is all of these vendors who have had global presence for in this case, 30 years. Sisqo live 30 years long But now being able to think through how do I become that much more application relevant? You know, if you think about transformation of application is going to come top down, not bottom up. And so, while we have all the evolution and, frankly disruption happening, digital disruption happening across it, the way to know which of the ones that are going to stick, they're going to come top down. And I think the moves that they're making all the way through buying happy all the way through partnering with C warmer turban Ah, Mick has been emblematic of what that opportunity is in the marketplace on the realization that customers care about their applications, their applications run their business. And you've got to look at the topology and you gotta look and response time and you gotta look at the resource ing. But that's a really fun spot for us to be in together. >> Bennett Thomas Congratulations on the expanded partnership and thanks again for joining us on the Cube. Thanks to you. All right, we're here in the Definite zone. Three days, Walter Wall coverage. Arms to Minuteman, David Long days in the house. Lisa Martin's here to we'll be back with lots more coverage. Thanks for watching the Cube