(lively music) >> Welcome back to HPE Discover 2021. My name is Dave Vellante and you're watching theCUBE's virtual coverage of Discover '21, and we're excited to welcome back Arwa Kaddoura, she's a vice president and world-wide go-to market leader for HPE's smoking hot GreenLake Cloud Services. Arwa, welcome back to theCUBE, good to see you again. >> Thank you for having me, it's good to be with you. >> So, talk about how your products and services are supporting customer transformations. I'm interested in the experience that everybody's been dreaming about. Describe how you're giving your customer that competitive advantage. And if you've got an examples, that would be awesome. >> Yeah, you got it. I think as we heard Antonio say, that cloud is an experience, not a destination, right? And what we're doing with GreenLake is bringing those cloud capabilities and the cloud experience to our customers. You know, we like to say, colocations, data center and edge of course. So this is the cloud on prem. And so rather than forcing customers to only have to go up to cloud, to get modern cloud capabilities or the benefits of things like, pay as you go for consumption, etc, cloud native capabilities, like containers, leveraging Kubernetes, we now bring all of that to GreenLake and to our customers, edge locations, and Colocation and data centers. We've been able to dramatically transform many of our customers businesses, right, and you'll probably see it discover some of those examples come to life, for example, Carestream, who is in the electronic medical imaging world, right, they have all of the X-Ray equipment that capture X-rays and different sort of diagnostics for patients. And we worked with them to not only craft a ML solution to better read and diagnose these images, but also all of the underlying infrastructure with the HPE GreenLake ML Ops platform that allows them to instantly leverage the capabilities of machine learning and the infrastructure to go with it. >> And so tell me, so how is it resonating with customers? They're talking to customers all the time? What do they tell you? >> Sure, you know I think what our customers appreciate about HP GreenLake is, it's not sort of look, it's either all on prem in my data center, and I have to fully manage it, build it, implement it, take care of it, or it's fully public cloud, I have little control and basically, I get whatever the public cloud gives me, right? HPE GreenLake gives our customers the flexibility and control that they require, right? And so you can think of many use cases where customers have a need to have the compute storage sort of processing need to happen closer to where their data and apps live. And so for that exact reason, our customers love the flexibility, right. Cloud One Dotto was public cloud, Cloud Two Dotto I think is the cloud that comes to our customers at their convenience. And to me, what I tell CIOs and CTOs and sort of other lines of business leaders when I meet with them, is you shouldn't be forced to have to take your data and apps elsewhere to get the transformation that you need. We want to be able to bring that directly to our customers. >> 'Cause a lot of the transformation is around data, we love talking about data on theCUBE. It's funny, I mean, we talked about big data last decade, we don't use that term much anymore. It was kind of overhyped, but as oftentimes is the case may be in the early days it's overhyped, but then it's underhyped. When it actually starts to kick in, and I feel like we're entering a new age of data and insights with the ascendancy of machine learning and AI. What does this mean from HPEs perspective and what are customers telling you that it means for them? >> Yeah, now, data I think, we often hear data is the new currency, right? It's the new gold. we've heard Antonio even say things like, data can even become something that maybe over time companies start to put some kind of value on their balance sheet behind, right, the same way that maybe brands represented this value on a balance sheet. Effectively, what's happened with data is, a lot of people have a lot of data. But there's not been a lot of ability to extract insights from data, right. And I think this is the new revolution that we're all undergoing is we finally have the modern analytics tools to actually turn the data into insights. And what we bring to the table from an HPE perspective is the fact that we have the best infrastructure, we obviously now have the cloud capabilities mixed in with our data fabric or container platform, or machine learning operations platform, to then be able to process that data, again, integrated with many of the great ISV partners that we have on the data side allow our customers to turn that into real insights for their business. And effectively data is becoming a huge competitive advantage, right? I think many of us are leveraging some pretty interesting tools or gadgets these days, right? Like, I wear one of those sleep rings. You can imagine a company like that in the future that's able to collect so much data from the folks that purchase their products, then being able to give us insights about, where's the best ZIP Code that people get the most amount of sleep and which ZIP Codes are the healthiest in the United States or countries, et cetera? But data really is becoming a competitive advantage. And one of the things that we care most about at HPE is also using it as a force for good and making sure that there is a sort of ethical AI capability. >> That's a great message and very important one. It's interesting what you're saying about data and the value, how we value, it's clearly being valued in terms of companies' market caps, but maybe it's not in the balance sheet yet, but it's on the income statement in terms of data products and data services that that's happening. So, maybe we'll see if Antonia is right in the next several years. But so, let's talk more about the specific data challenges that you're solving for your customers, they talk about silos, they talk about, they haven't gotten as much value out of their data initiatives as they wanted to. What are they telling you are their challenges and how are you approaching it? >> Yeah, I think data is everywhere, right? The ability for customers to store the right amount of data is a huge challenge. Because obviously, there's a huge cost associated with collecting, keeping, cleansing, processing, all the way to sort of analyzing your data. There tends to be a ton of data silos, right. So customers are looking for a common data fabric that they can then process their data sources across, and then be able to sort of tap into that data from an analytics perspective. So much of the technology, again, that we're focused on is be able to store the data, right, our Data Fabric layer with Ezmeral, right, being able to process that data, capture that data, and then allow the analytics tools to then harness the power of that data and turn that into real business insights for our customers. Every customer that I spoken to whether their financial services, you can imagine the big financial services, I mean, they've got just bazillions of pockets of data everywhere. And the real sort of challenge for them is how do I build a common data platform that allows me to tap into that data in effective ways for my business users? >> Can you talk a little bit about how you're changing the way you're providing solutions, maybe you could contrast it with the way HPE has done in the past? Because I think that's important when you think about, you talk a lot about GreenLake and as a service. But if the products are still kind of boxes and lands and gigahertz and ports, then that's a discontinuity. So, what's changed from the past and how are you feeding into the way customers are transforming their business and supporting their outcomes? >> That's exactly right. At some point in time, right, if you think maybe 10 or 20 years back, it used to be very much about the infrastructure for HPE. What's exciting about what we're doing differently for our customers, is, look, we have the best infrastructure in the business, right? HPE has been doing this longer than anyone has probably almost 60 years now. But being able to vertically integrate right, move up in that value chain so that our customers can get more complete solutions, is the more interesting part for our customers. Our customers love our technology yes, the gigahertz and the speeds and feeds, all of that do matter because they make for some very powerful infrastructure. However, what makes it easier is the fact that we are building platform stacks on top of that hardware, that help abstract away the complexity of that infrastructure and the ability to use it far more seamlessly. And then, if you think about it we of course have also one of the most advanced services organizations. So being able to leverage our services capabilities, our platform capabilities, on top of that hardware, again, deliver it back to our customers in a consumption model, which they've come to expect from a cloud model. And then surrounded by a very rich ecosystem of partners, and we're talking about system integrators that now have capabilities on helping our customers run their GreenLake environments. We're talking about ISVs, right, so software stacks and platforms that fully integrate with the GreenLake platform for completely seamless solutions, as well as channel partners and global distributors. So I think that's where we can truly deliver the ultimate end-to-end solution. It's not just the hardware, right? But it's being complemented with the right services, being complemented with the right platform capabilities, the software integrations to deliver that workload that the customer expects. >> So customers and partners, they got to place bets, they've got to put resources, time, money, and align their resources with their partners and their suppliers like HPE. So when they ask you, hey, okay, "HPE, tell me what's your overall strategy? "Why is it compelling? "And why do you give me competitive advantage relative to some of your peers in the industry?" >> Yeah, I think what partners are going to be most excited about is the openness of the platform, right? Being able to allow our partners to leverage GreenLake Central with open API, so that they can integrate some of their own technologies into our platform, the ability to allow them to also layer in their own managed services on top of the platform is key. And, of course, being able to build sort of these win-win solutions with the system integrators, right? The system integrators have some fantastic capabilities all the way from an application development, all the way down to the infrastructure management, and data center delivery centers that they have. And so leveraging HPE GreenLake really helps them have access to the core technologies that they need to deliver these solutions. >> I wonder if I could take a little sort of side road here and ask you because so many changes going on, HPE itself is transforming, your customers are transforming, the pandemic has accelerated all these transformations. Can you talk a little bit about how you've transformed go-to-market specifically in the context of as a service? I mean, that had to be quite a change for you guys. >> Yeah, now go-to-market transformations in support of sort of moving from traditional go-to-markets, right, to cloud go-to-markets are significant. They required us to really think through what does delivering as a service solutions mean for our direct Salesforce? What does it mean for our partners and their transformations and being able to support as a service solutions? For HPE specifically, it also means thinking about our customer outcomes, not just our ability to ship the requisite hardware and say, look, once it's left our dock, our job is done, right. It really takes our obligation all the way to the customer using the technology on a day by day basis, as well as supporting them in making sure that everything from implementation to set up to the ongoing monitoring operations of the technology is working for them in the way that they'd expect in an as a service way, right? We don't expect them to operate it, we don't expect them to do anything more than pick up the phone and call us if something doesn't go as planned. >> Then how about your sellers and your partners? How did they respond? I mean, you wake up one day is Okay guys, here we go. New compensation scheme, new way to sell, new way to market. That took some thought and some time and where are you in that journey? >> That's right. And I always say, if you expect people to wake up one day and be transformed, right, you're kidding yourself. So everything from sort of the way that we think about our customers use cases, right, and empowering our sellers to understand the outcomes that our customers expect and demand from us to things like compensation to the partner rebate program that we leverage through the channel partners in order to give them the right incentives to also allow them to make the right investments to support GreenLake. HPE has a fairly significant field, sales and solution team. And so not thinking about this only as a single person that represents GreenLake, but looking at our capabilities across the board, right, we have fantastic advisory consultants on the ground with PhDs and data science, we have folks that understand high performance computing. So making sure that we're embedding the expertise in all of the right personas that support our customers, not just from a comp perspective, but also from an understanding of the end-to-end solutions that we're bringing to those markets. >> So what gets you stoked in the morning, you get out of bed, you're like, "Okay, I'm going to go attack the world." What are you most excited about for HPE and its future? >> There's so much happening right now in this sort of cloud world, right? To me, the most exciting portion is the fact that given that we've now introduced on prem cloud to the world, our ability to ship new services and new capabilities, but also do that via a very rich partner ecosystem, honestly is what probably has me most excited. This is no longer the age of go-at-it-alone, right. So not only are our engineering and product teams hard at work in the engine room producing capabilities at sort of lightning fast speeds, but it's also our ability to partner, whether it's with platform providers, software providers, or system integrators and services providers. That ecosystem is starting to come together to deliver highly meaningful solutions to our customers and all in a very open way. The number one thing that I personally care about is that our customers never feel like they are being locked in, or that they are sort of being forced, have to give up certain levels of capabilities, we want to give them the best of what's out there and allow them to then have that flexibility in their solution. >> And one of the challenges, of course, with virtual events is you don't have the hallway track, somebody can say, "Hey, have you seen that IoT zone? It's amazing, they got all these robots going around." So what would you say that people should be focused on at discover maybe things that you want to call out specific highlights or segments that you think are relevant? >> Yeah, there's going to be a ton of fantastic stuff. I think, really looking for that edge to cloud strategy, that we're going to be spending a lot of time talking about looking at some of our vertical workload solutions, right? We're going to be talking about quite a few from electronic healthcare records, to payment solutions and many more. I think, depending on what folks are interested in there's going to be something for everyone. Project Aurora, which now starts to announce our new security capabilities, the zero trust capabilities that we're delivering is probably interesting to a lot of our customers. So lots of exciting things coming and I'm excited for our customers to check those out. >> No doubt, that's a hot topic, especially given what's been happening in the news these past several months. Arwa, thanks so much for coming back in theCUBE. It's great to see you hopefully face-to-face next time. >> Thank you, I sure hope so. Thanks so much for having me. >> It was our pleasure. And thank you for watching and thank you for being with us in our ongoing coverage of HPE Discover 2021. This is Dave Vellante. You're watching theCUBE, the leader in digital tech coverage. >> Thank you. (soft music)

(gentle pulsating music) >> Narrator: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (light airy music) >> Good evening from Fira, Barcelona in Spain. It's Lisa Martin and Dave Vellante. We are covering with theCUBE MWC '23. This is day three. Three full days, almost, of coverage we've given you. And don't worry, we've got a great conversation next, and another day tomorrow. We're going to be talking with Singtel and Dell next about 5G network slicing. Sexy stuff. Please welcome Dennis Wong, VP Enterprise 5G and Platform from Singtel. And Douglas Lieberman is back with us. Our alumni, Global Senior Director, GTM and Co-Creation Services, Telecom Systems Business at Dell. Welcome, guys. Great to have you. >> Thank you very much. >> Thanks for having us. >> So Dennis, go ahead and start with you. Talk to the audience about Singtel. You've got a unique insight into some of the challenges that 5G brings and the opportunities. What is Singtel seeing there? >> I think from a Singtel perspective, I think 5G technology brings about a new era of opportunities for all the enterprises, you know, from big to small. I think that's one thing that we are aiming to do. How do we put technology together? And that's why I think that 5G brings about a lot more capabilities, a lot more parameters that, you know, for the new technology, new devices, new services that we can explore. I mean, we are giving ourself a new opportunity to try something that's better than Wi-Fi, that is better 4G. So I think that's something very exciting for me. >> What are some of the challenges that you see that are, that you look to partners like Dell to help wipe off the table? >> I think one of the things that Dell has been doing very closely with us, I think in terms of the network technology, in terms of the RAN, in terms of the, you know, kind of virtualization, in terms of marketplace, in terms of ecosystem, they are all over the place. So I think for them, they are not looking at just hardware, they are looking at how to support us as a whole ecosystem to work things together. >> You know, it's interesting because it's maybe an overused term, but everyone talks about 5G being the enterprise G. And really, what's interesting about 5G, and where Dell is really able to add value in working with partners like Singtel, is the disaggregation of 5G and the open side of it, and the ability to take different workloads and customize them because of the fact that the whole packet core and the CU and the DU and that architecture is not locked into a single proprietary architecture, allows for customization and injection of workloads, and allows enterprises to really tune the network to what their workloads need to be. >> So I wonder, Dennis, can you take us through the anatomy of a 5G deployment? How does it work? Do you start with a sort of greenfield, sort of test bed? How do you connect it to your 4G networks? Take us through the process. >> Maybe I will go through from a customer lens. What does the customer think, and what does the customer feels about when we approach them for 5G? I think for most of the customers who are thinking about 5G, they are usually already having some kind of a services that's running on the current technology. Could be 4G, could be Wi-Fi. And one very typical example that I can share with you is that one of the customers, he was saying that, "I'm having Wi-Fi already. Can you prove to me that 5G is better?" So, what we did was that we actually rolled out our, this little proprietary 5G in the box. We call it 5G GENIE. GENIE stands for Generating Instant Experience. You know, very interesting name. We pushed that to the customer place. Within 30 minutes, he set up a 5G connectivity in his area, and he tested his performance of his Wi-Fi with the GENIE on the spot. And immediately, wow, he see that there's a lot of difference in the performance. Now, so the first part, is really about getting the customer to feel that, why 5G is truly better. Let them experience it. Then after which, we went through with them, because of this performance, what does it do to your business? From a productivity perspective, security perspective, safety perspective. And they kind of look at it and say, "Wow." that is where the ROI comes from. Then after which, then is where I think, you know, where Dave says, you know, he comes in whereby then, we will design, if it's a factory, we are to design the coverage in the factory because robots are moving. You want to ensure that every part of them, of their factories have the coverage. So we are to design it, we are to build it, put in all the controls and put in all the devices. And then after which, you know, then all things will go. And of course, from a customer perspective, they will still need to run the application. We need to check that the performance is, you know, up to the mark. So I think in all, the 5G journey is not really just about putting the network and, "Here, customer, let's use it." There's a lot of conviction, there's a lot of testing, there's a lot of what we call trial and error with the customer. Yeah. >> So thank you for that explanation. So that's there, we're going to make a business case, and they're going to see immediate performance improvements. Then, I presume they're going to start building new applications on top. And then maybe that'll negatively affect the performance, but that's okay. It's like we were talking about the other day, there's so much data pumping, you get equivalent performance, but so much more capability. So how are you guys thinking about that ultimate layer, where that value is, the application, the workloads, that are going to be new to these networks? >> Well, let's, you know, we can take a step back and talk about, for example, the use case he just talked about, which was in, you know, autonomous vehicles or robots inside a factory. It's not that it's just more performance. It's reliable performance and consistent performance. Because the difference with a cellular solution, a mobile solution, a 5G solution, than a Wi-Fi, is the guaranteed spectrum and the isolated spectrum and the lack of competition for that space. I mean, I tell people this all the time, and you can see it right now. If you were to open your phone and look at all the Wi-Fi hotspots that exist right here, there is an enormous amount of contention for the exact same spectrum and we're all competing with each other. >> Dave: I can't get into the network. >> Right, and so the more people that walk past us in this cube, the more that there's going to be interference. And so the performance is not guaranteed. And if you have an automated factory, if you have machines that are moving around a factory, if you have robots that need to work together, you can't afford for it to be great one minute, and lousy the next minute. You need consistent high performance. And that's where these 5G networks and private 5G networks are really, really important. 'Cause it's not just about faster. Sometimes it's not all about can I get it there faster? I want it faster, but reliably and consistently, and make sure I get the same experience every time, so that I can then build more intricate and complicated applications. If you have a warehouse that's got autonomous robots, the closer I can have those robots get to each other, means the more packages I can move, or the more welds I can make, or the more machine parts I can get out the door because I don't have to build into the, "Oh my God, I lost Wi-Fi connectivity for 10 seconds," and I got, "And everything stops, until the connectivity comes back and they can resume." >> And anybody would choose consistent, predictable performance over spiky performance. >> Doug: Right. >> And you're saying the technology, you're able to better leverage the spectrum, isolate the spectrum for that specific use case. That is a technology enabler. >> Dennis: Maybe I can also give you another perspective. Together with the 5G technology is where the multi-edge computing comes into place. And that's where I think one of the things that we work very closely with Dell as well. Because that is very important. With that compute at the edge, means that your latency is low. And, like what you said, it's not just low latency, it's consistently low latency. Today, let's say in Singapore, Singapore is a very small city. You can travel from one end of the city to the other end in one and a half hour, and that's it. Singapore is so- >> If there's no traffic. >> And if there's no traffic. (all laugh) Now, so everyone was saying, "Singapore is such a small city, why would you need a edge?" So I explained to them, we did a test from a cloud gaming perspective. As we use 4G over the public cloud, it's true that you can get about 10, 15, 20 milliseconds, you know, on a good day, but it's, on average, it's about 15, 20 milliseconds. However, you will find that there are times, whereby it'll spike to 150, spike to 90, spike to 200. So you can see that it's not just about low latency, it's about consistent low latency. So that's where I think 5G and MEC come as a good pair to make sure that, you know, the performance of our, for those factories or what, you know, kind of Doug has mentioned, the high performance, you know, synchronized services is very important. Beside packing the, you know, the drones, or the robots who go close together, you want it to be synchronized. And you know, if you've seen some of those robots that work together, it's almost synchronized. That is the one thing that, our dreams that we going to make sure that we going to achieve, yeah. >> And then, of course, on top of all that, is security, which is really, really important on all these. I mean the vulnerabilities of Wi-Fi are well known. There is a hundred different tools that you can download for free to test the security of any Wi-Fi network. So there's- >> Dave: I got my VPN and it won't let me on the network. >> Right, exactly. (all laugh) You know, so the benefit of a 5G solution, a 4G solution, is the added layer of security. I'm not saying that it's perfect, you know, there are obviously ways to get around those as well, but every additional layer of security is one less attack factor that you have to worry about every single day. >> So Dennis, you're pro on the 5G adoption journey. You both have talked about the ostensible benefits there and then the capabilities. I want to understand, how is Dell actually helping, under the covers, Singtel, deliver this connectivity and this consistency and the reliability that your customers expect? >> Yeah. I think, you know, having all these services together, I think, other than just what we call the 5G connectivity, it's like what you mentioned about the RAN, the disaggregated kind of services, I think that gives us a lot of opportunity in terms of flexibility, in terms, of course. But I think one of the things that we also work closely together is about new technology. As I've mentioned also that, you know, the marketplace or the partners that Dell brings, that's very, very important for us. And then for me, I think that, if I look at it again from the customer lens again, right? Having the kind of right equipment, which we are working together with Dell, is important, but I think having the right ecosystem that use the equipment, is even more important. I will give you a very simple example. For any organization, for any services that you need to deploy, let's choose a SMB. You'll realize that, if I want to deploy an application in my office, there's a few things you need to consider. Networks, which could be provided by 5G, right? Then you talk about the public cloud. Then you talk about the, what we call the public cloud and you talk about the edge. Now, in order for you to deploy this, you'll realize that every one of them could be orchestrated and synchronized. And then, as well, Doug has mentioned, after you implemented three of them, you've still got to consider security across them. >> Lisa: Yeah, yeah. >> So what happens there for us, what we want to do is that, we actually build a platform that actually sits on top of all this. This platform actually controls the 5G network, the MEC, as well as the, what we call the public all together. And on top, sitting on top of that is all the applications. Why so? Because again, anytime you have an application, you know that you have to make sure that the VMs works, the hypervisor works, you know, connectivity works, the compatibility works. So, when we build this platform, we put all the ecosystem on board and then it makes it like, the customer can have a one stop shop, look at the equipment, look at the, what we call the equipment, look at the networks, look at the, you know, the cloud, the IaaS as well as the application, it works. And so, working together with Dell, we actually come up and look at some solution that's fit for the market. One of the opportunity that we are looking together with this Dell is in Singapore. How do we actually ship a really packaged bundle to SMEs that has a Dell equipment, our 5G network, plus the platform product ecosystem, that can ship to any restaurant around? So that, you know, we are thinking out loud. Like for example, as you move into the restaurant, you know, we always say that, please scan your barcode on the table for the menu. >> Lisa: Yeah. >> You can just go in, and by facial recognition, knowing that you are not a staff. So it's a reverse privacy. And then after that, push, you know, the menu to your phone directly. And so, therefore, it cuts again the stuff of me trying to scan the menu or waiting for it to load. And because with the on-prem equipment from Dell, let's say for example, there's things is pushed to the phone instantly. You know, sometimes we know that, when some of this goes to the public web or public cloud, and by the time it loads the menu, you are just waiting to avoid the load. So you can see that all these become a experience for the SMEs and the restaurant's staff. So I think these are some of these great use cases that we can foresee in the future. >> And I think, you know, something you just said is really a key part, right? As technologists, sometimes we get wrapped around the technology, and we forget about the fact that it's all about the outcome. To the enterprise, they're looking at a workload. They have a very specific thing they want to accomplish. And all this stuff, private 5G, and edge, and cloud, they're all really irrelevant. They're just means to get to what their outcome that they want to be is. And when we look at them atomically, and as independent little units, we end up with sprawl, and honestly, enterprises are telling us more and more and more, "I don't want that. I don't want a science project. I don't want to be responsible for figuring out how all these things are going to play together and have one rack of equipment for my network, and one rack of equipment for my private 5G, and another rack of equipment for my edge cloud and another rack of equipment for the MEC." And you start to get data centers inside of a pizza shop where there's no space to put a data center, right? And so the partnership we have with Singtel, and exactly what Dennis was just talking about, is how do we take all of those and start realizing that with virtualization and containerization and the open architecture that exists with function virtualization in networking today, in private 5G. We're able to utilize a common infrastructure stack, a common platform to be able to give you all those functions to run the 5G, to run your core applications, to run the MEC, to do all those things, so that we're minimizing the footprint, but also minimizing the complexity. And that's really the point. >> So how mature are we today? Where are we? When can we expect deployments? You know, are there any sort of early case examples you can share? >> Yeah, like I said, you know, in Singapore itself, we have already saw a little bit of success. Especially in Singapore, we have 5G SA already. So I think one of the few things that like I mentioned, some of these use cases that we did. So the company that I talked earlier about is a factory. They took the 5G GENIE, went there, and tested against the Wi-Fi, agree with it. They say, "Let's deploy." They have deployed it now, and it's running. So it's using the 5G for safety, you know, and safety inspection and remote assistance, for training, et cetera. We're using the VR goggles. So I think that's really a live use case. The other live use case is that in Singapore, one of the, you know, kind of automotive manufacturing plants is actually using the AGV that's controlled by our 5G, that's moving around in the factory in a very, what we call random manner. In a way that, in the past, whereby you would never conceive the automotive factories that is going to go on conveyor belts. But now, the AGV is moving as in where at in the ad hoc manner, yeah. >> Yeah, I mean we've got solutions. We've implemented with customers for mining, for example. For the autonomous vehicles in a mine where the, you know, after the mine explosion goes off and you got to gather the minerals and the ores, there's a lot of time that you have to wait before humans can go in. But with a 5G solution, we've been able to enable autonomous vehicles to go in there and start the process of collecting that ore without waiting for the humans, substantially improving safety, security, and the output and revenue of those mines. >> Dave: No, no canary necessary. (Dennis laughs) Is that correct that this capability is not really going to cannibalize Wi-Fi, right? It's going to go into use cases, or will it? Are there situations that overlap, where customers have sort of on the edge, no pun intended, tried to use Wi-Fi and then this will cannibalize some piece of the market? >> Look, there's a Venn diagram somewhere, right? (Lisa and Dennis chuckle) And at the end of the day, no one who's being honest is going to say that 5G is going to replace Wi-Fi, right? >> Yeah, yeah, sure. >> There are, and there's a lot of reasons for that. You know, challenges in adding new devices, you know, if you go to a store, and you want to get on their Wi-Fi, you don't want to necessarily add a new SIM to your phone. So there are places where Wi-Fi is still going to remain a very powerful long-term solution that's not going anywhere, especially at the moment because the cost of Wi-Fi, you know, the chips for Wi-Fi are pennies a piece to put in devices. So we're a long way away from 5G being at the same monetary scale as Wi-Fi. But, there are a lot of use cases where Wi-Fi is simply doesn't work. I talked about that mining solution, Wi-Fi doesn't work in a mine. It's got the wrong physics properties, it's got the wrong distance limitations, there's all sorts of problems. And so, what 5G has opened up, is where in the past, people tried to make Wi-Fi work and either gave up and ran wired, or just dealt with constant problems, like all their machines shutting down simultaneously. 5G is enabling them to now have a real solution that works. So it's carving out a niche for itself. In some places it's replacing Wi-Fi without a doubt 'cause it is a better solution. But there are some use cases that are going to remain Wi-Fi for a long time. >> And how flexible and mobile can that solution be? 'Cause we can't use Wi-Fi here. (Dennis chuckles) We have to use a hard line. >> Yep. >> Right? So, could we use 5G, our own private network on theCUBE? Or is it because we're going too many places? It's just just too complicated for us? >> That's where it comes from. >> Stick with fixed lines. >> That's where the next technology of 5G come from. >> Yeah. >> Slicing. >> Talk about that. >> You see that, you know, somebody ask me, "Why would somebody need slicing?" Then I'll ask you, "That if you are in US, or in any country in the world, there's always two way. You can use a highway and you pay toll. Or you use your small roads. Exactly, why do you have a highway, that you have to pay toll?" There is a highway, there's a path, there's a slice. So for operators, we can always say that based on your mission criticality, based on the speed you want, based on the kind of urgency you need, our works give you a slice, and that you have to pay a premium for it. So similarly, would be that 5G is going to be available here, and say that Cube will purchase a slice from Californica. And say that for Cube, this is your 5G, you have a freeway, green way, it's highly possible. >> Believe me, we're paying a premium for hard lines at Mobile World Congress or MWC. (all laugh) >> And to that point, right, you know, and those slicing gives you the opportunity to do profiling and, you know, setting up. When I say profiling, you know, different devices and different customers getting different metrics on how they use that network. So some of them will get a superhighway, some of them will get a medium size highway, somebody- >> Dennis: Somebody getting a secured highway. >> Right, so a more secure highway. So, there's a lot more flexibility with 5G, and that's why I said, you know, there's a lot of use cases, where it will replace Wi-Fi, and it will be very powerful. And that's the places where we're really seeing the adoption really taking off. >> You guys have done a great job explaining 5G, really. Why you're pro 5G, the opportunities of the use cases. Thank you so much for joining us today. >> Dennis: Thank you, Lisa. >> Also talking about what Dell and Singtel are doing together. I imagine the journey probably has just begun, but you've made tremendous amount of progress so far. It's a great use case. Thank you for sharing it with us today. >> Thank you very much. >> Thank you. Thank you, Dave. Thank you, Lisa. >> All right, our pleasure. For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE, live at MWC '23 from Barcelona, Spain. Stick around. Dave comes up with a very cool wrap, after this. (light airy music)

>> theCUBE's live coverage is made possible by funding from Dell Technologies: "Creating technologies that drive human progress." >> Good late afternoon from Barcelona, Spain at the Theater of Barcelona. It's Lisa Martin and Dave Nicholson of "theCUBE" covering MWC23. This is our third day of continuous wall-to-wall coverage on theCUBE. And you know we're going to be here tomorrow as well. We've been having some amazing conversations about the ecosystem. And we're going to continue those conversations next. Honore Labourdette is here, the VP global partner, Ecosystem Success Team, Telco Media and Entertainment at Red Hat. And Tony Jeffries joins us as well, a Senior Director of Product Management, Telecom Systems Business at Dell. Welcome to the theCUBE. >> Thank you. >> Thank you. >> Great to have both of you here. So we're going to be talking about the evolution of the telecom stack. We've been talking a lot about disaggregation the last couple of days. Honore, starting with you, talk about the evolution of the telecom stock. You were saying before we went live this is your 15th at least MWC. So you've seen a lot of evolution, but what are some of the things you're seeing right now? >> Well, I think the interesting thing about disaggregation, which is a key topic, right? 'Cause it's so relative to 5G and the 5G core and the benefits and the features of 5G core around disaggregation. But one thing we have to remember, when you disaggregate, you separate things. You have to bring those things back together again in a different way. And that's predominantly what we're doing in our partnership with Dell, is we're bringing those disaggregated components back together in a cohesive way that takes advantage of the new technology, at the same time taking out the complexity and making it easier for our Telco customers to deploy and to scale and to get much more, accelerate the time to revenue. So the trend now is, what we're seeing is two things I would say. One is how do we solve for the complexity with the disaggregation? And how do we leverage the ecosystem as a partner in order to help solve for some of those challenges? >> Tony, jump on in, talk about what you guys announced last week, Dell and Red Hat, and how it's addressing the complexities that Honore was saying, "Hey, they're there." >> Yeah. You know, our customers, our operators are saying, "Hey, I want disaggregation." "I want competition in the market." But at the same time who's going to support all this disaggregation, right? And so at the end of the day, there's going to be an operator that's going to have to figure this out. They're going to have an SLA that they're going to have to meet. And so they're going to want to go with a best-in-class partner with Red Hat and Dell, in terms of our infrastructure and their software together as one combined engineered system. And that's what we call a Dell Telecom infrastructure block for Red Hat. And so at the end of the day, things may go wrong, and if they do, who are they going to call for that support? And that's also really a key element of an engineered system, is this experience that they get both with Red Hat and with Dell together supporting the customer as one. Which is really important to solve this disaggregated problem that can arise from a disaggregated open network situation, yeah. >> So what is the market, the go to market motion look like? People have loyalties in the IT space to technologies that they've embraced and been successful with for years and years. So you have folks in the marketplace who are diehard, you know, dyed red, Red Hat folks. Is it primarily a pull from them? How does that work? How do you approach that to your, what are your end user joint customers? What does that look like from your perspective? >> Sure, well, interestingly enough both Red Hat and Dell have been in the marketplace for a very long time, right? So we do have the brand with those Telco customers for these solutions. What we're seeing with this solution is, it's an emerging market. It's an emerging market for a new technology. So there's an opportunity for both Red Hat and Dell together to leverage our brands with those customers with no friction in the marketplace as we go to market together. So our field sales teams will be motivated to, you know, take advantage of the solution for their customers, as will the Dell team. And I'll let Tony speak to the Dell, go to market. >> Yeah. You know, so we really co-sell together, right? We're the key partners. Dell will end up fulfilling that order, right? We send these engineered systems through our factories and we send that out either directly to a customer or to a OTEL lab, like an intermediate lab where we can further refine and customize that offer for that particular customer. And so we got a lot of options there, but we're essentially co-selling. And Dell is fulfilling that from an infrastructure perspective, putting Red Hat software on top and the licensing for that support. So it's a really good mix. >> And I think, if I may, one of the key differentiators is the actual capabilities that we're bringing together inside of this pre-integrated solution. So it includes the Red Hat OpenShift which is the container software, but we also add our advanced cluster management as well as our Ansible automation. And then Dell adds their orchestration capability along with the features and functionalities of the platform. And we put that together and we offer capability, remote automation orchestration and management capabilities that again reduces the operating expense, reduces the complexity, allows for easy scale. So it's, you know, certainly it's all about the partnership but it's also the capabilities of the combined technology. >> I was just going to ask about some of the numbers, and you mentioned some of them. Reduction of TCO I imagine is also a big capability that this solution enables besides reducing OpEx. Talk about the TCO reduction. 'Cause I know there's some numbers there that Dell and Red Hat have already delivered to the market. >> Yeah. You know, so these infrastructure blocks are designed specifically for Core, or for RAN, or for the Edge. We're starting out initially in the Core, but we've done some market research with a company called ACG. And ACG has looked at day zero, day one and day two TCO, FTE hours saved. And we're looking at over 40 to 50% TCO savings over you know, five year period, which is quite significant in terms of cost savings at a TCO level. But also we have a lot of numbers around power consumption and savings around power consumption. But also just that experience for our operator that says, hey, I'm going to go to one company to get the best in class from Red Hat and Dell together. That saves a lot of time in procurement and that entire ordering process as well. So you get a lot of savings that aren't exactly seen in the FTE hours around TCO, but just in that overall experience by talking to one company to get the best of both from both Red Hat and Dell together. >> I think the comic book character Charlie Brown once said, "The most discouraging thing in the world is having a lot of potential." (laughing) >> Right. >> And so when we talk about disaggregating and then reaggregating or reintegrating, that means choice. >> Tony: Yeah. >> How does an operator approach making that choice? Because, yeah, it sounds great. We have this integration lab and you have all these choices. Well, how do I decide, how does a person decide? This is a question for Honore from a Red Hat perspective, what's the secret sauce that you believe differentiates the Red Hat-infused stack versus some other assemblage of gear? >> Well, there's a couple of key characteristics, and the one that I think is most prevalent is that we're open, right? So "open" is in Red Hat's DNA because we're an open source technology company, and with that open source technology and that open platform, our customers can now add workloads. They have options to choose the workloads that they want to run on that open source platform. As they choose those workloads, they can be confident that those workloads have been certified and validated on our platform because we have a very robust ecosystem of ISVs that have already completed that process with open source, with Red Hat OpenShift. So then we take the Red Hat OpenShift and we put it on the Dell platform, which is market leader platform, right? Combine those two things, the customers can be confident that they can put those workloads on the combined platform that we're offering and that those workloads would run. So again, it goes back to making it simpler, making it easy to procure, easy to run workloads, easy to deploy, easy to operate. And all of that of course equates to saving time always equates to saving money. >> Yeah. Absolutely. >> Oh, I thought you wanted to continue. >> No, I think Honore sort of, she nailed it. You know, Red Hat is so dominant in 5G, and what they're doing in the market, especially in the Core and where we're going into the RAN, you know, next steps are to validate those workloads, those workload vendors on top of a stack. And the Red Hat leader in the Core is key, right? It's instant credibility in the core market. And so that's one of the reasons why we, Dell, want to partner with with Red Hat for the core market and beyond. We're going to be looking at not only Core but moving into RAN very soon. But then we do, we take that validated workload on top of that to optimize that workload and then be able to instantiate that in the core and the RAN. It's just a really streamlined, good experience for our operators. At the end of the day, we want happy customers in between our mutual customer base. And that's what you get whenever you do that combined stack together. >> Were operators, any operators, and you don't have to mention them by name, involved in the evolution of the infra blocks? I'm just curious how involved they were in helping to co-develop this. I imagine they were to some degree. >> Yeah, I could take that one. So, in doing so, yeah, we can't be myopic and just assume that we nailed it the first time, right? So yeah, we do work with partners all the way up and down the stack. A lot of our engineering work with Red Hat also brings in customer experience that is key to ensure that you're building and designing the right architecture for the Core. I would like to use the names, I don't know if I should, but a lot of those names are big names that are leaders in our industry. But yeah, their footprints, their fingerprints are all over those design best practices, those architectural designs that we build together. And then we further that by doing those validated workloads on top of that. So just to really prove the point that it's optimized for the Core, RAN, Edge kind of workload. >> And it's a huge added value for Red Hat to have a partner like Dell who can take all of those components, take the workload, take the Red Hat software, put it on the platform, and deliver that out to the customers. That's really, you know, a key part of the partnership and the value of the partnership because nobody really does that better than Dell. That center of excellence around delivery and support. >> Can you share any feedback from any of those nameless operators in terms of... I'm even kind of wondering what the catalyst was for the infra block. Was it operators saying, "Ah, we have these challenges here"? Was it the evolution of the Telco stack and Dell said, "We can come in with Red Hat and solve this problem"? And what's been some of their feedback? >> Yeah, it really comes down to what Honore said about, okay, you know, when we are looking at day zero, which is primarily your design, how much time savings can we do by creating that stack for them, right? We have industry experts designing that Core stack that's optimized for different levels of spectrum. When we do that we save a lot of time in terms of FTE hours for our architects, our operators, and then it goes into day one, right? Which is the deployment aspect for saving tons of hours for our operators by being able to deploy this. Speed to market is key. That ultimately ends up in, you know, faster time to revenue for our customers, right? So it's, when they see that we've already done the pre-work that they don't have to, that's what really resonates for them in terms of that, yeah. >> Honore, Lisa and I happen to be veterans of the Cloud native space, and what we heard from a lot of the folks in that ecosystem is that there is a massive hunger for developers to be able to deploy and manage and orchestrate environments that consist of Cloud native application infrastructure, microservices. >> Right. >> What we've heard here is that 5G equals Cloud native application stacks. Is that a fair assessment of the environment? And what are you seeing from a supply and demand for that kind of labor perspective? Is there still a hunger for those folks who develop in that space? >> Well, there is, because the very nature of an open source, Kubernetes-based container platform, which is what OpenShift is, the very nature of it is to open up that code so that developers can have access to the code to develop the workloads to the platform, right? And so, again, the combination of bringing together the Dell infrastructure with the Red Hat software, it doesn't change anything. The developer, the development community still has access to that same container platform to develop to, you know, Cloud native types of application. And you know, OpenShift is Red Hat's hybrid Cloud platform. So it runs on-prem, it runs in the public Cloud, it runs at the edge, it runs at the far edge. So any of the development community that's trying to develop Cloud native applications can develop it on this platform as they would if they were developing on an OpenShift platform in the public Cloud. >> So in "The Graduate", the advice to the graduate was, "Plastics." Plastics. As someone who has more children than I can remember, I forget how many kids I have. >> Four. >> That's right, I have four. That's right. (laughing) Three in college and grad school already at this point. Cloud native, I don't know. Kubernetes definitely a field that's going to, it's got some legs? >> Yes. >> Okay. So I can get 'em off my payroll quickly. >> Honore: Yes, yes. (laughing) >> Okay, good to know. Good to know. Any thoughts on that open Cloud native world? >> You know, there's so many changes that's going to happen in Kubernetes and services that you got to be able to update quickly. CICD, obviously the topic is huge. How quickly can we keep these systems up to date with new releases, changes? That's a great thing about an engineered system is that we do provide that lifecycle management for three to five years through this engagement with our customers. So we're constantly keeping them up with the latest and the greatest. >> David: Well do those customers have that expertise in-house, though? Do they have that now? Or is this a seismic cultural shift in those environments? >> Well, you know, they do have a lot of that experience, but it takes a lot of that time, and we're taking that off of their plate and putting that within us on our system, within our engineered system, and doing that automatically for them. And so they don't have to check in and try to understand what the release certification matrix is. Every quarter we're providing that to them. We're communicating out to the operator, telling them what's coming up latest and greatest, not only in terms of the software but the hardware and how to optimize it all together. That's the beauty of these systems. These are five year relationships with our operators that we're providing that lifecycle management end to end, for years to come. >> Lisa: So last question. You talked about joint GTM availability. When can operators get their hands on this? >> Yes. Yes. It's currently slated for early September release. >> Lisa: Awesome. So sometime this year? >> Yes. >> Well guys, thank you so much for talking with us today about Dell, Red Hat, what you're doing to really help evolve the telecom stack. We appreciate it. Next time come back with a customer, we can dig into it. That'd be fun. >> We sure will, absolutely. That may happen today actually, a little bit later. Not to let the cat out the bag, but good news. >> All right, well, geez, you're going to want to stick around. Thank you so much for your time. For our guests and for Dave Nicholson. This is Lisa Martin of theCUBE at MWC23 from Barcelona, Spain. We'll be back after a short break. (calm music)

(uplifting music) >> Hello, welcome back to theCUBE's coverage of CloudNativeSecurityCon, the inaugural event, in Seattle. I'm John Furrier, host of theCUBE, here in the Palo Alto Studios. We're calling it theCUBE Center. It's kind of like our Sports Center for tech. It's kind of remote coverage. We've been doing this now for a few years. We're going to amp it up this year as more events are remote, and happening all around the world. So, we're going to continue the coverage with this segment focusing on the data stack, entrepreneurial opportunities around all things security, and as, obviously, data's involved. And our next guest is a friend of theCUBE, and CUBE alumni from 2013, entrepreneur himself, turned, now, venture capitalist angel investor, with his own firm, Opher Kahane, Managing Director, Sonoma Ventures. Formerly the founder of Origami, sold to Intuit a few years back. Focusing now on having a lot of fun, angel investing on boards, focusing on data-driven applications, and stacks around that, and all the stuff going on in, really, in the wheelhouse for what's going on around security data. Opher, great to see you. Thanks for coming on. >> My pleasure. Great to be back. It's been a while. >> So you're kind of on Easy Street now. You did the entrepreneurial venture, you've worked hard. We were on together in 2013 when theCUBE just started. XCEL Partners had an event in Stanford, XCEL, and they had all the features there. We interviewed Satya Nadella, who was just a manager at Microsoft at that time, he was there. He's now the CEO of Microsoft. >> Yeah, he was. >> A lot's changed in nine years. But congratulations on your venture you sold, and you got an exit there, and now you're doing a lot of investments. I'd love to get your take, because this is really the biggest change I've seen in the past 12 years, around an inflection point around a lot of converging forces. Data, which, big data, 10 years ago, was a big part of your career, but now it's accelerated, with cloud scale. You're seeing people building scale on top of other clouds, and becoming their own cloud. You're seeing data being a big part of it. Cybersecurity kind of has not really changed much, but it's the most important thing everyone's talking about. So, developers are involved, data's involved, a lot of entrepreneurial opportunities. So I'd love to get your take on how you see the current situation, as it relates to what's gone on in the past five years or so. What's the big story? >> So, a lot of big stories, but I think a lot of it has to do with a promise of making value from data, whether it's for cybersecurity, for Fintech, for DevOps, for RevTech startups and companies. There's a lot of challenges in actually driving and monetizing the value from data with velocity. Historically, the challenge has been more around, "How do I store data at massive scale?" And then you had the big data infrastructure company, like Cloudera, and MapR, and others, deal with it from a scale perspective, from a storage perspective. Then you had a whole layer of companies that evolved to deal with, "How do I index massive scales of data, for quick querying, and federated access, et cetera?" But now that a lot of those underlying problems, if you will, have been solved, to a certain extent, although they're always being stretched, given the scale of data, and its utility is becoming more and more massive, in particular with AI use cases being very prominent right now, the next level is how to actually make value from the data. How do I manage the full lifecycle of data in complex environments, with complex organizations, complex use cases? And having seen this from the inside, with Origami Logic, as we dealt with a lot of large corporations, and post-acquisition by Intuit, and a lot of the startups I'm involved with, it's clear that we're now onto that next step. And you have fundamental new paradigms, such as data mesh, that attempt to address that complexity, and responsibly scaling access, and democratizing access in the value monetization from data, across large organizations. You have a slew of startups that are evolving to help the entire lifecycle of data, from the data engineering side of it, to the data analytics side of it, to the AI use cases side of it. And it feels like the early days, to a certain extent, of the revolution that we've seen in transition from traditional databases, to data warehouses, to cloud-based data processing, and big data. It feels like we're at the genesis of that next wave. And it's super, super exciting, for me at least, as someone who's sitting more in the coach seat, rather than being on the pitch, and building startups, helping folks as they go through those motions. >> So that's awesome. I want to get into some of these data infrastructure dynamics you mentioned, but before that, talk to the audience around what you're working on now. You've been a successful entrepreneur, you're focused on angel investing, so, super-early seed stage. What kind of deals are you looking at? What's interesting to you? What is Sonoma Ventures looking for, and what are some of the entrepreneurial dynamics that you're seeing right now, from a startup standpoint? >> Cool, so, at a macro level, this is a little bit of background of my history, because it shapes very heavily what it is that I'm looking at. So, I've been very fortunate with entrepreneurial career. I founded three startups. All three of them are successful. Final two were sold, the first one merged and went public. And my third career has been about data, moving data, passing data, processing data, generating insights from it. And, at this phase, I wanted to really evolve from just going and building startup number four, from going through the same motions again. A 10 year adventure, I'm a little bit too old for that, I guess. But the next best thing is to sit from a point whereby I can be more elevated in where I'm dealing with, and broaden the variety of startups I'm focused on, rather than just do your own thing, and just go very, very deep into it. Now, what specifically am I focused on at Sonoma Ventures? So, basically, looking at what I refer to as a data-driven application stack. Anything from the low-level data infrastructure and cloud infrastructure, that helps any persona in the data universe maximize value for data, from their particular point of view, for their particular role, whether it's data analysts, data scientists, data engineers, cloud engineers, DevOps folks, et cetera. All the way up to the application layer, in applications that are very data-heavy. And what are very typical data-heavy applications? FinTech, cyber, Web3, revenue technologies, and product and DevOps. So these are the areas we're focused on. I have almost 23 or 24 startups in the portfolio that span all these different areas. And this is in terms of the aperture. Now, typically, focus on pre-seed, seed. Sometimes a little bit later stage, but this is the primary focus. And it's really about partnering with entrepreneurs, and helping them make, if you will, original mistakes, avoid the mistakes I made. >> Yeah. >> And take it to the next level, whatever the milestone they're driving with. So I'm very, very hands-on with many of those startups. Now, what is it that's happening right now, initially, and why is it so exciting? So, on one hand, you have this scaling of data and its complexity, yet lagging value creation from it, across those different personas we've touched on. So that's one fundamental opportunity which is secular. The other one, which is more a cyclic situation, is the fact that we're going through a down cycle in tech, as is very evident in the public markets, and everything we're hearing about funding going slower and lower, terms shifting more into the hands of typical VCs versus entrepreneur-friendly market, and so on and so forth. And a very significant amount of layoffs. Now, when you combine these two trends together, you're observing a very interesting thing, that a lot of folks, really bright folks, who have sold a startup to a company, or have been in the guts of the large startup, or a large corporation, have, hands-on, experienced all those challenges we've spoken about earlier, in turf, maximizing value from data, irrespective of their role, in a specific angle, or vantage point they have on those challenges. So, for many of them, it's an opportunity to, "Now, let me now start a startup. I've been laid off, maybe, or my company's stock isn't doing as well as it used to, as a large corporation. Now I have an opportunity to actually go and take my entrepreneurial passion, and apply it to a product and experience as part of this larger company." >> Yeah. >> And you see a slew of folks who are emerging with these great ideas. So it's a very, very exciting period of time to innovate. >> It's interesting, a lot of people look at, I mean, I look at Snowflake as an example of a company that refactored data warehouses. They just basically took data warehouse, and put it on the cloud, and called it a data cloud. That, to me, was compelling. They didn't pay any CapEx. They rode Amazon's wave there. So, a similar thing going on with data. You mentioned this, and I see it as an enabling opportunity. So whether it's cybersecurity, FinTech, whatever vertical, you have an enablement. Now, you mentioned data infrastructure. It's a super exciting area, as there's so many stacks emerging. We got an analytics stack, there's real-time stacks, there's data lakes, AI stack, foundational models. So, you're seeing an explosion of stacks, different tools probably will emerge. So, how do you look at that, as a seasoned entrepreneur, now investor? Is that a good thing? Is that just more of the market? 'Cause it just seems like more and more kind of decomposed stacks targeted at use cases seems to be a trend. >> Yeah. >> And how do you vet that, is it? >> So it's a great observation, and if you take a step back and look at the evolution of technology over the last 30 years, maybe longer, you always see these cycles of expansion, fragmentation, contraction, expansion, contraction. Go decentralize, go centralize, go decentralize, go centralize, as manifested in different types of technology paradigms. From client server, to storage, to microservices, to et cetera, et cetera. So I think we're going through another big bang, to a certain extent, whereby end up with more specialized data stacks for specific use cases, as you need performance, the data models, the tooling to best adapt to the particular task at hand, and the particular personas at hand. As the needs of the data analysts are quite different from the needs of an NL engineer, it's quite different from the needs of the data engineer. And what happens is, when you end up with these siloed stacks, you end up with new fragmentation, and new gaps that need to be filled with a new layer of innovation. And I suspect that, in part, that's what we're seeing right now, in terms of the next wave of data innovation. Whether it's in a service of FinTech use cases, or cyber use cases, or other, is a set of tools that end up having to try and stitch together those elements and bridge between them. So I see that as a fantastic gap to innovate around. I see, also, a fundamental need in creating a common data language, and common data management processes and governance across those different personas, because ultimately, the same underlying data these folks need, albeit in different mediums, different access models, different velocities, et cetera, the subject matter, if you will, the underlying raw data, and some of the taxonomies right on top of it, do need to be consistent. So, once again, a great opportunity to innovate, whether it's about semantic layers, whether it's about data mesh, whether it's about CICD tools for data engineers, and so on and so forth. >> I got to ask you, first of all, I see you have a friend you brought into the interview. You have a dog in the background who made a little cameo appearance. And that's awesome. Sitting right next to you, making sure everything's going well. On the AI thing, 'cause I think that's the hot trend here. >> Yeah. >> You're starting to see, that ChatGPT's got everyone excited, because it's kind of that first time you see kind of next-gen functionality, large-language models, where you can bring data in, and it integrates well. So, to me, I think, connecting the dots, this kind of speaks to the beginning of what will be a trend of really blending of data stacks together, or blending of models. And so, as more data modeling emerges, you start to have this AI stack kind of situation, where you have things out there that you can compose. It's almost very developer-friendly, conceptually. This is kind of new, but kind of the same concept's been working on with Google and others. How do you see this emerging, as an investor? What are some of the things that you're excited about, around the ChatGPT kind of things that's happening? 'Cause it brings it mainstream. Again, a million downloads, fastest applications get a million downloads, even among all the successes. So it's obviously hit a nerve. People are talking about it. What's your take on that? >> Yeah, so, I think that's a great point, and clearly, it feels like an iPhone moment, right, to the industry, in this case, AI, and lots of applications. And I think there's, at a high level, probably three different layers of innovation. One is on top of those platforms. What use cases can one bring to the table that would drive on top of a ChatGPT-like service? Whereby, the startup, the company, can bring some unique datasets to infuse and add value on top of it, by custom-focusing it and purpose-building it for a particular use case or particular vertical. Whether it's applying it to customer service, in a particular vertical, applying it to, I don't know, marketing content creation, and so on and so forth. That's one category. And I do know that, as one of my startups is in Y Combinator, this season, winter '23, they're saying that a very large chunk of the YC companies in this cycle are about GPT use cases. So we'll see a flurry of that. The next layer, the one below that, is those who actually provide those platforms, whether it's ChatGPT, whatever will emerge from the partnership with Microsoft, and any competitive players that emerge from other startups, or from the big cloud providers, whether it's Facebook, if they ever get into this, and Google, which clearly will, as they need to, to survive around search. The third layer is the enabling layer. As you're going to have more and more of those different large-language models and use case running on top of it, the underlying layers, all the way down to cloud infrastructure, the data infrastructure, and the entire set of tools and systems, that take raw data, and massage it into useful, labeled, contextualized features and data to feed the models, the AI models, whether it's during training, or during inference stages, in production. Personally, my focus is more on the infrastructure than on the application use cases. And I believe that there's going to be a massive amount of innovation opportunity around that, to reach cost-effective, quality, fair models that are deployed easily and maintained easily, or at least with as little pain as possible, at scale. So there are startups that are dealing with it, in various areas. Some are about focusing on labeling automation, some about fairness, about, speaking about cyber, protecting models from threats through data and other issues with it, and so on and so forth. And I believe that this will be, too, a big driver for massive innovation, the infrastructure layer. >> Awesome, and I love how you mentioned the iPhone moment. I call it the browser moment, 'cause it felt that way for me, personally. >> Yep. >> But I think, from a business model standpoint, there is that iPhone shift. It's not the BlackBerry. It's a whole 'nother thing. And I like that. But I do have to ask you, because this is interesting. You mentioned iPhone. iPhone's mostly proprietary. So, in these machine learning foundational models, >> Yeah. >> you're starting to see proprietary hardware, bolt-on, acceleration, bundled together, for faster uptake. And now you got open source emerging, as two things. It's almost iPhone-Android situation happening. >> Yeah. >> So what's your view on that? Because there's pros and cons for either one. You're seeing a lot of these machine learning laws are very proprietary, but they work, and do you care, right? >> Yeah. >> And then you got open source, which is like, "Okay, let's get some upsource code, and let people verify it, and then build with that." Is it a balance? >> Yes, I think- >> Is it mutually exclusive? What's your view? >> I think it's going to be, markets will drive the proportion of both, and I think, for a certain use case, you'll end up with more proprietary offerings. With certain use cases, I guess the fundamental infrastructure for ChatGPT-like, let's say, large-language models and all the use cases running on top of it, that's likely going to be more platform-oriented and open source, and will allow innovation. Think of it as the equivalent of iPhone apps or Android apps running on top of those platforms, as in AI apps. So we'll have a lot of that. Now, when you start going a little bit more into the guts, the lower layers, then it's clear that, for performance reasons, in particular, for certain use cases, we'll end up with more proprietary offerings, whether it's advanced silicon, such as some of the silicon that emerged from entrepreneurs who have left Google, around TensorFlow, and all the silicon that powers that. You'll see a lot of innovation in that area as well. It hopefully intends to improve the cost efficiency of running large AI-oriented workloads, both in inference and in learning stages. >> I got to ask you, because this has come up a lot around Azure and Microsoft. Microsoft, pretty good move getting into the ChatGPT >> Yep. >> and the open AI, because I was talking to someone who's a hardcore Amazon developer, and they said, they swore they would never use Azure, right? One of those types. And they're spinning up Azure servers to get access to the API. So, the developers are flocking, as you mentioned. The YC class is all doing large data things, because you can now program with data, which is amazing, which is amazing. So, what's your take on, I know you got to be kind of neutral 'cause you're an investor, but you got, Amazon has to respond, Google, essentially, did all the work, so they have to have a solution. So, I'm expecting Google to have something very compelling, but Microsoft, right now, is going to just, might run the table on developers, this new wave of data developers. What's your take on the cloud responses to this? What's Amazon, what do you think AWS is going to do? What should Google be doing? What's your take? >> So, each of them is coming from a slightly different angle, of course. I'll say, Google, I think, has massive assets in the AI space, and their underlying cloud platform, I think, has been designed to support such complicated workloads, but they have yet to go as far as opening it up the same way ChatGPT is now in that Microsoft partnership, and Azure. Good question regarding Amazon. AWS has had a significant investment in AI-related infrastructure. Seeing it through my startups, through other lens as well. How will they respond to that higher layer, above and beyond the low level, if you will, AI-enabling apparatuses? How do they elevate to at least one or two layers above, and get to the same ChatGPT layer, good question. Is there an acquisition that will make sense for them to accelerate it, maybe. Is there an in-house development that they can reapply from a different domain towards that, possibly. But I do suspect we'll end up with acquisitions as the arms race around the next level of cloud wars emerges, and it's going to be no longer just about the basic tooling for basic cloud-based applications, and the infrastructure, and the cost management, but rather, faster time to deliver AI in data-heavy applications. Once again, each one of those cloud suppliers, their vendor is coming with different assets, and different pros and cons. All of them will need to just elevate the level of the fight, if you will, in this case, to the AI layer. >> It's going to be very interesting, the different stacks on the data infrastructure, like I mentioned, analytics, data lake, AI, all happening. It's going to be interesting to see how this turns into this AI cloud, like data clouds, data operating systems. So, super fascinating area. Opher, thank you for coming on and sharing your expertise with us. Great to see you, and congratulations on the work. I'll give you the final word here. Give a plugin for what you're looking for for startup seats, pre-seeds. What's the kind of profile that gets your attention, from a seed, pre-seed candidate or entrepreneur? >> Cool, first of all, it's my pleasure. Enjoy our chats, as always. Hopefully the next one's not going to be in nine years. As to what I'm looking for, ideally, smart data entrepreneurs, who have come from a particular domain problem, or problem domain, that they understand, they felt it in their own 10 fingers, or millions of neurons in their brains, and they figured out a way to solve it. Whether it's a data infrastructure play, a cloud infrastructure play, or a very, very smart application that takes advantage of data at scale. These are the things I'm looking for. >> One final, final question I have to ask you, because you're a seasoned entrepreneur, and now coach. What's different about the current entrepreneurial environment right now, vis-a-vis, the past decade? What's new? Is it different, highly accelerated? What advice do you give entrepreneurs out there who are putting together their plan? Obviously, a global resource pool now of engineering. It might not be yesterday's formula for success to putting a venture together to get to that product-market fit. What's new and different, and what's your advice to the folks out there about what's different about the current environment for being an entrepreneur? >> Fantastic, so I think it's a great question. So I think there's a few axes of difference, compared to, let's say, five years ago, 10 years ago, 15 years ago. First and foremost, given the amount of infrastructure out there, the amount of open-source technologies, amount of developer toolkits and frameworks, trying to develop an application, at least at the application layer, is much faster than ever. So, it's faster and cheaper, to the most part, unless you're building very fundamental, core, deep tech, where you still have a big technology challenge to deal with. And absent that, the challenge shifts more to how do you manage my resources, to product-market fit, how are you integrating the GTM lens, the go-to-market lens, as early as possible in the product-market fit cycle, such that you reach from pre-seed to seed, from seed to A, from A to B, with an optimal amount of velocity, and a minimal amount of resources. One big difference, specifically as of, let's say, beginning of this year, late last year, is that money is no longer free for entrepreneurs, which means that you need to operate and build startup in an environment with a lot more constraints. And in my mind, some of the best startups that have ever been built, and some of the big market-changing, generational-changing, if you will, technology startups, in their respective industry verticals, have actually emerged from these times. And these tend to be the smartest, best startups that emerge because they operate with a lot less money. Money is not as available for them, which means that they need to make tough decisions, and make verticals every day. What you don't need to do, you can kick the cow down the road. When you have plenty of money, and it cushions for a lot of mistakes, you don't have that cushion. And hopefully we'll end up with companies with a more agile, more, if you will, resilience, and better cultures in making those tough decisions that startups need to make every day. Which is why I'm super, super excited to see the next batch of amazing unicorns, true unicorns, not just valuation, market rising with the water type unicorns that emerged from this particular era, which we're in the beginning of. And very much enjoy working with entrepreneurs during this difficult time, the times we're in. >> The next 24 months will be the next wave, like you said, best time to do a company. Remember, Airbnb's pitch was, "We'll rent cots in apartments, and sell cereal." Boy, a lot of people passed on that deal, in that last down market, that turned out to be a game-changer. So the crazy ideas might not be that bad. So it's all about the entrepreneurs, and >> 100%. >> this is a big wave, and it's certainly happening. Opher, thank you for sharing. Obviously, data is going to change all the markets. Refactoring, security, FinTech, user experience, applications are going to be changed by data, data operating system. Thanks for coming on, and thanks for sharing. Appreciate it. >> My pleasure. Have a good one. >> Okay, more coverage for the CloudNativeSecurityCon inaugural event. Data will be the key for cybersecurity. theCUBE's coverage continues after this break. (uplifting music)

(upbeat music) >> Hello, welcome back to theCUBE's AWS RE:Invent 2022 Coverage. I'm John Furrier, host of theCUBE. Got a great lineup here, Itamar Ankorion SVP Technology Alliance at Qlik and Peter McDonald, vice President, cloud partnerships and business development Snowflake. We're going to talk about bringing SAP data to life, for joint Snowflake, Qlik and AWS Solution. Gentlemen, thanks for coming on theCUBE Really appreciate it. >> Thank you. >> Thank you, great meeting you John. >> Just to get started, introduce yourselves to the audience, then going to jump into what you guys are doing together, unique relationship here, really compelling solution in cloud. Big story about applications and scale this year. Let's introduce yourselves. Peter, we'll start with you. >> Great. I'm Peter MacDonald. I am vice president of Cloud Partners and business development here at Snowflake. On the Cloud Partner side, that means I manage AWS relationship along with Microsoft and Google Cloud. What we do together in terms of complimentary products, GTM, co-selling, things like that. Importantly, working with other third parties like Qlik for joint solutions. On business development, it's negotiating custom commercial partnerships, large companies like Salesforce and Dell, smaller companies at most for our venture portfolio. >> Thanks Peter and hi John. It's great to be back here. So I'm Itamar Ankorion and I'm the senior vice president responsible for technology alliances here at Qlik. With that, own strategic alliances, including our key partners in the cloud, including Snowflake and AWS. I've been in the data and analytics enterprise software market for 20 plus years, and my main focus is product management, marketing, alliances, and business development. I joined Qlik about three and a half years ago through the acquisition of Attunity, which is now the foundation for Qlik data integration. So again, we focus in my team on creating joint solution alignment with our key partners to provide more value to our customers. >> Great to have both you guys, senior executives in the industry on theCUBE here, talking about data, obviously bringing SAP data to life is the theme of this segment, but this reinvent, it's all about the data, big data end-to-end story, a lot about data being intrinsic as the CEO says on stage around in the organizations in all aspects. Take a minute to explain what you guys are doing as from a company standpoint. Snowflake and Qlik and the solutions, why here at AWS? Peter, we'll start with you at Snowflake, what you guys do as a company, your mission, your focus. >> That was great, John. Yeah, so here at Snowflake, we focus on the data platform and until recently, data platforms required expensive on-prem hardware appliances. And despite all that expense, customers had capacity constraints, inexpensive maintenance, and had limited functionality that all impeded these organizations from reaching their goals. Snowflake is a cloud native SaaS platform, and we've become so successful because we've addressed these pain points and have other new special features. For example, securely sharing data across both the organization and the value chain without copying the data, support for new data types such as JSON and structured data, and also advance in database data governance. Snowflake integrates with complimentary AWS services and other partner products. So we can enable holistic solutions that include, for example, here, both Qlik and AWS SageMaker, and comprehend and bring those to joint customers. Our customers want to convert data into insights along with advanced analytics platforms in AI. That is how they make holistic data-driven solutions that will give them competitive advantage. With Snowflake, our approach is to focus on customer solutions that leverage data from existing systems such as SAP, wherever they are in the cloud or on-premise. And to do this, we leverage partners like Qlik native US to help customers transform their businesses. We provide customers with a premier data analytics platform as a result. Itamar, why don't you talk about Qlik a little bit and then we can dive into the specific SAP solution here and some trends >> Sounds great, Peter. So Qlik provides modern data integration and analytics software used by over 38,000 customers worldwide. Our focus is to help our customers turn data into value and help them close the gap between data all the way through insight and action. We offer click data integration and click data analytics. Click data integration helps to automate the data pipelines to deliver data to where they want to use them in real-time and make the data ready for analytics and then Qlik data analytics is a robust platform for analytics and business intelligence has been a leader in the Gartner Magic Quadrant for over 11 years now in the market. And both of these come together into what we call Qlik Cloud, which is our SaaS based platform. So providing a more seamless way to consume all these services and accelerate time to value with customer solutions. In terms of partnerships, both Snowflake and AWS are very strategic to us here at Qlik, so we have very comprehensive investment to ensure strong joint value proposition to we can bring to our mutual customers, everything from aligning our roadmaps through optimizing and validating integrations, collaborating on best practices, packaging joint solutions like the one we'll talk about today. And with that investment, we are an elite level, top level partner with Snowflake. We fly that our technology is Snowflake-ready across the entire product set and we have hundreds of joint customers together and with AWS we've also partnered for a long time. We're here to reinvent. We've been here with the first reinvent since the inaugural one, so it kind of gives you an idea for how long we've been working with AWS. We provide very comprehensive integration with AWS data analytics services, and we have several competencies ranging from data analytics to migration and modernization. So that's our focus and again, we're excited about working with Snowflake and AWS to bring solutions together to market. >> Well, I'm looking forward to unpacking the solutions specifically, and congratulations on the continued success of both your companies. We've been following them obviously for a very long time and seeing the platform evolve beyond just SaaS and a lot more going on in cloud these days, kind of next generation emerging. You know, we're seeing a lot of macro trends that are going to be powering some of the things we're going to get into real quickly. But before we get into the solution, what are some of those power dynamics in the industry that you're seeing in trends specifically that are impacting your customers that are taking us down this road of getting more out of the data and specifically the SAP, but in general trends and dynamics. What are you hearing from your customers? Why do they care? Why are they going down this road? Peter, we'll start with you. >> Yeah, I'll go ahead and start. Thanks. Yeah, I'd say we continue to see customers being, being very eager to transform their businesses and they know they need to leverage technology and data to do so. They're also increasingly depending upon the cloud to bring that agility, that elasticity, new functionality necessary to react in real-time to every evolving customer needs. You look at what's happened over the last three years, and boy, the macro environment customers, it's all changing so fast. With our partnerships with AWS and Qlik, we've been able to bring to market innovative solutions like the one we're announcing today that spans all three companies. It provides a holistic solution and an integrated solution for our customer. >> Itamar let's get into it, you've been with theCUBE, you've seen the journey, you have your own journey, many, many years, you've seen the waves. What's going on now? I mean, what's the big wave? What's the dynamic powering this trend? >> Yeah, in a nutshell I'll call it, it's all about time. You know, it's time to value and it's about real-time data. I'll kind of talk about that a bit. So, I mean, you hear a lot about the data being the new oil, but it's definitely, we see more and more customers seeing data as their critical enabler for innovation and digital transformation. They look for ways to monetize data. They look as the data as the way in which they can innovate and bring different value to the customers. So we see customers want to use more data so to get more value from data. We definitely see them wanting to do it faster, right, than before. And we definitely see them looking for agility and automation as ways to accelerate time to value, and also reduce overall costs. I did mention real-time data, so we definitely see more and more customers, they want to be able to act and make decisions based on fresh data. So yesterday's data is just not good enough. >> John: Yeah. >> It's got to be down to the hour, down to the minutes and sometimes even lower than that. And then I think we're also seeing customers look to their core business systems where they have a lot of value, like the SAP, like mainframe and thinking, okay, our core data is there, how can we get more value from this data? So that's key things we see all the time with customers. >> Yeah, we did a big editorial segment this year on, we called data as code. Data as code is kind of a riff on infrastructure as code and you start to see data becoming proliferating into all aspects, fresh data. It's not just where you store it, it's how you share it, it's how you turn it into an application intrinsically involved in all aspects. This is the big theme this year and that's driving all the conversations here at RE:Invent. And I'm guaranteeing you, it's going to happen for another five and 10 years. It's not stopping. So I got to get into the solution, you guys mentioned SAP and you've announced the solution by Qlik, Snowflake and AWS for your customers using SAP. Can you share more about this solution? What's unique about it? Why is it important and why now? Peter, Itamar, we'll start with you first. >> Let me jump in, this is really, I'll jump because I'm excited. We're very excited about this solution and it's also a solution by the way and again, we've seen proven customer success with it. So to your point, it's ready to scale, it's starting, I think we're going to see a lot of companies doing this over the next few years. But before we jump to the solution, let me maybe take a few minutes just to clarify the need, why we're seeing, why we're seeing customers jump to do this. So customers that use SAP, they use it to manage the core of their business. So think order processing, management, finance, inventory, supply chain, and so much more. So if you're running SAP in your company, that data creates a great opportunity for you to drive innovation and modernization. So what we see customers want to do, they want to do more with their data and more means they want to take SAP with non-SAP data and use it together to drive new insights. They want to use real-time data to drive real-time analytics, which they couldn't do to date. They want to bring together descriptive with predictive analytics. So adding machine learning in AI to drive more value from the data. And naturally they want to do it faster. So find ways to iterate faster on their solutions, have freedom with the data and agility. And I think this is really where cloud data platforms like Snowflake and AWS, you know, bring that value to be able to drive that. Now to do that you need to unlock the SAP data, which is a lot of also where Qlik comes in because typical challenges these customers run into is the complexity, inherent in SAP data. Tens of thousands of tables, proprietary formats, complex data models, licensing restrictions, and more than, you have performance issues, they usually run into how do we handle the throughput, the volumes while maintaining lower latency and impact. Where do we find knowledge to really understand how to get all this done? So these are the things we've looked at when we came together to create a solution and make it unique. So when you think about its uniqueness, because we put together a lot, and I'll go through three, four key things that come together to make this unique. First is about data delivery. How do you have the SAP data delivery? So how do you get it from ECC, from HANA from S/4HANA, how do you deliver the data and the metadata and how that integration well into Snowflake. And what we've done is we've focused a lot on optimizing that process and the continuous ingestion, so the real-time ingestion of the data in a way that works really well with the Snowflake system, data cloud. Second thing is we looked at SAP data transformation, so once the data arrives at Snowflake, how do we turn it into being analytics ready? So that's where data transformation and data worth automation come in. And these are all elements of this solution. So creating derivative datasets, creating data marts, and all of that is done by again, creating an optimized integration that pushes down SQL based transformations, so they can be processed inside Snowflake, leveraging its powerful engine. And then the third element is bringing together data visualization analytics that can also take all the data now that in organizing inside Snowflake, bring other data in, bring machine learning from SageMaker, and then you go to create a seamless integration to bring analytic applications to life. So these are all things we put together in the solution. And maybe the last point is we actually took the next step with this and we created something we refer to as solution accelerators, which we're really, really keen about. Think about this as prepackaged templates for common business analytic needs like order to cash, finance, inventory. And we can either dig into that a little more later, but this gets the next level of value to the customers all built into this joint solution. >> Yeah, I want to get to the accelerators, but real quick, Peter, your reaction to the solution, what's unique about it? And obviously Snowflake, we've been seeing the progression data applications, more developers developing on top of Snowflake, data as code kind of implies developer ecosystem. This is kind of interesting. I mean, you got partnering with Qlik and AWS, it's kind of a developer-like thinking real solution. What's unique about this SAP solution that's, that's different than what customers can get anywhere else or not? >> Yeah, well listen, I think first of all, you have to start with the idea of the solution. This are three companies coming together to build a holistic solution that is all about, you know, creating a great opportunity to turn SAP data into value this is Itamar was talking about, that's really what we're talking about here and there's a lot of technology underneath it. I'll talk more about the Snowflake technology, what's involved here, and then cover some of the AWS pieces as well. But you know, we're focusing on getting that value out and accelerating time to value for our joint customers. As Itamar was saying, you know, there's a lot of complexity with the SAP data and a lot of value there. How can we manage that in a prepackaged way, bringing together best of breed solutions with proven capabilities and bringing this to market quickly for our joint customers. You know, Snowflake and AWS have been strong partners for a number of years now, and that's not only on how Snowflake runs on top of AWS, but also how we integrate with their complementary analytics and then all products. And so, you know, we want to be able to leverage those in addition to what Qlik is bringing in terms of the data transformations, bringing data out of SAP in the visualization as well. All very critical. And then we want to bring in the predictive analytics, AWS brings and what Sage brings. We'll talk about that a little bit later on. Some of the technologies that we're leveraging are some of our latest cutting edge technologies that really make things easier for both our partners and our customers. For example, Qlik leverages Snowflakes recently released Snowpark for Python functionality to push down those data transformations from clicking the Snowflake that Itamar's mentioning. And while we also leverage Snowpark for integrations with Amazon SageMaker, but there's a lot of great new technology that just makes this easy and compelling for customers. >> I think that's the big word, easy button here for what may look like a complex kind of integration, kind of turnkey, really, really compelling example of the modern era we're living in, as we always say in theCUBE. You mentioned accelerators, SAP accelerators. Can you give an example of how that works with the technology from the third party providers to deliver this business value Itamar, 'cause that was an interesting comment. What's the example? Give an example of this acceleration. >> Yes, certainly. I think this is something that really makes this truly, truly unique in the industry and again, a great opportunity for customers. So we kind talked earlier about there's a lot of things that need to be done with SP data to turn it to value. And these accelerator, as the name suggests, are designed to do just that, to kind of jumpstart the process and reduce the time and the risk involved in such project. So again, these are pre-packaged templates. We basically took a lot of knowledge, and a lot of configurations, best practices about to get things done and we put 'em together. So think about all the steps, it includes things like data extraction, so already knowing which tables, all the relevant tables that you need to get data from in the contexts of the solution you're looking for, say like order to cash, we'll get back to that one. How do you continuously deliver that data into Snowflake in an in efficient manner, handling things like data type mappings, metadata naming conventions and transformations. The data models you build all the way to data mart definitions and all the transformations that the data needs to go through moving through steps until it's fully analytics ready. And then on top of that, even adding a library of comprehensive analytic dashboards and integrations through machine learning and AI and put all of that in a way that's in pre-integrated and tested to work with Snowflake and AWS. So this is where again, you get this entire recipe that's ready. So take for example, I think I mentioned order to cash. So again, all these things I just talked about, I mean, for those who are not familiar, I mean order to cash is a critical business process for every organization. So especially if you're in retail, manufacturing, enterprise, it's a big... This is where, you know, starting with booking a sales order, following by fulfilling the order, billing the customer, then managing the accounts receivable when the customer actually pays, right? So this all process, you got sales order fulfillment and the billing impacts customer satisfaction, you got receivable payments, you know, the impact's working capital, cash liquidity. So again, as a result this order to cash process is a lifeblood for many businesses and it's critical to optimize and understand. So the solution accelerator we created specifically for order to cash takes care of understanding all these aspects and the data that needs to come with it. So everything we outline before to make the data available in Snowflake in a way that's really useful for downstream analytics, along with dashboards that are already common for that, for that use case. So again, this enables customers to gain real-time visibility into their sales orders, fulfillment, accounts receivable performance. That's what the Excel's are all about. And very similarly, we have another one for example, for finance analytics, right? So this will optimize financial data reporting, helps customers get insights into P&L, financial risk of stability or inventory analytics that helps with, you know, improve planning and inventory management, utilization, increased efficiencies, you know, so in supply chain. So again, these accelerators really help customers get a jumpstart and move faster with their solutions. >> Peter, this is the easy button we just talked about, getting things going, you know, get the ball rolling, get some acceleration. Big part of this are the three companies coming together doing this. >> Yeah, and to build on what Itamar just said that the SAP data obviously has tremendous value. Those sales orders, distribution data, financial data, bringing that into Snowflake makes it easily accessible, but also it enables it to be combined with other data too, is one of the things that Snowflake does so well. So you can get a full view of the end-to-end process and the business overall. You know, for example, I'll just take one, you know, one example that, that may not come to mind right away, but you know, looking at the impact of weather conditions on supply chain logistics is relevant and material and have interest to our customers. How do you bring those different data sets together in an easy way, bringing the data out of SAP, bringing maybe other data out of other systems through Qlik or through Snowflake, directly bringing data in from our data marketplace and bring that all together to make it work. You know, fundamentally organizational silos and the data fragmentation exist otherwise make it really difficult to drive modern analytics projects. And that in turn limits the value that our customers are getting from SAP data and these other data sets. We want to enable that and unleash. >> Yeah, time for value. This is great stuff. Itamar final question, you know, what are customers using this? What do you have? I'm sure you have customers examples already using the solution. Can you share kind of what these examples look like in the use cases and the value? >> Oh yeah, absolutely. Thank you. Happy to. We have customers across different, different sectors. You see manufacturing, retail, energy, oil and gas, CPG. So again, customers in those segments, typically sectors typically have SAP. So we have customers in all of them. A great example is like Siemens Energy. Siemens Energy is a global provider of gas par services. You know, over what, 28 billion, 30 billion in revenue. 90,000 employees. They operate globally in over 90 countries. So they've used SAP HANA as a core system, so it's running on premises, multiple locations around the world. And what they were looking for is a way to bring all these data together so they can innovate with it. And the thing is, Peter mentioned earlier, not just the SAP data, but also bring other data from other systems to bring it together for more value. That includes finance data, these logistics data, these customer CRM data. So they bring data from over 20 different SAP systems. Okay, with Qlik data integration, feeding that into Snowflake in under 20 minutes, 24/7, 365, you know, days a year. Okay, they get data from over 20,000 tables, you know, over million, hundreds of millions of records daily going in. So it is a great example of the type of scale, scalability, agility and speed that they can get to drive these kind of innovation. So that's a great example with Siemens. You know, another one comes to mind is a global manufacturer. Very similar scenario, but you know, they're using it for real-time executive reporting. So it's more like feasibility to the production data as well as for financial analytics. So think, think, think about everything from audit to texts to innovate financial intelligence because all the data's coming from SAP. >> It's a great time to be in the data business again. It keeps getting better and better. There's more data coming. It's not stopping, you know, it's growing so fast, it keeps coming. Every year, it's the same story, Peter. It's like, doesn't stop coming. As we wrap up here, let's just get customers some information on how to get started. I mean, obviously you're starting to see the accelerators, it's a great program there. What a great partnership between the two companies and AWS. How can customers get started to learn about the solution and take advantage of it, getting more out of their SAP data, Peter? >> Yeah, I think the first place to go to is talk to Snowflake, talk to AWS, talk to our account executives that are assigned to your account. Reach out to them and they will be able to educate you on the solution. We have packages up very nicely and can be deployed very, very quickly. >> Well gentlemen, thank you so much for coming on. Appreciate the conversation. Great overview of the partnership between, you know, Snowflake and Qlik and AWS on a joint solution. You know, getting more out of the SAP data. It's really kind of a key, key solution, bringing SAP data to life. Thanks for coming on theCUBE. Appreciate it. >> Thank you. >> Thank you John. >> Okay, this is theCUBE coverage here at RE:Invent 2022. I'm John Furrier, your host of theCUBE. Thanks for watching. (upbeat music)

>>Hey everyone, it's Vegas. Welcome back. We know you've been watching all day. We appreciate that. We always love being able to bring you some great content on the Cube Live from AWS Reinvented 22. Lisa Martin here with Paul Gill. And Paul, we've had such a great event. We've, I think we've done nearly 70 interviews since we started on the Cube on >>Monday night. I believe we just hit 70. Yeah, we just hit 70. You must feel like you've done half of >>Them. I really do. But we've been having great conversations. There's so much innovation going on at aws. Nothing slowed them down during the pandemic. We love also talking about the innovation, the flywheel that is their partner ecosystem. We're gonna have a great conversation about that >>Next. And as we've said, going back to day one, the energy of the show is remarkable. And here we are, we're getting late in the afternoon on day two, and there's just as much activity, just as much energy out there as, as the beginning of the first day. I have no doubt day three will be the >>Same. I agree. There's been no slowdown. We've got two guests here. We're gonna have a great conversation. Chuck Kubota joins us, senior Director of Cloud Services, GTM at Red Hat. Great to have you on the program. And Ted Stanton, global head of Sales, red Hat at IBM at aws. Welcome. >>Thanks for having us. >>How's the show going so far for you guys? >>It's a blur. Is it? Oh my gosh. >>Don't they all >>Blur? Well, yes, yes. I actually like last year a bit better. It was half the size. Yeah. And a lot easier to get around, but this is back to normal, so >>It is back to normal. Yeah. And and Ted, we're hearing north of 50,000 in-person attendees. I heard a, something I think was published. I heard the second hand over like 300,000 online attendees. This is maybe the biggest one we ever had. >>Yeah, yeah, I would agree. And frankly, it's my first time here, so I am massively impressed with the overall show, the meeting with partners, the meeting with customers, the announcements that were made, just fantastic. And >>If you remember back to two years ago, there were a lot of questions about whether in-person conferences would ever return and the volume that we used to see them. And that appears to be >>The case. I think we, I think we've answered, I think AWS has answered that for us, which I'm very pleased to see. Talk about some of those announcements. Ted. There's been so much that that's always one of the things we know and love about re men is there's slew of announcements. You were saying this morning, Paul, and then keynote, you lost, you stopped counting after I >>Lost 15, I lost count for 15. I think it was over 30 announcements this morning alone >>Where IBM and Red Hat are concern. What are some of the things that you are excited about in terms of some of the news, the innovation, and where the partnership is going? >>Well, definitely where the partnership is going, and I think even as we're speaking right now, is a keynote going on with Aruba, talking about some of the partners and the way in which we support partners and the new technologies and the new abilities for partners to take advantage of these technologies to frankly delight our customers is really what most excites me. >>Chuck, what about you? What's going on with Red Hat? You've been there a long time. Sales, everything, picking up customers, massively transforming. What are some of the things that you're seeing and that you're excited >>About? Yeah, I mean, first of all, you know, as customers have, you know, years ago discovered it's not competitively advantageous to manage their own data centers in most cases. So they would like to, you know, give that responsibility to Amazon. We're seeing them move further up the stack, right? So that would be more beyond the operating system, the application platforms like OpenShift. And now we have a managed application platform built on OpenShift called Red Out OpenShift service on AWS or Rosa. And then we're even further going up the stack with that with, we just announced this week that red out OpenShift data science is available in the AWS marketplace, runs on Rosa, helps break the land speed record to getting those data models out there that are so important to make, you know, help organizations become more, much more data driven to remain competitive themselves. >>So talk about Rosa and how it differs from previous iterations of, of OpenShift. I mean, you had, you had an online version of OpenShift several years ago. What's different about Rosa? >>Yeah, so the old OpenShift online that was several years old, right? For one thing, wasn't a joint partnership between Amazon and Red Hat. So we work together, right? Very closely on this, which is great. Also, the awesome thing about Rosa, you know, if you think about like OpenShift for, for, as a matter of fact, Amazon is the number one cloud that OpenShift runs on, right? So a lot of those customers want to take advantage of their committed spins, their EDPs, they want one bill. And so Rosa comes through the one bill comes through the marketplace, right? Which is, which is totally awesome. Not only that or financially backing OpenShift with a 99.95% financially backed sla, right? We didn't have that before either, right? >>When you say financially backed sla, >>What do you mean? That means that if we drop below 99.95% of availability, we're gonna give you some money back, right? So we're really, you know, for lack of better words, putting our money where our mouth is. Absolutely right. >>And, and some of the key reasons that we even work together to build Rosa was frankly we've had a mirror of customers and virtually every single region, every single industry been using OpenShift on AWS for years, right? And we listened to them, they wanted a more managed version of it and we worked very closely together. And what's really great about Rosa too is we built some really fantastic integrations with some of the AWS native services like API gateway, Amazon rds, private link, right? To make it very simple and easy for customers to get started. We talked a little bit about the marketplace, but it's also available just on the AWS console, right? So customers can get started in a pay as you go fashion start to use it. And if they wanna move into a more commitment, more of a set schedule of payments, they can move into a marketplace private offer. >>Chuck, talk about, how about Rosen? How is unlocking the power of technology like containers Kubernetes for customers while dialing down some of the complexity that's >>There? Yeah, I mean if you think about, you know, kind of what we did, you know, earlier on, right? If you think about like virtualization, how it dialed down the complexity of having to get something rack, get a blade rack, stack cable and cooled every time you wanted to deploy new application, right? So what we do is we, our message is this, we want developers to focus on what matters most. And that's build, deploy, and running applications. Most of our customers are not in the business of building app platforms. They're not in the business of building platforms like banks, I, you know, financials, right? Government, et cetera. Right? So what we do is we allow those developers that are, enable those developers that know Java and Node and springing and what have you, just to keep writing what they know. And then, you know, I don't wanna get too technical here, but get pushed through way and, and OpenShift takes care of the rest, builds it for them, runs it through a pipeline, a CICD pipeline, goes through all the testing and quality gates and things like that, deploys it, auto wires it up, you know, to monitoring which is what you need. >>And we have all kinds of other, you know, higher order services and an ecosystem around that. And oh, by the way, also plugging into and taking advantage of the services like rds, right? If you're gonna write an application, a tradition, a cloud native application on Amazon, you're probably going to wanna run it in Rosa and consuming one of those databases, right? Like RDS or Aurora, what have you. >>And I, and I would say it's not even just the customers. We have a variety of ecosystem partners, both of our partners leveraging it as well. We have solos built their executive management system that they go ahead and turn and sell to their customers, streamlines data and collects data from a variety of different sources. They decided, you know, it's better to run that on top of Rosa than manage OpenShift themselves. We've seen IBM restack a lot of their software, you know, to run on top of Rose, take advantage of that capabilities. So lots of partners as well as customers are taking advantage of fully managed stack of that OpenShift that that turnkey capabilities that it provides >>For, for OpenShift customers who wanna move to Rose, is that gonna be a one button migration? Is that gonna be, can they run both environments simultaneously and migrate over time? What kind of tools are you giving them? >>We have quite, we have quite a few migration tools such as conveyor, right? That's one of our projects, part of our migration application toolkit, right? And you know, with those, there's also partners like Trilio, right? Who can help move, you know, applications back 'em up. In fact, we're working on a pretty cool joint go to market with that right now. But generally speaking, the OpenShift experience that the customers that we have know and love and those who have never used OpenShift either are coming to it as well via Rosa, right? The experience is primarily the same. You don't have to really retrain your people, right? If anything, there's a reduction in operational cost. We increase developer productivity cuz we manage so much of the stack for you. We have SRE site reliability engineers that are backing the platform that proactively get ahead of anything that may go wrong. So maybe you don't even notice if something went wrong, wrong. And then also reactively fixing it if it comes to that, right? So, you know, all those kind of things that your customers are having to do on their own or hire a contractor, a consultant, what have to do Now we benefit from a managed offering in the cloud, right? In Amazon, right? And your developers still have that great experience too, like to say, you know, again, break the land speed record to prod. >>I >>Like that. And, and I would actually say migrations from OpenShift are on premise. OpenShift to Rosa maybe only represents about a third of the customers we have. About another third of the customers is frankly existing AWS customers. Maybe they're doing Kubernetes, do it, the, you know, do it themselves. We're struggling with some of the management of that. And so actually started to lean on top of using Rosa as a better platform to actually build upon their applications. And another third, we have quite a few customers that were frankly new OpenShift customers, new Red Hat customers and new AWS customers that were looking to build that next cloud native application. Lots of in the startup space that I've actually chosen to go with Rosa. >>It's funny you mention that because the largest Rosa consumer is new to OpenShift. Oh wow. Right. That's pretty, that's pretty powerful, right? It's not just for existing OpenShift customers, existing OpenShift. If you're running OpenShift, you know, on EC two, right. Self-managed, there's really no better way to run it than Rosa. You know, I think about whether this is the 10th year, 10 year anniversary of re right? Right. Yep. This is also the 10 year anniversary of OpenShift. Yeah, right. I think it one oh came out about sometime around a week, 10 years ago, right? When I came over to Red Hat in 2015. You know, if you, if you know your Kubernetes history was at July 25th, I think was when Kubernetes ga, July 25th, 2015 is when it g you have >>A good >>Memory. Well I remember those days back then, right? Those were fun, right? The, we had a, a large customer roll out on OpenShift three, which is our OpenShift RE based on Kubernetes. And where do you think they ran Amazon, right? Naturally. So, you know, as you move forward and, and, and OpenShift V four came out, the, reduces the operational complexity and becomes even more powerful through our operator framework and things like that. Now they revolved up to Rosa, right? And again, to help those customers focus on what matters most. And that's the applications, not the containers, not those underlying implementation and technical details while critically important, are not necessarily core to the business to most of our customers. >>Tremendous amount of innovation in OpenShift in a decade, >>Pardon me? >>Tremendous amount of innovation in OpenShift in the >>Last decade. Oh absolutely. And, and and tons more to come like every day. Right. I think what you're gonna see more of is, you know, as Kubernetes becomes more, more and more of the plumbing, you know, I call 'em productive abstractions on top of it, as you mentioned earlier, unlocking the power of these technologies while minimizing, even hiding the complexity of them so that you can just move fast Yeah. And safely move fast. >>I wanna be sure we get to, to marketplaces because you have been, red Hat has made, has really stepped up as commitment to the AWS marketplace. Why are you doing that now and how are, how are the marketplaces evolving as a channel for you? >>Well, cuz our customers want us to be there, right? I mean we, we, we are customer centric, customer first approach. Our customers want to buy through the marketplace. If you're an Amazon, if you're an Amazon customer, it's really easy for you to go procure software through the marketplace and have, instead of having to call up Red Hat and get on paper and write a second check, right? One stop shop one bill. Right? That is very, very attractive to our customers. Not only that, it opens up other ways to buy, you know, Ted mentioned earlier, you know, pay as you go buy the drink pricing using exactly what you need right now. Right? You know, AWS pioneered that, right? That provides that elasticity, you know, one of the core tenants at aws, AWS cloud, right? And we weren't able to get that with the traditional self-managed on Red Hat paper subscriptions. >>Talk a little bit about the go to market, what's, you talked about Ted, the kind of the three tenants of, of customer types. But talk a little bit about the gtm, the joint go to market, the joint engineering, so we get an understanding of how customers engage multiple options. >>Yeah, I mean, so if you think about go to market, you know, and the way I think of it is it's the intersection of a few areas, right? So the product and the product experience that we work together has to be so good that a customer or user, actually many start talk, talking about users now cuz it's self-service has a more than likely chance of getting their application to prod without ever talking to a person. Which is historically not what a lot of enterprise software companies are able to do, right? So that's one of those biggest things we do. We want customers to just be successful, turn it on, get going, be productive, right? At the same time we wanna to position the product in such a way that's differentiating that you can't get that experience anywhere else. And then part of that is ensuring that the education and enablement of our customers and our partners as such that they use the platform the right way to get as much value out of as possible. >>All backed by, you know, a very smart field that ensures that the customer get is making the right decision. A customer success org, this is attached to my org now that we can go on site and team with our customers to make sure that they get their first workloads up as quickly as possible, by the way, on our date, our, our dime. And then SRE and CEA backing that up with support and operational integrity to ensure that the service is always up and available so you can sleep, sleep, sleep well at night. Right? Right. One of our PMs of, of of Rosa, he says, what does he say? He says, Rosa allows organizations, enables organizations to go from 24 7 operations to nine to five innovation. Right? And that's powerful. That's how our customers remain more competitive running on Rosa with aws, >>When you're in customer conversations and you have 30 seconds, what are the key differentiators of the solution that you go boom, boom, boom, and they just go, I get it. >>Well, I mean, my 32nd elevator pitch, I think I've already said, I'll say it again. And that is OpenShift allows you to focus on your applications, build, deploy, and run applications while unlocking the power of the technologies like containers and Kubernetes and hiding or minimizing those complexities. So you can do as fast as possible. >>Mic drop Ted, question for you? Sure. Here we are at the, this is the, I leave the 11th reinvent, 10th anniversary, 11th event. You've been in the industry a long time. What is your biggest takeaway from what's been announced and discussed so far at Reinvent 22, where the AWS and and its partner ecosystem is concerned? If you had 30 seconds or if you had a bumper sticker to put on your DeLorean, what would you say? >>I would say we're continuing to innovate on behalf of our customers, but making sure we bring all of our partners and ecosystems along in that innovation. >>Yeah. I love the customer obsession on both sides there. Great work guides. Congrats on the 10th anniversary of OpenShift and so much evolution, the customer obsession is really clear for both of you guys. We appreciate your time. You're gonna have to come back now. Absolutely. Absolutely. Thank you. All right. Thank you so much for joining us. For our guests and for Paul Gillin. I'm Lisa Martin. You're watching The Cube, the leader in live enterprise and emerging tech coverage.

>>Hello, brilliant humans and welcome back to Las Vegas, Nevada, where we are live from the AWS Reinvent Show floor here with the cube. My name is Savannah Peterson, joined with Dave Valante, and we have a very exciting conversation with you. Two, two companies you may have heard of. We've got AWS and Red Hat in the house. Manu and Joel, thank you so much for being here. Love this little fist bump. Started off, that's right. Before we even got rolling, Manu, you said that you wanted this to be the best segment of, of the cubes airing. We we're doing over a hundred segments, so you're gonna have to bring the heat. >>We're ready. We're did go. Are we ready? Yeah, go. We're ready. Let's bring it on. >>We're ready. All right. I'm, I'm ready. Dave's ready. Let's do it. How's the show going for you guys real quick before we dig in? >>Yeah, I think after Covid, it's really nice to see that we're back into the 2019 level and, you know, people just want to get out, meet people, have that human touch with each other, and I think a lot of trust gets built as a functional that, so it's super amazing to see our partners and customers here at Reedman. Yeah, >>And you've got a few in the house. That's true. Just a few maybe, maybe a couple >>Very few shows can say that, by the way. Yeah, it's maybe a handful. >>I think one of the things we were saying, it's almost like the entire Silicon Valley descended in the expo hall area, so >>Yeah, it's >>For a few different reasons. There's a few different silicon defined. Yeah, yeah, yeah. Don't have strong on for you. So far >>It's, it's, it is amazing. It's the 10th year, right? It's decade, I think I've been to five and it's, it grows every single year. It's the, you have to be here. It's as simple as that. And customers from every single industry are here too. You don't get, a lot of shows have every single industry and almost every single location around the globe. So it's, it's a must, must be >>Here. Well, and the personas evolved, right? I was at reinvent number two. That was my first, and it was all developers, not all, but a lot of developers. And today it's a business mix, really is >>Totally, is a business mix. And I just, I've talked about it a little bit down the show, but the diversity on the show floor, it's the first time I've had to wait in line for the ladies' room at a tech conference. Almost a two decade career. It is, yeah. And it was really refreshing. I'm so impressed. So clearly there's a commitment to community, but also a commitment to diversity. Yeah. And, and it's brilliant to see on the show floor. This is a partnership that is robust and has been around for a little while. Money. Why don't you tell us a little bit about the partnership here? >>Yes. So Red Hand and AWS are best friends, you know, forever together. >>Aw, no wonder we got the fist bumps and all the good vibes coming out. I know, it's great. I love that >>We have a decade of working together. I think the relationship in the first phase was around running rail bundled with E two. Sure. We have about 70,000 customers that are running rail, which are running mission critical workloads such as sap, Oracle databases, bespoke applications across the state of verticals. Now, as more and more enterprise customers are finally, you know, endorsing and adopting public cloud, I think that business is just gonna continue to grow. So a, a lot of progress there. The second titration has been around, you know, developers tearing Red Hat and aws, Hey, listen, we wanna, it's getting competitive. We wanna deliver new features faster, quicker, we want scale and we want resilience. So just entire push towards devs containers. So that's the second chapter with, you know, red Hat OpenShift on aws, which launched as a, a joint manage service in 2021 last year. And I think the third phase, which you're super excited about, is just bringing the ease of consumption, one click deployment, and then having our customers, you know, benefit from the joint committed spend programs together. So, you know, making sure that re and Ansible and JBoss, the entire portfolio of Red Hat products are available on AWS marketplace. So that's the 1, 2, 3, it of our relationship. It's a decade of working together and, you know, best friends are super committed to making sure our customers and partners continue successful. >>Yeah, that he said it, he said it perfectly. 2008, I know you don't like that, but we started with Rel on demand just in 2008 before E two even had a console. So the partnership has been there, like Manu says, for a long time, we got the partnership, we got the products up there now, and we just gotta finalize that, go to market and get that gas on the fire. >>Yeah. So Graviton Outpost, local zones, you lead it into all the new stuff. So that portends, I mean, 2008, we're talking two years after the launch of s3. >>That's right. >>Right. So, and now look, so is this a harbinger of things to come with these new innovations? >>Yeah, I, I would say, you know, the innovation is a key tenant of our partnership, our relationship. So if you look at from a product standpoint, red Hat or Rel was one of the first platforms that made a support for graviton, which is basically 40% better price performance than any other distribution. Then that translated into making sure that Rel is available on all of our regions globally. So this year we launched Switzerland, Spain, India, and Red Hat was available on launch there, support for Nitro support for Outpost Rosa support on Outpost as well. So I think that relationship, that innovation on the product side, that's pretty visible. I think that innovation again then translates into what we are doing on marketplace with one click deployments we spoke about. I think the third aspect of the know innovation is around making sure that we are making our partners and our customers successful. So one of the things that we've done so far is Joe leads a, you know, a black belt team that really goes into each customer opportunity, making sure how can we help you be successful. We launched and you know, we should be able to share that on a link. After this, we launched like a big playlist, which talks about every single use case on how do you get successful and running OpenShift on aws. So that innovation on behalf of our customers partners to make them successful, that's been a key tenant for us together as >>Well. That's right. And that team that Manu is talking about, we're gonna, gonna 10 x that team this year going into January. Our fiscal yield starts in January. Love that. So yeah, we're gonna have a lot of no hiring freeze over here. Nope. No ma'am. No. Yeah, that's right. Yeah. And you know what I love about working with aws and, and, and Manu just said it very, all of that's customer driven. Every single event that we, that he just talked about in that timeline, it's customer driven, right? Customers wanted rail on demand, customers want JBoss up in the cloud, Ansible this week, you know, everything's up there now. So it's just getting that go to market tight and we're gonna, we're gonna get that done. >>So what's the algorithm for customer driven in terms of taking the input? Because if every customers saying, Hey, I this a >>Really similar >>Question right up, right? I, that's what I want. And if you know, 95% of the customers say it, Jay, maybe that's a good idea. >>Yeah, that's right. Trends. But >>Yeah. You know, 30% you might be like, mm, you know, 20%, you know, how do you guys decide when to put gas on the fire? >>No, that, I think, as I mentioned, there are about 70,000 large customers that are running rail on Easy Two, many of these customers are informing our product strategy. So we have, you know, close to about couple of thousand power users. We have customer advisory booths, and these are the, you know, customers are informing us, Hey, let's get all of the Red Hat portfolio and marketplace support for graviton, support for Outpost. Why don't we, why are we not able to dip into the consumption committed spend programs for both Red Hat and aws? That's right. So it's these power users both at the developer level as well as the guys who are actually doing large commercial consumption. They are the ones who are informing the roadmap for both Red Hat and aws. >>But do, do you codify the the feedback? >>Yeah, I'm like, I wanna see the database, >>The, I think it was, I don't know, it was maybe Chasy, maybe it was Besos, that that data beats intuition. So do you take that information and somehow, I mean, it's global, 70,000 customers, right? And they have different weights, different spending patterns, different levels of maturity. Yeah. Do you, how do you codify that and then ultimately make the decision? Yeah, I >>If, I mean, well you, you've got the strategic advisory boards, which are made up of customers and partners and you know, you get, you get a good, you gotta get a good slice of your customer base to get, and you gotta take their feedback and you gotta do something with it, right? That's the, that's the way we do it and codify it at the product level, I'm sure open source. That's, that's basically how we work at the product level, right? The most elegant solution in open source wins. And that's, that's pretty much how we do that at the, >>I would just add, I think it's also just the implicit trust that the two companies had built with each other, working in the trenches, making our customers and partners successful over the last decade. And Alex, give an example. So that manifests itself in context of like, you know, Amazon and Red Hat just published the entire roadmap for OpenShift. What are the new features that are becoming over the next six to nine to 12 months? It's open source available on GitHub. Customers can see, and then they can basically come back and give feedback like, Hey, you know, we want hip compliance. We just launched. That was a big request that was coming from our >>Customers. That is not any process >>Also for Graviton or Nvidia instances. So I I I think it's a, >>Here's the thing, the reason I'm pounding on this is because you guys have a pretty high hit rate, and I think as a >>Customer, mildly successful company >>As, as a customer advocate, the better, you know, if, if you guys make bets that pay off, it's gonna pay off for customers. Right. And because there's a lot of failures in it. Yeah. I mean, let's face it. That's >>Right. And I think, I think you said the key word bets. You place a lot of small bets. Do you have the, the innovation engine to do that? AWS is the perfect place to place those small bets. And then you, you know, pour gas on the fire when, when they take off. >>Yeah, it's a good point. I mean, it's not expensive to experiment. Yeah. >>Especially in the managed service world. Right? >>And I know you love taking things to market and you're a go to market guy. Let's talk gtm, what's got your snow pumped about GTM for 2023? >>We, we are gonna, you know, 10 x the teams that's gonna be focused on these products, right? So we're gonna also come out with a hybrid committed spend program for our customers that meet them where they want to go. So they're coming outta the data center going into a cloud. We're gonna have a nice financial model for them to do that. And that's gonna take a lot of the friction out. >>Yeah. I mean, you've nailed it. I, I think the, the fact that now entire Red Hat portfolio is available on marketplace, you can do it on one click deployment. It's deeply integrated with Amazon services and the most important part that Joel was making now customers can double dip. They can drive benefit from the consumption committed spend programs, both from Red Hat and from aws, which is amazing. Which is a game changer That's right. For many of our large >>Customers. That's right. And that, so we're gonna, we're gonna really go to town on that next year. That's, and all the, all the resources that I have, which are the technology sellers and the sas, you know, the engineers we're growing this team the most out that team. So it's, >>When you say 10 x, how many are you at now? I'm >>Curious to see where you're headed. Tell you, okay. There's not right? Oh no, there's not one. It's triple digit. Yeah, yeah. >>Today. Oh, sweet. Awesome. >>So, and it's a very sizable team. They're actually making sure that each of our customers are successful and then really making sure that, you know, no customer left behind policy. >>And it's a great point that customers love when Amazonians and Red Hats show up, they love it and it's, they want to get more of it, and we're gonna, we're gonna give it to 'em. >>Must feel great to be loved like that. >>Yeah, that's right. Yeah. Yeah. I would say yes. >>Seems like it's safe to say that there's another decade of partnership between your two companies. >>Hope so. That's right. That's the plan. >>Yeah. And I would say also, you know, just the IBM coming into the mix here. Yeah. I, you know, red Hat has informed the way we have turned around our partnership with ibm, essentially we, we signed the strategic collaboration agreement with the company. All of IBM software now runs on Rosa. So that is now also providing a lot of tailwinds both to our rail customers and as well as Rosa customers. And I think it's a very net creative, very positive for our partnership. >>That's right. It's been very positive. Yep. Yeah. >>You see the >>Billboards positive. Yeah, right. Also that, that's great. Great point, Dave. Yep. We have a, we have a new challenge, a new tradition on the cube here at Reinvent where we're, well, it's actually kind of a glamor moment for you, depending on how you leverage it. We're looking for your 32nd hot take your Instagram reel, your sizzle thought leadership, biggest takeaway, most important theme from this year's show. I know you want, right, Joel? I mean, you TM boy, I feel like you can spit the time. >>Yeah. It is all about Rosa for us. It is all in on that, that's the native OpenShift offering on aws and that's, that's the soundbite we're going go to town with. Now, I don't wanna forget all the other products that are in there, but Rosa is a, is a very key push for us this year. >>Fantastic. All right. Manu. >>I think our customers, it's getting super competitive. Our customers want to innovate just a >>Little bit. >>The enterprise customers see the cloud native companies. I wanna do what these guys are doing. I wanna develop features at a fast clip. I wanna scale, I wanna be resilient. And I think that's really the spirit that's coming out. So to Joel's point, you know, move to worlds containers, serverless, DevOps, which was like, you know, aha, something that's happening on the side of an enterprise is not becoming mainstream. The business is demanding it. The, it is becoming the centerpiece in the business strategy. So that's been really like the aha. Big thing that's happening here. >>Yeah. And those architectures are coming together, aren't they? That's correct. Right. You know, VMs and containers, it used to be one architecture and then at the other end of the spectrum is serverless. People thought of those as different things and now it's a single architecture and, and it's kind of right approach for the right job. >>And, and a compliments say to Red Hat, they do an incredible job of hiding that complexity. Yeah. Yes. And making sure that, you know, for example, just like, make it easier for the developers to create value and then, and you know, >>Yeah, that's right. Those, they were previously siloed architectures and >>That's right. OpenShift wanna be place where you wanna run containers or virtual machines. We want that to be this Yeah. Single place. Not, not go bolt on another piece of architecture to just do one or the other. Yeah. >>And hey, the hybrid cloud vision is working for ibm. No question. You know, and it's achievable. Yeah. I mean, I just, I've said unlike, you know, some of the previous, you know, visions on fixing the world with ai, hybrid cloud is actually a real problem that you're attacking and it's showing the results. Agreed. Oh yeah. >>Great. Alright. Last question for you guys. Cause it might be kind of fun, 10 years from now, oh, we're at another, we're sitting here, we all look the same. Time has passed, but we are not aging, which is a part of the new technology that's come out in skincare. That's my, I'm just throwing that out there. Why not? What do you guys hope that you can say about the partnership and, and your continued commitment to community? >>Oh, that's a good question. You go first this time. Yeah. >>I think, you know, the, you know, for looking into the future, you need to look into the past. And Amazon has always been driven by working back from our customers. That's like our key tenant, principle number 1 0 1. >>Couple people have said that on this stage this week. Yeah. >>Yeah. And I think our partnership, I hope over the next decade continues to keep that tenant as a centerpiece. And then whatever comes out of that, I think we, we are gonna be, you know, working through that. >>Yeah. I, I would say this, I think you said that, well, the customer innovation is gonna lead us to wherever that is. And it's, it's, it's gonna be in the cloud for sure. I think we can say that in 10 years. But yeah, anything from, from AI to the quant quantum computing that IBM's really pushing behind that, you know, those are, those are gonna be things that hopefully we show up on a, on a partnership with Manu in 10 years, maybe sooner. >>Well, whatever happens next, we'll certainly be covering it here on the cube. That's right. Thank you both for being here. Joel Manu, fantastic interview. Thanks to see you guys. Yeah, good to see you brought the energy. I think you're definitely ranking high on the top interviews. We >>Love that for >>The day. >>Thank >>My pleasure >>Job, guys. Now that you're competitive at all, and thank you all for tuning in to our live coverage here from AWS Reinvent in Las Vegas, Nevada, with Dave Valante. I'm Savannah Peterson. You're watching The Cube, the leading source for high tech coverage.

(upbeat music) >> Hello, welcome back to theCUBE's AWS RE:Invent 2022 Coverage. I'm John Furrier, host of theCUBE. Got a great lineup here, Itamar Ankorion SVP Technology Alliance at Qlik and Peter McDonald, vice President, cloud partnerships and business development Snowflake. We're going to talk about bringing SAP data to life, for joint Snowflake, Qlik and AWS Solution. Gentlemen, thanks for coming on theCUBE Really appreciate it. >> Thank you. >> Thank you, great meeting you John. >> Just to get started, introduce yourselves to the audience, then going to jump into what you guys are doing together, unique relationship here, really compelling solution in cloud. Big story about applications and scale this year. Let's introduce yourselves. Peter, we'll start with you. >> Great. I'm Peter MacDonald. I am vice president of Cloud Partners and business development here at Snowflake. On the Cloud Partner side, that means I manage AWS relationship along with Microsoft and Google Cloud. What we do together in terms of complimentary products, GTM, co-selling, things like that. Importantly, working with other third parties like Qlik for joint solutions. On business development, it's negotiating custom commercial partnerships, large companies like Salesforce and Dell, smaller companies at most for our venture portfolio. >> Thanks Peter and hi John. It's great to be back here. So I'm Itamar Ankorion and I'm the senior vice president responsible for technology alliances here at Qlik. With that, own strategic alliances, including our key partners in the cloud, including Snowflake and AWS. I've been in the data and analytics enterprise software market for 20 plus years, and my main focus is product management, marketing, alliances, and business development. I joined Qlik about three and a half years ago through the acquisition of Attunity, which is now the foundation for Qlik data integration. So again, we focus in my team on creating joint solution alignment with our key partners to provide more value to our customers. >> Great to have both you guys, senior executives in the industry on theCUBE here, talking about data, obviously bringing SAP data to life is the theme of this segment, but this reinvent, it's all about the data, big data end-to-end story, a lot about data being intrinsic as the CEO says on stage around in the organizations in all aspects. Take a minute to explain what you guys are doing as from a company standpoint. Snowflake and Qlik and the solutions, why here at AWS? Peter, we'll start with you at Snowflake, what you guys do as a company, your mission, your focus. >> That was great, John. Yeah, so here at Snowflake, we focus on the data platform and until recently, data platforms required expensive on-prem hardware appliances. And despite all that expense, customers had capacity constraints, inexpensive maintenance, and had limited functionality that all impeded these organizations from reaching their goals. Snowflake is a cloud native SaaS platform, and we've become so successful because we've addressed these pain points and have other new special features. For example, securely sharing data across both the organization and the value chain without copying the data, support for new data types such as JSON and structured data, and also advance in database data governance. Snowflake integrates with complimentary AWS services and other partner products. So we can enable holistic solutions that include, for example, here, both Qlik and AWS SageMaker, and comprehend and bring those to joint customers. Our customers want to convert data into insights along with advanced analytics platforms in AI. That is how they make holistic data-driven solutions that will give them competitive advantage. With Snowflake, our approach is to focus on customer solutions that leverage data from existing systems such as SAP, wherever they are in the cloud or on-premise. And to do this, we leverage partners like Qlik native US to help customers transform their businesses. We provide customers with a premier data analytics platform as a result. Itamar, why don't you talk about Qlik a little bit and then we can dive into the specific SAP solution here and some trends >> Sounds great, Peter. So Qlik provides modern data integration and analytics software used by over 38,000 customers worldwide. Our focus is to help our customers turn data into value and help them close the gap between data all the way through insight and action. We offer click data integration and click data analytics. Click data integration helps to automate the data pipelines to deliver data to where they want to use them in real-time and make the data ready for analytics and then Qlik data analytics is a robust platform for analytics and business intelligence has been a leader in the Gartner Magic Quadrant for over 11 years now in the market. And both of these come together into what we call Qlik Cloud, which is our SaaS based platform. So providing a more seamless way to consume all these services and accelerate time to value with customer solutions. In terms of partnerships, both Snowflake and AWS are very strategic to us here at Qlik, so we have very comprehensive investment to ensure strong joint value proposition to we can bring to our mutual customers, everything from aligning our roadmaps through optimizing and validating integrations, collaborating on best practices, packaging joint solutions like the one we'll talk about today. And with that investment, we are an elite level, top level partner with Snowflake. We fly that our technology is Snowflake-ready across the entire product set and we have hundreds of joint customers together and with AWS we've also partnered for a long time. We're here to reinvent. We've been here with the first reinvent since the inaugural one, so it kind of gives you an idea for how long we've been working with AWS. We provide very comprehensive integration with AWS data analytics services, and we have several competencies ranging from data analytics to migration and modernization. So that's our focus and again, we're excited about working with Snowflake and AWS to bring solutions together to market. >> Well, I'm looking forward to unpacking the solutions specifically, and congratulations on the continued success of both your companies. We've been following them obviously for a very long time and seeing the platform evolve beyond just SaaS and a lot more going on in cloud these days, kind of next generation emerging. You know, we're seeing a lot of macro trends that are going to be powering some of the things we're going to get into real quickly. But before we get into the solution, what are some of those power dynamics in the industry that you're seeing in trends specifically that are impacting your customers that are taking us down this road of getting more out of the data and specifically the SAP, but in general trends and dynamics. What are you hearing from your customers? Why do they care? Why are they going down this road? Peter, we'll start with you. >> Yeah, I'll go ahead and start. Thanks. Yeah, I'd say we continue to see customers being, being very eager to transform their businesses and they know they need to leverage technology and data to do so. They're also increasingly depending upon the cloud to bring that agility, that elasticity, new functionality necessary to react in real-time to every evolving customer needs. You look at what's happened over the last three years, and boy, the macro environment customers, it's all changing so fast. With our partnerships with AWS and Qlik, we've been able to bring to market innovative solutions like the one we're announcing today that spans all three companies. It provides a holistic solution and an integrated solution for our customer. >> Itamar let's get into it, you've been with theCUBE, you've seen the journey, you have your own journey, many, many years, you've seen the waves. What's going on now? I mean, what's the big wave? What's the dynamic powering this trend? >> Yeah, in a nutshell I'll call it, it's all about time. You know, it's time to value and it's about real-time data. I'll kind of talk about that a bit. So, I mean, you hear a lot about the data being the new oil, but it's definitely, we see more and more customers seeing data as their critical enabler for innovation and digital transformation. They look for ways to monetize data. They look as the data as the way in which they can innovate and bring different value to the customers. So we see customers want to use more data so to get more value from data. We definitely see them wanting to do it faster, right, than before. And we definitely see them looking for agility and automation as ways to accelerate time to value, and also reduce overall costs. I did mention real-time data, so we definitely see more and more customers, they want to be able to act and make decisions based on fresh data. So yesterday's data is just not good enough. >> John: Yeah. >> It's got to be down to the hour, down to the minutes and sometimes even lower than that. And then I think we're also seeing customers look to their core business systems where they have a lot of value, like the SAP, like mainframe and thinking, okay, our core data is there, how can we get more value from this data? So that's key things we see all the time with customers. >> Yeah, we did a big editorial segment this year on, we called data as code. Data as code is kind of a riff on infrastructure as code and you start to see data becoming proliferating into all aspects, fresh data. It's not just where you store it, it's how you share it, it's how you turn it into an application intrinsically involved in all aspects. This is the big theme this year and that's driving all the conversations here at RE:Invent. And I'm guaranteeing you, it's going to happen for another five and 10 years. It's not stopping. So I got to get into the solution, you guys mentioned SAP and you've announced the solution by Qlik, Snowflake and AWS for your customers using SAP. Can you share more about this solution? What's unique about it? Why is it important and why now? Peter, Itamar, we'll start with you first. >> Let me jump in, this is really, I'll jump because I'm excited. We're very excited about this solution and it's also a solution by the way and again, we've seen proven customer success with it. So to your point, it's ready to scale, it's starting, I think we're going to see a lot of companies doing this over the next few years. But before we jump to the solution, let me maybe take a few minutes just to clarify the need, why we're seeing, why we're seeing customers jump to do this. So customers that use SAP, they use it to manage the core of their business. So think order processing, management, finance, inventory, supply chain, and so much more. So if you're running SAP in your company, that data creates a great opportunity for you to drive innovation and modernization. So what we see customers want to do, they want to do more with their data and more means they want to take SAP with non-SAP data and use it together to drive new insights. They want to use real-time data to drive real-time analytics, which they couldn't do to date. They want to bring together descriptive with predictive analytics. So adding machine learning in AI to drive more value from the data. And naturally they want to do it faster. So find ways to iterate faster on their solutions, have freedom with the data and agility. And I think this is really where cloud data platforms like Snowflake and AWS, you know, bring that value to be able to drive that. Now to do that you need to unlock the SAP data, which is a lot of also where Qlik comes in because typical challenges these customers run into is the complexity, inherent in SAP data. Tens of thousands of tables, proprietary formats, complex data models, licensing restrictions, and more than, you have performance issues, they usually run into how do we handle the throughput, the volumes while maintaining lower latency and impact. Where do we find knowledge to really understand how to get all this done? So these are the things we've looked at when we came together to create a solution and make it unique. So when you think about its uniqueness, because we put together a lot, and I'll go through three, four key things that come together to make this unique. First is about data delivery. How do you have the SAP data delivery? So how do you get it from ECC, from HANA from S/4HANA, how do you deliver the data and the metadata and how that integration well into Snowflake. And what we've done is we've focused a lot on optimizing that process and the continuous ingestion, so the real-time ingestion of the data in a way that works really well with the Snowflake system, data cloud. Second thing is we looked at SAP data transformation, so once the data arrives at Snowflake, how do we turn it into being analytics ready? So that's where data transformation and data worth automation come in. And these are all elements of this solution. So creating derivative datasets, creating data marts, and all of that is done by again, creating an optimized integration that pushes down SQL based transformations, so they can be processed inside Snowflake, leveraging its powerful engine. And then the third element is bringing together data visualization analytics that can also take all the data now that in organizing inside Snowflake, bring other data in, bring machine learning from SageMaker, and then you go to create a seamless integration to bring analytic applications to life. So these are all things we put together in the solution. And maybe the last point is we actually took the next step with this and we created something we refer to as solution accelerators, which we're really, really keen about. Think about this as prepackaged templates for common business analytic needs like order to cash, finance, inventory. And we can either dig into that a little more later, but this gets the next level of value to the customers all built into this joint solution. >> Yeah, I want to get to the accelerators, but real quick, Peter, your reaction to the solution, what's unique about it? And obviously Snowflake, we've been seeing the progression data applications, more developers developing on top of Snowflake, data as code kind of implies developer ecosystem. This is kind of interesting. I mean, you got partnering with Qlik and AWS, it's kind of a developer-like thinking real solution. What's unique about this SAP solution that's, that's different than what customers can get anywhere else or not? >> Yeah, well listen, I think first of all, you have to start with the idea of the solution. This are three companies coming together to build a holistic solution that is all about, you know, creating a great opportunity to turn SAP data into value this is Itamar was talking about, that's really what we're talking about here and there's a lot of technology underneath it. I'll talk more about the Snowflake technology, what's involved here, and then cover some of the AWS pieces as well. But you know, we're focusing on getting that value out and accelerating time to value for our joint customers. As Itamar was saying, you know, there's a lot of complexity with the SAP data and a lot of value there. How can we manage that in a prepackaged way, bringing together best of breed solutions with proven capabilities and bringing this to market quickly for our joint customers. You know, Snowflake and AWS have been strong partners for a number of years now, and that's not only on how Snowflake runs on top of AWS, but also how we integrate with their complementary analytics and then all products. And so, you know, we want to be able to leverage those in addition to what Qlik is bringing in terms of the data transformations, bringing data out of SAP in the visualization as well. All very critical. And then we want to bring in the predictive analytics, AWS brings and what Sage brings. We'll talk about that a little bit later on. Some of the technologies that we're leveraging are some of our latest cutting edge technologies that really make things easier for both our partners and our customers. For example, Qlik leverages Snowflakes recently released Snowpark for Python functionality to push down those data transformations from clicking the Snowflake that Itamar's mentioning. And while we also leverage Snowpark for integrations with Amazon SageMaker, but there's a lot of great new technology that just makes this easy and compelling for customers. >> I think that's the big word, easy button here for what may look like a complex kind of integration, kind of turnkey, really, really compelling example of the modern era we're living in, as we always say in theCUBE. You mentioned accelerators, SAP accelerators. Can you give an example of how that works with the technology from the third party providers to deliver this business value Itamar, 'cause that was an interesting comment. What's the example? Give an example of this acceleration. >> Yes, certainly. I think this is something that really makes this truly, truly unique in the industry and again, a great opportunity for customers. So we kind talked earlier about there's a lot of things that need to be done with SP data to turn it to value. And these accelerator, as the name suggests, are designed to do just that, to kind of jumpstart the process and reduce the time and the risk involved in such project. So again, these are pre-packaged templates. We basically took a lot of knowledge, and a lot of configurations, best practices about to get things done and we put 'em together. So think about all the steps, it includes things like data extraction, so already knowing which tables, all the relevant tables that you need to get data from in the contexts of the solution you're looking for, say like order to cash, we'll get back to that one. How do you continuously deliver that data into Snowflake in an in efficient manner, handling things like data type mappings, metadata naming conventions and transformations. The data models you build all the way to data mart definitions and all the transformations that the data needs to go through moving through steps until it's fully analytics ready. And then on top of that, even adding a library of comprehensive analytic dashboards and integrations through machine learning and AI and put all of that in a way that's in pre-integrated and tested to work with Snowflake and AWS. So this is where again, you get this entire recipe that's ready. So take for example, I think I mentioned order to cash. So again, all these things I just talked about, I mean, for those who are not familiar, I mean order to cash is a critical business process for every organization. So especially if you're in retail, manufacturing, enterprise, it's a big... This is where, you know, starting with booking a sales order, following by fulfilling the order, billing the customer, then managing the accounts receivable when the customer actually pays, right? So this all process, you got sales order fulfillment and the billing impacts customer satisfaction, you got receivable payments, you know, the impact's working capital, cash liquidity. So again, as a result this order to cash process is a lifeblood for many businesses and it's critical to optimize and understand. So the solution accelerator we created specifically for order to cash takes care of understanding all these aspects and the data that needs to come with it. So everything we outline before to make the data available in Snowflake in a way that's really useful for downstream analytics, along with dashboards that are already common for that, for that use case. So again, this enables customers to gain real-time visibility into their sales orders, fulfillment, accounts receivable performance. That's what the Excel's are all about. And very similarly, we have another one for example, for finance analytics, right? So this will optimize financial data reporting, helps customers get insights into P&L, financial risk of stability or inventory analytics that helps with, you know, improve planning and inventory management, utilization, increased efficiencies, you know, so in supply chain. So again, these accelerators really help customers get a jumpstart and move faster with their solutions. >> Peter, this is the easy button we just talked about, getting things going, you know, get the ball rolling, get some acceleration. Big part of this are the three companies coming together doing this. >> Yeah, and to build on what Itamar just said that the SAP data obviously has tremendous value. Those sales orders, distribution data, financial data, bringing that into Snowflake makes it easily accessible, but also it enables it to be combined with other data too, is one of the things that Snowflake does so well. So you can get a full view of the end-to-end process and the business overall. You know, for example, I'll just take one, you know, one example that, that may not come to mind right away, but you know, looking at the impact of weather conditions on supply chain logistics is relevant and material and have interest to our customers. How do you bring those different data sets together in an easy way, bringing the data out of SAP, bringing maybe other data out of other systems through Qlik or through Snowflake, directly bringing data in from our data marketplace and bring that all together to make it work. You know, fundamentally organizational silos and the data fragmentation exist otherwise make it really difficult to drive modern analytics projects. And that in turn limits the value that our customers are getting from SAP data and these other data sets. We want to enable that and unleash. >> Yeah, time for value. This is great stuff. Itamar final question, you know, what are customers using this? What do you have? I'm sure you have customers examples already using the solution. Can you share kind of what these examples look like in the use cases and the value? >> Oh yeah, absolutely. Thank you. Happy to. We have customers across different, different sectors. You see manufacturing, retail, energy, oil and gas, CPG. So again, customers in those segments, typically sectors typically have SAP. So we have customers in all of them. A great example is like Siemens Energy. Siemens Energy is a global provider of gas par services. You know, over what, 28 billion, 30 billion in revenue. 90,000 employees. They operate globally in over 90 countries. So they've used SAP HANA as a core system, so it's running on premises, multiple locations around the world. And what they were looking for is a way to bring all these data together so they can innovate with it. And the thing is, Peter mentioned earlier, not just the SAP data, but also bring other data from other systems to bring it together for more value. That includes finance data, these logistics data, these customer CRM data. So they bring data from over 20 different SAP systems. Okay, with Qlik data integration, feeding that into Snowflake in under 20 minutes, 24/7, 365, you know, days a year. Okay, they get data from over 20,000 tables, you know, over million, hundreds of millions of records daily going in. So it is a great example of the type of scale, scalability, agility and speed that they can get to drive these kind of innovation. So that's a great example with Siemens. You know, another one comes to mind is a global manufacturer. Very similar scenario, but you know, they're using it for real-time executive reporting. So it's more like feasibility to the production data as well as for financial analytics. So think, think, think about everything from audit to texts to innovate financial intelligence because all the data's coming from SAP. >> It's a great time to be in the data business again. It keeps getting better and better. There's more data coming. It's not stopping, you know, it's growing so fast, it keeps coming. Every year, it's the same story, Peter. It's like, doesn't stop coming. As we wrap up here, let's just get customers some information on how to get started. I mean, obviously you're starting to see the accelerators, it's a great program there. What a great partnership between the two companies and AWS. How can customers get started to learn about the solution and take advantage of it, getting more out of their SAP data, Peter? >> Yeah, I think the first place to go to is talk to Snowflake, talk to AWS, talk to our account executives that are assigned to your account. Reach out to them and they will be able to educate you on the solution. We have packages up very nicely and can be deployed very, very quickly. >> Well gentlemen, thank you so much for coming on. Appreciate the conversation. Great overview of the partnership between, you know, Snowflake and Qlik and AWS on a joint solution. You know, getting more out of the SAP data. It's really kind of a key, key solution, bringing SAP data to life. Thanks for coming on theCUBE. Appreciate it. >> Thank you. >> Thank you John. >> Okay, this is theCUBE coverage here at RE:Invent 2022. I'm John Furrier, your host of theCUBE. Thanks for watching. (upbeat music)

(lively music) >> Welcome back everyone to theCUBE's live coverage in San Francisco for VMware Explorer 22 formerly VMworld, Dave 12 years we've been covering VMware's annual conference. Going next level explores bigger theme, Multi-cloud another inflection point for VMware. And again at the center of it is the partners Zia Yusuf is here senior vice president strategic ecosystem and industry solutions. You're the, you're, you got the keys to the kingdom for VMware, welcome to theCube. >> It's a pleasure, I mean, you guys are a legend here. This is my first time here. So, it's a pleasure and excited to chat with you. >> Well, great to have you, every single year, since 2010 we've always had great commentary and discussion and sometimes contentious discussion around the role of partners. Visa V, VMware's value proposition, VMware dominant and the enterprise data center, everyone knows that. Dominant and hybrid was first there, everyone knows that. Now going to the next level, the customer stay, they stay with VMware, they don't really leave. They still got a great loyal base but now the enterprise is going NextGen cloud native. The partners are energized with the conversations we're hearing is huge. There's changes of roles is clarity on value proposition. Monetization is hoppin'. It's great stuff, what's going on? You're new, but you have a view of this before. Take us through your what's going on in the partner network, what's the state of the union? >> Yeah, I think, thanks for the question. I think maybe just step back a second right, the word partners is a big word. It covers all kinds of things. VMware has had a rich history of partnerships you know, mostly technology related partnerships. So much of our products depend on other partners, OEM partners, and so on. We've also had a rich history of our channel. So, as you look at different channel partners as you look at going through different parts of the segment SMB and so on, in a cloud context, based on what's happening we needed to take an integrated ecosystem approach. That's the word I use, right. And for me it's, it's a little bit like a spider's web. Like no single strand in the web is that strong but when you put it together thoughtfully in a very deliberate way. That's what an integrated ecosystem strategy. And so we've got our VCP partners, longstanding history that machine continues. We've got our channel partners and OEM partners that machinery continues obviously Dell strategic partner, significant business. The parts of the puzzle that I've been focusing on is five other different pieces. So first of course, is our hyper scale partnerships long history with AWS, very successful history. We have GCVE with GCP. We announced, I think three, four months ago that GCP was joining our VMware cloud universal and a big announcement yesterday about Microsoft doing the same. And hopefully we extend that. So, as we work with this hyper scaler six or seven of these partners, it's a, as you can imagine kind of a multidimensional chess game, if you will a little bit competitive mostly cooperative and stuff, right. The GSI is very exciting piece of it. The essentials that Deloitte, Deloitte announced a new business unit on VMware, ACL did the same. That energy level has really gone up. You see it at the show here as well. We recognize that these significant SI's play a huge role in the decision making process with customers. And we want to enable them to build significant VMware businesses. It's a different game from that perspective. Last thing I'm point out is, industry and verticals. Right I mean, this is not being necessarily an area because of the layer of the stack we've been in. Obviously Telco is an end to end business unit for us. We have products, we have a go to market on Telco, public sector to some degree because you need all these three letter agencies and the security and compliance. But as you look at financial services as you look at retail, as you look at healthcare we need to be aware of the workload we need especially on modern apps, especially on the edge. So we kind of doubling down on some of our vertical capabilities. So, all of those things are connected as well, right. The SI to the hyper scale partners in a vertical context. >> What's the biggest change that you've seen? Because we've observed some partners are leaning out as they change their business. And VMware has got new partners coming in, leaning in. So you got mentioned, Dave mentioned Telco and you got new use cases with edge and multi-cloud so you know, some people kind of maybe age out or change their strategy, some double down the core partner network, and then new ones come in. What's been the biggest change, if you can look at that holistically? >> Yeah, it's a great question, right? Because it's so multidimensional and there is no such thing as a GSI global system because they build products. Sometimes they act as a reseller, they're a solution provider. Also they provide services. So as their business model changes, we have to adjust how we engage with them. We can't put them in nice clean buckets. And that's what I'm doing with my colleagues here is how do we really enable them? And one of the things, I mean, I've done this type of stuff, I was at SAP for many years. We need to figure out how do we make them successful? Not just, this is what VMware wants you to do. We need to understand their business model and how do we fit into that? 'Cause if they grow, then we grow with that. And that is honestly a little, it's a subtle point, but it's a little bit of a nuanced. >> Yeah, it's very nuanced, but you have to nail that. You got to overlay. >> 100% >> The strategy where the enablement is technically or product wise, economics and conflict. (John laughing) >> And profitably, if they're profitably is important to us it's not just their growth. >> So Zia, I want to test the premise on you, something, John and I have been working on this notion of super cloud. And we did an event earlier this month, but one of the aspects that's kind of nuance and futuristic is if I'm a, let's say a financial services company and I'm going through a digital transformation I would be looking strategically at what, say Amazon did taking it's internal IT and then pointing at the world. I would say, I have data. I have tools, I have software, I have expertise that's really unique and could be value add. And I would be thinking, how do I monetize that, create my own cloud. And I'm actually just going to throw it into a public cloud to do that. I've got mainframes running, I've got Oracle stuff on Prem. I'm not going to shift that stuff into the cloud and maybe some of it, but I've got transaction systems and proprietary data. And a lot of it is running on VMware and I've got cloud stuff too. I would be looking at, okay, how do I build my own cloud and put my data, my tooling, my software in front of a new ecosystem, my own ecosystem that I can you know monetize. Are you seeing- >> Without spending the CapEx. >> Yeah, without having to build data centers? Right, exactly. I want to take advantage of the gift that the hyper scalers are given. Are you seeing any activity bubbling up in that regard? >> It's a really, it's a really interesting question. And I think the terminology that we've used around cloud smart kind of goes into that. So let me take what you said. >> Okay please, yeah. >> And frame it in a slightly different way. You can standardize on public clouds and everybody's using the same thing. You're using the same services, and so on. Theoretically that could lose some of your differentiation. Right, I mean, especially for financial services companies that have built so much of their you know, trading test down to the milli, milli, millisecond and how do they do that, and so on. So, I think you have something there right. So, as they look at their technology and software strategy, yes there's cost reduction aspects of it. There's refactoring aspects of it that hygiene that needs to be done as Rughu talked about from this cloud chaos to cloud smart, if you will but then how do you differentiate on the business processes? How do you differentiate that then down into the workloads? And I think that's where to use an old term. It takes a village, right, you've got the system integrator that's providing this stuff. You've got other strategy firms like the BCGs and McKinseys of the world that have huge influence now. Then you've got technology players that are coming into that. And I think the cloud smart approach is to do exactly what you're saying. It's not just the refactoring, it's not just movement to the cloud. How do you retain your competitive edge from the processes the models, the thinking that you've built up over many years. So, I don't know if it's super cloud or what that means, but that at the end of the day, this is about business processes. At the end of the day, this is about having a competitive edge in the market and I think you could do it. >> It's industry cloud, right? >> It's, that's a good way to put it. >> Yeah. >> I think Industry cloud is a good way. >> Why is there security cloud, Why isn't there an insurance cloud? Why's there a FinTech cloud? So I mean if you look at Goldman Sachs capital one. >> Right. >> There, CapEx is handled by AWS. Snowflake built their entire business on AWS. Didn't spend the dime on CapEx. Well, they spent a lot of operating expense for that CapEx and the fees, but still they became successful. And then the rest is history. So, I think people are seeing this idea of I'll ride that back on the CapEx of the hyper scalers and then use the tooling from the partner network and what's available. To then, cobble together in an architectural engineered way, distributed computing way, a new way to do things. Okay, so if you believe that, which we do, then you say, oh, it's on the balance sheet. So, what we've been hearing from companies is like, "Hey it's going to be on the balance sheet", I better have an income statement impact on the top line. So, you start to see behavior change at the customers not IT powering the business and the back office and terminals and some app. >> Crosscutting. >> It's like, no, no, no this is a digital business. So, the integration of balance sheet income statement on the economics is driving a lot of the behavior at the customers. So we see customers thinking this way and it's like we've never seen this level of business model refactoring as well as partner vendor selection, product technology mix at the same time. >> And VMware. >> At this level. >> Need the connective tissue between the hyper scalers in the ecosystem and actually provide those cross cloud connections. >> Yeah. >> You know, to the extent there's a business case there, that's what we're trying to of squint through. Is it going to be hybrid with on-prem in one cloud or is there an advantage of going cross clouds beyond just avoiding lock in you know, to take advantage of global infrastructure? >> So and then the next question is the Tam then bigger which means the partners are better? >> Yeah right. >> Participate in that. >> Yeah, I think, and we look at economics of this, right? I mean, there's a huge emphasis on cost, right. Cost, and I completely get that. I think, as I've talked to customers both now that I'm here but before advising a range of companies the innovation process, the time to impact is equally important all right as you compete. There's no point in just getting your cost down. If you're then getting beaten up in the market and you're not able to differentiate with new digital services. And this is where call it super cloud, call it industry cloud. We need to connect up to the business processes and the business impact and not just in my view the cost infrastructure piece of it. >> Yeah. And that we can't do on our own, we're not an apps company. So we're, you're not SAP, we're not Oracle, but we need to work with those players to make sure that their workloads are optimized in the right cloud in the right configuration. And that is a job to be done as opposed to just let's take it to town. >> And there's clearly a technology business case, especially if we're working with companies like VMware who's going to help me you know, simplify. >> Right. >> My move to the multi-cloud but there's also a business and economic impact in that. Even if it's not, if it could be simple as if I partner with Microsoft I'm going to do more business right if I'm one of these industry clouds. So I see that as another potential tailwind, it's really, it's like when Dreesen says all your companies are software companies, to me all companies are cloud companies, now increasingly. >> Look the difference between cloud and apps and then stuff, I mean like. >> Yeah, it's all. >> It's like you know there's used to be infrastructure and then apps company and so on. We need to deliver with our ecosystem partners and integrated solution and solution with a big S not just the technology solution but the broader, I mean look at the change management. >> Yeah, yeah. >> We talked about culture, I mean, if you don't get that piece right and the change management piece. >> Everything, yeah. >> You know the rest of it is history. >> Well and it's got to be delivered as a service, >> It has to be. >> Which is huge implications as to how you deal with change management. >> And this goes back to my kind of first comment is I really try and think of this by architecting the ecosystem. I don't like the word alliances. Right I mean, let's say kind of a one to one relationship. You know, let's do an agreement, let's go have dinner, but architecting the ecosystem the spiders web, who are the different players how can we compliment each other? And if it, Deloitte and a Microsoft want to do amazing business together related to VMware technology I want to encourage that. And so those third party Connections. >> You guys your contextualizing the ecosystem, basically. And I think from a customers standpoint that's a benefit to them, in my opinion in fact, Dave, remember at our supercloud.world event URL supercloud.world is the plug for the site. They can check it out. One of the comments from the cloudarati panel was we had a title this session called the innovators dilemma you know question mark you know . >> Best book ever written. >> Yeah, yeah. And so the, one of the panels said, it shouldn't be, we should change it to the integrators dilemma because what's happening is that integration is now standard table stakes and, but integrating the right things now matters, right? So, integration for integration sake isn't necessarily the end game anymore. >> And this is where. >> And this kind of where you're getting at with the spider's web is that integrating properly is a solution mindset. >> And look, I'm integrating also, you know have to bring in data from that perspective. Right, at the end of the day data being the new oil, if you will, the integration allows that data to flow to the right place at the right time to make the right decision. Now, we are not doing all of those pieces but we are certainly enabling that. And as you especially start looking at what we can do on the edge and what we can do in a retail store and a factory and so on those kinds of things come together. >> Okay, Zia take some time. We got a couple minutes left, only two minutes left, I want you to get some commentary directly to the audience around what specifically you're doubling down on. That's new that you're investing in on the partner network or your partner strategy. What is a steady state that's being nurtured and farmed or whatever word you want to use, but here's our core thing. Here's the area of improvement we're going to be in you know, cranking the handle on take us through that. >> Sure. >> I know you got OAM, got telco, got new things going on. >> Yeah so, maybe a couple of things right. >> lay it all out. >> First of all it has to be linked to VMware strategy. So as we transition on this journey to subscription saas ARR, we need to bring our ecosystem along to do that. That has business model implications that has implications on how we engage with them, how we define success how we value things. So that's an important journey. Secondly, is we need to do a better job of enabling our partners. Right, I mean, we have our partner connected. We do a pretty good job on the channel side. We need to do a better job on the GSIs is really understanding their business model, how they're engaging with their customers and provide them the technology the support, the financial resources, so that they can be successful. That's very important. Third is, to connect the dots on the ecosystem, right? I mean it's a, I've spent a lot of time in this event as well in joint meetings between system integrators and hyper scalers with our technology colleagues on Intel or NetApp or AMD. And these are companies that we have a rich history with. We're trying to connect, because that's how customers look at it. So, connecting the dots between the ecosystem super important to us, and then look, there's a change management journey within VMware. We also need to understand how we can engage with partners in a more productive, effective way. How do we scale this up? I believe, I think our leadership in Raghu and Sumit we are not going to succeed unless we have a profitable, engaged, passionate ecosystem around. >> Yeah I mean, they got to make money. They got to. >> Exactly. >> Be successful, have successful customers, their end customers your customers. Well, all good, question of where you're investing the most right now. If you had to put a kind of the pie chart together, I mean some of it's steady state like it's a machine, some of it's new like Telco for instance I mean here's. >> I think again, rich history on the channel side, we continue to invest there. Very valuable to go do that. I think some of these newer areas around the system integrators, especially the large ones, the Whipple's the HCLs, Deloittes essentials of the world, very important. The hyper scaler relationships directly leads into ARR. You saw the VMC cloud Universal will continue. >> We have Google on great props from Google. >> Yeah, We love it you guys. >> Yeah, and so look, I think we are not multi-cloud unless we go do this. Right I mean, Raghuram made a joke about this. We were single cloud and now we're multi-cloud, we want our customers to be able to procure these integrated solutions through VMware and our hyper scaler partners will continue to do that's when multi-cloud really become. And so the GTM motion, the discounting the commission structure all of that machinery is an important radio for me. >> Zia thank you so much for coming on theCube. I know you've been super busy. You got to go out and hit all the partners say hello, compressing you know, got to hit the pavement, say hello to everyone. >> It's been fantastic, the partners have too many, too many parties and so. (Interviewers laughing) But that's a fun part of my job, but appreciate your time. >> You got good stamina. >> Thanks Zia. >> So you got to have that in this game. Not about the faint of heart here at VMware. Zia thank you for coming on. >> Of course. >> This is the cube coverage, back after lunch. After the short break day two of three days of live coverage here in Moscone West on the street floor level of the event I'm John Furrier with Dave Alante. We'll be right back. (lively music)

>>Hey everyone. Welcome back to San Francisco. Lisa Martin and Dave Nicholson here. The cube is covering VMware Explorer, 2022 first year with the new name, there's about seven to 10,000 people here. So folks are excited to be back. I was in the keynote this morning. You probably were two David. It was standing room, only lots of excitement, lots of news. We're gonna be unpacking some news. Next. We have Brandon Jackson joining us S DDC architect at CDW and Keith normy is back one of our alumni head of worldwide partner solution sales at NetApp guys. Welcome back to the program. Hey, thank >>You, reunion week. >>So let's talk about what's going on, obviously, lots of news this morning, lots of momentum at VMware, lots of momentum at NetApp CDW. Keith, we'll start with you talk about what was announced yesterday, NetApp, VMware, AWS, and what's in it for customers and partners. >>Yeah, it's a new day. I talked about this in a blog that I wrote that, you know, for me, I started out with VMware and NetApp about 15 years ago when the ecosystem was still kind of emerging back in the ESX three days, for those that remember those days and, and NetApp had a really real dominant position because some of the things that they had delivered with VMware, and we're kind of at that same venture now where everyone needs to have as they talk about today. Multi-cloud, and, and there's been some things that people try to get through as they talk about cloud chaos today. It also is in the, some of the realms, the barriers that you don't often see. So releasing this new FSX capability with the metal data store within VMware cloud, and AWS is a real big opportunity. And it's not just a big opportunity for NetApp. It's a big opportunity for the people that actually deliver this for the customers, which is our partner. So for me, it's full circle. I started with a partner I come back around and I'm now in a great position to kind of work with our partners. And they're the real story here with us. Yeah. >>Brandon, talk about the value in this from CDWs perspective, what is the momentum that your you and the company are excited to carry forward? >>Yeah, this is super exciting. I've been close to the VMware cloud AWS story since its inception. So, you know, almost four years building that practice out at CDW and it's a great solution, but we spent all this time prior driving people to that HCI type of mentality where, Hey, you can just scale the portions that you need and that wasn't available in the cloud. And although it's a great solution, there's pain points there where it just can become cost prohibitive because customers see what they need. But that storage piece is a heavy component. And when that adds to what that cluster size needs to be, that's a real problem with this announcement, right? We can now use those supplemental data stores and be able to shrink that size. So it saves the customer massive amounts of money. I mean, we have like 25, 50% in savings while without sacrificing anything, they're getting the operational efficiency that they know and love from NetApp. They get that control and that experience that they've been using or want to use in VMware cloud. And they're just combining the two in a very cost friendly package. >>So I have one comment and that is finally >>Right. Absolutely. I, >>We used to refer to it as the devil's triangle of CPU, memory and storage. And if those are, if those are inextricably linked to one another, you want a little bit more storage. Okay. Here's your CPU and memory that you can pay for and power and cool that you don't need? No, no, no, no, no, no. I just need, I just need some storage over here. And in the VMware context, think of the affinity that VMware has had with NetApp forever. The irony being that EMC of course, owned VMware for a period of time, kind of owned their stock. Yeah. So you have this thing that is fundamentally built around VMFS that just fits perfectly into the filer methodology. Yeah. And now they're back together in the cloud. And, and the thing is if, if we were, if we were sitting here talking about this 5, 6, 7 years ago, an AWS person would've said we were all crazy. Yeah, yeah. AWS at the time would've said, nah, no, no, no, no. We're gonna figure that out. You, you, you, you guys are just gonna have to go away. It's >>Not lost on me that, you know, it was great seeing and hearing of NetApp in a day, one VMware keynote. >>It's amazing. >>That was great. And so we built off that because the, the, the great thing about kind of where this comes from is, you know, you built that whole HCI or converged infrastructure for simplicity and everyone is simplicity. And so this is just another evolution of the story. And as you do, so, you know, you've, you've freed up for all the workloads, all the scenarios, all the, all the operational situations that you've wanted to kind of get into. Now, if you can save anywhere from 25 to 50% of the costs of previous, you can unleash a whole nother set of workloads and do so by the way, with same consistent operational consistency from NetApp, in terms of the data that you have on-prem to cloud, or even if you don't have NetApp, on-prem, you know, we have the ways to get it to the cloud and VMware cloud and AWS, and, and, and basically give you that data simplicity for management. >>And, but again, it isn't just a NetApp part of this. There is, as everyone knows with cloud, a whole layer of infrastructure around the security networking, there's a ton of work that gets from the partner side to look at applications and workloads and understand sort of what's the composition of those, which ones are ready for the cloud. First, you know, seeing, you know, the AWS person with the SAP title, that's a big workload. Obviously that's making this journey to the cloud, along with all the rest of them. That's what the partners deliver. NetApp has done everything they can do to make that as frictionless as possible in the marketplace as a first party service, and now through VMware cloud. So we've done all we can do on, on that factor. Now it's the partners that could take it. And by the way, the reaction that we've seen kind of in some of, of the private previews are working, has been incredible. These guys bring really the true superhero muscle to what organizations are gonna need to have to take those workloads to VMware cloud and, and evolve it into this new cloud era that they're talking about at the keynote today. >>Yeah, don't get us wrong. We love vSphere eight and vs a, a and VSAN aid in particular, but there's a huge market need for this, for what you guys are delivering. >>Talk to us, Brandon, from your perspective about being able to, to part, to, to have the powerhouses of NetApp, VMware and AWS, and in terms of being able to meet your customers where they are and what they want. >>And I, that's huge, right? That the solution allows these things to come together in a seamless way, right? So we get the, the flexibility of cloud. We get the scalability of easy storage now, in a way we didn't have before, and we get the power that's VMware, right. And in that, in the virtualization platform, and that makes it easy for a customer to say, I need to be somewhere else. And maybe that's not, that's not a colo anymore. That's not a secondary data center. I want to be in the cloud, but I wanna do it on my terms. I wanna do it. So it works for me as a customer. This solution has that, right? And, and we come in as a partner and we look at, we kind of call it the full stack approach, where we really look at the entire, you know, ecosystem that we're talking. >>So from the application all the way down to the infrastructure and even below, and figure out how that's gonna work best for our customers and putting things together with the native cloud services, then with their VMware environment, living on VMware cloud, AWS, leveraging storage with a, you know, with the, the FSX in. So they can easily grow their storage and use all those operational efficiencies and the things that they love about NetApp already. And from a Dr. Use case, we can replicate from a NetApp to NetApp. And it's just, it makes it so easy to have that conversation with the customers and just, it clicks. And like, this is what I need. This is what I've been looking for. And all wrapped up in a really easy package. >>No wonder Dave's comment was finally right. >>Oh, absolutely. I mean, we've been, again, you know, we talked about the HCI, like that made sense. And three or four years ago, maybe even a little bit longer, right. That click, same thing was like, oh my gosh, this is the way infrastructure should work. And we're just having that same Nirvana moment that this is how easy cloud infrastructure can work and that I can have that storage without sacrificing the cost, throw more nodes into my cluster to be able to do so. >>Yeah. I I've just worked with so many customers who struggle to get to where they want to be BEC, and this is something that just feels like a nice worn in pair of shoes or jeans to folks who right now, you know, look, the majority of it spend is still on premises, right? So the typical deployment of VMware today is often VMware with NetApp appliances providing file storage. So this is something that I imagine will help accelerate some of your customers' moves. >>It absolutely will. And in fact, I have three customers off the hand that I know that I've been like, not wanting to say anything like let's talk next week. Right? There's this, there may be something we can talk about when, on, after Explorer waiting for the announcement, because we've been working with NetApp and, and doing some of the private preview stuff. Yeah. And our engineering teams, working with your engineering teams to build this out so that when the announcement came out yesterday, we can go back and say, okay, now let's have that conversation. Now let's talk about what this looks like, >>Where are you having customer conversation? So this is strictly an it conversation has this elevated up the stack, especially as we've seen the massive, I call it cloud migration adoption of the last couple of years. >>I, I I'll speak fairly from the partner level. It is an elevated conversation. So we're not only talking, at least I'm not only talking to it. Administrators, directors, C levels like this is a story that resonates because it's about business value, right? I have an initiative, I have a goal. And that goal is wrapped into that it solution. And typically has some sort of resource or financial cost to it. We want to hear that story. And so it resonates when we can talk about how you can achieve your goals, do it in a way with a specific solution that encompasses everything at a price point that you'll like, and then that can flow down to the directors and the it administrators. And we can start talking about, you know, turning the screws and the knobs. >>Yeah. And for us, it does start with a partner because the reality is that's who the that's, who the customers all engage. And the reality is there's not just one partner type there's many, you know, we, in fact, what the biggest thing that we've been really modernizing is how to address the different partner types. Cuz you obviously have the Accentures of the world that are the big GSIs, the big SI you have folks that are hosting providers, you have Equinox X in the middle of that. You've got partners that just do services that might be only influenced partners that are influencing the, the design. And so if you look up and down between, you know, VMware's partner ecosystem and NetApp's partner ecosystem overlap pretty well, but there's this factor with AWS about, you know, both born and the cloud partners and partners, you know, like CW that have really, you know, taken the step forward to be relevant in that phase going forward. >>And that's, what's exciting to us is to see that kind of come forward. So when something like a FSX end comes forward in this VMware cloud and AWS scenario, they can take and, and just have instant ignition with it. And for us, that's what it's about. Our job is really just to remove friction back what they do and get outta the way, help them win. And last week we were in Chicago at the AWS reinvent thing and seeing AWS with another partner in their whole briefing and how they came to life with the, with this whole anticipation for this week, you know, it's, it's all the partners are very excited for it. So we're just gonna fuel that. And you know, I often wonder we got the, the t-shirt that says, you know, two's company three is a cloud maybe should have been four because it takes the, the partner for the, the completion. >>We appreciate that for sure. >>It does. It sounds like there's tremendous momentum in the market, an appetite across all three companies, four, if you include CDW. So in terms of, of the selling motion, it sounds like you've got folks that are gonna be eating out of eating out of your pocket. Who've been waiting for this for quite a while. Yeah. >>I think you, the analogy used earlier, it's nice when the tires are already on the Ferrari, right. This thing could just go, yes. And we've got people that we're already talking to that this fits, we've got some great go to market strategies. As we start doing partner in sales enablement to make sure that our people behind the scenes are telling the story and the way that we want it to jointly so that all of us can, you know, come together and have that aligned common message to really, you know, make this win and make this pop >>One correction though is technically we sponsor Aston Martin. So it's not a fry. It's an Aston Martin. There >>You go. >>That's right. Quite taken, not a car guy. Can >>You, can you talk a little bit Brendan about the, the routes to market and the, the GTM that you guys are working on together, even at a high level? Yeah. >>At a high level, we've already had some meetings talking about how we can get this message out. The nice thing about this is it's not relegated to a single industry vertical. It's not a single type of customer. We see this across the board and, and certainly with any of our cloud infrastructure solutions, it seems very, even from a regional standpoint and an industry vertical standpoint. So really it's just about how to get our sellers, you know, that get that message to them. So we had meetings here this week. We've been talking to your teams, oh, for probably six weeks now on what's that gonna look like? You know, what type of events are we gonna hold? Do we wanna do some type of road show? Yeah. We've done that with FlexPod very successfully, a few years ago where our teams working with your teams and VMware, we all came out and, and showed this to the world and doing something similar with this to show how easy it is to add supplemental storage to VMC. And just get that out to the masses through events, maybe through sales webinars. I mean, we're still in this world where maybe it's more virtual than on person, but we're starting to shift back, but it's just about telling the message and, and showing, Hey, here's how you do it. Come talk to us. We can help you. And we want to help >>Talk about the messaging from a, a multi-cloud perspective. Here we are at VMware Explorer, the theme, the center of the multi-cloud universe, how is this solution from NetApp's perspective? And then CDWs, how does it an enabler of customers that so many are living in the multi-cloud world by default? >>Yeah. And I think the big subtlety there that, that maybe was MIS missed was the private cloud being just so their cloud. The reality of that is probably a little bit short of, you know, of what people kind of deal with with their on on-prem data centers, just because of some of the applications, data sets they're trying to work through for AI ML and analytics. But that's what the partner's great at is, is helping them kind of leap forward and actually realize the on-prem to become the private cloud and really operate in this multi-cloud scenario and, and get beyond this cloud chaos factor. So again, you know, the beautiful part about all this is that, you know, the, the, the never ending sort of options, the optionality that you have on security, on networking, on applications, data sets, locations, governance, these are all factors that the partner deals with way better than we could even think of. So for us, it's really about just trying to connect with them, get their feedback and actually design in from the partner to take something like this and make it something that works for them >>Back to your shirt. What does it say? Two's company, three's a cloud that's right. But if you want rain, you need a fourth. Yeah. Right. We're here in California. I don't care about clouds. We need it to rain. All >>Right. So >>It's all well and good that yeah. If you know, a couple of you get together and offer something up, but where the rubber meets the road, you know, the customer relationship, the strategic seat at the customer table, there, aren't more of those than there have been in the past. And, and, and ecosystems have obviously gotten more complicated. I can't help thinking back as I think back on the history of, of NetApp and VMware and CDW, there was a time when, when things were bad, you get rid of marketing. And then, and then after that, it was definitely alliances and partnerships cuz who the heck are those people right now? Everything is an ecosystem. Yeah. Everything is an ecosystem. So talk about how CW CDW has changed through its history in terms of where CDW has come from. >>Sure. And you >>Know, not everybody knows that CDW is involved in as sophisticated in area as you are. >>And, and that's true. I mean, sometimes it's tongue in cheek, but you know, we've fulfilled a lot of needs throughout the years and, and maybe at times just a fulfillment or a box pusher, but we're really so much more that, and we've been so much more than that for years. And through some of our acquisitions, you know, Sirius last year I G N w our international arm with Kway when it became CDW, K we have a, you know, a premier experience around consultative services. And that we talk about that full stack, right? Yeah. From the application to the cloud, to the infrastructure, to the security around it, to the networking, we can help out with all of that. And we've got experts and, and, you know, on the presales and postsales that, that's what they live for. It's their passion. And working with partners close in hand, that that's, we've had great relationships with, with NetApp. And again, I've been with CDW for over 12 years. And in all 12 of those years, I've been very close to NetApp in one way, shape or form, and to see how we work together to solve our customers' challenges. It's less about what we want to do. It's more about what we're doing to help the customer. And, and I've seen that day in and day out from our relationship and, you know, kind of our partnership. >>So say we're back here in six months, or maybe we're back here at reinvent, talking with you guys and a customer. What are some of the outcomes that at this stage you were expecting customers to be able to achieve, >>Be able to do more, put more out there, right. To not be limited by the construct of, I only have X amount of space. And so maybe the use case or the initiative is, is wrapped around that. Let's turn that around and say, that's, you're limitless, let's have move what you need. And you're not gonna have to worry so much about the cost, the way you did six months ago or seven months ago, or six months in a day ago that you can do more with it. And if we have an X amount in our bucket in, in July, we could do 200 VMs. You know, and now six months later, we've done 500 VMs because of those efficiency savings because of that cost savings and using supplemental storage. So I, I see that being a growth factor and being say, Hey, this was easy. We always knew this was a solution we liked, but now it's easy and bigger. >>Yeah. I think on our end, the spectrum, I'll just say what Phil Brons would say. I said previously, he was in the previous segment, which is, this could go pretty quick, folks that have wanted to do this now that they know this is something to do and that they can go at it. The part we already know, the partners are very much in like ready to go mode. They've been waiting for this day to just get the announcement out so they can get kind of get going. And it's funny because you know, when we've presented, we've kind of presented some of the tech behind what we're doing and then the ROI T C calculator last, and everyone's feedback is the same. They said you should just lead to the calculator. So then yeah, you can see exactly how much money you save. In fact, one of the jokes is there's not many times you've saved this much money in it before. And so it's, it's a big, wow. Factor, >>Big, wow. Factor, big differentiator, guys. Thank you so much for joining David, me talking about what NetApp, VMware, AWS are doing, how it's being delivered through CDW, the evolution of all these companies. We're excited to watch the solution. We better let you go because you probably have a ton of meeting. People are just chopping at the bit to get this. Yeah. >>It's, it's exciting times. I'm loving it being here and being able to talk about this finally, in a public setting. So this has been great. >>Awesome guys. Thank you again for your time. We appreciate it. Yep. For our guests and Dave Nicholson, I'm Lisa Martin. You're watching the cube live from VMware Explorer, 2022. We'll be back after a short break, stick around.

(upbeat music) >> Man: We're good. >> Hey everyone. Welcome back to theCube's live coverage of AWS Summit NYC. We're in New York City, been here all day. Lisa Martin, John Furrier, talking with AWS partners ecosystem folks, customers, AWS folks, you name it. Next up, one of our alumni, rejoins us. Please welcome Anshu Sharma the co-founder and CEO of Skyflow. Anshu great to have you back on theCube. >> Likewise, I'm excited to be back. >> So I love how you guys founded this company. Your inspiration was the zero trust data privacy vault pioneered by two of our favorites, Apple and Netflix. You started with a simple question. What if privacy had an API? So you built a data privacy vault delivered as an API. Talk to us, and it's only in the last three and a half years. Talk to us about a data privacy vault and what's so unique about it. >> Sure. I think if you think about all the key challenges we are seeing in our personal lives when we are dealing with technology companies a lot of anxiety is around what happens to my data, right? If you want to go to a pharmacy they want to know not just your health ID number but they want to know your social security number your credit card number, your phone number and all of that information is actually useful because they need to be able to engage with you. And it's true for hospitals, health systems. It's true for your bank. It's true for pretty much anybody you do business with even an event like this. But then question that keeps coming up is where does this data go? And how is it protected? And the state of the art here has always been to keep kind of, keep it protected when it's in storage but almost all the breaches, all the hacks happen not because you've steal somebody's disc, but because someone enters through an API or a portal. So the question we asked was we've been building different shapes of containers for different types of data. You don't store your logs in a data warehouse. You don't store your analytical data in a regular RDBMS. Similarly, you don't store your passwords and usernames you store them in identity systems. So if PI is so special why isn't it a container that's used for storing PII? So that's how the idea of Pii.World came up. >> So you guys just got a recent funding, a series B financing which means for the folks out there that don't know the inside baseball, must people do, means you're doing well. It's hard to get that round of funding means you're up and growing to the right. What's the differentiator? Why are you guys so successful? Why the investment growth, what's the momentum driver? >> So I think in some ways we took one of the most complex problems, data privacy, like half the people can't even describe like, does data privacy mean like I have to be GDPR compliant or does it actually mean I'm protecting the data? So you have multiple stakeholders in any company. If you're a pharma company, you may have a chief privacy officer, a data officer, this officer, that officer, and all of these people were talking and the answer was buy more tools. So if you look around behind our back, there's probably dozens of companies out there. One protecting data in an API call another protecting data in a database, another one data warehouse. But as a CEO, CTO, I want to know what happens to my social security number from a customer end to end. So we said, if you can radically simplify the whole thing and the key insight was you can simplify it by actually isolating and protecting this data. And this architecture evolved on its own at companies like Apple and other places, but it takes dozens of engineers for those companies to build it out. So we like, well, the pattern will makes sense. It logically kind is just common sense. So instead of selling dozens of tools, we can just give you a very simple product, which is like one API call, you know, protect this data... >> So like Stripe is for a plugin for a financial transaction you plug it into the app, similar dynamic here, right? >> Exactly. So it's Stripe for payments, Twilio for Telephony. We have API for everything, but if you have social security numbers or pan numbers you still are like relying on DIY. So I think what differentiated us and attracted the investors was, if this works, >> It's huge. every company needs it. >> Well, that's the integration has become the key thing. I got to ask you because you mentioned GDPR and all the complexities around the laws and the different regulations. That could be a real blocker in a wet blanket for innovation. >> Anshu: Yes. >> And with the market we're seeing here at, at your Summit New York, small event. 10,000 people, more people here than were at Snowflake Summit as an example. And they're the hottest company in data. So this small little New York event is proven that that world is growing. So why should this wet blanket, these rules slow it down? How do you balance it? 'Cause that's a concern. If you checking all the boxes you're never actually building anything. >> So, you know, we just ran into a couple of customers who still are struggling with moving from the data center to AWS Cloud. Now the fact that here means they want to but something is holding them back. I also met the AI team of Amazon. They're doing some amazing work and they're like, the biggest hindrance for them is making customers feel safe when they do the machine learning. Because now you're opening up the data sets to more people. And in all of those cases your innovation basically stops because CSO is like, look you can't put PII in the cloud unprotected. And with the vault architecture we call it privacy by architecture. So there's a term called privacy by design. I'm like what the, is privacy by design, right? >> John: It's an architecture. (John laughing) >> But if you are an architecture and a developer like me I was like, I know what architecture is. I don't know what privacy by design is. >> So you guys are basically have that architecture by design which means foundational based services. So you're providing that as a service. So other people don't have to build the complex. >> Anshu: Exactly. >> You know that you will be Apple's backend team to build that privacy with you you get all that benefit. >> Exactly. And traditionally, people have had to make compromises. If you encrypt the data and secure it, then you can't use it. Using a proprietary polymorphic encryption technology you can actually have your cake and eat it to. So what that means for customers is, if you want to protect data in Snowflake or REDshare, use Skyflow with it. We have integrations to databases, to data lakes, all the common workflow tools. >> Can you give us a customer example that you think really articulates the value of what Skyflow is delivering? >> Well, I'll give you two examples. One in the FinTech space, one in the health space. So in the FinTech space this is a company called Nomi Health. They're a large payments processor for the health insurance market. And funnily enough, their CTO actually came from Goldman Sachs. He actually built apple card. (John laughing) Right? That if we all have in our phones. And he saw our product and he's like, for my new company, I'm going to just use you guys because I don't want to go hire 20 engineers. So for them, we had a HIPAA compliant environment a PCI compliant environment, SOC 2 compliant environment. And he can sleep better at night because he doesn't have to worry what is my engineer in Poland or Ukraine doing right now? I have a vault. I have rules set up. I can audit it. Everything is logged. Similarly for Science 37, they run clinical trials globally. They wanted to solve data residency. So for them the problem was, how do I run one common global instance? When the rules say you have to break everything up and that's very expensive. >> And so I love this. I'm a customer. For them a customer. I love it. You had me at hello, API integration. I love it. How much does it cost? What's it going to cost me? How do I need to think about my operationalizing? 'Cause I know with an API, I can do that. Am I paying by the usage, by the drink? How do I figure out? >> So we have programs for startups where it's really really inexpensive. We get them credits. And then for enterprises, we basically have a platform fee. And then based on the amount of data PII, we charge them. We don't nickel and dime the customers. We don't like the usage based model because, you don't know how many times you're going to hit an API. So we usually just based on the number of customer records that you have and you can hit them as many time as you want. There's no API limits. >> So unlimited record based. >> Exactly. that's your variable. >> Exactly. We think about you buying odd zero, for example, for authentication you pay them by the number of active users you have. So something similar. >> So you run on AWS, but you just announced a couple of new GTM partners, MuleSoft and plan. Can you talk to us about, start with MuleSoft? What are you doing and why? And the same with VLA? >> Sure. I mean, MuleSoft was very interesting customers who were adopting our products at, you know, we are buying this product for our new applications but what about our legacy code? We can't go in there and add APIs there. So the simplest way to do integration in the legacy world is to use an integration broker. So that's where MuleSoft integration came out and we announced that. It's a logical place for you to swap out real social security numbers with, you know, fake ones. And then we also announced a partnership with SnowFlake, same thing. I think every workload as it's moving to the cloud needs some kind of data protection with it. So I think going forward we are going to be announcing even more partnerships. So you can imagine all the places you're storing PII today whether it's in a call center solution or analytics solution, there's a PII story there. >> Talk about the integration aspect because I love the momentum. I get everything makes secure the customers all these environments, integrations are super important to plug into. And then how do I essentially operate you on my side? Do I import the records? How do you connect to my environment in my databases? >> So it's really, really easy when you encrypt the data and use Skyflow wall, we create what is called a format preserving token, which is essentially replacing a social security number with something that looks like an SSN but it's not. So that there's no schema changes involved. You just have to do that one time swap over and then in terms of integrations, most of these integrations are prebuilt. So Snowflake integration is prebuilt. MuleSoft integration is prebuilt. We're going to announce some new ones. So the goal is for off the table in platforms like Snowflake and MuleSoft, we prebuilt all the integrations. You can build your own. It takes about like a day. And then in terms of data import basically it's the same standard process that you would use with any other data store. >> Got to ask you about data breaches. Obviously the numbers in 2021 were huge. We're seeing so much change in the cyber security landscape ransomware becoming a household word, a matter of when but not if... How does Skyflow help organizations protect themselves or reduce the number of breaches so that they are not the next headline? >> You know, the funny thing about breaches is again and again, we see people doing the same mistakes, right? So Equifax had a breach four years ago where a customer portal, you know, no customer support rep should have access to a 100 million people's data. Like is that customer agent really accessing 100 million? But because we've been using legacy security tools they either give you access or don't give you access. And that's not how it's going to work. Because if I'm going to engage with the pharmacy and airline they need to be able to use my data in multiple different places. So you need to have fine grain controls around it. So I think the reason we keep getting breaches is cybersecurity industry is selling, 10s of billions of dollars worth of tools in the name of security but they cannot be applied at a fine grain level enough. I can't say things like for my call center agent that's living in Phoenix, Arizona they can only verify last four digits, but the same call center worker in Philippines can't even see that. So how do you get all that granular control in place? Is really why we keep seeing data breaches. So the Equifax breach, the Shopify breach the Twitter breaches, they're all the same. Like again and again, it's either an inside person or an external person who's gotten in. And once you're in and this is the whole idea of zero trust as you know. Once you're in, you can access all the data. Zero trust means that you don't assume that you actually isolate PII separately. >> A lot of the cybersecurity issues as you were talking about, are people based. Somebody clicking on something or gaining access. And I always talk to security experts about how do you control for the people aspect besides training, awareness, education. Is Skyflow a facilitator of that in a way that we haven't seen before? >> Yeah. So I think what ends up happening is, people even after they have breaches, they will lock down the system that had the breach, but then they have the same data sitting in a partner database, maybe a customer database maybe a billing system. So by centralizing and isolating PII in one system you can then post roles based access control rules. You can put limitations around it. But if you try to do that across hundreds of DS bases, you're just not going to be able to do it because it's basically just literally impossible, so... >> My final question for you is on, for me is you're here at AWS Summits, 10,000 people like I said. More people here than some big events and we're just in New York city. Okay. You actually work with AWS. What's next for you guys as you got the fresh funding, you guys looking for more talent, what's your next mountain you're going to climb? Tell us what's next for the company. Share your vision, put a plug in for the company. >> Well, it's actually very simple. Today we actually announced that we have a new chief revenue officer who's joining us. Tammy, she's joined us from LaunchDarkly which is it grew from like, you know, single digits to like over nine digits in revenue. And the reason she's joining Skyflow is because she sees the same inflection point hitting us. And for us that means more marketing, more sales, more growth in more geographies and more partnerships. And we think there's never been a better time to solve privacy. Literally everything that we deal with even things like rove evade issues eventually ties back into a issue around privacy. >> Lisa: Yes. >> AWS gets the model API, you know, come on, right? That's their model. >> Exactly. So I think if you look at the largest best companies that have been built in the last 20 years they took something that should have been simple but was not. There used to be Avayas of the world, selling Telephony intel, Twilio came and said, look an API. And we are trying to do the same to the entire security compliance and privacy industry is to narrow the problem down and solve it once. >> (indistinct) have it. We're going to get theCube API. (Lisa laughing) That's what we're going to do. All right. >> Thank you so much. >> Awesome. Anshu, thank you for joining us, talking to us about what's new at Skyflow. It sounds like you got that big funding investment. Probably lots of strategic innovation about to happen. So you'll have to come back in a few months and maybe at next reinvent in six months and tell us what's new, what's going on. >> Last theCube interview was very well received. People really like the kind of questions you guys asked. So I love this show and I think... >> It's great when you're a star like you, you got good market, great team, smart. I mean, look at this. I mean, what slow down are we talking about here? >> Yeah. I don't see... >> There is no slow down on the enterprise. >> Privacy's hot and it's incredibly important and we're only going to be seeing more and more of it. >> You can talk to any CIO, CSO, CTO or the board and they will tell you there is no limit to the budget they have for solving the core privacy issues. We love that. >> John: So you want to move on to building? >> Lisa: Obviously that must make you smile. >> John: You solved a big problem. >> Thank you. >> Awesome. Anshu, thank you again. Congrats on the momentum and we'll see you next time and hear more on the evolution of Skyflow. Thank you for your time. >> Thank you. >> For John furrier, I'm Lisa Martin. You're watching theCube live from New York City at AWS Summit NYC 22. We'll be right back with our next guest. So stick around. (upbeat music)

>> You're watching theCUBE. Welcome to our continuous coverage of AWS re-Invent 2021. I'm Dave Nicholson. We've got an amazing event that's been going on for the last four days with two live sets, two studios, more than 100 guests, and two very distinguished gentlemen here on the set with us live in Las Vegas. I'd like to welcome Krishna Mohan, Vice President and Global Head of TCS's AWS Business Unit. Welcome Krishna. >> Thank you Dave. >> Dave: And also with us Aditya Jagapal Nagarajan. >> Thank you. >> Dave: I hope I did your name justice. >> Perfect. >> Right, I tried. And Aditya is Head of Strategy and Business Operations for the TCS AWS Business Unit. Krishna, starting with you, tell us about TCS and AWS over the last year. What's been going on. >> Yeah. >> Thank you Dave for having me here. It's great to be in person actually, back in re-Invent, back in person, 25,000 people, but still we have pretty good measures, health measures that way. So I'm very happy to be here. TCS AWS business unit was formed three quarters back and we actually had always AWS partnership, but we actually felt that it's important to kind of have a separate business unit, which is the full stack, multi dimensional unit providing cloud migration modernization across applications, data, and infrastructure, and also main focus on industry solutions. So it has been a great three quarters, and our partnership only enhanced significantly, predominantly what we're actually seeing in the last one year. The cloud overall transformation, I think it kind of taken a different shape. It used to be cloud migration, modernization, cloud native development, but from there it has moved to enterprise transformation, that's happening on cloud, and specifically AWS majority of the time. So with that, we actually see a lot of customers. Broadly you can categorize them into three, cloud for IT, cloud for business, and cloud for innovation. And we're definitely seeing maximum traction there with our customers across the three categories. So I'm super excited to be here at the re-Invent, you know, a couple of our customers were in the keynote, Abort and Adam and Doug. In the Western Union was the keynote, Shelly covered at Western union transformation in the partner keynote with Doug, and very happy to see Linda Cower, the transformation in the United Headlines with Adam. So it's really great to see how we are helping the customers on the transformation. That's definitely, you know, the way that we see. And we have made significant progress on the overall in the last three quarters. And these kinds of wins and business transformation that has actually happened is what resulted in TCS getting the Raising Star GSA award for us. So I'm pretty happy to actually carry this little thing here. >> Is that what this is? >> Absolutely. So it means a lot because our customer in our kind of reinforcing the value, the TCS, along with AWS is bringing to the customer. >> So I wasn't going to say anything. I just assumed that you were a 2001 Space Odyssey fan and you just brought, you know, a version of the monolith with you. I wasn't sure. Congratulations. >> Thank you. That's a quite an achievement especially in the relatively short period of time. And especially with the constraints that have been placed upon all of us. Did they give you like a schwag bag with a bunch of, with, you know, like they do at the academy awards? Are you familiar with that. >> We had a great fun event on Monday afternoon. >> Fantastic. >> Yeah. >> Aditya, talk about, you're a consultancy, your organization is a consultancy. Talk about how you engage with the customers that you are helping to bridge the divide between what their business requirements are, and the technology that AWS is delivering. Because I think we all agree that everything we're seeing here from AWS is wonderful, but without an organization like yours, actual end users, actual customers, have a hard time driving benefits. So, how do you approach that? >> Gladly thank you, Dave, and thank you for theCUBE for having us here. And just borrowing from what Krishna talked about, the three layers of value creation, the cloud for IT, cloud for business and cloud for innovation. We see the journeys clients take, to start with how they look at IT modernization, and go all the way to business transformation, and look at ecosystem transformation as well. For example, we just heard about Western Union and we just came off of one with SWBC where they have completely modernized the payment systems on AWS and TCS has been the partner for transforming that for them. And that not only just means the technology layers, but also re imagining business processes in the cloud. Moving on from the financial side, if you look at the digital farming, for example, we have been working with some of the leading, the transmitter players in the healthcare industry and in the manufacturing space to look at helping farmers with AI. Right? And helping them look at how they can ensure better analytics and drone capabilities for digital farming. Drug trial development and acceleration for time to market has been a front and center for all of us in the last two years where I've been helping pharmacy organizations get better and will bring up drug trials and reach the end customers better with cloud. So there's various examples here. >> I want to poke on that a little bit. >> Aditya: Yeah. So when TCS is engaging a customer, say in farming versus pharma, how much of your interaction with them is specialized by industry vertical or specific area expertise versus the generic workings that are going to be supporting that effort in the background? What does that look like? Are you going in first with a pharma discussion, first with the farm discussion, as opposed to an overall discussion? >> It's a great point you mentioned Dave because that's the sort of essence of TCS. Because the way we look at it, we actually appeal to the industry specific. So our domain and contextual knowledge is very important to appeal to the customers and to the various stakeholders, no longer are the days where you talk about technology as a means to an end. We talk about how end customers can benefit in that context of what they're going through in that industry. And how can then technology be part of that strategy, right? So, hence, as you rightly said, domain and context first, followed by technology powering the outcome. >> Even though farm and pharma sound a lot alike. >> Right, I showed you the very difference. >> And they may share some things in common. Yes, very, very different. Krishna, talk about your go to market motion. How are clients aware of TCS? Do you have teams that engage clients directly and then bring AWS into the conversation? Or are you being brought in by AWS? Is it a combination? What does that look like? >> So, very good relevant question. So our GTM strategies is TCS has been in the, you know, serving the enterprise customers and IT transformation for 52 years now. So we have a huge base. But specifically from an AWS BU perspective, we are focusing on selective verticals, banking financial services and insurance is large, life sciences, health care, and travel, transportation and hospitality. So these are the verticals that we're actually focusing on, and given our presence in the enterprise sector, we already have a direct sales teams who are engaging with the customers directly on enterprise transformation and business transformation. And once we have that conversation, we actually take all these solutions that we have built on AWS and along with AWS. There are few customers in the last three quarters, after farming the AWS business unit, one thing that we did is with AWS we're proactively going and identifying the logos and the customers. And with the focus not on technology, with the focus on how to solve their problems on the business side and how to create new business models. So it's kind of both. We bring in, AWS brings in logos as well, so Greenfield accounts, and as well as our contextual knowledge of the industry is how the GTM is working out, and working out pretty good. >> You mentioned, you've been at this for 52 years. >> Aditya: Yeah. >> You must've been very young when you started doing this. Talk about the internal dynamics. So think of TCS, the larger organization. You represent the AWS business unit. TCS has been doing this for a long time, predating what we think now of as cloud. I'm sure that you have long existing relationships with customers, where you've been doing things for them that aren't cloudy, and those things keep the lights on at TCS, right? Important sources of revenue. Yet you're going in and you're consulting and saying, hey, you know, it might be better for you, Mr. Customer, to work with AWS and TCS, as opposed to maybe being at a data center that TCS manages, I mean, how do you manage that internal dynamic? You've got to have people at TCS who are saying, stay away, that's my revenue, don't move my cheese. What does that look like? >> Very valid question Dave. So the way that TCS is actually looking at is, twin engine strategy. There's a cost and optimization strategy, which we have. We sell the customers and operations, running the BAU if you will, business as usual, then you have something called growth and transformation. So as a strategy that we are very clear that the path of business transformation is growth and transformation channel. So we as a company are very comfortable cannibalizing our C and O in a business because we want to be relevant to the market, relevant to the customer, and relevant to the partner ecosystem. So the only way you are relevant is actually to challenge yourself, cannibalize your own business, and for the long, you know, strategy of looking at how to grow. And that's how our twin engine strategy is working. And there are a lot of customers where we have developer with contextual knowledge serving 20 years, 25 years of the customers. We know how they work, what their business is actually, you know, what's going to be the future of the business. So we are in a better position to actually transform them. And as a company, we already took cannibalize our revenue. >> So Adi, give us an example of working with a customer and give us an idea of what that customer's perspective is in terms of their place on the spectrum of, I don't want to move anything if I don't have to versus, hey, you guys can't move fast enough to deliver what I want. Where are you seeing that spectrum of customer requirements at this point? Do you feel like you're having to lead people to water still? Where are we with that? >> Well, if you asked me this question a couple of years ago, it would be about, hey, look, here's a beautiful water and the lake looks good, why don't we spend by the side and see what it tastes like? Now the question is, how much water to drink? Right? So the point being that customers have fast realized that cloud is not just an IT decision, it's a business transformation decision. So if I may just call it back what Krishna talked about, the dual engine strategy. A clear Testament to that is some of our relationships, most of our relationships are the matter has been over two decades with our clients. And that's a perfect indication of being constantly relevant for them because as their models change, as their markets change, customer expectations change, we need to constantly innovate ourselves. >> You're innovating your business just like that. >> Absolutely. >> Correct. >> So you know, as we say, you're in the boat with them and you're going through the same changes. >> And so coming back to the question which you asked, the point was we give them a point of what experience they can have with cloud by each stakeholder. The CIO wants to look at how we can look at better sustainability of their operations, keep the lights on as you said, enhance stability with more automatable capabilities, looking at DevOps, the business is completely looking at how can cloud fundamentally change my business model. And you have both these stakeholders coexisting with the same outcome towards enterprise transformation. And that's the experience which we work with them to shape. To say what the starting point is? Where would they like to go? And how can we go to them in the journey? What's interesting here is, nobody has all the answers. Neither is AWS nor customer the TCS, but we are here to create a culture of discovering the right goal and the right answers. It's very important. That's the approach to getting it working. >> Krishna and our last minute together. You've just received the Rising Star Award, 2022 is rapidly approaching, this doesn't put any pressure on you at all for 2022 because people are going to ask, what are those rising stars do again in 2022? What's on the horizon, what are the two of you excited about for next year? >> I think we are super excited with how AWS, you know, definitely in Adam's keynote, if I had to take a couple of points that I'm taking away is in addition to enhancing their core cloud capabilities, but if there's pivoted on industry solutions, you know, the fin space that they have announced, and the industrial solutions that they have announced. So that is where it very clearly aligns to our strategy of TCS, helping customers look for change their business models, implement new business models, create ecosystem play. And that's basically where we are really super excited. And another point which I took from Adam is the, they're focused on Edge with IOT and private 5G. And that's very, very important especially when you look at it both IT, as well as the IOT transformation. So we are super excited with the potential, all the new bells and whistles AWS is rolled out in last four days, And looking forward for few more of this. >> Congratulations again. It's a fantastic acknowledgement of what you've been able to do over the last, just three quarters as you mentioned, closing out 2021 in a very, very good way. Looking forward to 2022. Thank you gentlemen for joining us today here on theCUBE, and thank all of you for joining us, for continuing continuous Cube coverage of AWS re-Invent 2021. We are the leader in hybrid technology event coverage. I'm Dave Nicholson stay tuned for more from theCUBE.

(upbeat music) >> Hey, welcome to theCUBE's coverage of AWS re:Invent 2021. I'm Lisa Martin, and I'm pleased to be joined by Jessica Alexander, who is the VP of Cloud Solutions Sales and Alliances at CrowdStrike. Jessica, welcome to the program. >> Thank you, Lisa. It's great to be here. >> So we're going to unpack a lot today, some news, what's going on with the threat landscape, what you're seeing across industries, but I want to get started talking a little bit about your team. As I mentioned, VP of Cloud Solutions Sales and Alliances. Talk to me about your team because you have a unique GTM here that I'd like to get into. >> Sure. Thank you, Lisa. Well, we recently launched our new cloud security products, Cloud Workload Protection and Horizon earlier this year. So we wanted to make sure that we accelerated our entry into this new product market, this new addressable market, and so we established not only a cloud sales specialist team that helps our core sellers as well as our partners sell our new cloud security products but we also wanted to make sure it was tightly integrated and aligned with our Cloud Alliances so specifically our co-sell relationship and partnership that we have with AWS. >> Got it. Let's talk about some of the things you mentioned, Aksino acceleration entering into the market. We saw a lot of acceleration in the last 20 months and counting, especially with respect to cloud adoption, digital transformation, but also the threat landscape things have accelerated. Wanted to get some information from you on what you've seen. We've seen and talked to a lot of folks on ransomware stats, you know, it's up nearly 11x in the first half of '21, but you guys have some unique stats and insights on that. Talk to me about what CrowdStrike is seeing with respect to that threat landscape and who it's impacting. >> Sure. You know, we have a unique perspective. CrowdStrike has millions of sensors out in our customer environments, they're feeding trillions of events into the cloud and we're able to correlate this data in real time, so this gives us a very unique perspective into what's happening in adversary activity out in the world. We also get feeds from our incident response teams that are actively responding to issues, as well as our Intel operatives out in the world. So, you know, we correlate these three sources of data into our threat graph in the cloud powered by AWS, which gives us very good insights into activity that we're seeing from an adversary perspective. So we also have a group called the OverWatch team, they are 24 by seven, you know, humans monitoring our cloud and monitoring our customer's networks to detect or, you know, get pre-breach activity information. And what they're seeing is that, you know, over this last year, an adversary is able to enter a network and move laterally into that network within one hour and 32 minutes. Now, you know, this is really fast, especially when you consider that in 2020, that average was four hours and 37 minutes for a threat actor to move laterally, you know, infiltrate a network and then move laterally. So, you know, the themes that we're seeing are adversaries are getting a lot faster and a lot more efficient, and, you know, as more companies are moving to remote work environments, you know, setting up virtual infrastructure for employees to use for work and productivity, you know, that threat landscape becomes more critical. >> Right? It becomes more critical. It becomes bigger. And of course we are in this work from anywhere environment that's going to last or some amount of it will persist permanently. So what you're saying is you're seeing a 4x increase in the speed with which adversaries can get in and laterally move within a network, so dramatically faster in a year over year period, where, so there's been so much flux in every market and of course in our lives, what are some of the things that you're helping customers do to combat this growing challenge? >> Well, it really goes back to being predictive and having that real time snapshot of what's going on and being able to proactively reach out to customers before anything bad happens and, you know, we're also seeing that ransomware continues to be an issue for customers, so, you know, having the ability to prevent these attacks and ransomware from happening in the first place and really taking the advantage that an adversary may have from a speed or intelligence perspective, taking that advantage away by having the Falcon Platform actively monitoring our customer environments is a big advantage. >> So let's talk about, speaking of advantages, what are you guys announcing at re:Invent this year? >> Sure. Well, we have two new service integrations with Amazon EKS, AWS Outpost and AWS Firelands to talk about this year. The cool thing is that, you know, customers are going to get our wonderful breach protection that we have, you know, the gold standard of breach protection, they'll have that available on various cloud services. And what it does is it provides consistent security and simplified operational management across AWS services, as customers extend those from public cloud to the data center, to the edge. And you know, the other great benefit is that it accelerates threat hunting, so we were talking about, you know, being able to predict and see what adversaries are doing. You know, one of the great customer benefits is that they can do that with their own teams and be able to do that on a cloud infrastructure as well. >> And how much of the events of the last 20 months was a catalyst or were catalysts for these integrations that you just mentioned? I imagine the threat landscape growing ransomware becoming a 'when we get hit not if' would have been some of those catalysts. >> Well, you know, we're seeing that the adoption of cloud services, especially for end user computing is growing much faster than traditional on-prem desktops, laptops, as people continue to work remotely and customers need to be, or corporations need to be efficient at how they manage end user computing environments. So, you know, we are seeing that adversary activity is picking up, they're getting smarter about, you know, leveraging cloud services and potential misconfigurations, there're really four key areas that we see customers struggle with, whether it be, you know, the complexity of cloud services, whether it be shadow IT, and a lot of the security folks don't necessarily know where all the cloud services are being deployed, then you've got, you know, kind of the advanced techniques that adversaries are using to get into networks. And then, you know, last but certainly not least is skills shortage. We're finding that a lot of customers want a turnkey solution, where they don't have to have a team of cloud security specialists to respond or handle any misconfigurations or issues that come up. They want to have a turnkey solution, a team that's already watching and reaching out to them to say, "Hey, you may want to look into XYZ and update a policy, or, you know, activate this new, you know, this feature in the platform." >> Yeah. That real time, the ability to have something that's turnkey is critical in this day and age where things are moving so quickly, there's so much being accelerated, good stuff and bad stuff. But also you mentioned that cybersecurity skills gap, which is in its, I think it's in its fifth year now, which is a big challenge for organizations as this scattered, work from anywhere persists as does the growth of the threat landscape. Let's get into now, for, you mentioned the adoption of cloud services has gone up considerably in this interesting time period, how is CrowdStrike helping customers do that securely, migrate from on-prem to the cloud with that security and that confidence that their landscape is protected? >> Yeah, well, we find obviously in the shared responsibility model, the great thing is that, you know, CrowdStrike and AWS team up to help, you know, customers have a better together experience as they migrate to the cloud. AWS is obviously responsible for the security of the cloud and customers are responsible for the security in the cloud. And in speaking with our customers who are moving or have moved to cloud services, and they really want a trusted and simple platform to use when securing their data and applications. So what, you know, they also have hybrid environments that can get complex to support, and, you know, we want to be able to provide them with a unified platform, a unified experience, regardless of where the workload is running or what services that it's using. You know, they have that unified visibility and protection across all of the cloud workloads. We're also, you know, seeing that, especially the reason we're doing this great integration with Outpost and EKS Anywhere is that customers are, you know, taking their cloud services out to their data centers as well as to the edge locations and branch offices, so they want to be able to run EKS on their own infrastructure. So it's important that customers have that portability that regardless of whether it's a laptop or an EC2 instance or an EKS container, you know, they have that portability throughout the continuum of their cloud journey. >> That continuum is absolutely critical as we, you know, talk about cloud and application or continuum from the customer's perspective, the cloud continuum is something that is front and center for customers, I imagine in every industry. >> Oh, for sure, 'cause every industry is adopting cloud maybe at a different speed, maybe for different applications, but, you know, everybody's moving to the cloud. >> So talk to me about what you're announcing with AWS, let's get into a little bit about the partnership that CloudStrike and AWS have, let's unpack that a bit. >> Sure. You know, we've been an AWS advanced technology partner for over five years. We've had our products, we now have six of our CrowdStrike products listed on AWS Marketplace. We're an active co-sell partner and, you know, have our security competency and our well-architected certification. And really it's about building trust with our customers. You know, AWS has a lot of wonderful partner products for customers to use and it's really about building trust that, you know, we're validated, we're vetted, we have a lot of customers who are using our products with AWS, and, you know, I think it's that tight collaboration, for example, if you look at what we're doing with Humio, we've implemented a quick start program, which AWS has to get customers quickly deployed with an integration or a new capability with a partner product. And what this does is it spins up a quick cloud formation template, customer can integrate it very quickly with the AWS Firelands and then, you know, all that log information coming from the AWS containers is easily ingested into the Humio platform. And so, you know, it really reduces the time to get the integration up and running as well as pulling all that data into the Humio platform so that customers can, like we said earlier, go back and threat hunt across, you know, different cloud service components in a quick and easy way. >> Quick and easy is good as is faster time to value. You mentioned the word trust, and, you know, we talk about trust, we've been talking about it for years as it relates to technology, but I'm curious, Jessica, in the last year and a half, if your customer conversations have changed, is trust now even more important than ever as there are so many things in flux, have you noticed any sort of change there in your customer conversations? >> Well, you know, I think trust is extensible. And over the last 10 years, CrowdStrike's done a really great job of building customer trust. And, you know, we started out as, you know, kind of primarily EDR and we've moved into prevention and now we're moving into identity protection and XDR so, you know, I see a pattern that, you know, we've built this amazing core of trust across our existing customers, and as we offer more capabilities, whether it be, you know, cloud security or XDR, identity protection, you know, customers trust us and so they're very willing to say, "ah well, I want to try out these new capabilities that CrowdStrike has because we trust you guys, you know, you've done a lot to protect our brand and, you know, really make our internal teams a lot more efficient and a lot smarter." So, you know, I think while trust is important, it's also something that we get to carry forward as we enter new markets and continue to innovate and provide new capabilities for our customers. >> And really extending that trusted, valued partner relationship that you've already established with customers in every industry. So where can customers go? So the joint GTM customers, and you said products available in the AWS marketplace, but where do you recommend customers go to learn more about how they can work with these joint solutions that CrowdStrike and AWS have together? >> Absolutely. We have a landing page on AWS, if you Google AWS and CrowdStrike, whether it be marketplace or EKS Anywhere, Amazon outposts, we're on all the joint product pages with Amazon, as well as always going to crowdstrike.com and looking up our cloud security products. >> Got it. And last question for you, Jessica, summarize the announcement in terms of business outcomes that it's going to enable your joint customers to achieve. >> Absolutely. You know, I think it goes back to probably the primary reason is complexity. And, you know, with complexity comes risk and blind spots so being able to have a unified platform that no matter where the workload is, or the employee may be, they are protected and have, you know, a unified platform and experience to manage their security risk. >> Excellent. Jessica, thank you so much for coming on the program today, sharing with me, what's new with CrowdStrike, some of the things that you're seeing, and what you're helping customers to accomplish in a very dynamic environment, we appreciate your time and your insights. >> Thank you for having me, Lisa. >> For Jessica Alexander, I'm Lisa Martin, and you're watching theCUBE's coverage of AWS re:Invent 2021. (gentle music)

(upbeat music) >> Hey, welcome to theCUBE's coverage of AWS re:Invent 2021. I'm Lisa Martin, and I'm pleased to be joined by Jessica Alexander, who is the VP of Cloud Solutions Sales and Alliances at CrowdStrike. Jessica, welcome to the program. >> Thank you, Lisa. It's great to be here. >> So we're going to unpack a lot today, some news, what's going on with the threat landscape, what you're seeing across industries, but I want to get started talking a little bit about your team. As I mentioned, VP of Cloud Solutions Sales and Alliances. Talk to me about your team because you have a unique GTM here that I'd like to get into. >> Sure. Thank you, Lisa. Well, we recently launched our new cloud security products, Cloud Workload Protection and Horizon earlier this year. So we wanted to make sure that we accelerated our entry into this new product market, this new addressable market, and so we established not only a cloud sales specialist team that helps our core sellers as well as our partners sell our new cloud security products but we also wanted to make sure it was tightly integrated and aligned with our Cloud Alliances so specifically our co-sell relationship and partnership that we have with AWS. >> Got it. Let's talk about some of the things you mentioned, Aksino acceleration entering into the market. We saw a lot of acceleration in the last 20 months and counting, especially with respect to cloud adoption, digital transformation, but also the threat landscape things have accelerated. Wanted to get some information from you on what you've seen. We've seen and talked to a lot of folks on ransomware stats, you know, it's up nearly 11x in the first half of '21, but you guys have some unique stats and insights on that. Talk to me about what CrowdStrike is seeing with respect to that threat landscape and who it's impacting. >> Sure. You know, we have a unique perspective. CrowdStrike has millions of sensors out in our customer environments, they're feeding trillions of events into the cloud and we're able to correlate this data in real time, so this gives us a very unique perspective into what's happening in adversary activity out in the world. We also get feeds from our incident response teams that are actively responding to issues, as well as our Intel operatives out in the world. So, you know, we correlate these three sources of data into our threat graph in the cloud powered by AWS, which gives us very good insights into activity that we're seeing from an adversary perspective. So we also have a group called the OverWatch team, they are 24 by seven, you know, humans monitoring our cloud and monitoring our customer's networks to detect or, you know, get pre-breach activity information. And what they're seeing is that, you know, over this last year, an adversary is able to enter a network and move laterally into that network within one hour and 32 minutes. Now, you know, this is really fast, especially when you consider that in 2020, that average was four hours and 37 minutes for a threat actor to move laterally, you know, infiltrate a network and then move laterally. So, you know, the themes that we're seeing are adversaries are getting a lot faster and a lot more efficient, and, you know, as more companies are moving to remote work environments, you know, setting up virtual infrastructure for employees to use for work and productivity, you know, that threat landscape becomes more critical. >> Right? It becomes more critical. It becomes bigger. And of course we are in this work from anywhere environment that's going to last or some amount of it will persist permanently. So what you're saying is you're seeing a 4x increase in the speed with which adversaries can get in and laterally move within a network, so dramatically faster in a year over year period, where, so there's been so much flux in every market and of course in our lives, what are some of the things that you're helping customers do to combat this growing challenge? >> Well, it really goes back to being predictive and having that real time snapshot of what's going on and being able to proactively reach out to customers before anything bad happens and, you know, we're also seeing that ransomware continues to be an issue for customers, so, you know, having the ability to prevent these attacks and ransomware from happening in the first place and really taking the advantage that an adversary may have from a speed or intelligence perspective, taking that advantage away by having the Falcon Platform actively monitoring our customer environments is a big advantage. >> So let's talk about, speaking of advantages, what are you guys announcing at re:Invent this year? >> Sure. Well, we have two new service integrations with Amazon EKS, AWS Outpost and AWS Firelands to talk about this year. The cool thing is that, you know, customers are going to get our wonderful breach protection that we have, you know, the gold standard of breach protection, they'll have that available on various cloud services. And what it does is it provides consistent security and simplified operational management across AWS services, as customers extend those from public cloud to the data center, to the edge. And you know, the other great benefit is that it accelerates threat hunting, so we were talking about, you know, being able to predict and see what adversaries are doing. You know, one of the great customer benefits is that they can do that with their own teams and be able to do that on a cloud infrastructure as well. >> And how much of the events of the last 20 months was a catalyst or were catalysts for these integrations that you just mentioned? I imagine the threat landscape growing ransomware becoming a 'when we get hit not if' would have been some of those catalysts. >> Well, you know, we're seeing that the adoption of cloud services, especially for end user computing is growing much faster than traditional on-prem desktops, laptops, as people continue to work remotely and customers need to be, or corporations need to be efficient at how they manage end user computing environments. So, you know, we are seeing that adversary activity is picking up, they're getting smarter about, you know, leveraging cloud services and potential misconfigurations, there're really four key areas that we see customers struggle with, whether it be, you know, the complexity of cloud services, whether it be shadow IT, and a lot of the security folks don't necessarily know where all the cloud services are being deployed, then you've got, you know, kind of the advanced techniques that adversaries are using to get into networks. And then, you know, last but certainly not least is skills shortage. We're finding that a lot of customers want a turnkey solution, where they don't have to have a team of cloud security specialists to respond or handle any misconfigurations or issues that come up. They want to have a turnkey solution, a team that's already watching and reaching out to them to say, "Hey, you may want to look into XYZ and update a policy, or, you know, activate this new, you know, this feature in the platform." >> Yeah. That real time, the ability to have something that's turnkey is critical in this day and age where things are moving so quickly, there's so much being accelerated, good stuff and bad stuff. But also you mentioned that cybersecurity skills gap, which is in its, I think it's in its fifth year now, which is a big challenge for organizations as this scattered, work from anywhere persists as does the growth of the threat landscape. Let's get into now, for, you mentioned the adoption of cloud services has gone up considerably in this interesting time period, how is CrowdStrike helping customers do that securely, migrate from on-prem to the cloud with that security and that confidence that their landscape is protected? >> Yeah, well, we find obviously in the shared responsibility model, the great thing is that, you know, CrowdStrike and AWS team up to help, you know, customers have a better together experience as they migrate to the cloud. AWS is obviously responsible for the security of the cloud and customers are responsible for the security in the cloud. And in speaking with our customers who are moving or have moved to cloud services, and they really want a trusted and simple platform to use when securing their data and applications. So what, you know, they also have hybrid environments that can get complex to support, and, you know, we want to be able to provide them with a unified platform, a unified experience, regardless of where the workload is running or what services that it's using. You know, they have that unified visibility and protection across all of the cloud workloads. We're also, you know, seeing that, especially the reason we're doing this great integration with Outpost and EKS Anywhere is that customers are, you know, taking their cloud services out to their data centers as well as to the edge locations and branch offices, so they want to be able to run EKS on their own infrastructure. So it's important that customers have that portability that regardless of whether it's a laptop or an EC2 instance or an EKS container, you know, they have that portability throughout the continuum of their cloud journey. >> That continuum is absolutely critical as we, you know, talk about cloud and application or continuum from the customer's perspective, the cloud continuum is something that is front and center for customers, I imagine in every industry. >> Oh, for sure, 'cause every industry is adopting cloud maybe at a different speed, maybe for different applications, but, you know, everybody's moving to the cloud. >> So talk to me about what you're announcing with AWS, let's get into a little bit about the partnership that CloudStrike and AWS have, let's unpack that a bit. >> Sure. You know, we've been an AWS advanced technology partner for over five years. We've had our products, we now have six of our CrowdStrike products listed on AWS Marketplace. We're an active co-sell partner and, you know, have our security competency and our well-architected certification. And really it's about building trust with our customers. You know, AWS has a lot of wonderful partner products for customers to use and it's really about building trust that, you know, we're validated, we're vetted, we have a lot of customers who are using our products with AWS, and, you know, I think it's that tight collaboration, for example, if you look at what we're doing with Humio, we've implemented a quick start program, which AWS has to get customers quickly deployed with an integration or a new capability with a partner product. And what this does is it spins up a quick cloud formation template, customer can integrate it very quickly with the AWS Firelands and then, you know, all that log information coming from the AWS containers is easily ingested into the Humio platform. And so, you know, it really reduces the time to get the integration up and running as well as pulling all that data into the Humio platform so that customers can, like we said earlier, go back and threat hunt across, you know, different cloud service components in a quick and easy way. >> Quick and easy is good as is faster time to value. You mentioned the word trust, and, you know, we talk about trust, we've been talking about it for years as it relates to technology, but I'm curious, Jessica, in the last year and a half, if your customer conversations have changed, is trust now even more important than ever as there are so many things in flux, have you noticed any sort of change there in your customer conversations? >> Well, you know, I think trust is extensible. And over the last 10 years, CrowdStrike's done a really great job of building customer trust. And, you know, we started out as, you know, kind of primarily EDR and we've moved into prevention and now we're moving into identity protection and XDR so, you know, I see a pattern that, you know, we've built this amazing core of trust across our existing customers, and as we offer more capabilities, whether it be, you know, cloud security or XDR, identity protection, you know, customers trust us and so they're very willing to say, "ah well, I want to try out these new capabilities that CrowdStrike has because we trust you guys, you know, you've done a lot to protect our brand and, you know, really make our internal teams a lot more efficient and a lot smarter." So, you know, I think while trust is important, it's also something that we get to carry forward as we enter new markets and continue to innovate and provide new capabilities for our customers. >> And really extending that trusted, valued partner relationship that you've already established with customers in every industry. So where can customers go? So the joint GTM customers, and you said products available in the AWS marketplace, but where do you recommend customers go to learn more about how they can work with these joint solutions that CrowdStrike and AWS have together? >> Absolutely. We have a landing page on AWS, if you Google AWS and CrowdStrike, whether it be marketplace or EKS Anywhere, Amazon outposts, we're on all the joint product pages with Amazon, as well as always going to crowdstrike.com and looking up our cloud security products. >> Got it. And last question for you, Jessica, summarize the announcement in terms of business outcomes that it's going to enable your joint customers to achieve. >> Absolutely. You know, I think it goes back to probably the primary reason is complexity. And, you know, with complexity comes risk and blind spots so being able to have a unified platform that no matter where the workload is, or the employee may be, they are protected and have, you know, a unified platform and experience to manage their security risk. >> Excellent. Jessica, thank you so much for coming on the program today, sharing with me, what's new with CrowdStrike, some of the things that you're seeing, and what you're helping customers to accomplish in a very dynamic environment, we appreciate your time and your insights. >> Thank you for having me, Lisa. >> For Jessica Alexander, I'm Lisa Martin, and you're watching theCUBE's coverage of AWS re:Invent 2021. (gentle music)

(upbeat music) >> Narrator: From around the globe. It's theCUBE. With digital coverage of IBM Think 2021, brought to you by IBM. >> Welcome to theCUBE's digital coverage of IBM Think 2021. I'm Lisa Martin. Next joining me is Leo LaBranche, Director of global strategic initiatives at AWS. Leo, welcome to theCUBE. >> Thank you, happy to be here. >> So talk to me about AWS and IBM what's going on there with their relationship. What are some of the things that are significant for both partners? >> Yeah, absolutely, IBM's relationship really started with us around 2016. I would say it was a little bit more opportunistic at the time. We knew there was an opportunity to go to market together. We knew there were some great things we could do for our customers. But we hadn't quite cracked to crack the code so to speak on when and where and why we were going to partner at that point. You fast forward into this sort of 2017 to 2019 timeframe. And we became, I'd say a lot more intentional about how we were going to go to market, where we were going to invest areas such as SAP, et cetera. Were an early one that we identified and I'd say the ball really started rolling sort of in the 2018 timeframe. A combination of a number of different things occurred, you know, the acquisition of Red Hat, obviously, you know Red Hat is a very significant, was a very significant partner with AWS, prior to the acquisition. And so post acquisition, you combine that with ramping up a workforce, focused on AWS, combined with a number of different competencies that IBM really invested in, around migration as an example, or SAP. And, you know, the, the ball really starting to roll quickly after that, you know, I'd say the last 18 months or so we both invested significantly in the relationship expansion around the world really, and joined resources and capability to make sure that we're going to markets sort of partnered intentional way rather than sort of an opportunistic. >> Oh, go ahead. >> So I'd say so far, that's absolutely been paying off in that we are seeing a number of wins all around the world across a broad set of industries, as well as the broad set of technologies. So, you know, the strength of, of IBM's consulting services in particular, but also their software combined with the strength of our platform has really proven to be successful for our customers. >> So you said started in 2016, really started taking shape in the last couple of years, that Red Hat acquisition. Talk to me about what's in this for customers. I imagine customers that are expanding or needing to move workloads into the cloud, or maybe more of a hybrid cloud approach. What are some of the big benefits that customers are going to gain from this partnership? >> Yeah, absolutely. And the reality is IBM has a long and storied history and relationship with their customers, right? They run and manage many of the workloads. They really know the customer's business incredibly well. They have domain expertise and industry and then the technology expertise from a professional services perspective to really help navigate the waters and determine what the right strategy is around moving to the cloud, right? You combine that with the depth and breadth of the skills and capabilities and services that AWS provides. And the fact that IBM has invested significantly in making sure their professional services are deeply steeped in our technology and capabilities. It's a great combination of really understanding the customer's needs. Plus the art of the possible, honestly, when it comes to technology that we provide, really can accelerate both and mitigate risk when it comes to moving to the cloud. >> That risk mitigation is key. So you guys recently, AWS recently launched if I'm going to get this right. Red Hat OpenShift Service on AWS or ROSA. Can you talk to me a little bit about ROSA? >> Yeah so, Red Hat obviously very well known, and ultimately adopted within the enterprise. We have built a fully managed service around Red Hat on AWS. What that means is you'll have access to essentially the capabilities that that Red Hat would normally provide but all containerized within a solution that allows you to get access to AWS services, right. The other benefit here is normally you would get sort of a multi-vendor with invoicing and cost model, right? Where you get billed from Red Hat, get billed from Amazon. You get billed from IBM. In this case, it's essentially a wholistic service in which there's a single sort of invoicing and vendor relationship, right. So it's combination of capabilities that normally would be provided via Red Hat combined with access to cloud and all the interfaces and capabilities around OpenShift, et cetera, that you could do there. Plus a more interesting and beneficial commercial model. >> So streamlined pricing models, streamlined operating model for customers. Talk to me about some of the customers that have adopted it. Give me a look into some of the industries where you've seen good adoption and some of the results that they're gaining so far. (loud engine buzz in background) >> Yeah one second, sorry, it's like insanely loud. >> Man's voice: No worries, let's just take a pause. We can just, so yeah we'll go right as if Lisa just finished the question. So just take a breather as long as it needs. And then whenever you're ready whenever that's died down, just like give it a beat give it like a second and then just right as if she just asked the question. >> Answer the question then. >> Man's voice: Yeah. >> All right. >> Man's voice: I'll cut it out as if nothing happened. >> Give me two minutes. So actually on your question, I know the answer from things that I've done recently, but was there an official answer Theresa I'm supposed to give on this? >> Teresa: No, not really I mean, I think what you're talking about on Red Hat specifically >> Right, ROSA's early adoption. >> Teresa: Yeah, no I mean, there there's a product page and stuff, it's really about just the ability of customers to be able to run those solutions on the AWS console it is really the, the gist of it. And that it's fully integrated. >> I'm not sure some of the examples I know of are publicly refrenceable. >> Lisa: That's okay, you could just say, you know, customer in XYZ industry, that's totally fair. I'm not so worried about that. >> Teresa: Yeah I don't know if so ROSA. Lisa, ROSA was just launched in March and so it's brand new so I don't have the customer stories yet. So that's why I don't have them listed for Leo. >> Lisa: Oh, that's fine, that's totally fine. Maybe we can talk about, you know, since the launch was just around the corner, some of the things that have been going on, the momentum interest from customers, questions conversations can be more like that as you're launching the GTM. >> Yeah, and there's certainly a couple of industries that they have targeted I'm going to go with that as well as a couple of customers, like, >> Teresa: Thank you, Lisa. >> Lisa: Sure, of course. >> I think they went around the corner. (Lisa laughs) >> Lisa: All right, let me know and I'll re-ask the question. I'll tweak it a little bit. >> Yeah, go ahead. >> Lisa: All right, so talk to me about, ROSA just launched very recently. Talk to me about customer interest, adoption. Maybe some of the industries in particular if you're seeing any industry that's kind of really leading edge here and taking advantage of this new managed service. >> Yeah, absolutely, so no big surprise, right? The the existing customer base that currently uses Red Hat Linux, and some of the options in OpenShift, et cetera that are out today are then the right customers to potentially look at this when it comes to moving forward. You know, industry-wise certainly there are areas within financial services, banking, insurance, et cetera. We're also seeing some around manufacturing, a little less so, but some in media and telco as well. So it's, it's a broad swath of any applicability of Red Hat and OpenShift is somewhat universal but the early customer bases has largely been sort of in those three areas. >> What I'm curious what are the key target audiences are these, Red Hat customers are these AWS customers. IBM all three? >> Yeah. I mean, there isn't necessarily the perfect customer that we're necessarily looking for, as much as if there are existing customers that are currently using Linux or using Red Hat. If there are someone who, a customer who currently has a relationship with either AWS or IBM there's an opportunity to essentially look at it from any of the angles. If you're already on cloud or you've already experienced AWS in some shape or form there's an opportunity to potentially to leverage ROSA, to further expand that capability and also have some more flexibility so to speak. If you're already using IBM as a professional services provider and advisory firm then they absolutely have the expertise and understanding of this product set to help you understand how it could be best leveraged, right. So you can kind of look at it from either of the dimensions. If it's a customer that's completely new to all of us then we're happy to talk to you. But it's something that will definitely take a little bit more explanation to understand as to why you should, or shouldn't consider us with this multicloud OpenShift type solution. >> Got it, let's shift gears a bit and talk about SAP. When we think about customers looking to migrate SAP workloads to the cloud, looking at the right cloud providers those are really big, challenging strategic decisions for leadership to make. Talk to me about why when you're in those conversations AWS is the best choice. >> Absolutely, I mean, really AWS, let's say with SAP and with with many of our services is really looking to give all the options that you could conceivably need or want in order to engage in cloud migration and transformation. press AP specifically, right? There are a number of different options, right. You could go for a lift and shift or upgrade from many databases to a suite on SAP HANA could potentially look to modernize and leverage cloud services, post migration as well. And then the sort of final pinnacle of that is a complete transformation to S four or S four HANA as far as why AWS specifically beyond just choice, you know, from a cost perspective, it's pretty compelling. And we have some pretty compelling business and use cases around ultimately the cost savings that come when you move from an on-premise SAP implementation to cloud beyond that, usually the cloud migration itself is an opportunity to condense or reduce the number of instances you're paying for, from an SAP perspective, which then further reduces cost. From a reliability perspective, you know, AWS is the world's most secure, extensive reliable cloud infrastructure, right? Any of the instances that you put on AWS are instantly I'd say fairly instantly provisioned in such a way that they are provided across multiple what we call Availability Zones which is giving you sort of the resiliency and the stability that really no other cloud provider can provide. On the security front, I mean this is really a unique position in that AWS plus IBM and the security, the depth in security services you know, numerous years of professional services work that IBM has done in the security space. You know, they have roughly 8,000 or so cybersecurity experts within IBM. So the combination of their expertise in security plus the security of our platform is a great combination. I'd say the final one is around performance, right? AWS offers many more cloud native options around certified SAP instances, specifically all the way from 256 gigabyte option all the way up to 24 terabytes which is the largest of its kind. And as those who have implemented SAP know it's a very resource intensive. So having the ability to do that from a performance perspective is a key differentiator for sure. >> Talk to me from your opinion about why IBM for SAP on AWS, why should customers go that direction for their projects? >> Yeah, you know, IBM has over 40 years of experience in implementing SAP for their customers right. And they've done, I think it's over 6,000 SAP migrations, 40,000 global SAP consultants around the world. Right, so from a capability and depth of experience, you know, there's a lot of nuance to doing it. SAP implementation, particularly one that's then moving from on-prem to the cloud. You know, they've got the experience right. Beyond that they have industry specific solutions that are pre-configured. So I think that there's 12 industry specific solutions pre-configured for SAP, it allows, you know roughly 20 to 30% acceleration when it comes to implementation of platforms. So combination of just depth of experience, depth of capability combined with these solutions to accelerate are all key reasons for sure. >> The acceleration you bring up, sorry is interesting because we saw in the last year the acceleration of digital transformation projects and businesses needing to pivot again and again, and again to figure out how to survive and be successful in this very dynamic market in which we're still living. Anything industry-wise specific that you saw that was really driving the acceleration and the use cases for ROSA in the last year? >> Yeah so, you know SAP, we saw an interesting trend as a result of what's everyone's been experiencing in the last year with COVID, et cetera. You know, many organizations postponed large ERP implementations and large SAP migrations, because of what you just said, right. They weren't entirely sure what would need to be done in order to survive either a competitive threats or more just the global threats that were occurring. So what we saw was, really none of the transformations went away. They, were put on hold for a period of time let's say six to nine months ago maybe even a year ago almost. In lieu of I would say more top line revenue generating or innovative type solutions that maybe were focused specifically at, you know, the changing dynamic with COVID. Since then we've seen a combination of those new ideas, right? Combination of the new innovation around healthcare of course, but also public sector and, you know a lot around employment and then engagement there. We've seen a combination of those new ideas and new innovations with the original goal of optimizing transforming SAP ERP, et cetera. And then combining the two to allow access to the data, that sits inside the SAP implementation the SAP. Combine the data in SAP with all these new innovations and then ultimately use that to sort of capitalize on what the future businesses are going to be. That's been huge, it's been very interesting to see some organizations completely change their business model over the course of the last 12 months. In ways they probably had never intended to before right? But it's, absolutely become an opportunity in a time of a lot of challenges. >> Agreed there are silver linings and we've seen a lot of those interesting opportunities to your point that businesses probably would never have come up with had there not been a forcing function like we've been living with. Leo thank you for joining me today. Talking to me about what's going on with IBM and AWS. We'll be excited to follow what happens with ROSA as it continues to roll out. And we appreciate you joining us on the program. >> Absolutely thank you for your time. >> For Leo Labrunch I'm Lisa Martin. You're watching theCUBE's digital coverage of IBM think 2021. (upbeat music)

>> From the CUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. Welcome to this CUBE conversation. I'm Lisa Martin, and today I'm talking with Ivanti again, Nayaki Nayyar, their Chief Product Officer EVP is back with us, as is another Cube alumni, Sumedh Thakar, the President and Chief Product Officer of Qualys. Nayaki, sweet, great to have you guys both back on the program. >> Great to be back here, Lisa. I think it's becoming a habit for me to be here, talking to you almost... >> I like it. >> every week. >> Good to be here, thank you for inviting me. >> So, let's go right into some exciting news here, so Ivanti has had a lot of momentum in the last week or so, Nayaki with launch announcements, talk to us about what you're announcing today in terms of an expansion with the Ivanti-Qualys partnership. >> So Lisa, as you remember, this week we had a great week this week with the launch of our Ivanti neurons platform, that really helps our customers address end-to-end management of their endpoints and security of those endpoints. How we can help them, would be called self fuel, self secure and self service the endpoints. And one of the key strengths Ivanti has, in our portfolio, is our ability to manage all the patches. Today, with our Ivanti patch management solution, we patch approximately 1.2 billion patches on an annual basis. So that's a pretty big volume, and we are extremely excited as a part of this launch announcement, to also share the partnership we have with Qualys and how we are extending and helping Qualys with their overall vision for VMDR. >> So Sumedh, let's go right into that, talk to us about the VMDR, vulnerability management has been around for a while, what is VMDR and Qualys perspective? And what are you looking to do with your partnership with Ivanti? >> I should know about vulnerability management being around for a while, I've been 18 years at Qualys, so we've been doing for a long time, and, what's happened is with the hybrid infrastructure exploding and a lot more devices being added and focus shifting from just servers to endpoint, I think that is just a need to be able to do vulnerability management, in addition, also have the ability to do assessment of your devices in terms of inventory, etcetera, so, discovering your devices, being able to do vulnerability assessment, configuration assessment, but also be able to prioritize those vulnerabilities on which one do you really need to patch because you just have way too many vulnerabilities. And then at the end, all of this vulnerability management is not useful if we can't do something about it, and that's where, you need the ability to patch and fix those issues, and this is where VMDR really brings that workflow in a single platform end-to-end, So instead of just throwing a big report of CVEs, we provide the ability to go from detection of the device, to the patching, and this is where Ivanti partnership has been something that has really helped our customers because they bring in that patching piece, and this is one of the most complicated things you do, and because taking a vulnerability and mapping it to a particular patch is very complex to do and that's where the Ivanti partnership is helping us. >> And so, this is an expansion Sumedh, you guys have been doing this for Windows and Linux, and now this is adding Mac support and others. Tell me a little bit more about the additional capabilities that you're enabling. >> What's interesting is that, when we started working on this, this was before the pandemic hit, and COVID has certainly added a very interesting twist to the patching challenge, and the ability for the system admins to suddenly patch 100,000 to 200,000 devices, which are not in your office with a high speed internet anymore, they are sitting in little apartments all over the world with low bandwidth, WiFi connections, etcetera, how do you patch those endpoints? And so when, while the focus of the beginning was a lot more on Windows and Linux, which are more on the server side, with the pandemic hitting, there is a big need now for people also to be able to do their Macs and other endpoints that are now remote and at people's homes, and so obviously, with the success of the patch management capabilities on Windows that we got with Ivanti, they are a natural partner for us to also expand that into being able to do it for the Macs as well, and so, now we're working together to get this done for the Macs. >> So Nayaki, in terms of the announcements from Ivanti that they've been coming out the last week or so, we talked with Jeff Abbott last week about the partnerships and the GTM, talk to me about from a strategic perspective, how does the expansion of the Qualys partnership dial up Ivanti's vision? >> Lisa, when you take a look at what's really happening across every enterprise, every large company, especially during COVID, and post COVID, is what we call this explosive growth of remote workers, as everyone is trying to manage what the transformation to remote working means, the explosive growth of devices that now have to be managed by every IT organization, not to mention how to secure those devices, which is where this partnership with Qualys becomes extremely strategic for us. Now we can extend that overall vision that we have with our Ivanti neurons to discover every device we have, the customers' have, sense any security vulnerabilities, anomalies that are on those devices, prioritize those based on risk-based priority of it and going through priority as we embed more and more AI Amal into it, and get into what we call this auto remediation, remediating all those vulnerabilities, which nicely fits into Qualys's, or our VMDR vision and strategy. So, this truly helps our customers, go beyond just managing the endpoints to now what we call sub securing those endpoints, being able to automatically detect all security vulnerabilities and issues and get closer and closer to the self remediation of those vulnerabilities, and that's why this partnership makes, a great strategic benefit for all of our customers and large enterprise. >> So Sumedh, talk to us about the VMDR lifecycle, give us a picture of where your customers are and that how does this really going to help them deal with the new normal of even more devices going to be remote for a long period of time? >> what's happening now is that, this is being extended to home devices, customers in the past were only looking at enterprise devices that were owned by the organization, and we continuously now see, we can't get a new laptop to the user, or they're using their home device, home desktop, because it's bigger screen, more powerful, whatever it is, so people are starting to do that, and you can't really stop them from doing that if you want to get work done, and so, essentially VMDR is four things, which is, continuous asset inventory discovery, Second is, detection of all security issues, including vulnerabilities and misconfigurations. Third is the prioritization based on the knowledge of the device, and what's running on the device just because you have a severity, five vulnerability or highly exploitable vulnerability does not mean that you need to prioritize that as the first one to patch, and then you need to be able to patch it, and so that's the four elements that make up the VMDR lifecycle, and as customers have no good way to detect what devices are there, what is connecting to the VPN, because now they don't actually, physically see the devices, the traditional network devices that were... office firewalls that are sitting in the office, that were detecting devices are now not useful because everybody's outside the firewall. And so that entire life cycle, is something that customers want to do, because at the end, you want to reduce your risk quickly. And having a single platform that does all of that, is the key benefit that we get from there. >> Talk to me a little about the go-to market, in terms of how are your customers, joint customers buying the solution? >> I think what we've really worked on is typically what happens today is the customers'... different vendors are providing individual pieces, you have to go buy a different inventory solution, a different vulnerability solution, a different prioritization, a different patch solution, so, working with Ivanti, we've really worked on creating a single platform, and this took us a quite a bit of time to really make that engineering integration work, to be able to have Ivanti patch management directly embedded into the Qualys' agent. So that way, customers don't have to deploy another agent, and they don't have to buy different solutions for different consoles, so, from a go-to market perspective, we keep it very simple for our customers, they essentially have a one price for the entire asset and then if they choose to do the patch management, this is something that we sell as a capability that is directly available through Qualys and Ivanti has done a huge amount of work to integrate seamlessly in the back end to help the customer so that they don't have to, buy from one, buy from another and try to integrate it themselves. >> And Lisa if you look at it, it's really a way for customers to handle heterogeneous landscape, patching of heterogeneous landscape that they have, in their environment all the way from the data centers to those endpoints, the Windows devices, Mac devices, Linux devices, and in future, we'll also be supporting multiple other devices and platforms through Qualys VMDR, absolutely. >> Let's talk about the target audience and really understanding, from a security perspective, it's top of mind for the C-suite all the way up to the board, now with COVID and the increase in ransomware, and some of the things, the device spread, that's probably only going to spread even more, Nayaki, starting with you, how are you seeing the customer conversations change? Are you now not just talking to ITs elevated up the stack? Is this a CEO, board level concern that you're helping them to remediate? >> Absolutely, Lisa, this conversation about cyber security challenges, especially as organizations are trying to figure out what this transformation to remote working means, this is really not just limited to an IT organization or a CIO level conversation, this is a C-suite conversation at the CEO level, and in most cases, I'm also seeing this becoming a board conversation and I'm on a couple of boards myself, and this is truly a board conversation where discussing how we help enterprises transform to remote working and cyber security challenges as more and more workers are working from home, securing those devices is top of mind, for pretty much CEOs and the boards, and helping them through the transition is a number one priority. So, this is between the partnership with Qualys and Ivanti, for us to offer this joint solution, and really make it available where they can address the security concerns that they have, in their environment. >> And Sumedh, in terms of target market, we talked with Nayaki and Jeff last week about, from a vertical perspective, they've got a lot of strengths in healthcare and retail, for example, are you looking at any leading edge markets right now, verticals that really are at most risk? Or are you attacking us from a GTM perspective, or in a horizontal way? >> It's not even our choice anymore, because what's happened with remote working in no matter what industry you are in, everybody's workers are working from home essentially, and using laptops and the number of attacks have significantly multiplied because now that this endpoint is outside of your traditional defenses that you have in an office environment, these endpoints are a lot more vulnerable, and they are in a home network, I have devices in my home network for my kids that are running all kinds of fortnight and things like that, that now actually could have access to my work laptop, so that is becoming a big concern and the other realization that you cannot really use enterprise solutions as you have in the past, for patching and securing your endpoint that's not inside the enterprise, because if a single SMB goes vulnerability patches 350 Megs for one device, if you have that patch 1000 devices trying to download that over VPN, it's just not going to work, and it kills the VPN, so that is this big push towards moving into a cloud based method of deploying these patches, So you going to actually get these patches deployed without hitting your VPN environments, and this is really the big thing, and the other day I read something that that asked like, what is accelerating the digital transformation to the cloud for your enterprise? And, there was a CEO and the Sea So and then COVID, so unfortunately, the pandemic has been bad in many ways, but in other ways, it has really helped organizations move more quickly, to get approvals from the board and the management because the other option is just not a choice anymore, which is trying to use on-prem solution so that resistance to cloud based solutions is significantly decreasing because, today, we're all sitting in different locations and meeting every day on video, etcetera and that's really powered by that cloud-based platforms that we have today. >> I call it the COVID catalysts, there are a lot of interesting things that are positive, that are being catalyzed as a result of this massive change. One more question Sumedh for you, in terms of, this enabling VMDR to become a category, a target market for endpoint security, how does this help? >> I think, the more we can provide the customer ability to reduce the number of different steps that they have to go through and the different tools that they have to purchase and multiple agents and multiple consoles that they have to put together, then it just becomes a category in itself because you kind of have that ability to do detection, prioritization and response in a single solution, which is something that nobody else offers today because everybody is focused on just one aspect of it, and so, today the response from our customers has been absolutely tremendous, they are extremely happy to have this ability to very quickly figure out what's wrong, one of the things we didn't talk a lot about, but I would say in patch management process, the biggest challenge and where most time is spent is mapping a CVE to a specific patch that needs to be deployed on a specific machine, because of 64-bit architecture, 32-bit architecture, so, the Ivanti catalog helps us tremendously to help bring the knowledge that we have on the CVEs to that catalog, and then give our customers a way to be able to get those patches deployed in a very, very quick way, and so that essentially is just created this new category, when you have this end-to-end ability on a single platform. So whether it comes from Qualys or somebody else, I think the need is there to say, when I'm looking at patch management, I want the discovery of vulnerability and patching all of that to be done together. >> And that speed is absolutely critical. So in terms of the general availability, Sumedh, is this available now, when do customers get access? >> So with the partnership with Ivanti, VMDR in general has been available now for our customers for a couple of months, but now with the enhanced partnership, it was available for Windows or is currently available for Windows and now we are working with Ivanti for the next few months to get the Mac version out, so, we would think about in the next couple of quarters, we will have that available through Qualys VMDR, the ability to patch the Macs as well. >> Excellent. Nayaki let's go ahead and take this home with you, in terms of give me kind of an overall, round this out, the expansion of the partnership, the importance of helping customers in these disparate environments, and the momentum that this gives Ivanti for the rest of the year and going into 2021? >> This really rounds our entire Ivanti's vision and strategy, reservoir, our ability to discover every asset customers have on their endpoints and point assets as devices, being able to manage those devices holistically and to secure those devices, and also do service management of those devices and I had mentioned this, we are the only vendor in the market, that can do all of this end-to-end all the way from discovery, to security, to service managing the devices which... and the partnership with Qualys really helps as round it off across the board is full lifecycle of endpoint management, device management, and also enables us to extend to the natural adjacencies of IoT with Ivanti neurons, vision and strategy and truly get into a world of what we call self healing and self securing, the autonomous edge that we really strive to in the longer term. >> Congratulations both of you on this expansion of the partnership, we thank you for taking the time to explain to us the value in it, the challenges that this going to solve for your customers, Nayaki it's always great to have you on the program, thank you for joining me. >> Thank you, thank you Lisa and Sumedh, absolutely a great pleasure talking to all of you. >> Thank you for inviting me and good seeing both of you and I look forward to seeing you guys again. Have a good day >> Yeah, Sumedh. Great to meet you as well. For my guests, I'm Lisa Martin, you're watching this CUBE conversation. (upbeat music)

>> Narrator: Live from Denver, Colorado, it's theCUBE. Covering Commvault Go 2019. Brought to you by Commvault. (upbeat electronic music) >> Hey, welcome back to theCUBE. Lisa Martin with Stu Miniman. We are covering Commvault Go '19 from Colorado and Stu and I are pleased to welcome a couple of guys back to theCUBE. We've got David Wigglesworth, a VP, now VP of Global Sales and Emerging Technologies at Commvault for what, a couple weeks now David? >> About a month and five days. >> About a month, and look who's back, it's Don Foster, VP of Storage Solutions, >> Great to be back. from the Keynote stage, welcome back Don. >> Thank you very much. >> Don, and we appreciate you bringing your own personal makeup artist, Sanjay Merchandandi, >> Yeah. >> A man of many skills. >> Indeed. (laughing) >> He really is. So if this whole, like, CEO thing doesn't work, he's clearly got a career in, you know, touch-up makeup. >> In makeup. >> Yeah, all right, so Wigs we'll start with you, you've got a cool nickname, so I got to use it. You've been here for about a month or so. This is a new Commvault. We've heard a lot in the last two days. A lot of news, a lot of leadership changes, obviously, go-to-market changes, new partner offerings, lots of stuff. Tell us first, before we dig in, what attracted you to Commvault? >> That's a pretty easy question to answer, it's the leadership. So, obviously I'm very familiar with Commvault. I've competed with them in my past career. Always been a very formidable competitor. When you walked into an account in my previous life and they said they had Commvault, you usually kind-of wiped your brow, and thought 'Oh okay, I've got to find something else here to talk about' but in all seriousness, for me it was, you know, when I first noticed in the News that Sanjay had come onboard. That peaked my interest, because obviously I knew Sanjay in my previous life at EMC and at VMware. And then when I watched Ricardo join the company, I was like, okay, this is something I really need to dig into. And so when I had the opportunity to meet with them and understand the direction of where they want to take the company, which was also already just a phenomenal IT organization, just a pillar in the IT community, with what the founders were able to do in relatively short amount of time. I was really excited to be able to come over and be a part of it. >> Wigs, you've got a emerging tech under your purview, tell us a little bit about what that's going to mean in your role. >> Right now it means I'm head big, right? So, by now, everyone's heard of the acquisition that was made. That was the other thing also that really interested me, was that technology because I really think that's where the market is going and I just felt like it was a great addition to the Commvault family of products. But it's a different technology. It's calling on a different set of folks with inside of an account and it's primarily an enterprise play. It can be a go-down-market a little bit, and enterprise's is kind of where I spent the last several years of my career, the last 20 or so (laughs) and so what we've decided to do is, because it's so different, we've decided for the time being, that we were going to create a special aid organization globally to go sell that solution so that our existing core sellers can focus on our existing set of products, right? That we can be a specialist organization that can help them with their customers, selling all of the additional emerging tech, right? And so, here at the show, we've obviously spent time talking about Hedvig. Metallic is another new technology for us. Now Metallic is going to handled differently, but as we continue to grow our emerging technologies from the traditional core Commvault family of products, that's what I'm going to be focused on. So it'll begin with Hedvig. >> So for the role that you're in now, you said about a month or so, are you bringing in a brand-new sales overlay team? Are you guys hiring like crazy or are some of the Commvault OG sales-guys-or-girls shifting up, we'll say? >> For the most part, we're bringing in new talent. We're looking for people that have a broad spectrum of the experience, right. Obviously someone with strong storage background, but also people that know virtualization code, people that understand containers. Those skillsets are really important to us. And so we're busy building out both an America sales team and also building out a Nemea sales team. And then my partner, I call him my partner-in-crime, Ediz. Ediz is building out our SE organization for the same two theaters. We'll start in those two theaters and then once we get the product fully integrated, which is part of what this guy is doing, once we get the product fully integrated, then I think you'll see us start to move into some other theaters. But right now we're going to focus on those. So yes, we're hiring. Right now my LinkedIn says, "David Wigglesworth, we're hiring." >> I think I saw that actually (laughing). >> So Don, we got to dig into some of the technology with you and Avinash yesterday. >> Absolutely. >> So we're now getting most of the way through the conference, bring us inside some of the conversations you're having. I know it was one of the biggest question, we had coming in was: 'All right The Hedvig that we knew, what's going to change, how does that fit?' Blurring the lines between primary and secondary and all those discussions we had with Sanjay. So take us to how people, are they kind of getting it at this point? And we know it's a journey for the integration and where it will ultimately end. >> Here's the real interesting thing, is probably in the first, I don't know, maybe 24 hours of having conversations with people from partner exchange all the way through to basically day one of actual Commvault Go, I probably had about four, maybe five if you count one of the service providers from Customers' Partners, come up and say, "Okay look, we looked at this tech about 18, 12 months ago and it was top of our list for what we wanted to do for building out this initiative, but there was a little bit too much risk." Going okay, do we really want to invest that much on a company that is maybe not the largest, most, I wouldn't want to say, reputable, but substantial in the marketplace. Will they be there in the future? And they're like, "Now that we know you've legitimized that business "and you want to keep that technology going forward, "this is fantastic. "We totally want to go and take a re-look back at this "and see how we can apply "that back into our infrastructure." So that's a great feedback to hear, and only serves as validation that when we look at the tech and say "This is good stuff," that we know it's good stuff and then of course the next piece is always, "All right, so now when can I start using this for Commvault and?" >> Right. >> That's when we start getting into the conversations of all right, we've got some integration work to do, the partners are asking when they can start to get access to sell it and again, we've got some work to do just to industrialize what we're doing and make the experience similar and then we'll start to roll it out in a considered fashion. >> I'm curious about the education piece. One of the customers that was onstage this morning, Sonic Healthcare, one of the things he said, on main stage and when he stopped by theCUBE a couple of hours ago, was, he said: "I wouldn't be in my job," and he runs disaster recovery and business continuity for Sonic Healthcare, "I wouldn't be in my job without Commvault's support." And I really appreciated and respected how he talked about some of the failures that they had. I always think failure is a good F-word if you leverage it in that way, (agreement) failure can mean success, if you learn from it. But the support organization and the training he talked about have been instrumental. Talk to us, guys, about how you're going to be partnering together to not just enable the big partners for those large enterprise accounts but maybe even the new sales-guys-and-girls that are coming, David, to your team to help everybody really understand how best to delivery a really stellar customer experience with something as exciting now as Hedvig is. >> You want to start, since you've been working on the integration. >> Yes, absolutely. First and foremost, I've been working with Avinash and his brother, Srinivas, and a lot of their engineering team. You really start to lock in things that are repeatable and scalable in nature, right? So that if we are going to open this up to more people, we do need to have repeatable nature of the building blocks for different use cases. So there's some core work we're doing on outlining, positioning, criteria, success, what the outcome needs to be, how that ties back in to hardware. Making sure as well that we understand how the messaging really does resonate and make sure that we're following and being focused on what our core targets are. Because a solution like what Hedvig offers, you can quickly start talking about a lot of different things that could be all things to many people, and we know that that's probably the worst decision to make, because you go super wide and don't go very deep at all and you end up losing the value prop. So identifying what the real core use cases are, getting deep in how it works, one with what the structure of it looks like, making it repeatable, that's the first and foremost thing, I think, for how we can help both Ediz and Wigs' sales team, and on the support side, doing very similar things but also doing some of the programmatic work of the integration and the experience. I talk about experience, like the sending of logs, the things that Matthew Magby from Sonic Healthcare was talking about how we really helped him. We want that same level of experience tied into where the software storage platform works as well. So there's some work to be done there. But as we get it done, the enablement on the support side, as you know, we deal with storage everyday anyway, so it's not like it's a big leap, but we do have to bring them into the mix of how the actual technology works, where it breaks, why it breaks, and those are all the things that we're really focused on in the next 90 days. >> Yeah, I think the real key for me as we talk to customers and also employees is I want them all to have the same experience with the new Hedvig solution that they experience with Commvault, right? And that goes from training our employees, really getting our SEs up to speed, so they can have a meaningful conversation to be able to get a customer to say, "Yeah, I think I'd like to speak with the Special Aid team. "Please have them give me a call." And also on the enablement for the clients, and having the customer understand that you can dial to 1-800 number for support, you can talk to somebody that can lead you down a path and give you the same quality of support you've been used to whether you're calling about a Hedvig solution or whether you're calling about a Commvault solution. >> Yeah, we talked about it a little yesterday, but the scale of the offering is a little bit different. >> It is. >> And therefore, that has some challenges on the support. And something that I'm sure Commvault is going to work on making that, it's not identical for every customer but a little bit more repeatable to be able to scale out that offering. >> I would agree, I would agree. The hardest thing to do is when you have a product that has so much functionality as Hedvig is to not lose focus and try to talk way too broad. What you've really got to do is, you've got to drill down with the client try to understand where their pinpoints are and because, quite frankly, the Hedvig product can do a lot of things. >> Don: Yeah, it can. >> Who's the ideal target customers, we talked about the theaters in which you're going to be launching first. Enterprise, we talked about that. Commvault has a significant presence in the Fortune 500, I think I read about three quarters of Commvault's revenue today comes from the Fortune 500, and Stu was saying yesterday about 80% of the revenue comes from the channel. So we look at Hedvig and the enterprise for a second, customers that are new to Commvault, those existing enterprise customers, GTM both? >> Yeah, I would say, the primary focus is going to be calling on the existent customer set. It's much easier to have a conversation with someone who knows who you are, even though you may be selling a new solution, at least they know who you are and they have a positive experience with us. So that, number one, we're going to focus on our probably our top 300 global accounts to start, as well as our top enterprise accounts. So there's probably, I would say, in the two theaters I mentioned earlier, there's probably about 35 hundred accounts that we're really going to focus on, and really try to make sure that we get in front of as many as we can and tell the story. I think that's where we have to start. Now, will there be greenfield opportunities? Yeah, I think quite frankly, that the Hedvig offering is different enough that it will enable us to go call on some of accounts that aren't doing business with Commvault today, maybe doing business with some of our competitors. So hopefully we can use that to actually win more traditional Commvault business. That's the plan. >> And the reason the enterprise really makes sense, the global accounts, is most larger companies have figured out how try solve the CapEx problem, right? >> David: Yeah. >> They've figured out just the economies of scale and how they grow and move, they can kind of handle that. What really still becomes a challenging piece is the operational efficiency. So, can I get the right solution at the right cost, but do it in a way that I'm actually making things more simplified? I'm not actually exploding more complexity into my environment. That's really where the Commvault data management platform and the Hedvig solution together really make a really solid story. >> All right, so Wigs, Don's team's really got their work cut out for them with all the integration work and know they've got a cadence and a roadmap. For you, obviously, new logos, there's got to be revenue goals. What are some of the key KPIs to measure how this becomes a successful acquisition? >> Well if my CEO is standing close by, he may be in earshot of this, right now it's trying to drive as much revenue as we can. But we also have to realize that we also have to build a pipeline, right? So right now my main focus here is I got to get a team in place that can go articulate the value of this solution to a client, right, number one, both technically and then working with Ediz to get the SE team in place, so that's number one. Number two, while we're doing that, we need to build a pipeline, right? When you make an investment, as you guys know, you're expected to start getting a return on that pretty quickly. And, it's nice, we inherited some nice pipeline with the acquisition. But with opportunity comes responsibility and so we've got to build that pipeline up and really get out in front of customers and find some opportunities that we can not only try to finish for this second half so we can hit all of our financial metrics, but really build pipeline for FY21, for us which starts in April. >> So the voice of the customer is, really can be really powerful. We've heard from a number of Commvault customers on our program yesterday, today on main stage. Is there a plan, Wigs, from your perspective, to get customers into some sort of data so that you have proof in the pudding to show those large enterprises and those theaters to help build that pipeline. Look at someone who's been an existing Commvault customer for five, 10 years or so, here's the, I don't want to say migration path, but maybe upgrade path to expand footprint in there. Here's how we did it, here's why this was ideal for this customer. Plans to get those early adopters to help you dial up the pipeline? >> So have you been reading my 'Go to market strategy' (laughing) 'cause you kind of you basically just read it. So yes, listen we are inheriting some nice accounts with Hedvig. They have some nice logos out there which is really good. And it's a good foundation for us to build upon. But we're very fortunate in that our core sellers have some really good relationships with some pretty large customers really in all different industries. And so, what we're doing right now is we're trying to identify probably about 10 accounts that make sense. That are really strong partners. They don't have to necessarily be really big customers, but just really strong partners that want to work together with us. And exactly what you just said, let's get in front of them, let's give them an opportunity to play with the technology and have them help us figure out, we think we have a pretty good idea what the go-to-marketing messaging should be for our existing customer base but certainly don't assume that we know everything. So have them help us build that strategy. So that is absolutely the plan. >> We've been hearing a lot about the last couple of days, of just, the openness of Commvault. Whether it's, I really thought it was cool with Metallic that the telemetry that partners can get to help customers, maybe even before a customer knows of an issue or an opportunity, but this telemetry, this 'let's learn from our customers,' couldn't agree as a marketer with you more about, we might think we have a great tagline, great messaging, but it's the users who need to validate that. What I'm hearing a lot over the last day and a half is how receptive Commvault is. We're listening to our customers, whether it's existing and comeback customers that Sanjay's team are dealing with, or even through partners. That message is loud and clear, and that's pretty important. >> Yeah, I couldn't agree more. And I'll be honest with you, what's it's also been able to give us an opportunity to do is where we've had some relationships, quite frankly, that maybe we need to work a little harder on. Hedvig has given us that opportunity to kind of start those conversations as well. I think there's a lot of value, both on the existing opportunities as well as growing the business overall. >> Guys, nothing short of a lot of work ahead. But, pretty exciting stuff. We thank you both. Wigs, welcome again to Commvault. >> Thank you. >> Can't wait for next year. Going to bring some cool customers on the program. >> Yeah, absolutely. >> Looking forward. The buzz is so amazing this year. So many customers have said, "I know you weren't here last year, but wow," and that's what they've said. I can't wait to see what this is going to be like next year. Thank you for having us on here. >> You've got to come back. >> Absolutely we will. >> Yeah? >> Yeah. >> All right, guys, thank you for joining Stu and I. >> Thank you both very much. >> Thank you. >> For Stu Miniman, I am Lisa Martin, and you're watching theCUBE from Commvault Go '19. (upbeat electronic music)